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Best financial advisors in Lewisville, MN

Registered advisers within 25 miles of Lewisville, MN.

Offices
19
Firms
11
Combined AUM
$3.24T
Firm-wide filings, not assets booked only here
Clients
477K
476,615 clients when Item 5C has a number
Avg / client
$6.79M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CONVERGENCE FINANCIAL
AVANTAX PLANNING PARTNERS, INC.
CWM, LLC
CORNERSTONE WEALTH MANAGEMENT, LLC

Investors

Marissa K Johnson
MELISSA MARIE LUETH
KEITH ALLEN BOEVE
Laura Berg
Jared T Hoscheit
MICHAEL LEALON PURDY
DENNIS MICHAEL PAUL
JACOB LEE HARTKE
MARK EDWARD FUJAN
SCOTT CRAIG FUHRMAN
Amanda Lee Kosbab
Rebecca B Sinn
Bryon Thomas Nelsen
Linsey Preuss
STEPHEN BRENT ROESNER
Jessica M Salic
Kimberly Kay Schultze
William D Schellpeper
Drew Paul Schellpeper
Matthew Wyman Fischer
Rebecca June Fischer
Myah Catherine Legred
Randy Lee Peyman
Daniel Edward Hamlet
Sarah Lynn Gerhard
LIAM GRADY WEST
OLIVER ZENK KOLLOFSKI
Chad Jeremy Klassen

Within 25 miles of Lewisville, MN, Best Investors lists 11 registered investment advisory firms with 19 offices nearby, managing about $3.24T in combined regulatory AUM across 476,615 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 Lewisville

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 CWM, LLC 248 clients · 642 advisers $50.6B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM