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Best financial advisors in Lewiston, MN

Registered advisers within 25 miles of Lewiston, MN.

Offices
33
Firms
14
Combined AUM
$2.62T
Firm-wide filings, not assets booked only here
Clients
324K
323,698 clients when Item 5C has a number
Avg / client
$8.10M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
GIBBS WEALTH MANAGEMENT, LLC
FOCUS FINANCIAL
PACKERLAND BROKERAGE SERVICES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.

Investors

JOSEPH E. MONTGOMERY
JEFFREY ERIC O'DONNELL
MICAH JACOB HANSON
Alana D Wilson
Aaron Patrick Dienger
Kelsey Colon
Wayne Robert Myhre
Justin Duane Mundt
JASON ALAN TROENDLE
FREDRICK JOHN TROENDLE
Luke Buehler
Daniel James Buehler
ANTHONY MITCHELL VOTE
DANNY D ALBERTSON
MARK CARL SWENSON
MICHAEL JOHN SLAGGIE
MATTHEW STEPHEN SLAGGIE
Jacob Michael Reeck
Matthew Michael Reeck
ROBERT MATTHEW QUINLAN
ANDREW JOSEPH KIEFFER
Kimberly A Clausen
Aaron Michael Thurow
MATTHEW Jacob SCHROEDER
PHILLIP LOUIS ANDERSON
Dylan James Lisitza
Mark Travis Swenson
Jordan Paul Zimmerman
John Michael Hardy
Gregg Brandt
Lynette Marla Stevens
Brandi Jean Moore
Kimberly Kay Renk
Aleah Rachel Harvey
Alexis Rae Partington

Within 25 miles of Lewiston, MN, Best Investors lists 14 registered investment advisory firms with 33 offices nearby, managing about $2.62T in combined regulatory AUM across 323,698 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 Lewiston

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 7 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM