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Best financial advisors in Grand Rapids, MN

Registered advisers within 25 miles of Grand Rapids, MN.

Offices
31
Firms
15
Combined AUM
$4.24T
Firm-wide filings, not assets booked only here
Clients
454K
454,007 clients when Item 5C has a number
Avg / client
$9.34M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
HORACE MANN INVESTORS, INC.
ASCENTIS INDEPENDENT ADVISORS, LLC
ONEASCENT FINANCIAL SERVICES LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC
RBC CAPITAL MARKETS, LLC

Investors

Kristina Kay Clark
JERRY LEIGH BETZLER
Danielle Marie Witherill
Jessica Jean Nelson
Robert Eugene Zaun
Ryan D Jensen
Donna Marie Gunderson
BRAD ALAN NELSON
Bailey Ziemski-Harwood
SARA KRISTEN BOLEN
Simon Paul Jackson
JOHNATHON SUTHERLAND
JENNIFER JOY BYMARK
KAREN ELAINE LIND
TARA A HEMSING WOITALLA
John Peter Weber
SCOTT DUANE SARKELA
Bradley Ronald Johnson
Shane Allen Jaeger
KYLE BRANDON CASEY
ANGELA TOBECK
BRIAN ELDON LEMIEUX
ANDREW JONATHAN SHERMOEN
SAMARA J EASTMAN
GUY PROSPERE CLAIRMONT
Luke Michael Gramer
THOMAS JEFFREY MCBRIDE
DAVID ALLEN KELLIN
Michelle Lynn Rodenberg

Within 25 miles of Grand Rapids, MN, Best Investors lists 15 registered investment advisory firms with 31 offices nearby, managing about $4.24T in combined regulatory AUM across 454,007 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 Grand Rapids

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM