Best Investors Account Sign in

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

THRIVENT INVESTMENT MANAGEMENT INC.
INTRUA FINANCIAL
LARSON FINANCIAL GROUP, LLC
PFS INVESTMENTS INC.
TRANSAMERICA FINANCIAL ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
INTEGRITY ADVISORY SOLUTIONS
EDWARD JONES
YES WEALTH MANAGEMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
GREAT VALLEY ADVISOR GROUP, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Leif Elling Erickson
Sophey Stepanek
MITCHELL ALAN WOOD
RICHARD ALLEN VASTERLING
Andrew James Shuldheisz
Lisa Michele Walt
James Donald Trebisovsky
ADAM C SCHUTTE
Juei Hua Chang
Yusuf Adewale Gbadamosi
Orobosa Ero
Samuel Chukwudi Anyamele
Aaron Niedorf
Andres Herrera
Zachary Abel Polsfuss
Samuel Martin Stenson
James Michael Heflin
Michael Andrew Heflin
ROBERT EUGENE SCHNEEWEIS
MICHAEL AARON KAISER
DANIELLE ALYSSE ANDERSON
JOHN ALFRED ANDERSON
NICHOLAS JON RASMUSSEN
Lindsay Ann Fleming Rasmussen
Matthew Thomas Simmons
William Hansen
ROGER SCHLICHTING
Mark Stevens
Joe Hajjali
MIKE WAYNE ORN
Chad W Kappler
SARAH BROOKE DEBRUIN
Christina Evenson
Kenneth Duhadway
Mathias C Beck
SCOTT ALAN STENSRUD

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