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Best financial advisors in Omro, WI

Registered advisers within 25 miles of Omro, WI.

Offices
205
Firms
72
Combined AUM
$8.90T
Firm-wide filings, not assets booked only here
Clients
2.46M
2,460,422 clients when Item 5C has a number
Avg / client
$3.62M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
VALLEY WEALTH MANAGEMENT
HARRIS FINANCIAL SERVICES, INC.
LPL ENTERPRISE, LLC
CARL M. HENNIG, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

Eric John Lang
BRIAN LEE GIBBS
JAMES GREGORY KIMBALL
STEPHEN C ZIBLUT
Nicole Jean Riley
Katherine Coppersmith
CAREN LU REICH
Samuel Scott Christie
Kristie Rene' Furseth
DAVID ROBERT SHATTUCK
James Raymond Carriveau
CATHERINE LEE HARGRAVE
Robert Paul Shattuck
LAWRENCE MICHAEL MROCZKOWSKI
RANDY LEE HUSMAN
Ryan P Gravunder
HOLLY MARGARET FITZGERALD
MICHAEL J FRECHETTE
ROBERT RICHARD HARRIS
Vincent Darwin Moore
Ralph E Schultz
David A Stone
Jamie Lee Neabling
Shawn Dockry
TRACY LEE PIONTKOWSKI
WILLIAM LOUIS RUPNICK

Within 25 miles of Omro, WI, Best Investors lists 72 registered investment advisory firms with 205 offices nearby, managing about $8.90T in combined regulatory AUM across 2,460,422 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 Omro

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM