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Best financial advisors in Oconomowoc, WI

Registered advisers within 25 miles of Oconomowoc, WI.

Offices
489
Firms
151
Combined AUM
$14.5T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,777,309 clients when Item 5C has a number
Avg / client
$5.22M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
LIFEMARK SECURITIES CORP.
INTEGRITY ALLIANCE, LLC.
STATE FARM INVESTMENT MANAGEMENT CORP.
&PARTNERS
J.P. MORGAN SECURITIES LLC
PACKERLAND BROKERAGE SERVICES, INC.
BELPOINTE ASSET MANAGEMENT LLC
MIDPOINT VENTURES, LLC
EDWARD JONES
ROBERT W. BAIRD & CO. INCORPORATED
THRIVENT INVESTMENT MANAGEMENT INC.
PRESCIENT CAPITAL MANAGEMENT, LLC
BEHL WEALTH MANAGEMENT
PAVLIC INVESTMENT ADVISORS, INC.
HARBOUR INVESTMENTS, INC.

Investors

JESSICA ELLEN MATHIAS
RICHARD VICTOR FINCO
Elise E Petty
NICHOLAS LENSKI
John Poirier
ROBERT EDWARD BORTZ
Andrew Wesley Hughes
DONALD RAYMOND SAVAGLIA
WILLIAM J EDWARDS
BRIAN JOSEPH KONOP
Robert A Johnston
THOMAS LELAND BARTON
MICHAEL LEE SCHRANK
ROBERT JAMES METZGER
JONATHAN MICHAEL WOJCIECHOWSKI
CASEY EDWARD O'LEARY
DENA L JERSCHEFSKE
ROBERT JOHN PULASKI
MICAH JOHN SNYDER
KURT W ZIPP
LUKE ELVIN JOSEPH WILL
EDWARD KIRK NOLL
Joseph Biwer
JACOB FALKENTHAL
Taven J Sandstrom
Michael Higbee
Adam Bickel
ERIN G NOWAKOWSKI LUBARSKY
KRISTEN LEE METCALF
ANGELA JEAN KRAUSE-LANE
Zachary Lee Arndt
Zach J Lindsley
SCOTT MICHEL KEITH
JULIE M STARCHEVICH
RODERICK JAMES PLACE
GENA F FRIEND
WILLIAM DAVID FURLOW
Brett C Lange
Darren A Boyce
TIMOTHY PAUL DUCHOW
ROSS JOHN KOPFER
BRYAN ALLAN JOHNSON
MARK ALAN GUSTIN
CHRISTOPHER STEVEN BROCK
James Andrew Richter
KEVIN LEE FRISINGER
Colin Schultz
Benjamin Tamms
LANE EARL ALBRECHT
GREGORY ALLEN BUXA
Mitchell Francis Vogel
BRIAN DAVID BEHL
KRISTOPHER T SHARPE
Andrew Scott Polzin
WILLIAM ROLAND WARNKE
RICHARD CHARLES SCHILLER
JOHN CLARENCE BODDEN
COLLEEN P WOLBERT

Within 25 miles of Oconomowoc, WI, Best Investors lists 151 registered investment advisory firms with 489 offices nearby, managing about $14.5T in combined regulatory AUM across 2,777,309 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 Oconomowoc

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM