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Best financial advisors in Ogema, WI

Registered advisers within 25 miles of Ogema, WI.

Offices
9
Firms
5
Combined AUM
$1.67T
Firm-wide filings, not assets booked only here
Clients
110K
110,229 clients when Item 5C has a number
Avg / client
$15.2M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
GLOBAL RETIREMENT PARTNERS LLC
OSAIC WEALTH, INC.

Investors

Courtney Kern
Russell A. Jablonsky
BRADLEY ANDREW KMOSENA
RANDALL BARRY SCHOLL
Kris Ann Karaba
NATHAN JAMES BILODEAU
AARON KEITH SCHNEIDER
MADELYN WANKE
Mary Kathleen Piraino
MATTHEW GARY KRUEGER
Blair David Otterholt

Within 25 miles of Ogema, WI, Best Investors lists 5 registered investment advisory firms with 9 offices nearby, managing about $1.67T in combined regulatory AUM across 110,229 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 Ogema

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 3 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 4 GLOBAL RETIREMENT PARTNERS LLC 798 clients · 462 advisers $170B AUM