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Best financial advisors in Lino Lakes, MN

Registered advisers within 25 miles of Lino Lakes, MN.

Offices
1,416
Firms
459
Combined AUM
$19.0T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,047,805 clients when Item 5C has a number
Avg / client
$6.22M
Combined AUM ÷ clients

Nearby offices

Firms

STRATEGIC WEALTH GROUP
EDWARD JONES
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
JONES KERTZ & ASSOCIATES, INC.
RENOVATE FINANCIAL PLANNING
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

MICHAEL GEORGE TRUDEAU
Benjamin John Prchal
Jeremy Foster Weston
Daniel M Elo
CHRISTOPHER ARTHUR MANNING
EDWARD CARL MARKGRAF
JOHN RICHARD DELEEUW
STEPHEN ERNEST SCHMIDT
Nicole L Olson
Daniel Babbitt
ROBERT DEAN OVERBY
Davis Olson
JOSHUA DAVID CANNIFF
Derek Blankenship
Michael James Cassel
CHRISTOPHER ADAM ROOT
MICHELLE ANNETTE YOUNG
Amanda L Petri
TYLER PAUL ANTONY
Abby Sherrill Moberg
Ivan Ayala
Karif Anthony Roberts
Julienne Nicole Entinger
Josiah Parker
Britton Kent Peterson
JASON LEE MOEHRING
GREGORY LEE SCHRAUFNAGEL
Bradley Owen Hunt
Nick Alan Brundell
MARK ALAN FINNESTAD
BRYAN HENRY MARKER
LINDA SUE WILKE
MICHAEL GREGORY MCCOOL
BRIAN HAROLD KERTZ
SCOTT ARLYN JENSEN
SHANNON MICHAEL TAGGART
Ryan Blanchard
Nathaniel Loge
MICHAEL EDWARD WAGNER
BRADFORD WILLIAM MORRISON
HARASTAN RANIEL BOYD
CURTIS BLAINE HINTZMAN
BENJAMIN JOSEPH TWAIT
MICHAEL FREDERICK SPECHT

Within 25 miles of Lino Lakes, MN, Best Investors lists 459 registered investment advisory firms with 1,416 offices nearby, managing about $19.0T in combined regulatory AUM across 3,047,805 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 Lino Lakes

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