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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

EDWARD JONES
STAIRWAY PARTNERS, LLC
MSM FINANCIAL, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
O'BRIEN-STALEY PARTNERS
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AVANTAX PLANNING PARTNERS, INC.
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
PRIVATE ADVISOR GROUP, LLC

Investors

Kendra Elizabeth Sievers
AARON CHRISTOPHER BALSAM
KEVIN TERHAAR
MATTHEW SCOTT MOHNING
JAMES CAMERON JACKSON
STEWART JAMES RALLIS
WAYNE STEVEN WULF
Tanya Paine
Gregory Langdon Paine
Christopher Scott Norman
Darin Mastroianni
Amy Elizabeth Wedll
Steven J Wright
Tucker Hazzard
MARK DAVID ALMLIE
Adele Annalene Hensley
TIMOTHY DONALD PAULEY
MARK TIMOTHY LINDSTROM
STEVEN J PUKAL
THOMAS DAVID LEE
KEITH LAVERN JOHNSON
TROY GILBERT BOYLE
Patrick Leary
Jon David Jezierski
Daniel Lee Terry
BRENDA PATRICIA DE LA RIVA-CARPIO
BARTHOLOMEW JAMES HENRY WILSON
CAMERON ALAN KRIEGER
Joseph Daniel Ott
Zachary Michael DeCou
Carolyn Desiree Jackson
William Andrew Kettinger
MATTHEW SCOTT CASEY
PAUL ROBERT WILSON
Mark Louis Nevermann
Karmin Corkery

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