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Best financial advisors in Whitewater, WI

Registered advisers within 25 miles of Whitewater, WI.

Offices
151
Firms
50
Combined AUM
$6.06T
Firm-wide filings, not assets booked only here
Clients
1.22M
1,223,394 clients when Item 5C has a number
Avg / client
$4.95M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
CWM, LLC
COORDINATED CAPITAL SECURITIES, INC.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC
GATEWAY WEALTH PARTNERS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

David Richard Blend
Heather Marie Stelzer
Kent Jameson Hutchins
Brittany Mikayla Kim Skelton
SUSAN RENEE FOLEY
Garrett Martin Larson
AURELIO TIANGCO CALLOPE
JAROD AUSTIN SCHUT
Ryan William Quamme
Joshua Henry Peterson
Alister B Huss
TODD ALAN WOLFF
TAYLOR ROBERT SMITHYMAN
THOMAS JAMES NOEL
DEBRA ELLEN RANGUETTE
VALERIE MARGARET JONES
Nicholas Richard Simonson
Bruce Curtis Waller
Michael J Ehlers
Logan C Ruesch
SARA DANIELLE WILLIAMS
DREW JACOB WILLIAMS
Julie Lynn Nachtigal
RALPH EDWARD LASSA
TIMOTHY JOHN BROCKMANN
JAMES ALLAN
KEVIN GIAMMALVA
Meredith Grace Pennewell
Derek M Henze
JASON ROBERT ARNDT
Cari Lynn Henning
Christopher L Nevermann
LISA JEAN MCCUE
MAURICE HEBB
CALLAHAN TULLY
KAREN KALLEM
DAVID JOHN HENNINGFIELD
IRENE MARIE VILONALABONNE
TONIA FAITH Andre

Within 25 miles of Whitewater, WI, Best Investors lists 50 registered investment advisory firms with 151 offices nearby, managing about $6.06T in combined regulatory AUM across 1,223,394 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 Whitewater

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM