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Best financial advisors in Lake Park, MN

Registered advisers within 25 miles of Lake Park, MN.

Offices
18
Firms
9
Combined AUM
$3.68T
Firm-wide filings, not assets booked only here
Clients
533K
532,795 clients when Item 5C has a number
Avg / client
$6.91M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
EFS ADVISORS
WELLS FARGO CLEARING SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
AUCTUS ADVISORS LLC

Investors

BRAD RICHARD BAKKEN
Isaac Douglas Bumgardner
BRUCE P. IMHOLTE
THOMAS BRIAN TSCHIDER
Lauren Marie Rene
CASEY THOMAS NELSON
George Andrew Van Dam
Mikel O Hess
Anna Lisabeth Schmitz
Brandon Thomas Wendland
TROY CLIFFORD ZELLER
GARY LEE KROGSGAARD
SUSAN DIANE ZELLER
MICHAEL JEROME JOHNSON
Matthew Ask
CHRISTOPHER LEE CYMBALUK
MATTHEW JOHN CARRIER
KELSEY PAM VARTY
Matthew Edward Hayden
Anthony Stensgard
LAURA ELISE TWETEN
SETH ADAM LAGE
CHRISTOPHER GEORDON LAGE
GARY BRUCE LAGE
MALLEN URSO BRUGGEMAN
ANDREW LEE SORUM

Within 25 miles of Lake Park, MN, Best Investors lists 9 registered investment advisory firms with 18 offices nearby, managing about $3.68T in combined regulatory AUM across 532,795 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 Lake Park

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 EFS ADVISORS 57 advisers $2.40B AUM