Best Investors Account Sign in

Best financial advisors in Golden Valley, MN

Registered advisers within 25 miles of Golden Valley, MN.

Offices
1,569
Firms
491
Combined AUM
$19.3T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,050,499 clients when Item 5C has a number
Avg / client
$6.33M
Combined AUM ÷ clients

Nearby offices

Firms

INTRUA FINANCIAL
LARSON FINANCIAL GROUP, LLC
MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC
JAK FINANCIAL SOLUTIONS LLC
PFS INVESTMENTS INC.
TRANSAMERICA FINANCIAL ADVISORS, LLC
BOYUM WEALTH ARCHITECTS LLC
AVANTAX PLANNING PARTNERS, INC.
U.S. BANCORP ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
VALLEY VIEW MANAGEMENT CO., LLC
BGM WEALTH MANAGEMENT
BPS CAPITAL MANAGEMENT, INC.
PSC FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMMONWEALTH FINANCIAL NETWORK

Investors

MITCHELL ALAN WOOD
RICHARD ALLEN VASTERLING
Andrew James Shuldheisz
Lisa Michele Walt
James Donald Trebisovsky
ROBERT AUSTIN BRITTON
HARRISON TODD GRODNICK
PHILLIP WARREN GRODNICK
Matthew Martin Mikel
ADAM C SCHUTTE
Juei Hua Chang
Yusuf Adewale Gbadamosi
Orobosa Ero
SHAWN PATRICK VAN WINKLE
TENNER C STOE
Gregg M Sainsbury
JAMES SHANNON KNAPP
TYLER LEE RUDEK
STEPHANIE KAY STOUP
Samuel Alexander Johnson
ASHLEY GRACE KLEMANN
Christopher Daniel Miller
Daniel Swedin
HARIS KOPIC
Richard Warren Stoeckel
JOHN CLAY CSARGO
Jerad Allen Buckingham
Kim Huong Sliger
Scott Dennis Anderson
Rachel Ann Lee
ROBERT ST. CLAIR CHRISTMAN
MICHAEL DAVID BECKER
CHRISTOPHER RYAN CASEY
Spencer William Davies
WILLIAM MATTHEW FRIEDERICHS
DANIEL ALPHONSE BOECKERMANN
JON THOMAS MEYER
KATHERINE ANNE FRAZIER
Jacob Michael Thibault
Ross Daniel Gobel
Erin Michele Swanson
Eric Carl Joseph Swanson
Patrick Dardis
TRACY JANICE TORLAND
HOWARD EDWIN PAKOLA
Jeffrey Gearld Wahl
Emilie Colette George
LIHUA HE
ZENITH KE KOY
Coleman Michael Kelly
Leonard Christopher Larson
DANICA LE GOSHERT
DANIEL JOSEPH LANASA
Camille Margaret Smith
Ebenezer G Mengistu
CHARLES ALEXANDER STEWART
EDWARD BRADLEY SMITH
JOHN WILLIAM CHALLAS
Sabrina F Karns
Matthew Morrison
Mark Schlumpberger

Within 25 miles of Golden Valley, MN, Best Investors lists 491 registered investment advisory firms with 1,569 offices nearby, managing about $19.3T in combined regulatory AUM across 3,050,499 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 Golden Valley

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