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Best financial advisors in Wisconsin Rapids, WI

Registered advisers within 25 miles of Wisconsin Rapids, WI.

Offices
47
Firms
26
Combined AUM
$3.88T
Firm-wide filings, not assets booked only here
Clients
1.16M
1,163,648 clients when Item 5C has a number
Avg / client
$3.33M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
U.S. BANCORP ADVISORS, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
BUENA VISTA INVESTMENT MANAGEMENT LLC
HARBOUR INVESTMENTS, INC.
PRIVATE ADVISOR GROUP, LLC
SULLIVAN INVESTMENT MANAGEMENT LLC
HORACE MANN INVESTORS, INC.
ELITE WEALTH MANAGEMENT, INC.
ELITE RETIREMENT GROUP
PRINCIPAL SECURITIES, INC.

Investors

STEVE EARL HOLMES
DANIEL MARK DEMERS
MATTHEW MICHAEL CASPER
Tara Lynn O'Connor
Perry Brennan Worzella
Clayton Lewis Knoke
Michelle Ann Keyzer
AARON LYNN HOERNKE
THOMAS JOACHIM GLAVIN
SUZANNE MARIE PILGER
JASON RANDALL KRAEMER
Tyler J Thormann
Teri Jo Jaeger
Sharon Erbe Zeman
Skye Elizabeth Manning
Joseph Arnold
Kimberly Rock
KATHRYN LEA JACOBS
MATHEW STEVEN COLEMER
ISAAC DOUGLAS SCHIELD
Logan Adam Boettcher
Jordan Jane Hall
August Dayne Fuiten
TODD MICHAEL COUR
SCOTT STEVEN PATERICK
Tiffany Wharton
JOEL EUGENE SULLIVAN
DAVID BERNARD MICHELS
ALAN WAYNE SCHROEDER
SHANON GERALD MOON
Nichole G Matowitz
Andrew John Wolf
Jeffrey J. Hohn
Jay Allen Wolf
PATRICK LEE MARCELL
MICHAEL WILLIAM MARCELL
Victor Ray Kizewski
Matthew Theodore Daniels
Jacob Ringwelski
RAYMOND I CAL

Within 25 miles of Wisconsin Rapids, WI, Best Investors lists 26 registered investment advisory firms with 47 offices nearby, managing about $3.88T in combined regulatory AUM across 1,163,648 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 Wisconsin Rapids

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 PRIVATE ADVISOR GROUP, LLC 1,033 clients · 854 advisers $44.3B AUM