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Best financial advisors in Mahtomedi, MN

Registered advisers within 25 miles of Mahtomedi, MN.

Offices
1,237
Firms
383
Combined AUM
$18.3T
Firm-wide filings, not assets booked only here
Clients
3.01M
3,006,473 clients when Item 5C has a number
Avg / client
$6.10M
Combined AUM ÷ clients

Nearby offices

Firms

J. W. COLE ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
YES WEALTH MANAGEMENT
THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
GREAT VALLEY ADVISOR GROUP, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
AUSDAL FINANCIAL PARTNERS, INC.
OSAIC WEALTH, INC.
STANDARD VALUATIONS, INC.
LPL FINANCIAL LLC
THOMPSON FINANCIAL TRANSITIONS INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

RICHARD WAYNE RAMSAY
SARAH BROOKE DEBRUIN
Christina Evenson
James Michael Heflin
Michael Andrew Heflin
ROBERT EUGENE SCHNEEWEIS
NICHOLAS JON RASMUSSEN
Lindsay Ann Fleming Rasmussen
Matthew Thomas Simmons
William Hansen
ROGER SCHLICHTING
Amy J Wild
Andrew Meier
Benjamin Joseph Johnson
SARAH LOUISE JOHNSON
Anthony Robert Zajac
Mathias C Beck
SCOTT ALAN STENSRUD
JESSE ROBERT JOHNSON
Justin Wolf
Daniel Raymond Perry
Pamela M Johnstone
Max Joseph Birkinbine
RANDY LEE BIRKINBINE
CHRISTOPHER WILLIAM NESTON
AMY LYNN WAKEM
JONATHAN VERNON RICE
DANE SOLBERG
Eric Charles Edson
Heikki Olavi Rouvinen
BJORN MARK MILLER
Bethany Rose Hennen
DALE ALLEN CARLSON
Timothy Hennen
PAUL JOHN HENNEN
MARK NORMAN MILLER
THOMAS JOSEPH THOMPSON
DAVID STANLEY SCHIMINSKY
PAUL ALAN DEMRO

Within 25 miles of Mahtomedi, MN, Best Investors lists 383 registered investment advisory firms with 1,237 offices nearby, managing about $18.3T in combined regulatory AUM across 3,006,473 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 Mahtomedi

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