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Best financial advisors in Copas, MN

Registered advisers within 25 miles of Copas, MN.

Offices
351
Firms
104
Combined AUM
$11.3T
Firm-wide filings, not assets booked only here
Clients
2.66M
2,658,998 clients when Item 5C has a number
Avg / client
$4.26M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
STRATEGIC WEALTH GROUP
KOOB WEALTH MANAGEMENT, LLC
WILKINSON CAPITAL MANAGEMENT, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC
GREAT VALLEY ADVISOR GROUP, LLC
EDWARD JONES
THOMPSON FINANCIAL TRANSITIONS INC.
FOCUS FINANCIAL

Investors

DAREN JAMES POWERS
MacKenzie Stephen Zajec
JESSE ROBERT JOHNSON
Justin Wolf
MICHAEL GEORGE TRUDEAU
Benjamin John Prchal
MARK ROBERT STANGER
RYAN JAMES MARR
Sheena Lea Prescott
MICHAEL PETER KOOB
JAMES FRANK WILKINSON
DREW DANIEL DEHNICKE
Chris Patrick Ahles
TRAVIS JAMES STORY
BRADLEY WILLIAM KAHLEY
BRIAN DANIEL SMITH
GREGORY LEONARD BLAESER
Jennifer Lynn Tix
Annie Reed
Steven Tix
KRISTINA J ELFERING
Mathias C Beck
SCOTT ALAN STENSRUD
Adam Lorenzo Cabrera
Jane Alice VanderSchaaf
THOMAS JOSEPH THOMPSON
Jeremy Foster Weston
Daniel M Elo
TRACEY MARIE SIMONSON

Within 25 miles of Copas, MN, Best Investors lists 104 registered investment advisory firms with 351 offices nearby, managing about $11.3T in combined regulatory AUM across 2,658,998 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 Copas

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM