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Best financial advisors in Oconto Falls, WI

Registered advisers within 25 miles of Oconto Falls, WI.

Offices
54
Firms
22
Combined AUM
$3.78T
Firm-wide filings, not assets booked only here
Clients
707K
706,876 clients when Item 5C has a number
Avg / client
$5.35M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
TRUSTMONT ADVISORY GROUP, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
PACKERLAND BROKERAGE SERVICES, INC.
EDWARD JONES
ASSOCIATED INVESTMENT SERVICES, INC.
LPL FINANCIAL LLC
ADVISORS MANAGEMENT GROUP INC
PFS INVESTMENTS INC.
KERBERROSE WEALTH MANAGEMENT, LLC
VESTURA, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
N.E.W. ADVISORY SERVICES, LLC

Investors

JEFFREY LEE JUST
STEVEN MICHAEL EFFERT
DOUGLAS DEAN PRENTICE
Bradley Dean Prentice
STEVEN G WESTENBERG
SUANNE MARIE CAIN
ZACHARY STEVEN WESTENBERG
Matthew Jay Heling
Mason Tyler Hoffman
Russell Winkler
Trevor John Zellmer
Jonathan David Schweiger
Ross David Farley
JAMES JOHN CZUBEK
Lee Schram
David Kamine
ADAM MICHAEL SCHILAWSKI
CHRIS LEIGH THELEN
Jack Grable
NICHOLAS JOHN LETTER
REBECCA LYN AGAMAITE
Peter J Zobro
Jenifer Zobro
Kyle Thomas Hammen
CHERYL TIBBS
BETHANY BOUCHE
Daniel J Wotruba
JASON DOUGLAS PERKINS
Jared Howard Bowers
David Roger Counihan
Jose Miguel Sosa-Vazquez
SUSAN MARY MCDOUGAL
DEBRA ANN BIERSTEKER
Natalie Rebman
Riley Paul Siltman

Within 25 miles of Oconto Falls, WI, Best Investors lists 22 registered investment advisory firms with 54 offices nearby, managing about $3.78T in combined regulatory AUM across 706,876 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 Oconto Falls

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CREATIVE PLANNING 1,767 clients · 1,174 advisers $296B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM