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Best financial advisors in Wind Lake, WI

Registered advisers within 25 miles of Wind Lake, WI.

Offices
685
Firms
224
Combined AUM
$14.4T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,759,866 clients when Item 5C has a number
Avg / client
$5.20M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
LPL FINANCIAL LLC
RBC CAPITAL MARKETS, LLC
PAVLIC INVESTMENT ADVISORS, INC.
WEALTHSPIRE ADVISORS
PRESCIENT CAPITAL MANAGEMENT, LLC
BEHL WEALTH MANAGEMENT
U.S. BANCORP ADVISORS, LLC
GATEWAY CAPITAL PARTNERS, LLC
ROBERT W. BAIRD & CO. INCORPORATED
TIDAL INVESTMENTS LLC
RAYMOND JAMES & ASSOCIATES, INC.
THE WATER COUNCIL
FOURSTAR WEALTH ADVISORS, LLC

Investors

THOMAS LOREN BODE
Michael Martin Mustas
Justin D Mager
MICAH BLOOM
TODD RANDLE KREMPASKY
MICHAEL ROBERT LYNCH
KURT ALLEN KUETTEL
JONATHAN KYLE LEIPOLD
MATTHEW MICHAEL LYNCH
Michael James Kieckhaefer
JAMES RUSSELL KIECKHAEFER
JAMES L VAN DE VEN
RYAN D KIECKHAEFER
ANDREW RIZZI STROMWALL
MARGARET MARY BENTZLER
SANDRA LYNN ELLIS
WILLIAM ROLAND WARNKE
RICHARD CHARLES SCHILLER
BRION SCOTT COLLINS
JAY MORRIS FRANK
JULIETTE CHERIE WILLIAMS
Emily Perschbacher
Joshua Leonard Frank
John Michael Dobson
RAZIEL NOCHEMIA HECHT
MATTHEW KLEIMAN
THOMAS EDWARD TEISTER
NEAL ALLEN IGNATOWSKI
Joyce M Yarid
Kirstin Marie Dorn
Miles Manuel Aquino
BRIAN DAVID BEHL
KRISTOPHER T SHARPE
Andrew Scott Polzin
David Edward Koehler
CHRISTINA JANE PETERSON
MEREDITH ANN WEBER
Kevin J Newton
Darren C Dewing
LYNNE MARIE BLODGETT
JOEL WILLIAM BECK
Anne M Poisl
CHRISTOPHER ROBERT LEBERFING
MOIRA K. MORAN
DANIEL JAMES MORRISEY
JOSEPH THOMAS CRONIN
Joseph D OBrien
Brittany M Lee
Sarah J Borchardt
Piper M Meek
Livvy Osgood
MICHAEL DARWIN BISHOP
HOLLIE JEANE NELSON
TARA LYNN PANKOW
BENJAMIN D KLENKE
Grant W Beck
ROBERT PAUL JACOBSEN
KATHERINE MARIE SHALBRACK
PAUL CHARLES GWIDT
JEFFREY MICHAEL PORASIK
DAVID ANTHONY GWIDT
JANET M ERTL
SUZANNE CATHERINE YDE
JAMES ROBERT MCMILLER

Within 25 miles of Wind Lake, WI, Best Investors lists 224 registered investment advisory firms with 685 offices nearby, managing about $14.4T in combined regulatory AUM across 2,759,866 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 Wind Lake

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