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Best financial advisors in Webster, WI

Registered advisers within 25 miles of Webster, WI.

Offices
11
Firms
7
Combined AUM
$1.92T
Firm-wide filings, not assets booked only here
Clients
258K
257,650 clients when Item 5C has a number
Avg / client
$7.47M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
U.S. BANCORP ADVISORS, LLC
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
ACCURATE WEALTH MANAGEMENT, LLC

Investors

Devin Ann Danielson
Trevor Tristan Brewer
Olivia L Tucker
Dan Virgil Edaburn
Mark Joseph Bauer
Samuel Joshua Prusinski
Joshua Michael Prusinski
Silas Joshua Prusinski
Scott James Roppe
Victoria Lynn Shaffer
TIMOTHY ANDREW REEDY
Jonah Michael Beckermann
Theresa Georgeann Tihanyi
Kirsten A Koenig
BRYAN HARLEY MOORE
MATTHEW JOHN ZANARDO

Within 25 miles of Webster, WI, Best Investors lists 7 registered investment advisory firms with 11 offices nearby, managing about $1.92T in combined regulatory AUM across 257,650 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 Webster

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 4 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 6 U.S. BANCORP ADVISORS, LLC 1,207 advisers $1.80B AUM 7 ACCURATE WEALTH MANAGEMENT, LLC 46 advisers $1.71B AUM