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Best financial advisors in Columbia Heights, MN

Registered advisers within 25 miles of Columbia Heights, MN.

Offices
1,599
Firms
491
Combined AUM
$19.1T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,050,168 clients when Item 5C has a number
Avg / client
$6.27M
Combined AUM ÷ clients

Nearby offices

Firms

AUSDAL FINANCIAL PARTNERS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
EQUITABLE ADVISORS, LLC
GEN FINANCIAL MANAGEMENT INC.
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
CETERA INVESTMENT ADVISERS LLC
FPNAVIGATORS
CWM, LLC
OSAIC WEALTH, INC.
FFP WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
GUARDIAN WEALTH ADVISORS, LLC
FOCUS FINANCIAL
SAVVY

Investors

MARK DAVID LEA
THOMAS DEAN JENSON
Jacob Jaymes LeRoy Nordly
Chris McClure
Peter Arneson
ADDIE HON HUNG NG
Joshua Mark Moklestad
ERIC CRAIG MOLESKI
BRYAN LYNN VANCURA
NOAH STEVEN SEMMANN
BETH ANN KAMPF
Molly Schmitz
BRIAN WILLIAM MICKELSON
LEE ALLAN MACIEJ
Taylor Ostien
Nikolaos Gabriel Bame
Zachariah Wylie
Travis Peterson
ANDRE LEE IRLBECK
SUZANNE RENAE ROHLIK HOLT
Molly Theresa Murphy LaFleche
JULIE MAE HETLAND
Jason C Hetland
Meghan Olivia Bohlke
Alexander P Braun
GRANT LEE FUCHS
JUSTIN SCOTT RUTAR
JEREMY JON WILLNER
ANTHONY GERARD RUSH
Carter Timothy Colemer
Nathan William Bartell
TIFFANY KAY BRYNTESON-JOHNSON
BRANDON SCOTT WALTER
Erik Wicklund
JUSTIN JAY ANTONIDES
MUSTAF AHMED RUFAI
JEFFRY LEE MEYER
Eric N. Becker
Krew Michael Barber
Taylor Philip Moran
JOHN GREGORY KEYES
DANIEL THOMAS KJORSVIK
JOHN PETER O'KEEFE
JOHN HARRIS DRITZ
JAMES HAROLD WALSH
MONICA W. WHITNEY
JONATHAN MICHAEL DENNISON
LAUREN CHRISTINE BRAUER
TREVOR SEAN NELKO
MICHAEL LLOYD GUSTAFSON
JOSUE JAVIER CASTILLO
CHRIS ALAN ELDRED
MICHAEL LYNN JACOBSON
JOHN PATRICK LAYTON
Aaron Michael Peloquin

Within 25 miles of Columbia Heights, MN, Best Investors lists 491 registered investment advisory firms with 1,599 offices nearby, managing about $19.1T in combined regulatory AUM across 3,050,168 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 Columbia Heights

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM