Advisor directory / Wisconsin

Financial advisors in Monroe, WI

15 active registered advisors in Monroe, WI — part of 6,566 across Wisconsin.

The largest firms in Monroe

Ranked by the assets they manage.

T. Rowe Price Associates, Inc.3 advisors · $2.2T
Morgan Stanley216 advisors · $2.0T
Merrill Lynch, Pierce, Fenner & Smith Incorporated104 advisors · $1.8T
Strategic Advisers LLC110 advisors · $1.4T
Edward Jones728 advisors · $1.0T
UBS Financial Services Inc.61 advisors · $916B
LPL Financial LLC633 advisors · $819B
Blackrock Investment Management, LLC1 advisor · $677B
Wells Fargo Advisors130 advisors · $671B
Ameriprise Financial Services, LLC360 advisors · $660B
Columbia Management Investment Advisers, LLC1 advisor · $502B
Raymond James & Associates, Inc.37 advisors · $501B

Advisors on file

Benjamen Joseph SmithThrivent Investment Management Inc. · Monroe
Craig Robert HoeslyEdward Jones · Monroe
David James FreyRaymond James Financial Services Advisors, INC · Monroe
Erik Lowell HaworthThrivent Investment Management Inc. · Monroe
Gavin Johnson DoyleUMB Financial Services, Inc. · Monroe
Jacob Andrew DillenburgState Farm Investment Management Corp. · Monroe
Joseph D PalombiLPL Financial LLC · Monroe
Lydia SteinmannEdward Jones · Monroe
Michael C ManciniState Farm Investment Management Corp. · Monroe
Misty Lynn WarneckeEdward Jones · Monroe
Nicole Renee AustinThrivent Investment Management Inc. · Monroe
Noah Robert BriskyEdward Jones · Monroe
Robert Cody PageEdward Jones · Monroe
Scott Alexander O'BrienEdward Jones · Monroe
Stuart SeffroodAmeriprise Financial Services, LLC · Monroe

Research the advisor and the investments

Source: SEC Investment Adviser Public Disclosure.

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