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Best financial advisors in Independence, MN

Registered advisers within 25 miles of Independence, MN.

Offices
628
Firms
221
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
2.90M
2,895,323 clients when Item 5C has a number
Avg / client
$5.15M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
LANDOLT SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
U.S. BANCORP ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
OSAIC WEALTH, INC.
CRANE CAPITAL MANAGEMENT LLC
DOUGHERTY & ASSOCIATES FINANCIAL ADVISORS, INC.

Investors

MICHAEL DUGAN DORSEY
Joseph Scott Yeado
Zachary E Muckenhirn
BRENTON CHARLES SCHMIDT
KEVIN PATRICK KUHL
GARY LEE HOSHAW
Lindsey Oldre
Jessica L Larson
JOSHUA ALLEN WEBSKOWSKI
Samuel Michael Kittock
LUKE JOSEPH GAGNON
TROY GREGORY BIGALKE
Andrew Michael Gagnon
JUSTIN SEURER
Damon James Longstreet
COLIN LEE CHARLSON
Fisher Jonathan Eiss
ASHRAF FARAG HASSAN
JEFFREY LEE PETERSON
IGOR GENNADYEVICH RUDENKO
Joseph Balut
Eric Joseph Reiner
KENNETH JOHN BASTEN
MICHAEL KEITH KLOUBEC
Eric James Ebeling
Brandon Sheppard Walters
Steven K Novacek
HIEDI RAE HENDRICKSON
Jordan David Kretsch
Denver J Colgrove
Derek J Larson
Bryan David Nobs
Paul Allan Affeldt
Adam Benjamin Nobs
Taylor Graham Harwood
Connor Jeffrey Oak
LISA ANN GEYEN
Andrew David Bowman

Within 25 miles of Independence, MN, Best Investors lists 221 registered investment advisory firms with 628 offices nearby, managing about $14.9T in combined regulatory AUM across 2,895,323 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 Independence

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM