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Best financial advisors in Forest Lake, MN

Registered advisers within 25 miles of Forest Lake, MN.

Offices
747
Firms
236
Combined AUM
$16.6T
Firm-wide filings, not assets booked only here
Clients
2.81M
2,811,015 clients when Item 5C has a number
Avg / client
$5.92M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
THRIVENT INVESTMENT MANAGEMENT INC.
FOCUS FINANCIAL
PFS INVESTMENTS INC.
STRATEGIC WEALTH GROUP

Investors

SAMUEL OLIVER DEHAVEN
Daniel Mark Chrzanowski
Theresa Ann Ryan
AARON MICHAEL LINDEMAN
JOSEPH DANIEL KLASSEN
JOHN ROBERT POWELL
Matthew Allen Lemay
ANDREW JAMES HAYS
ELIZABETH STAPLES
NATHAN ALAN KERKOW
JAY CHARLES JURKOVICH
DAVID JAMES DROLSON
DAVID EARL PURDY
CHAD PAUL OLSON
BRADLEY ALLEN BECK
KEITH JAMES MAAHS
CHARLIE ROSE
Luke Opsahl
DOUGLAS ALLEN BECK
DOREEN LEA WEBER
MITCHEL M REHBINE
JACK PUDER
Christian Gaffy
Leif Elling Erickson
Sophey Stepanek
VINCE DARLING
BENJAMIN JOHN WEDELL
Joseph Douglas Neumann
Hannah Rose Notebaart
Brandon Paul Neumann
Joshua John Erickson
Michael Jon Goehner
CHRISTOPHER ARTHUR MANNING
EDWARD CARL MARKGRAF
JOHN RICHARD DELEEUW
STEPHEN ERNEST SCHMIDT
MICHAEL GEORGE TRUDEAU
Benjamin John Prchal
Jeremy Foster Weston
Daniel M Elo

Within 25 miles of Forest Lake, MN, Best Investors lists 236 registered investment advisory firms with 747 offices nearby, managing about $16.6T in combined regulatory AUM across 2,811,015 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 Forest Lake

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