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Best financial advisors in Westbend, WI

Registered advisers within 25 miles of Westbend, WI.

Offices
203
Firms
81
Combined AUM
$11.8T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,680,018 clients when Item 5C has a number
Avg / client
$4.39M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
LANDOLT SECURITIES, INC.
KDHH INVESTMENTS LLC
CLIENT FIRST INVESTMENT MANAGEMENT LLC
OSAIC WEALTH, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EDWARD JONES
FIRST HEARTLAND CONSULTANTS, INC.
COMMONWEALTH FINANCIAL NETWORK
STIFEL, NICOLAUS & COMPANY, INCORPORATED
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
ROBERT W. BAIRD & CO. INCORPORATED

Investors

BOBBY JOE ROYES
Jessica VanOurkerk
NATHAN R DERKS
ROBERT MARTIN DERKS
TROY BRIAN HANSON
JUSTIN WAYNE KRUEGER
Cade Patrick Miskimen
David Frederic Zarling
Paul Zarling
Kevin Firari
Bradley Calvin Draeger
Logan M Draeger
THERESE MARIA MOORE
COREY WILLIAM VANDE VOORT
JONATHAN WALTHER
JONATHAN DEPREY
Phillip Livio Faso
WILLIAM SOLTIS
FRANCIS JOEL HOEFFLER
BRYAN LOUIS BECHT
KIM MARIE CLARK
KYLE VAN HECKE
Ryan Gonzalez
Alexis Kopecky
BRETT HENRY WEIR
MATTHEW JOHN ZULEGER
JOHN MICHAEL AUGUSTINE
KATEY ROSKOPF
RICHARD JOHN PESICH
DAVID JOHN VOLLMAR
JACOB WILLIAM BAIN
Wyatt Gudex
MARK CHARLES HAMM
PETER SHANOVICH
CHRISTOPHER GREGG MATHESON
MATTHEW JOHN ANDREWS
Denali Joshua Fellenz
ALAN LEROY OLSEN
James Erich Matheson
MELISSA MORGAN HOPPER
HUNTER T GROSS
ANTHONY JOHN JASEN
WILLIAM JOHN GOMILLA
PETER JOSEPH KAPLER
RAMIRO PAZ
Eileen Marie Voigt
Jerred Grell
ANDREW BENJAMIN MORTENSON
Peter Go
Nolan Walker
Nicholas John Walschinski
Travis M Surita
Garrett Kindelspire
MICHAEL CHARLES SCHILLING
STEVEN ALLAN PAYKEL
MICHAEL LEE NOWACK
Andrew Sabel
Ian M Casey
KATHRYN ANN FISHER DAVIES
CHRISTOPHER FREDERICK CHLUPP
BRANDON RICHARD HALL
DANIEL PATRICK KERN
Ashley T Anderson
PAULA M JENSEN
JUSTIN CHARLES POGODZINSKI
MONIQUE W CASTILLO
Elizabeth Lorraine Ratzburg
PADEE SAYAOVONG

Within 25 miles of Westbend, WI, Best Investors lists 81 registered investment advisory firms with 203 offices nearby, managing about $11.8T in combined regulatory AUM across 2,680,018 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 Westbend

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM