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Best financial advisors in Bear Lake, MN

Registered advisers within 25 miles of Bear Lake, MN.

Offices
4
Firms
4
Combined AUM
$699B
Firm-wide filings, not assets booked only here
Clients
136K
136,467 clients when Item 5C has a number
Avg / client
$5.12M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
SECURE ASSET MANAGEMENT, L.L.C.

Investors

ADAM RICHARD MAKI
JENNICA MARIE Hasbargen
Alyssa Marie Mundle-Johnson
Michael Dahl
Dean Harry Salminen

Within 25 miles of Bear Lake, MN, Best Investors lists 4 registered investment advisory firms with 4 offices nearby, managing about $699B in combined regulatory AUM across 136,467 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 Bear Lake

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 2 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 3 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 4 SECURE ASSET MANAGEMENT, L.L.C. 58 advisers $871M AUM