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Best financial advisors in Lake Saint Croix Beach, MN

Registered advisers within 25 miles of Lake Saint Croix Beach, MN.

Offices
688
Firms
223
Combined AUM
$16.8T
Firm-wide filings, not assets booked only here
Clients
2.81M
2,809,733 clients when Item 5C has a number
Avg / client
$5.97M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
PREVAIL FINANCIAL PARTNERS, LLC
CETERA INVESTMENT ADVISERS LLC
ADVISORNET WEALTH PARTNERS
FOCUS FINANCIAL
WELLS FARGO CLEARING SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BROOKSTONE WEALTH ADVISORS, LLC
EFS ADVISORS

Investors

John M Steenis
Paul Edward Simmons
Jacob James Johnson
RANDY MICHAEL PENKWITZ
ETHAN LARS MILTON ANDERSON
Cody Uhrhammer
JESSE SELL
SHAWN PHILLIP WALSH
JUSTIN PATRICK GERVAIS
MICHAEL JOHN POOR
CHRISTINA A SARAZIN
Roger Jon Anderson
JASON ENGLEBRETSON
MICHAEL PAUL NIELSEN
ERIC CHRISTIAN HANSEN
STEPHEN MARLOW MADSEN
John William Mead
Collin J Mead
Andrew D. Lewis
DANIEL JAMES STOUDT
GREGORY JOHN GALL
KAREN LYNN STAI KOENIGS
MATHEW DOUGLAS KEMPENICH

Within 25 miles of Lake Saint Croix Beach, MN, Best Investors lists 223 registered investment advisory firms with 688 offices nearby, managing about $16.8T in combined regulatory AUM across 2,809,733 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 Saint Croix Beach

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM