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Best financial advisors in Green Isle, MN

Registered advisers within 25 miles of Green Isle, MN.

Offices
92
Firms
31
Combined AUM
$5.13T
Firm-wide filings, not assets booked only here
Clients
1.01M
1,009,353 clients when Item 5C has a number
Avg / client
$5.08M
Combined AUM ÷ clients

Nearby offices

Firms

FOCUS FINANCIAL
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CGN ADVISORS, LLC
EDWARD JONES
LANDCASTED CAPITAL MANAGEMENT LLC
NORTH AMERICAN WEALTH ADVISORS INC.
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
NEWEDGE ADVISORS

Investors

CHRISTOPHER ROSS HANSON
WENDY JEAN KUNTZ
John Savoie
Kayleen Faye Lahoud
David John Huebner
Susan Pauling
Lauren Williams-Kirsch
Margaret Runke
Jason Jerome Hombach
Steven Paul Korinek
JAMES RICHARD CASEY
JASON ROBERT EIDE
ERIK K EIDE
DON CHARLES GUGGEMOS
BERT EWART GRANT
David Theodore Rehmann
JEFFREY TODD PIERCE
CHRISTIAN PAUL NELSON
EMMA CHRISTINE NELSON
William Beardmore
Doan N Trinh
STEVEN RICHARD DOW
NATHAN RILEY HERMANSON
ANAIS PRADO
Rebekah May Triethart Johnson
GEOFFREY SEAN HANSEN

Within 25 miles of Green Isle, MN, Best Investors lists 31 registered investment advisory firms with 92 offices nearby, managing about $5.13T in combined regulatory AUM across 1,009,353 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 Green Isle

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM