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Best financial advisors in Wisc Dells, WI

Registered advisers within 25 miles of Wisc Dells, WI.

Offices
34
Firms
14
Combined AUM
$3.02T
Firm-wide filings, not assets booked only here
Clients
541K
540,719 clients when Item 5C has a number
Avg / client
$5.58M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
MBE WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EAGLE STRATEGIES LLC
EDWARD JONES
OSAIC WEALTH, INC.
ASSOCIATED INVESTMENT SERVICES, INC.
GRADIENT ADVISORS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Investors

NATHAN PAUL KELLER
Calvin David Peterson
Justin Mitchell Philipp
NICHOLAS FRANCIS ALSTEEN
JOSHUA JOHN STRZELECKI
JONATHAN MEAD
DARREN RONALD SCHWINEFUS
Laurie A Dischler
ANDREW LUKE HAGER
PETER DANIEL WELSH
LESLIE KENNETH GAY
LISA ANN MCCLYMAN
JENNIFER ANNE KINZLER
LAURA ANN STANEK
Dane Christopher Dale Hinz
Brittany Christen Borota-Kluck
Justin Johnson
PATRICK MARTIN THIELEN
Erin Leigh Haugh
Daily Katherine Erickson
Mark Van Etten
Charles John Brumer
JACOB ADAM KRUEGER
Baylee Ann Shifflet
Troy D Simonson
Joia Lauren Jesa Simonson
Joel Kim Groskreutz
Michael Ray Lopp
Sarah Oberman
Huey Kenneth Griep
Tricia Nicole Sullivan
David Mark Kraus
Shane Gregory Rockweiler
Matthew Mark Kvernen
Katie Jane Schmidt
Laura Jayne Morehouse
Daniel David Mael

Within 25 miles of Wisc Dells, WI, Best Investors lists 14 registered investment advisory firms with 34 offices nearby, managing about $3.02T in combined regulatory AUM across 540,719 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 Wisc Dells

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 EAGLE STRATEGIES LLC 6,662 clients · 2,548 advisers $32.0B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM