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Best financial advisors in Oregon, WI

Registered advisers within 25 miles of Oregon, WI.

Offices
378
Firms
142
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
2.77M
2,774,160 clients when Item 5C has a number
Avg / client
$4.87M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
HARBOUR INVESTMENTS, INC.
OSAIC WEALTH, INC.
U.S. BANCORP ADVISORS, LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
WISMED FINANCIAL, INC.
COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
GATEWAY WEALTH PARTNERS, LLC
ON INVESTMENT MANAGEMENT CO

Investors

LEVI DONALD CUTLER
JACOB WILLIAM TORPY
Christopher Dean Erfurth
JILL MARIE SOMMERS
DAVID M BROWN
JAMIE LYNN HANSON
Stephanie Ann Blankenheim
Justin Charles Gasser
Jeffrey Wayne Cady
Ellen Rosalia Fallon Natvig
ELIZABETH JEAN WITZEL
JOSHUA CLINTON EVENSON
GREG RICHARD HALAT
JON CHARLES YLINEN
STACEY FRANCES Washa
MATTHEW ETHAN SUAREZ
Kayla Ann Nikula
Maxwell Jay Dowdy
Maximilian Timothy Murphy
BRIAN HENRY HENSEN
Matthew Stephen Bellin
AUSTIN P STREEPER
DOUGLAS JAMES WEISENBERGER
THOMAS ALEXANDER HAUNTY
Karsten Augustin
KATIE ANN RILEY
Traci D Foss
Matthew David Miron
CARRIE ELLEN SCHMIDT
TERRI Z BUECHNER
Sandy Leigh Keeton
MARK ALAN ZIETY
JACQUELINE MORIN FRAZEE
ERIC D IWANSKI
MATTHEW MARK CUPLIN
Nicholas Krey
BRANDON JAMES MASBRUCH
Jackson Clements
JASON DOUGLAS REYNOLDS
MARY ELLEN SCHWARTZ
Trevor Todd Linke
JAYNE TERESA DEUTMEYER
JEAN-PAUL ANTHONY AIME
JASON JON KRUEGER
JASON C SANGER

Within 25 miles of Oregon, WI, Best Investors lists 142 registered investment advisory firms with 378 offices nearby, managing about $13.5T in combined regulatory AUM across 2,774,160 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 Oregon

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 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM