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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

WELLS FARGO CLEARING SERVICES, LLC
STRONG TOWER ADVISORY SERVICES
MISSISSIPPI RIVER CAPITAL LLC
PARR MCKNIGHT WEALTH MANAGEMENT GROUP
AMERIPRISE FINANCIAL SERVICES, LLC
CAPTRUST
COMPASS CAPITAL MANAGEMENT INC
M HOLDINGS SECURITIES, INC.
STRATEGIC ASSET MANAGEMENT LLC.
EDWARD JONES
LPL FINANCIAL LLC
AE WEALTH MANAGEMENT, LLC
WINSLOW CAPITAL MANAGEMENT LLC

Investors

THOMAS NOEL REDALEN
CALEB SAMUEL BREYER
EDWIN ANTHONY KOENEN
CHAO XIE
ANTHONY STAVRATI PATRIDGE
DOMINIK STEVEN ROUTHE
MATTHEW SCOTT STOCKEY
SOFIA PITSAVAS
Brian C Forseth
STEVEN JOHN LARSON
JOEL STUART ANDELL
DAVID NELSON FLORA
JENNIFER RAE ESSEFF
TODD MICHAEL JOHNSON
GUSTAVE DONALD EWOLDT
TRISH AMANDA TOWNSEND
GREGORY KEITH BROWN
SHANE HORIHAN
KYLE HOWARD KLINGLER
ERIK WHITWORTH BIRD
ESMERALDA CORTES RUIZ
THOMAS JASON PARKER
CHARLES HAROLD MALONEY
ARUNA Devi PERSAUD
Tyler Recknor
VALERIE ANN FORTHUN
EMMANNUELLE ALDERETE RODRIGUEZ
AMILKAR JOSE BELLO ARTEAGA
ABDULMONEM ABDULLAT ALDARWISH
RYAN BENJAMIN CORNEILLER
GARRISON BRYAN MONROE
JASMINE NICOLE RODRIGUEZ
JOANNE DELORES MARIHART
MONICA OLSON
ARPITA SOMANI
JARED DAVID MATTOX
JOSHUA JOSEPH ALAN FRANKLIN
KENNETH DEJVONGSA
OLUWABUSOLA AANU ADEJUMO
TIMOTHY JOSEPH HAAS
ERIC JEFFREY BOYER
JACK MANNON YOUNG
JAMES ANTHONY MCDONALD
CALVIN Y. JACKSON
NATHAN RILEY HERMANSON
XAY THAO
DERREK TODD HALL
Anton Edward Garten
THOMAS CARLYLE COPPERSMITH
GAGE GUSTAFSON
ANGOSA CHALI DERESSA
MARK ALLEN STEFFES
THOMAS J KITTOCK
TYLER MOORE OLSON
CHARLES MICHAEL BRODZINSKI
JACOB DENNIS BERT SHERECK
TAMMY JO PRAUGHT
THOMAS JOSEPH ANTONELLI
RACHEL FETTER
KYLE CYRIL KRIENER
ASHLEY NICOLE HONEYCUTT
JOHNATHAN ZMUDA
TYLER LINDQUIST
ROBERT VYLAY BOUAPAENGPHAN
SCOTT RANDALL JISKRA
CAMERON ALAN KRIEGER
JOHNATHON SUTHERLAND
JOSEPH LOUIS LIPOVETZ
NICHOLAS MORLAND
ALEXANDER PAUL JOHNSON
BRYAN EMERSON WEIDEMANN
ANGELA PIETRA TARARA
ASHRAF FARAG HASSAN
CHRISTOPHER KENNETH MURPHY
MATTHEW TODD ARNOLD
LAWRENCE DORMAN
David Mark Wilfert
GREGORY LAWRENCE CLOSMORE
LARISSA NETO ALVAREZ
GLENN JOHNSON
KENNETH EDWARD LACHANCE
RYAN HEMMINGSEN
SHAWNTEL NICOLE CARTER
TROY DALE WINEGARNER
WENDY MADELINE PEICHEL
Cole Billings
Braeden John Mischke
Nicholas Richard Michel
GREGORY JAY MOLLE
Logan Mark Erickson
William Ross Velgersdyk
Allen Lee LeMay
MINDY MARIE PROW
EMILY DOLAN
ANTHONY JASON PARR
BRIAN CARL MCKNIGHT
JOHN STEWART RUDI
NELSON THOMAS MOEN
JOHN PATRICK OBRIEN
JOE ENZLER
EMILY ANN NOYES
PATRICIA LYNN KAVANAGH
DIPALI SHAILESH AMIN
MARK WILLIAM JOERN
Jenna Michelle Binsfeld
Samuel Greg DeSautel
Sydney Howieson Jirak
TIPHANIE J MEANS
DANIEL THOMAS POLSON
David Gerard Mattson
Keean A Benson
Callie Elizabeth Wurst
Amber A Johnson
Carly A Fischbach
ANTHONY PATRICK RYAN
KRISTA MARIE HOLAPPA
Hayley Rae Betts
BRYAN DAVID GRIMM
Tiffany Lydia Walker
Evan Holmes
Joshua Hill
Thomas Saunders
David Owen Koch
Jennifer Kennedy Ontko
MARK STEVEN HALVERSON
CHRISTOPHER CHARLES KELLEY
Jordan Elizabeth Thorpe
Alyssa Blair Craggs
Rachel Rebecca Krube
Elizabeth Clare Alward
JAY MICHAEL JACKLEY
LEIGH NIEBUHR
CHRISTOPHER NUTH
Jennifer Ann Oseth
MARK ANTHONY VITELLI
RISHI BISWAS
JEFFERY WILLIAM BIRD
DAVID ARTHUR WISCHMEIER
William Jeffery Shreves Bird
JONATHAN PAUL HORICK
Brent Benjamin Bunne
Kaden Brody Halverson
BRODY ROBERT HALVERSON
JONATHAN DAVID BENGE
GARRETT P FREITAG
JAMES ALAN BEAR
TAYLOR JEROME RIPKA
CLARK JOSEPH WINSLOW

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