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Best financial advisors in Oostburg, WI

Registered advisers within 25 miles of Oostburg, WI.

Offices
108
Firms
45
Combined AUM
$8.14T
Firm-wide filings, not assets booked only here
Clients
1.66M
1,663,050 clients when Item 5C has a number
Avg / client
$4.89M
Combined AUM ÷ clients

Nearby offices

Firms

PRINCIPAL SECURITIES, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
HARBOUR INVESTMENTS, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
MERIT FINANCIAL ADVISORS
CETERA INVESTMENT ADVISERS LLC
PLUS GROUP WEALTH ADVISORS, LLC
LPL FINANCIAL LLC
ASSOCIATED INVESTMENT SERVICES, INC.
EAGLE STRATEGIES LLC
OSAIC WEALTH, INC.

Investors

KIMBERLY JEAN ROETHEL
RANDALL JAY ROETHEL
TIMOTHY J HARRISON
Zachary Cade Slayton
William Eric Grasse
Brayden Isaac Van Ess
STEVEN ROBERT KLESCEWSKI
Michael L Watson
Brian Arthur Beeck
DEXTER JOHN SMITH
William Nathan Morrison
Joshua Patrick Preiss
Donald Clark Hammond
PETER JEROME MERSBERGER
ANDREA JUNE ZOELLER
Luke Jonathan Wendorf
Mitchell Kent Parker
CASEY BURNS MAHONEY
Brian Andrew
JASON KENNETH MARTONE
ANTHONY JOHN HELLENBRAND
CHRISTIAN A KALNINS
Alexander J Paltzer
LARRY LAVERN KETTLE
REID SCHMIDELER
Thomas Joseph Volkmann
BRENT ROBERT NEIS
Matthew Dirkse
JAY MICHAEL LAUER
MATTHEW THOMAS DEMASTER
Rebecca Stella Elizabeth Winkel
Christy Lee Jacobs
Jeffrey William Jacobs
NICHOLAS DANIEL DEERING
Sarah E Boyer
RHIANNON R.L. HINZ
MARYANN T THIELKE
WENDI A LUCARELLI
Anne Elizabeth Hendrikse
Kelly Ann Kleiber
GREGORY SCOTT DIRKSE
ERIC TIM GRASSE
Jonathan Risseeuw
ERIC ERWIN EICKHOFF
Braden Wesley Dirkse
Thomas Richard Solle
BRADLEY JOHN WESSEL
KIRSTIN SUE JENSEN
CHRISTOPHER ALLEN HEUS
SCOTT ERIC MENDELSOHN

Within 25 miles of Oostburg, WI, Best Investors lists 45 registered investment advisory firms with 108 offices nearby, managing about $8.14T in combined regulatory AUM across 1,663,050 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 Oostburg

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM