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Best financial advisors in Lake Shore, MN

Registered advisers within 25 miles of Lake Shore, MN.

Offices
33
Firms
16
Combined AUM
$4.31T
Firm-wide filings, not assets booked only here
Clients
709K
708,866 clients when Item 5C has a number
Avg / client
$6.08M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
THRIVENT INVESTMENT MANAGEMENT INC.
MONEY CONCEPTS CAPITAL CORP
EQUITABLE ADVISORS, LLC
PFS INVESTMENTS INC.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WELLS FARGO CLEARING SERVICES, LLC
BLUM CAPITAL MANAGEMENT, LLC

Investors

Marcy Weaver
Jason Russell Martinson
Arleen Macko
DAVID MICHAEL JACOBS
Randal Wayne Thompson
Julie Ann Dillon
JACOB LEWIS
Todd M Tucker
Kysa Marie Corbett
Bruce Meade
MICHAEL LEE RUZYNSKI
William John Weiss
RYAN DAVID RUCKDASHEL
BRENT MICHAEL FASSETT
CHRISTOPHER D PEDERSON
DAVID BRADY HUNTER
MARK CHARLES RUHL
Kevin Lewis Peterson
HEATHER ANNE CAREY
LORA LEE GRAUMANN
Avery Grace Davidge
KURT BYRON NELSON
DANA THERESE PAHKALA
ERIC EDWARD DAVIDGE
Anthony Parrish
MARK EUGENE PARRISH
GLEN KEVIN SUNDBERG
MARCY RINAS
TIMOTHY ASCHE
KRAIG ROWEKAMP
LAYTON WHITE
ANN MARIE WEST
ANGIE SIMMONS
Gregory Lee Bennett
JOHANN RONALD DONNER
TRICIA MARIA FREEMAN

Within 25 miles of Lake Shore, MN, Best Investors lists 16 registered investment advisory firms with 33 offices nearby, managing about $4.31T in combined regulatory AUM across 708,866 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 Shore

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 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM