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Best financial advisors in Lakeland, MN

Registered advisers within 25 miles of Lakeland, MN.

Offices
689
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
LPL FINANCIAL LLC
GREAT VALLEY ADVISOR GROUP, LLC
KESTRA ADVISORY SERVICES, LLC
ALPHASTAR CAPITAL MANAGEMENT
THRIVENT INVESTMENT MANAGEMENT INC.
LEVERTY FINANCIAL GROUP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
EVERGREEN COMPUTATION LLC
ROALSTAD CAPITAL LLC
EVERSOURCE WEALTH ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

Joshua Brian Campbell
CHRISTOPHER ALAN SWANSON
Nicole E Andrews
COURTNEY NICOLE DOERFLER
Zachary James Huppert
JAMIE MICHAEL GRUPE
CHANTEL RAE LUKE
Marietta Lucile Payne
Thomas Gregory Karlen
Joseph M Altman
TRACY ELIZABETH BERGLUND
Amberlea Johnson
Joshua Wikstrom
Charlie R Gess
MICHAEL JAMES KOJONEN
Seth William Blum
MICHAEL THOMAS LEVERTY
LUKE EDWARD KEENE
JOSHUA QUENTIN HAWKINS
Matthew Gendreau
Michael John Nelson
MATTHEW JAMES JONZA
Ronald J. Jenkins
Benjamin Thomas Eby
Layne R Morgan
Katherine Robbins
LUKE TERENCE MEIER
Garrett M Samb
Osni Ferreira Filho
KELLY ANNETTE ROSENBUSH
BRADLEY JOSEPH LANGE
JODI KAY GIBSON
Daniel Timmerman
Sarah N Berg
Allison Lea Butler

Within 25 miles of Lakeland, MN, Best Investors lists 223 registered investment advisory firms with 689 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 Lakeland

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