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Best financial advisors in Birchwood, MN

Registered advisers within 25 miles of Birchwood, MN.

Offices
1,352
Firms
431
Combined AUM
$18.6T
Firm-wide filings, not assets booked only here
Clients
3.01M
3,008,836 clients when Item 5C has a number
Avg / client
$6.17M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
AUSDAL FINANCIAL PARTNERS, INC.
OSAIC WEALTH, INC.
STANDARD VALUATIONS, INC.
LPL FINANCIAL LLC
INDEPENDENT FINANCIAL GROUP, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
LIONS GATE SOVEREIGN CAPITAL, LLC
PFS INVESTMENTS INC.
J. W. COLE ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Eric Charles Edson
AMY LYNN WAKEM
Max Joseph Birkinbine
RANDY LEE BIRKINBINE
CHRISTOPHER WILLIAM NESTON
Daniel Raymond Perry
Pamela M Johnstone
JONATHAN VERNON RICE
DANE SOLBERG
Heikki Olavi Rouvinen
BJORN MARK MILLER
Bethany Rose Hennen
DALE ALLEN CARLSON
Timothy Hennen
PAUL JOHN HENNEN
MARK NORMAN MILLER
Ethan John Thompson
JEFFREY PAUL FILIPEK
DAVID ROSS EHRENKROOK
JAMES DAVID EHRENKROOK
JOSHUA JAMES DeBilzan
Ryan Thomas Johnson
Brennen Hill
JEFFREY DAVID ANGEL
Abigail Fettinger
STEFAN CHRISTOPHER LIISTE
KATHLEEN MARY LIISTE
BRUCE ELLIOTT KIRKING
RENEE LESLIE MILLER
BRIAN PAUL DOMAGALSKI
THOMAS JAMES CLEMENT
THOMAS ROBERT BECKER
WALTER FON DOBGIMA
TODD CHRISTIAN MYERS
POLLY MEYERDING DEDRICK
RUSSELL FRANKLIN DEDRICK
VICKY LIN NELSON
ERIC JACOB ERICKSON
Phillip John Gartner
RICHARD WAYNE RAMSAY
MARK ROBERT STANGER
RYAN JAMES MARR
TRAVIS JAMES STORY

Within 25 miles of Birchwood, MN, Best Investors lists 431 registered investment advisory firms with 1,352 offices nearby, managing about $18.6T in combined regulatory AUM across 3,008,836 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 Birchwood

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM