Wisconsin · 4 advisers
Financial Advisors in Oshkosh, Wisconsin
Looking for a financial advisor in Oshkosh, Wisconsin? Falists indexes 4 SEC-registered and state-registered investment advisers in Oshkosh — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $251.2M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
2
Largest AUM
$251.2M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Oshkosh
Ranked by AUM · Fees, team & specialties at a glance
WINDWARD WEALTH STRATEGIES, INC.
Oshkosh, WI
AUM
$251.2M
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
920-230-2215
VALLEY WEALTH MANAGEMENT
Oshkosh, WI
AUM
$111.5M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
920-966-9520
HARRIS FINANCIAL SERVICES, INC.
Oshkosh, WI
AUM
$43.0M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
920-236-6598
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Common questions
- How many financial advisors are in Oshkosh, Wisconsin?
- 4 registered investment advisers are listed in our Oshkosh directory, sourced from public SEC filings.
- What types of advisors are in Oshkosh?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Oshkosh?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.