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Best financial advisors in Lakeville, MN

Registered advisers within 25 miles of Lakeville, MN.

Offices
828
Firms
264
Combined AUM
$18.9T
Firm-wide filings, not assets booked only here
Clients
2.90M
2,897,781 clients when Item 5C has a number
Avg / client
$6.51M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
STAIRWAY PARTNERS, LLC
MSM FINANCIAL, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
R.M. SHANNON WEALTH MANAGEMENT, LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
U.S. BANCORP ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FINANCIAL COMPASS CORPORATION
THRIVENT INVESTMENT MANAGEMENT INC.
CLEARWATER MANAGEMENT CO., INC.
FIDUCIARY COUNSELLING INC
MAIRS & POWER
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
HILLTOP SECURITIES INC.

Investors

JULIE ANN EIDE
KYLE WILLIAM KUEHNER
JONATHAN WILEY WELLS
Graham Nicholas Kuehner
Christopher Curry
PATRICK DWYER SELL
JULIE ANN MEYER
TIMOTHY EDWARD LUTHER
Kelly Lynn Johnson
AARON CHRISTOPHER BALSAM
KEVIN TERHAAR
MATTHEW SCOTT MOHNING
JAMES CAMERON JACKSON
STEWART JAMES RALLIS
Christopher Scott Norman
Darin Mastroianni
SOR HER
SOPHIE GABOR
GARY THOMAS GABOR
RYAN MICHAEL SHANNON
JOHN PAUL SEVERY-HOVEN
Joseph Daniel Ott
Zachary Michael DeCou
Carolyn Desiree Jackson
William Andrew Kettinger
GERI SCHABER MARTIN
AMBER MICHELLE MEGER
MARK STEVEN HELLER
EUN JUNG LEE KIM
ROBERT STAI DAVIS
Jonathan David Speltz
Thomas S Wood
JOHN FITZGERALD COLDAGELLI
MARK DANIEL OHLMANN
STEVEN WADE WOOLERY
Carol Marie Sullivan
CHRISTIAN AUDREY NIELSEN
THOMAS W. WALSH
Patrick Daniel Carotenuto
Devon Mikala Sandhu
ANDREW EDWARD LANG
LIDDY MARIE ACHTER
ADAM J TLUSTY
MICHAEL PATRICK CLANCEY
SEAN PATRICK DEICHERT
Jaclyn Steiger Roof
ISAAC BLAINE DAUGHERTY
Justin Lee Larson
KAREN PETERSEN RAU
JEFFREY R. TOLZIN
JOHN H. OBERG
ELIZABETH B. VAN HOEVER
LAURA W NEAL
CHAD MICHAEL KILMER
CHRISTOPHER DOUGLAS STROM
DANELLE NORA FIMAN
LISA JOHNSON KELLY
Justin Mark Miller
Ryan Trebil
KIMBERLEY STE. MARIE BECKER
MICHAEL CHRISTOPHER MARZOLF
Hilary J Sweeney
PAUL J PEARCE
Brent Steven Miller
Michelle Warren
PATRICK JOHN FARLEY
ANDREW ROBERT ADAMS
PETER JAMES JOHNSON
KEVIN VINCENT EARLEY
MARK LARRY HENNEMAN
HEATHER JEAN WINFIELD
BARBARA KAY CHELGREN
GREGORY F MURPHY
William Robert Weyandt
Owen Christian Peterson
Angela J Krebsbach
Michelle Lee Tverberg
SCOTT GERALD THOLE
JONATHAN CHRISTOPHER BRASS
Diana L Brass
CHAD CHRISTOPHER ZAWACKI
AMY A SORRELS
Nneka SERWAA Constantino
CHARLES EDMUND PORTER
Anthony J Cognetta
HEATHER RYAN O'CONNOR
MATTHEW GREGG VELDMAN
HARRISON Stephen PORTER
Anthony Koob Hmoov Vang
Jonathan Paul Yocum
Jessica Ann Douglass
Philip H Bruneau
MATTHEW ALLEN SHOWALTER
DAUNNE MARIE SCHALLER
GORDON COLONEL BENTLEY
MICHAEL THOMAS DRODDY
Jackson R Plessl
STEPHEN KELLY PORTER
Mary McDougall
Michaela E Munda
Natasha Zawacki
Martin Charles Binn

Within 25 miles of Lakeville, MN, Best Investors lists 264 registered investment advisory firms with 828 offices nearby, managing about $18.9T in combined regulatory AUM across 2,897,781 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 Lakeville

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM