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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

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
AUSDAL FINANCIAL PARTNERS, INC.
INTEGRITY ADVISORY SOLUTIONS
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
EQUITABLE ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

Margaret Koenig
DAVID LEE MURDOCK
DAVID CHRISTOPHER EDELMAN
JEFFREY DAVID STOHR
MARK DAVID LEA
Aaron Niedorf
Andres Herrera
Zachary Abel Polsfuss
Samuel Martin Stenson
ROBERT JAMES FINNEGAN
MICHAEL AARON KAISER
DANIELLE ALYSSE ANDERSON
JOHN ALFRED ANDERSON
MITCHELL PAUL PIERSON
TIMOTHY JAMES VALENTO
NICHOLAS PIERSON VALENTO
TIM JEFFREY WALSTROM
RORY ALBERIC CARDINAL
ZACHARY TURCOTTE
PAUL ALAN DEMRO
ALEX MICHAEL SUTHERLAND
Kenneth Duhadway
SELVANUS TANYI LIH
KEITH A HINDERMAN
MUNIB HATAB
JAMES BYRON DOKKEN
Adam Lorenzo Cabrera
Jane Alice VanderSchaaf
CRAIG SCOTT LUNDQUIST

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