Best financial advisors in Bethany, MN

Registered advisers within 25 miles of Bethany, MN.

Offices

34

Firms

14

Combined AUM

$2.63T

Firm-wide filings, not assets booked only here

Clients

336K

335,809 clients when Item 5C has a number

Avg / client

$7.85M

Combined AUM ÷ clients

Nearby offices

GENEOS WEALTH MANAGEMENT, INC.

100 4TH AVE SE SUITE 2
PLAINVIEW, MN 55964

THRIVENT INVESTMENT MANAGEMENT INC.

26 3rd Street Southwest
PLAINVIEW, MN 55964

10.1 miles away

EDWARD JONES

329 W BROADWAY
PLAINVIEW, MN 55964

10.2 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

5 N Fremont St
Lewiston, MN 55952

11.2 miles away

EDWARD JONES

907 WHITEWATER AVE
ST CHARLES, MN 55972

FOCUS FINANCIAL

949 Whitewater Ave, Suite 1
St. Charles, MN 55972

FOCUS FINANCIAL

949 WHITEWATER AVENUE SUITE 1
ST CHARLES, IL 55972

GIBBS WEALTH MANAGEMENT, LLC

1249 Whitewater Ave
Saint Charles, MN 55972

12.1 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

323 S MAIN ST
ALMA, WI 54610-7715

13.5 miles away

EDWARD JONES

1658 W 9TH ST
WINONA, MN 55987

EDWARD JONES

1570 W SERVICE DR
WINONA, MN 55987-2540

15.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1201 Gilmore Ave Unit F2
Winona, MN 55987

15.9 miles away

PACKERLAND BROKERAGE SERVICES, INC.

1078 W 5TH ST
WINONA, MN 55987

16.1 miles away

OSAIC WEALTH, INC.

501 Glen Str SW Ste 1
Eyota, MN 55934

16.7 miles away

EDWARD JONES

157 W 3RD STREET
WINONA, MN 55987

17.3 miles away

CETERA INVESTMENT ADVISERS LLC

209 JOHNSON ST.
WINONA, MN 55987

17.3 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

122 W 2nd St Ste 14
Winona, MN 55987

17.4 miles away

EDWARD JONES

217 Main Street
WINONA, MN 55987-0000

17.4 miles away

CETERA INVESTMENT ADVISERS LLC

204 MAIN STREET
WINONA, MN 55987

17.4 miles away

OSAIC WEALTH, INC.

160 LAFAYETTE ST
WINONA, MN 55987

17.5 miles away

Firms

GENEOS WEALTH MANAGEMENT, INC.

THRIVENT INVESTMENT MANAGEMENT INC.

FOCUS FINANCIAL

GIBBS WEALTH MANAGEMENT, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

PACKERLAND BROKERAGE SERVICES, INC.

OSAIC WEALTH, INC.

CETERA INVESTMENT ADVISERS LLC

Investors

DANA PAUL BASBALLE

Jacob Roger Thompson

Kimberly Anne Breuer

JOSEPH E. MONTGOMERY

Daniel James Buehler

JASON ALAN TROENDLE

FREDRICK JOHN TROENDLE

Justin Duane Mundt

STEPHEN RAY STOLZ

Aaron Patrick Dienger

Wayne Robert Myhre

ANTHONY MITCHELL VOTE

DANNY D ALBERTSON

MARK CARL SWENSON

Christina Mulholland

Kimberly A Clausen

ROBERT MATTHEW QUINLAN

Aaron Michael Thurow

Jacob Michael Reeck

Matthew Michael Reeck

ANDREW JOSEPH KIEFFER

MATTHEW Jacob SCHROEDER

PHILLIP LOUIS ANDERSON

Dylan James Lisitza

Within 25 miles of Bethany, MN, Best Investors lists 14 registered investment advisory firms with 34 offices nearby, managing about $2.63T in combined regulatory AUM across 335,809 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 Bethany

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM