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Best financial advisors in Oak Creek, WI

Registered advisers within 25 miles of Oak Creek, WI.

Offices
709
Firms
239
Combined AUM
$14.6T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,776,322 clients when Item 5C has a number
Avg / client
$5.25M
Combined AUM ÷ clients

Nearby offices

Firms

WHN INVESTOR SERVICES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
TUCKER ASSET MANAGEMENT LLC
KORBITZ FINANCIAL PLANNING LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
GREAT VALLEY ADVISOR GROUP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RWH ASSET MANAGEMENT
U.S. BANCORP ADVISORS, LLC
CHARTER CAPITAL MANAGEMENT, INC
MERIT FINANCIAL ADVISORS
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
PACKERLAND BROKERAGE SERVICES, INC.
MIDWEST WEALTH SOLUTIONS LLC

Investors

WILLIAM HERBERT NIEWOEHNER
CHARLOTTE JAMES GHAZARIAN
Connie White
IGOR SHAYKEVICH
ERIC SMITH KORBITZ
RUSSELL OTTO ZARLING
JAKE RUSSELL ZARLING
CHRISTOPHER BRANDON NAPHOLZ
JEREMY J BARDON
RICK ALLAN NAPHOLZ
JASON ROBERT SPEICH
Matthew J Kavanagh
JOHN PATRICK SELAS
ANDREW M HOUTE
LOREN ROBERT BRANDRUP
THEODORE GILBERT BAER
PETER TOMAS TOURVILLE
JOHN PATRICK JONAS
EDWARD G DEVINGER
JACOB MATTHEW GUSTAFSON
PAUL TOMAS TOURVILLE
DANIEL MICHAEL FLEMING
PATRICK RYAN MADDOX
ERIC RYAN LIEK
KYLE J THOMAS
VICKI LYNN KAMINSKI
JOSEPH CHARLES BONOW
ROBERT WILLIAM HAGGARTY
Craig Robert Zimmerman
DANIEL RICHARD GLASER
ALEXANDRA MARIE CALI
Samuel Peter Verhulst
JOEL T HASSLER
GREGORY TODD MAHALICK
Angela Maria DiCastri
SOO J SCHREIBER
AMY LYNNE BERNSTROM
Daniel L Siekierski
RONALD SCOTT SCHWERTFEGER
Joseph Sherburne
ANASTASIA MEDVEDEV
Kaleb Nathaniel Widmier
SONDRA CHERYLEE SAFER
PAUL R PRETTI
WILLIAM PATRICK KINSELLA
Brian Jay Leben

Within 25 miles of Oak Creek, WI, Best Investors lists 239 registered investment advisory firms with 709 offices nearby, managing about $14.6T in combined regulatory AUM across 2,776,322 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 Oak Creek

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM