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Best financial advisors in Breckenridge, MN

Registered advisers within 25 miles of Breckenridge, MN.

Offices
29
Firms
10
Combined AUM
$3.46T
Firm-wide filings, not assets booked only here
Clients
460K
459,849 clients when Item 5C has a number
Avg / client
$7.52M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
INTERCAROLINA FINANCIAL SERVICES, INC.
SPC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Ryan Lee Nelson
Kelly Jo Muehler
AMANDA NICOLE FREDERICK
BRIAN KEITH JOHNSON
Ryan L Smith
Joshua Darwin
MATTHEW JON FREDERICK
Isaac J Jordahl
WILLIS EDWIN UHLICH
Mary Holtz
Stephanie Ann Roelfsema
KELLY RON HUBRIG
JEREMY MICHAEL REMILY
Jodi Lynn Hendrickson
Ashley I Gerner
Justin Schroeder
KATHRYN ANN VUKONICH
Brent Lee Gundberg
Nathan T Longtin
JULIUS PATRICK STENDER
Joel David Pettigrew
Michael Alan Alt
Sethrena Noreen Simon
Taylor Thomas Larson
Matthew Mckinney
Thomas David Larson
STEVEN JOSEF GUNDERSEN
Matthew A Hendricks

Within 25 miles of Breckenridge, MN, Best Investors lists 10 registered investment advisory firms with 29 offices nearby, managing about $3.46T in combined regulatory AUM across 459,849 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 Breckenridge

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 6 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 SPC 4,483 clients · 490 advisers $6.10B AUM