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Best financial advisors in Woodford, WI

Registered advisers within 25 miles of Woodford, WI.

Offices
20
Firms
11
Combined AUM
$3.50T
Firm-wide filings, not assets booked only here
Clients
499K
498,921 clients when Item 5C has a number
Avg / client
$7.02M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
UMB FINANCIAL SERVICES, INC.
MML INVESTORS SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
BERTRAM FINANCIAL ADVISOR SERVICES
COMMONWEALTH FINANCIAL NETWORK

Investors

JOSEPH D PALOMBI
Nicole Renee Austin
ERIK LOWELL HAWORTH
Benjamen Joseph Smith
Stuart Seffrood
MICHAEL C MANCINI
Misty Lynn Warnecke
Lydia Steinmann
Scott Alexander O'Brien
DAVID JAMES FREY
Noah Robert Brisky
Craig Robert Hoesly
GAVIN JOHNSON DOYLE
Robert Cody Page
Jacob Andrew Dillenburg
KIM ALLEN HAVENS
DAVID EUGENE EATON
JON PAUL HELLER
DOUGLAS EDWARD RIEDL
ASHLEY KATHRYN CHAMBERS
Christine Dawn Lade
MICHELLE ELIZABETH BERTRAM
BEVERLY JAYNE BERTRAM
ROSS ALAN SMITH
Kristian Tait Lee

Within 25 miles of Woodford, WI, Best Investors lists 11 registered investment advisory firms with 20 offices nearby, managing about $3.50T in combined regulatory AUM across 498,921 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 Woodford

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 8 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM