Best Investors Account Sign in

Best financial advisors in Oconto, WI

Registered advisers within 25 miles of Oconto, WI.

Offices
43
Firms
18
Combined AUM
$3.17T
Firm-wide filings, not assets booked only here
Clients
513K
512,693 clients when Item 5C has a number
Avg / client
$6.17M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ADVISORS MANAGEMENT GROUP INC
CIRCLE R WEALTH LLC
KERBERROSE WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC

Investors

Ethan J Linstad
Jody M VanLaanen
Hunter Lee Mans
Ian Charles Wetzel
JORDAN C BECK
ALAN MARK DEWITT
LEIGH M HOWELL
Nicole Leigh Ehlert
Vincent Charles Baron
Kathleen Ann LeMay
MICHAEL JAMES FLANNERY
DOUGLAS DEAN PRENTICE
Bradley Dean Prentice
NICHOLAS JOHN LETTER
REBECCA LYN AGAMAITE
Mason Tyler Hoffman
Russell Winkler
Jack Grable
CHRIS LEIGH THELEN
David Kamine
ADAM MICHAEL SCHILAWSKI
ANTHONY FRANK KRANCE
SAMUEL DAVID HOFER
Daniel J Wotruba
CHERYL TIBBS
BETHANY BOUCHE
Mark Zurowski
Charlie Rotherham
John Brian Guyette
HENRY JOHN KOEHNE

Within 25 miles of Oconto, WI, Best Investors lists 18 registered investment advisory firms with 43 offices nearby, managing about $3.17T in combined regulatory AUM across 512,693 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

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM