Best Investors Account Sign in

Best financial advisors in Caledonia, MN

Registered advisers within 25 miles of Caledonia, MN.

Offices
72
Firms
31
Combined AUM
$5.09T
Firm-wide filings, not assets booked only here
Clients
765K
764,701 clients when Item 5C has a number
Avg / client
$6.65M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
POEHLING CAPITAL MANAGEMENT, INC.
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
ADVISORS MANAGEMENT GROUP INC
ASSOCIATED INVESTMENT SERVICES, INC.

Investors

DeAnne Kay Krull
TIMOTHY ROY BUSWELL
Eric Halverson
Christopher David Pieper
DAVID PAUL PIEPER
THOMAS ALLEN BJERKE
Christopher William Perkins
MELISSA MARIE NICCUM
ARNE WAYNE BENEKE
REGINALD QUINTON RABB
JOEL ROBERT TORGERUD
PETER CHRISTOPHER HELSTAD
TIMOTHY JOHN WUEBBEN
BRIAN MATTHEW HARRIS
Nolan Michael Martin
SANDRA JEAN RIPLEY
TERRY CHARLES DICKMAN
KARLA KAY LASKY
COLIN DICKMAN
Eric Minor
Amy Jean Shimshak
Ryan Edward Hennessy
HONOR MICHELLE DIDONATO
Derek James Hartleip
SUSAN MARY BREYER
Thomas James Snyder
BRENT GAREN WOHLERS
Evan Stanek
Cory James Roupe
Ryland H Wall
FREDERICK BENJAMIN GENZ
VINCENT FRANCIS RUGER
KASEY RYAN VERGIN
Haley Ann Elizabeth Grenko
BRIAN LEE MLSNA
MORIAH AMARIS CODY
CRAIG MICHAEL HANSON
Ian Richard Napiorkowski
TIMOTHY JAMES GILLESPIE
Jacob Stephen Follansbee
BENJAMIN EARL LANGSTON
STEVEN WALTER SCHUMACHER
Matthew Brian Haffemann
Zachary A Sippl
TRAVIS JOEL MINEGAR
NATHAN MARSHALL DEETS
Kate Marie Pederson
Maxwell Michael Harcey
LUKE SPINK
JENNIFER NICOLE DEETS
WARREN ALAN DEETS
ASHLEY JOANNE VEGA
Shay Videll Benedict
JULIE LUCILLE DEETS
REBECCA LYN AGAMAITE
ROGER DALE DEETS
JEFFREY A EDWARDS

Within 25 miles of Caledonia, MN, Best Investors lists 31 registered investment advisory firms with 72 offices nearby, managing about $5.09T in combined regulatory AUM across 764,701 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 Caledonia

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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM