Best financial advisors in Heidelberg, MN

Registered advisers within 25 miles of Heidelberg, MN.

Offices

294

Firms

95

Combined AUM

$8.82T

Firm-wide filings, not assets booked only here

Clients

2.27M

2,267,966 clients when Item 5C has a number

Avg / client

$3.89M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

122 MAIN ST W
NEW PRAGUE, MN 56071

STATE FARM INVESTMENT MANAGEMENT CORP.

201 Main St W
New Prague, MN 56071

OSAIC WEALTH, INC.

115 1ST AVE SE STE 230
NEW PRAGUE, MN 56071

MICHAEL TRAXLER WEALTH MANAGEMENT, LLC

222 MAIN ST. E.
NEW PRAGUE, MN 56071

AMERIPRISE FINANCIAL SERVICES, LLC

212 LADY SLIPPER AVE NE
NEW PRAGUE, MN 56071-0337

EDWARD JONES

207 CHALUPSKY AVE SE
NEW PRAGUE, MN 56071

FAMILY WEALTH MANAGEMENT

5352 E 280TH ST
ELKO, MN 55020

NORTH AMERICAN WEALTH ADVISORS INC.

224 WATER STREET
JORDAN, MN 55352

CETERA INVESTMENT ADVISERS LLC

224 WATER ST
JORDAN, MN 55352

EDWARD JONES

700 SEVILLE DR STE 201
JORDAN, MN 55352

STATE FARM INVESTMENT MANAGEMENT CORP.

164 Commerce Dr E Belle
Plaine, MN 56011

10.8 miles away

PANKONIN FINANCIAL GROUP

106 E MAIN ST SUITE 104
BELLE PLAINE, MN 56011

11.1 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

113 N Meridian St
Belle Plaine, MN 56011

11.1 miles away

EDWARD JONES

100 W MAIN ST
BELLE PLAINE, MN 56011

11.1 miles away

CETERA INVESTMENT ADVISERS LLC

2895 179TH ST E
PRIOR LAKE, MN 55372

12.2 miles away

LPL FINANCIAL LLC

48 N PARK AVE
LE CENTER, MN 55125

12.5 miles away

LPL FINANCIAL LLC

10 W MINNESOTA ST
LE CENTER, MN 56057

12.5 miles away

WELLS FARGO CLEARING SERVICES, LLC

16817 DULUTH AVE SE STE 1
PRIOR LAKE, MN 55372

13.9 miles away

EDWARD JONES

16154 MAIN AVE SE SUITE 110B
PRIOR LAKE, MN 55372

14.7 miles away

EDWARD JONES

5116 GATEWAY STREET SUITE 203
PRIOR LAKE, MN 55372

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

OSAIC WEALTH, INC.

MICHAEL TRAXLER WEALTH MANAGEMENT, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

FAMILY WEALTH MANAGEMENT

NORTH AMERICAN WEALTH ADVISORS INC.

CETERA INVESTMENT ADVISERS LLC

PANKONIN FINANCIAL GROUP

LPL FINANCIAL LLC

WELLS FARGO CLEARING SERVICES, LLC

Investors

Joshua Paul Miller

Jessica Ann Carter

MOLLY MARIE MCGILLEN

SHANNON JAMES BRUSSEAU

Nathan James Brusseau

Ted Jacob Hefty

MICHAEL P. TRAXLER

Ernest John Pepel

Isaac Jay Buehler

KYLE WILLIAM KUEHNER

JONATHAN WILEY WELLS

Graham Nicholas Kuehner

Christopher Curry

PATRICK DWYER SELL

JULIE ANN MEYER

TIMOTHY EDWARD LUTHER

Kelly Lynn Johnson

Sheilina L Sperry

Bradley James Schmitz

JAMES RICHARD CASEY

Jason Jerome Hombach

Steven Paul Korinek

BRETT ROBERT HOLBROOK

DANIEL PAUL UECKER

ASHTON GENE PANKONIN

CHAD ALLEN HUNT

Brandon M Kincade

Samuel King Gore

Brittney E Daniels

DANIEL THOMAS HARRINGTON

Adam Henry Dwyer

PETER JAMES PLUT

GREGORY GUY VOSS

JUSTIN RICHARD BREYER

ALEXANDER PAUL JOHNSON

MAX CHARLES MITTELSTAEDT

Derek Douglas Brinkman

Within 25 miles of Heidelberg, MN, Best Investors lists 95 registered investment advisory firms with 294 offices nearby, managing about $8.82T in combined regulatory AUM across 2,267,966 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 Heidelberg

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM