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Best financial advisors in Carver, MN

Registered advisers within 25 miles of Carver, MN.

Offices
843
Firms
312
Combined AUM
$16.9T
Firm-wide filings, not assets booked only here
Clients
2.93M
2,934,055 clients when Item 5C has a number
Avg / client
$5.74M
Combined AUM ÷ clients

Nearby offices

Firms

CHARLES SCHWAB & CO., INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
CRANE CAPITAL MANAGEMENT LLC
LPL FINANCIAL LLC
UNDERDOG WEALTH MANAGEMENT, LLC
PRINCIPAL SECURITIES, INC.
VALLEY VIEW MANAGEMENT CO., LLC
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
W&S BROKERAGE SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Christopher Dyna Sok
Benjamin Kenneth Wels
Tyler J Mattson
Thomas Kalb
Kevin Richard Kunnari
Sean Matthew Picht
Joseph Balut
Bryan David Nobs
Paul Allan Affeldt
Adam Benjamin Nobs
ASHRAF FARAG HASSAN
JEFFREY LEE PETERSON
IGOR GENNADYEVICH RUDENKO
Fisher Jonathan Eiss
Taylor Graham Harwood
Connor Jeffrey Oak
SHANE THOMAS SWANKE
STEVEN T LYDEN
SCOTT ANDREW BROWN
Jolene Jean Pioske-Breyer
Macabe Thoen
STEPHEN VICTOR SODERSTROM
Connor August Miene
Brian Mills
Michelle Leigh Campbell
TIMOTHY JOSEPH BOYS
JAMES LLOYD BRAATEN
JASON ALAN MEDIN
ERIK RYAN PLAISTED
Nicholas Starosta
Jonnie Goodmanson
ROBERT ST. CLAIR CHRISTMAN
DAVID DOUGLAS ARNDT
ARCHANA HANDA
ANTHONY GILBERT MARTINEZ
DAVID NELSON FLORA
JOEL STUART ANDELL
EMMANNUELLE ALDERETE RODRIGUEZ
COLIN LEE CHARLSON

Within 25 miles of Carver, MN, Best Investors lists 312 registered investment advisory firms with 843 offices nearby, managing about $16.9T in combined regulatory AUM across 2,934,055 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 Carver

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM