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Best financial advisors in Cass Lake, MN

Registered advisers within 25 miles of Cass Lake, MN.

Offices
20
Firms
12
Combined AUM
$3.13T
Firm-wide filings, not assets booked only here
Clients
519K
518,725 clients when Item 5C has a number
Avg / client
$6.03M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STIFEL, NICOLAUS & COMPANY, INCORPORATED
THRIVENT INVESTMENT MANAGEMENT INC.
EFS ADVISORS
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FOCUS FINANCIAL
SUTTERFIELD FINANCIAL GROUP, INC.
ASCENTIS INDEPENDENT ADVISORS, LLC

Investors

SARAH ASHMORE
Derek Wayne Jensen
ANDREA C JOHNSON
DAVID STERLING CLAUSEN
KYLE JOSEPH DUCLOS
BRENT MICHAEL FASSETT
SHAWN MATTHEW MCINTYRE
Craig Ian William Cameron
Jamison Evans
Jeremy Duane Fayette
Martin J McSharry
Janine M Schoeck
AMY DUBRAY
SARA A. LABRAATEN
STEVEN JOHN BERRY
HAROLD LAWRENCE SANDERS
ANDREW JAMES LATOURELLE
GLENN WILLIS SEIBEL
MICHAEL JOSEPH HUERBIN
Kari Lynn Moran
Karl Eugene Bleser
BRADLEY JAMES KOENCK
ANDREW J HASKELL
SCOTT GREGORY WEINZIERL
SHELLEY DAWN LOF
Heather Mae Rypkema Bjorgaard
GINA LEE RYPKEMA
Ashley E Stevens
Eileen Marie Bretschneider
Kelsey Elizabeth Landsteiner
Keith William Salscheider

Within 25 miles of Cass Lake, MN, Best Investors lists 12 registered investment advisory firms with 20 offices nearby, managing about $3.13T in combined regulatory AUM across 518,725 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 Cass Lake

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 5 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM