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Best financial advisors in Oshkosh, WI

Registered advisers within 25 miles of Oshkosh, WI.

Offices
292
Firms
88
Combined AUM
$10.4T
Firm-wide filings, not assets booked only here
Clients
2.52M
2,519,143 clients when Item 5C has a number
Avg / client
$4.13M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
TOWER VIEW WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
CARL M. HENNIG, INC.
U.S. BANCORP ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
INDEPENDENT FINANCIAL GROUP, LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
HARRIS FINANCIAL SERVICES, INC.

Investors

Grant Christopher Stettler
WADE HENRY PAFFENROTH
ERIC Charles WILKE
JOHN M SCHORSE
JOHN ALBERT WILKE
RANDAL JOHN GROSS
JOHN ALBERT WILKE
DOUGLAS EDWARD ROHAN
Nick Alsen Jensen
Mariah Lee Magana Mayorga
Emily A Cuadra
CYNTHIA A KUETTNER
RYAN DAVID WEBSTER
STEVEN HAGEMAN
ANGELA J SIMON
TIMOTHY PAUL FULLER
GRANT HENRY SIMON
JERAMIAH MICHAEL HOUSWORTH
LUKE ANTHONY EICHSTEDT
RONALD JOSEPH SCHABEL
KELLY ANN KALMES
Austin Jarrett
BARBARA MARIE FROSCH
KURT JAMES CARAMANIDIS
DARIN SCOTT WALTER
Russell Stanton Bold
Nicholas Paul Bauer
Gary Jepson
Katherine Coppersmith
PAUL NICHOLAS BEHNKE
Samuel Scott Christie
Kristie Rene' Furseth
KENNETH NOAH HINRICHS
GREGORY JAMES HERLIHY
Vincent Darwin Moore
Ralph E Schultz

Within 25 miles of Oshkosh, WI, Best Investors lists 88 registered investment advisory firms with 292 offices nearby, managing about $10.4T in combined regulatory AUM across 2,519,143 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 Oshkosh

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM