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Best financial advisors in Cedar Valley, MN

Registered advisers within 50 miles of Cedar Valley, MN.

Offices
130
Firms
45
Combined AUM
$9.69T
Firm-wide filings, not assets booked only here
Clients
1.09M
1,091,684 clients when Item 5C has a number
Avg / client
$8.87M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
SPLIT ROCK PRIVATE TRADING AND WEALTH MANAGEMENT LLC
EDWARD JONES
MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
VAN CLEMENS WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
LIFEMARK SECURITIES CORP.

Investors

Derek Jeffrey Dallum
CRAIG ALLEN SWENSON
BEAU GEORGE ERICKSON
MARK JOSEPH COOL
TYLER ALLEN KOCON
Jedd Anich
KELLY ANN JOHNSON
DALE ALAN ANICH
Brett Robert Loeb
HUGO HIETAPELTO
Andrew Jay French
Martin John Tabor
LEONARD DALE CONKLIN
JASON MERTES KUSS
Marcella Rose Schwecke
Benjamin D Weerts
MITCHELL JAY HABER
JEFFREY ALLEN HAKALA
Stacey N Corrick
John Allen Buss
Nicole Karnes
Michael John Mulvahill
SCOTT ALLEN STAVN
Vincent Nicholas Benkusky
Jaime Evelyn Troumbly
Jon Richard Rohloff
Justin Edward Stokes
CHAD WAYNE TUSCHEN
OREN JOHN BOTTOMS
KEVIN EDMOND ROCHE
Julie Esther Takkunen
Heather Croke
Ryan Wade Wahlund
Collin Charles Petersen

Within 50 miles of Cedar Valley, MN, Best Investors lists 45 registered investment advisory firms with 130 offices nearby, managing about $9.69T in combined regulatory AUM across 1,091,684 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 Cedar Valley

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM