Best Financial Advisors in Leota, MN

Offices

Firms

Combined AUM

$3.57T

Firm-wide filings, not assets booked only here

Clients

689K

689,394 clients when Item 5C has a number

Avg / client

$5.18M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

201 9TH STREET
WORTHINGTON, MN 56187

24.9 miles away

Firms

LPL FINANCIAL LLC

Investors

Alaina Marie Kolpin

MICHAEL JOHN WOLL

AARON THOMAS HAGEN

Within 25 miles of Leota, MN, Best Investors lists 10 registered investment advisory firms with 21 offices nearby, managing about $3.57T in combined regulatory AUM across 689,394 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 Leota

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B 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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM

Nearby offices

LPL FINANCIAL LLC

Firms

Investors

Largest firms in Leota