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Best financial advisors in Wautoma, WI

Registered advisers within 25 miles of Wautoma, WI.

Offices
21
Firms
10
Combined AUM
$2.71T
Firm-wide filings, not assets booked only here
Clients
405K
405,103 clients when Item 5C has a number
Avg / client
$6.68M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
U.S. BANCORP ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CARL M. HENNIG, INC.
OSAIC WEALTH, INC.

Investors

BRIAN LEE SONNENBERG
MICHELLE LEE RUSSELL
BRIAN PATRICK GETCHIUS
David Austin Stevens
ANTHONY GEORGE SMYRNEOS
Travis Jeffrey Truesdale
JASON MICHAEL STAUFFACHER
Jacob Paul Cote
KELLY ROXANNE MARSHALL
David A Stone
Ryan P Gravunder
DAVID ROBERT SHATTUCK
James Raymond Carriveau
CATHERINE LEE HARGRAVE
Robert Paul Shattuck
CAREN LU REICH
Jared Ryan Abbrederis
STEVEN CRAIG SIMONS
JEFFREY WILLIAM KOLASINSKI
Jeffrey Duane Garrett
Benjamin Richard Durfee
SUZANNE S UDONI
ERIC PAUL SPINDT
MITCHELL EVAN KENNEDY
CARLI ELIZABETH NAVIN
LOGAN Robert JOHNSON
TINA MARIE GRENLIE
Joshua James Korotka
Peter John Vanden Bush
ANN KAY STERN
Melanie Ann Peterson
Kayla Suehs

Within 25 miles of Wautoma, WI, Best Investors lists 10 registered investment advisory firms with 21 offices nearby, managing about $2.71T in combined regulatory AUM across 405,103 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Wautoma

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 U.S. BANCORP ADVISORS, LLC 1,207 advisers $1.80B AUM