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Best financial advisors in Winneconne, WI

Registered advisers within 25 miles of Winneconne, WI.

Offices
238
Firms
82
Combined AUM
$8.63T
Firm-wide filings, not assets booked only here
Clients
2.49M
2,494,106 clients when Item 5C has a number
Avg / client
$3.46M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
VALLEY WEALTH MANAGEMENT
HARRIS FINANCIAL SERVICES, INC.
LPL ENTERPRISE, LLC
INDEPENDENT FINANCIAL GROUP, LLC
U.S. BANCORP ADVISORS, LLC

Investors

Eric John Lang
BRIAN LEE GIBBS
Katherine Coppersmith
ERIC Charles WILKE
JOHN M SCHORSE
JOHN ALBERT WILKE
RANDAL JOHN GROSS
JOHN ALBERT WILKE
JAMES GREGORY KIMBALL
STEPHEN C ZIBLUT
Samuel Scott Christie
Kristie Rene' Furseth
WADE HENRY PAFFENROTH
Nicole Jean Riley
Vincent Darwin Moore
Ralph E Schultz
LAWRENCE MICHAEL MROCZKOWSKI
RANDY LEE HUSMAN
HOLLY MARGARET FITZGERALD
MICHAEL J FRECHETTE
ROBERT RICHARD HARRIS
CYNTHIA A KUETTNER
Shawn Dockry
Jamie Lee Neabling
Grant Christopher Stettler
PAUL NICHOLAS BEHNKE
Jennifer Lyn Groholski

Within 25 miles of Winneconne, WI, Best Investors lists 82 registered investment advisory firms with 238 offices nearby, managing about $8.63T in combined regulatory AUM across 2,494,106 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 Winneconne

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