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REX LEIGH JONES

Advisory

WI

Data as of Jun 5, 2026 · Source: SEC Form ADV

Rank in WI
#330
of 354 advisers by AUM
Average account
$360K
across 122 accounts
AUM per adviser
$44M
1 adviser

Source: SEC Form ADV. Figures as filed Jun 5, 2026.

Total AUM
$44M
Discretionary %
0%
Clients
122
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$44M
Discretionary AUM$0
Non-Discretionary AUM$44M
Discretionary %0%
Total Clients122
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InWI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WI

Closest by assets under management. All figures from Form ADV.

BC HOLDINGS
MEQUON, WI
$44M
CEDAR ROAD CAPITAL LLC
$44M
R. MEIER, INC.
FORT ATKINSON, WI
$44M
+0.5% 1Y
RETIREMENT PLANNING SPECIALISTS, INC.
NEENAH, WI
$44M
+13.0% 1Y
HARRIS FINANCIAL SERVICES, INC.
OSHKOSH, WI
$43M
CORNERSTONE FINANCIAL PLANNING, INC.
APPLETON, WI
$43M
-43.8% 1Y

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