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Best financial advisors in Oneida, WI

Registered advisers within 25 miles of Oneida, WI.

Offices
305
Firms
100
Combined AUM
$9.44T
Firm-wide filings, not assets booked only here
Clients
2.67M
2,671,869 clients when Item 5C has a number
Avg / client
$3.53M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
VESTURA, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
N.E.W. ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.
INTEGRITY ALLIANCE, LLC.
CREATIVE PLANNING
PACKERLAND BROKERAGE SERVICES, INC.
LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
KERBERROSE WEALTH MANAGEMENT, LLC

Investors

Peter J Zobro
Jenifer Zobro
JASON DOUGLAS PERKINS
Jared Howard Bowers
David Roger Counihan
Jose Miguel Sosa-Vazquez
SUSAN MARY MCDOUGAL
DEBRA ANN BIERSTEKER
Natalie Rebman
Riley Paul Siltman
ANDREW ROBERT HERMSEN
PETER Irving JOHNSON
SCOTT COMEE SOULEK
DUSTIN SCOTT SOULEK
KASSIE ANN SOULEK
TYLER JOSEPH LISTLE
Nathan A Schoenherr
DEAN SAMUEL LISTLE
Deborah S. Teske
BENJAMIN JOHN HAYES
HEATHER MARIE DRETZKA
Daniel Anthony Glinski
JONATHON THOMAS DRETZKA
Stefan Michael Morse
KELLY LEE DIESTLER
Evan Watzka
SCOTT PAUL ZWIERZYNSKI
DANA MARIE SOBLESKEY
Brandon Keith Moehn
JIMMY JEAUMIN WU
AARON ANDREW DOELGER
SCOTT DEON PREECE
ZACHARY P KELLY
CHAD MATTHEW ROHM
TODD FORREST JASPERSON
JASON RAYMOND JACOBSON
Quinton Cretton Presnell
MICHAEL DAVID MASSEY
MARK CHRISTOPHER SCHERBA
MARK RANDOLPH FEDERATION
SUANNE MARIE CAIN
TIMOTHY SEAN FREY
JOHN H. KAYE
ROBERT DONALD BALANOFF
DEREK WAYNE BORDER
JAMES RONALD COOPER
Tyler Wade Foutty
Benjamin John Morgan
CHARLES WILLIAM WEBER
BRETT SCOTT NICKLAUS
Keith Allen Saunders
LAURENCE MARC SOBIN
JEFFERY GLENN STEELY
ERIC THOMAS BRINEN
RONALD WAYNE BURROW
ERIC DALE SNIDER
JAN PATRICK LEE
EMILY PAIGE SOPER
MARK CARL SWENSON
SHALEN SHENEAU STANLEY
CURTIS ANDREW WHITAKER
LORI ANN MILLER
BRIAN PAUL EISBACH
SHIOW-YUN Claudia WU
DEL DANIEL MARTIN
MICK SCHEUER
JACOB NICHOLAS FUHRMAN
Lisa Brassington
Keith P Schaber
Anastasia Kristine Hess
Carson Timothy Bresser
Bryce Patrick Schneider
YANNSHYR PUU
HERBERT FREDERICK ALLEN
DIMITRIOS GEORGAKOPOULOS
DAVID PAUL NOAKES
BRAD ANTON ROETHLISBERGER
Brian William Grogan
LEE KIM BROWN
DERRICK TIMOTHY WATTS
TODD MICHAEL KOCKELMAN
CHRISTOPHER THOMAS BOKMULLER
NICOLE LYNN BECKER
CHRISTOPHER PAUL SHEERAN
LUCAS BRANT BREEDEN
ZACHARY STEVEN WESTENBERG
Caden A Hofacker
Casey John Brice
HARRY TULLER JOHNSON
JASON ALLEN ROCKMAN
THERESA J MANDERSKI
PATRICK THOMAS RADACHI
LESLIE ANN GROSSMAN
JAMES CLARK
WARREN BRUCE BAUM
LENNY GARNETT LETCHER
JEFFREY A HOLMES
ALEJANDRO PASTRANA
Aaron Robert Kapper
WILLIAM LEE HARRINGTON
Joseph Hong
NATALIE ANN BOYD
Cody Beck
STEVEN JOHN PIRCHER
Michael Gu
Jack Peter Wildman
BOYD JAMES SEIDLER
Selese Leann Anderson
KYLE TODD LAUBENSTEIN
JAMES JULE ALBERTS
AMY Sue SCHMECKPEPER
RICHARD JOSEPH STOCKHEIMER
Robert Andrew O'Brien
RC FROISTAD
DANIEL JAMES HOLL
James Edward Koetting
JULIE ANN LEFEVRE

Within 25 miles of Oneida, WI, Best Investors lists 100 registered investment advisory firms with 305 offices nearby, managing about $9.44T in combined regulatory AUM across 2,671,869 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 Oneida

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