Advisor directory / Wisconsin

Financial advisors in Portage, WI

11 active registered advisors in Portage, WI — part of 6,566 across Wisconsin.

The largest firms in Portage

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

Research the advisor and the investments

Source: SEC Investment Adviser Public Disclosure.

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