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Best financial advisors in Carlos, MN

Registered advisers within 25 miles of Carlos, MN.

Offices
40
Firms
16
Combined AUM
$5.31T
Firm-wide filings, not assets booked only here
Clients
561K
560,734 clients when Item 5C has a number
Avg / client
$9.47M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
FOCUS FINANCIAL
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NORTHROCK PARTNERS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
UBS FINANCIAL SERVICES INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC
FORTIS GROUP ADVISORS LLC

Investors

Justine Summer Whitman
Brandon Michael Plotz
Ericka Pearl Bolluyt
BRIAN DAVID FLEMING
BRETT JEROME MALONEY
DAVID PAUL CHRISTIANS
GWEN LINETTE BRADLEY
ANDREW MICHAEL STEIDL
DEDRA LEE ZWIEG
Peter Joseph Hoff
James Christopher DeMaio
Kya Mae Christopherson
AMY NATASHA CHRISTOPHERSON
ERIN ROBERT BERNS
Nathaniel Scott Larson
NATHANIEL JON HITCH
Matthew William Larson
MARK VERNON JENSON
KALEE MARIE OLSON
Cody Rieland
JODI LEE SORENSON
JERROD MICHAEL HAMMERBACK
DUSTIN E THORNBURG
JENNIFER ANN STICH
KENNETH GERARD SNYDER
CORY ALAN SEIFERT
LACEY L BAUMANN
JEREMY BRYAN SYMANIETZ
Reilly Daugherty
JOSHUA JONAH TATGE
THOMAS JOHN STEIDL
KATHERINE LYNN KANGAS
Justin Allen Thoennes
VICTOR JAMES BENZINGER
Nathan John Reiner
Andrew S Holte
Hanna Spenser Kettelhut
LUKAS RYAN GOTTO
DANIEL L KALINA

Within 25 miles of Carlos, MN, Best Investors lists 16 registered investment advisory firms with 40 offices nearby, managing about $5.31T in combined regulatory AUM across 560,734 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 Carlos

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B 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 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM