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Best financial advisors in Excelsior, MN

Registered advisers within 25 miles of Excelsior, MN.

Offices
1,338
Firms
455
Combined AUM
$19.4T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,048,626 clients when Item 5C has a number
Avg / client
$6.37M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STAIRWAY PARTNERS, LLC
MSM FINANCIAL, LLC
TINYSEED, LLC
CHARLES SCHWAB & CO., INC.
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
LIONS WEALTH MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
REGAN INVESTMENTS, INC.
CARVAL CLO MANAGEMENT LLC
AB CARVAL INVESTORS, LP
1834 INVESTMENT ADVISORS CO.
OSAIC WEALTH, INC.

Investors

RICHARD JORDAHL KLEBER
MICHELLE CHRISTINE NELSON
TUCKER A JOHNSON
Kevin P Smith
Dylan Howard Graber
AARON CHRISTOPHER BALSAM
KEVIN TERHAAR
MATTHEW SCOTT MOHNING
JAMES CAMERON JACKSON
STEWART JAMES RALLIS
JUSTIN CURTIS BRAUN
TIMOTHY ALLEN SCOVELL
DAVID CARL HOPPE
REED JOHN HAGBERG
Andrea Jean Brotzel
Ryan Timothy McNelis
Cameron Gerard Wilson
Connor Lawrence Duffy
Heather Brent Gilbertson
Amanda Cribbs
TYLER PETERSON
Sergio Vicente Torres
Luke Joseph Lange
ANDREW JAMES TUFFORD
STEPHANIE MEALMAN STUART
CHARLES ROBERT COOPER
NATHAN ANDREW KRAMPE
CHARLES MILFORD TARARA
JEFFERY LEE STEIN
Amy Marie Johnson
ANTHONY DONALD GERBI
Christopher James Lebert
ROBERT MORGAN REGAN
WILLIAM EDWIN DOVE
JOHN WALTER RANDALL
Tammy Brusehaver-Derby
JONATHAN MARK HALVORSON
ROCHELLE LEE SLATTERY
GREGORY ALAN BOWAR
CHRIS HORST ANDRYSKI
ROBERT JOHN STARKEY
TIMOTHY A JOHANSON
CHRISTOPHER JUSTIN LAWES
CHRIS M BECK
Martin Francis Gorman
MATTHEW JAMES CHRISTENSEN
TODD CHARLES TERHORST
PETER JEROD ZVANOVEC
CRAIG SMITH SENN
JAMES LLOYD BRAATEN
JASON ALAN MEDIN

Within 25 miles of Excelsior, MN, Best Investors lists 455 registered investment advisory firms with 1,338 offices nearby, managing about $19.4T in combined regulatory AUM across 3,048,626 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 Excelsior

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