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Best financial advisors in Wauwatosa, WI

Registered advisers within 25 miles of Wauwatosa, WI.

Offices
763
Firms
255
Combined AUM
$15.0T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,778,368 clients when Item 5C has a number
Avg / client
$5.42M
Combined AUM ÷ clients

Nearby offices

Firms

U.S. BANCORP ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
FULTON INVESTMENT ADVISERS, INC.
MWA FINANCIAL SERVICES INC.
LPL FINANCIAL LLC
BELPOINTE ASSET MANAGEMENT LLC
ARCATAUR CAPITAL MANAGEMENT LLC
THE MILWEALTH GROUP, LLC
EAGLE STRATEGIES LLC
ALLIANCE WEALTH MANAGEMENT MILWAUKEE, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ALPHA INVESTMENT CONSULTING GROUP, LLC
GENERATION GROWTH CAPITAL PARTNERS IV, LLC
GENERATION GROWTH CAPITAL PARTNERS III, LLC
GENERATION GROWTH CAPITAL PARTNERS I, LLC

Investors

David Edward Koehler
Randy W Potter
Daniel R. Halstead
Samuel Andrew Kinderman
MARK FULTON KING
DANIEL THOMAS LLOYD
MONIQUE JAGLOWSKI
JOHN E PELLETIER
Paul R Lang
JOHN JEROLD CEAGLSKE
ROBERT MICHAEL BESEKE
THOMAS F. WOZNIAK
ADRIAN LEE ZILVETTI
William Matt
JILL MARIE GRUENINGER
IGNATIUS LOUIS SMETEK
Joseph Michael LoCoco
MICHAEL PAUL JOHNSON
MARTIN ALAN MOSER
SCOTT IAN TURZA
WILLIAM CHARLES WEBER
JACQUELINE ANN SCHNEIDER
MATTHEW T. MILER
Alicia Ann Theisen
Jacob Thomas Hornak
AMY LOHMANN FINLEY
ALICE GAIL GABRELIAN
CRAIG RALPH PLUTA
TRACY ELLEN LEWINSKI
YOGESH O KHATRI
Zachary Bernarde
MICHAEL JOSEPH JUNGEN
JAMES PETER HEALY
Drew Fortney
Julia C Ramer
ANTHONY JOSEPH JONES

Within 25 miles of Wauwatosa, WI, Best Investors lists 255 registered investment advisory firms with 763 offices nearby, managing about $15.0T in combined regulatory AUM across 2,778,368 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 Wauwatosa

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM