Best financial advisors in Osceola, WI

Registered advisers within 25 miles of Osceola, WI.

Offices

164

Firms

46

Combined AUM

$9.03T

Firm-wide filings, not assets booked only here

Clients

1.47M

1,466,500 clients when Item 5C has a number

Avg / client

$6.16M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

452 Tony St
OSCEOLA, WI 54020

LPL FINANCIAL LLC

500 CHIEFTAIN ST
Osceola, WI 54020

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

201 3RD AVENUE
OSCEOLA, WI 54020

EDWARD JONES

307 N CASCADE ST SUITE 200
OSCEOLA, WI 54020

CETERA INVESTMENT ADVISERS LLC

924 240TH STREET
OSCEOLA, WI 54020

EDWARD JONES

21084 OLINDA TRAIL NORTH
SCANDIA, MN 55073

EDWARD JONES

41 JUDD STREET
MARINE ON ST CROIX, MN 55047

LPL FINANCIAL LLC

2175 US HWY 8
ST CROIX FALLS, WI 54024

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

825 U.S. HIGHWAY 8 SUITE 2A
ST. CROIX FALLS, WI 54020

EDWARD JONES

144 N WASHINGTON STREET SUITE A
SAINT CROIX FALLS, WI 54024

EDWARD JONES

830 RIVARD ST SUITE 500
Somerset, WI 54025

10.4 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

150 W 1st St Ste 140
New Richmond, WI 54017-7507

11.7 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

150 W 1st St. Ste. 220
New Richmond, WI 54017

11.7 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

150 W 1st St., Ste. 220
New Richmond, WI 54017

11.7 miles away

LPL FINANCIAL LLC

248 S KNOWLES AVE
NEW RICHMOND, WI 54017

11.8 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

460 S KNOWLES AVE
NEW RICHMOND, WI 54017

11.9 miles away

CETERA INVESTMENT ADVISERS LLC

246 TIERNEY DRIVE
NEW RICHMOND, WI 54017

12.5 miles away

LPL FINANCIAL LLC

1411 CERENOHOUS AVE SUITE 2
NEW RICHMOND, WI 54017

12.6 miles away

ASCENT ADVISORS

12865 Lake Blvd
Lindstrom, MN 55045

12.7 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

12805 Lake Blvd
Lindstrom, MN 55045

12.7 miles away

Firms

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

CETERA INVESTMENT ADVISERS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

THRIVENT INVESTMENT MANAGEMENT INC.

ASCENT ADVISORS

STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Margaret Koenig

MATTHEW SCOTT CASEY

MARK DAVID ALMLIE

Adele Annalene Hensley

TIMOTHY DONALD PAULEY

Steven J Wright

SCOTT ALAN RACINE

Doran William O'Brien

Zachary T Boesel

Heidi Rae Gemuenden

Joseph Thomas Casey

JON PAUL JACOBSON

Rebecca Ann Berg

Jonathan E Timm

STAN DANIEL FALKENHAGEN

Shannon Lea McDaniel Mehls

JANELLE LARIE LIND

ADAM JOHN SWANDA

JESSE ALAN KVITEK

DAREN JAMES POWERS

MacKenzie Stephen Zajec

JAMES EDWARD WOLF

THOMAS RICHARD KOEHN

MICHAEL SEAN O'MALLEY

Within 25 miles of Osceola, WI, Best Investors lists 46 registered investment advisory firms with 164 offices nearby, managing about $9.03T in combined regulatory AUM across 1,466,500 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 Osceola

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM