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Best financial advisors in Winnebago, WI

Registered advisers within 25 miles of Winnebago, WI.

Offices
280
Firms
85
Combined AUM
$9.04T
Firm-wide filings, not assets booked only here
Clients
2.50M
2,502,727 clients when Item 5C has a number
Avg / client
$3.61M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
TOWER VIEW WEALTH MANAGEMENT LLC
PFS INVESTMENTS INC.
CARL M. HENNIG, INC.
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
INDEPENDENT FINANCIAL GROUP, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Investors

ERIC Charles WILKE
JOHN M SCHORSE
JOHN ALBERT WILKE
RANDAL JOHN GROSS
JOHN ALBERT WILKE
Grant Christopher Stettler
WADE HENRY PAFFENROTH
DOUGLAS EDWARD ROHAN
Nick Alsen Jensen
Mariah Lee Magana Mayorga
Emily A Cuadra
RYAN DAVID WEBSTER
STEVEN HAGEMAN
ANGELA J SIMON
TIMOTHY PAUL FULLER
GRANT HENRY SIMON
KURT JAMES CARAMANIDIS
DARIN SCOTT WALTER
JERAMIAH MICHAEL HOUSWORTH
LUKE ANTHONY EICHSTEDT
RONALD JOSEPH SCHABEL
KELLY ANN KALMES
Austin Jarrett
BARBARA MARIE FROSCH
Russell Stanton Bold
Nicholas Paul Bauer
Gary Jepson
CYNTHIA A KUETTNER
KENNETH NOAH HINRICHS
GREGORY JAMES HERLIHY
Katherine Coppersmith
PAUL NICHOLAS BEHNKE
Samuel Scott Christie
Kristie Rene' Furseth
Vincent Darwin Moore
Ralph E Schultz
SHELLY ANN SQUIER

Within 25 miles of Winnebago, WI, Best Investors lists 85 registered investment advisory firms with 280 offices nearby, managing about $9.04T in combined regulatory AUM across 2,502,727 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 Winnebago

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM