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Best financial advisors in Carlisle, MN

Registered advisers within 25 miles of Carlisle, MN.

Offices
32
Firms
12
Combined AUM
$3.95T
Firm-wide filings, not assets booked only here
Clients
540K
540,271 clients when Item 5C has a number
Avg / client
$7.31M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
THE CORNISH GROUP LLC DBA CORNISH FINANCIAL SERVICES GROUP
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
SPC
CETERA INVESTMENT ADVISERS LLC

Investors

Brent Lee Gundberg
Nathan T Longtin
JULIUS PATRICK STENDER
Joel David Pettigrew
LINDA SUSAN CORNISH
SCOTT SCHROEDER
MELISSA JOY HEXUM
STEVEN JOSEF GUNDERSEN
Matthew A Hendricks
Sethrena Noreen Simon
Taylor Thomas Larson
Matthew Mckinney
Thomas David Larson
KEVIN JOHANSON
DUSTIN PATRICK MORRIS
JOSEPH W BRANCA
Christopher John Swanson
Charlie Fuder
Marcus Ryan Meder
KATHRYN ANN VUKONICH
Michael Alan Alt
Justin Schroeder
Isaac Jonas Vatnsdal
Justin Michael Arneson
MacKenzie Frances Provost
ANDREW LEE SORUM

Within 25 miles of Carlisle, MN, Best Investors lists 12 registered investment advisory firms with 32 offices nearby, managing about $3.95T in combined regulatory AUM across 540,271 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 Carlisle

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM