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Best financial advisors in Medina, MN

Registered advisers within 25 miles of Medina, MN.

Offices
1,299
Firms
448
Combined AUM
$18.8T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,047,067 clients when Item 5C has a number
Avg / client
$6.17M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AVANTAX PLANNING PARTNERS, INC.
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
LPL FINANCIAL LLC
MRH IRISH INVESTMENTS, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CAISSA WEALTH STRATEGIES
BOULEVARD
TRADEMARK FINANCIAL MANAGEMENT, LLC
SCHWAB WEALTH ADVISORY, INC.
INDEPENDENT FINANCIAL GROUP, LLC

Investors

GARY STEVEN DEMEE
ROSS LAWRENCE THORFINNSON
ALEXANDER MORRIS KRONICK
THOMAS EDWARD PESCH
MARK ALAN FINNESTAD
BRYAN HENRY MARKER
Mark Allan Edlund
Steven John Treberg
David Joshua Sinclair Bergman
Steven Eugene Opdahl
Dale Kelly Teal
Joel Brost Bierwagen Bierbach
Paul Trobiani
Steven Halvorson
SHARI HOPKINS
LASZLO FODOR
VANI BUKKURI
ANH KIM TO
ERIC JOSEPH JUCKEM
ERIC MICHAEL STONEKING
MAYA Catherine HORWATH
RYAN MICHAEL JULIOT
JONNY JAY HEATH
KATHLEEN HOGAN MCKEE
BRIAN KEITH DAVIS
MICHAEL FREDERICK SPECHT
MARK RICHARD OLSON
BRIAN MICHAEL BACA
ARUN SHARMA
MICHAEL PAUL NIELSEN
AMY CATHERINE HOLERUD
PETER SHAW JOHNSON
ROBEL TESFAY HAGOS
JAMES MICHAEL ROGERS
JOSHUA MICHAEL CARR
AMANDA ANN BYAM
JACOB THOMAS UTLEY
TREVOR Benjamin EBERT
BRITTANY LEA BONDE
BENJAMIN JOHN BREMER
MUSTAF AHMED RUFAI
SHEREZADA JENSON
NATHAN WAYNE REINECCIUS
STEVEN EDWARD ESTRADA
CORY ALAN HOLLIES
MILAN CHAPAGAI
RICHARD AARON MATHAUS
CHRISTOPHER ROBERT HAGER
CHRISTINE MARGARET LEHTO
JILL Donelle MOOSBRUGGER
ROBERT CHEN
SCOTT LOGAN STONEKING
THERESA JEAN BLAND
MICHAEL STEPHEN LANG
MICHAEL SISSON
BLAKE ROBERT WEHLING
PARKER SCOTT BALFANY
RACHEL FETTER
MATTHEW JAMES WANGLER
MATTHEW CARL EBAUGH
GARY HASSE
DAN JOSEPH COLEMAN
Dennis Gunderson
TYLER RUSSELL PETERSON
SUZANNE AMUNDSON
CHRISTOPHER KENNETH MURPHY
JAMES ANTHONY SOUDER
CALEB SAMUEL BREYER
AMAL Mohamed SHOMAN
KENNETH QUIRK MILLER
Christopher Jon Rosenau
NICHOLAS ALEXANDER JORDAN
BRANDON-DYLAN Custodio APOSTOL
ANDREW STEPHEN MILLER
HOPE JORDAN KIRKMAN
SOFIA PITSAVAS
JOSEPH DANIEL KLASSEN
ALICE MAWUTOR HAMILTON
ABDUSELAM NURHSEN ADEM
JEFFREY SCOTT THOMAS
BRYAN DAVID BENEDICT
STACEY ACKERMAN
MARTA CHRISTINE BOWMAN
MARC ALAN THOMPSON
ANGELA REIERSONLAPENSKY
GRANT DANIEL HUTTEL
CHELSEY MULLOY JARZIN
KAREN EVANS MILLER
DAVID JOSEPH GUNDERSON
SANDI JO PRUSE
BRIAN ANTHONY MISIEWICZ
BRANDON BERNARD KARASEK
JESSE COLIN CREGAN
JAMES RICHARD PRATT
CHRISTOPHER JOHN OHNSTAD
LAUREN MARIE RICHARDSON
WILLIAM ALLEN BLACKBURN
MARY E IDZIK
ERIC JAMES WENDEL
NATHAN JOHN WINTER
ERIK CARL WELLMAN
COLLEEN BALDEH
DAVID BRADLEY WENDEL
Lucas David Aubin
Kyle McAdams Foster
TYLER M CHRISTENSEN
JOSEPH PAUL STEINER
DOUGLAS SCOTT JANZIG
LEE ANN LIEN
KERRICK WAYNE PEARSON
JOSHUA RYAN WALDRON
HEATHER HILL MOOTZ
GREGORY RICHARD SIERS
JUSTIN MARC DEGROOT
ALEXANDER MILLER
ALEXANDER JOSEPH DROBOT
WILLIAM BRIAN AVERY
MELISSA STONE
BENJAMIN LOUIS HRABAK
TIMOTHY ALAN KUSH
THOMAS NOEL REDALEN
EDWIN ANTHONY KOENEN
CHAO XIE
ANTHONY STAVRATI PATRIDGE
DOMINIK STEVEN ROUTHE
MATTHEW SCOTT STOCKEY
Brian C Forseth
STEVEN JOHN LARSON
JOEL STUART ANDELL
DAVID NELSON FLORA
JENNIFER RAE ESSEFF
TODD MICHAEL JOHNSON
GUSTAVE DONALD EWOLDT
TRISH AMANDA TOWNSEND
GREGORY KEITH BROWN
SHANE HORIHAN
KYLE HOWARD KLINGLER
ERIK WHITWORTH BIRD
ESMERALDA CORTES RUIZ
THOMAS JASON PARKER
CHARLES HAROLD MALONEY
ARUNA Devi PERSAUD
Tyler Recknor
VALERIE ANN FORTHUN
EMMANNUELLE ALDERETE RODRIGUEZ
AMILKAR JOSE BELLO ARTEAGA
ABDULMONEM ABDULLAT ALDARWISH
RYAN BENJAMIN CORNEILLER
GARRISON BRYAN MONROE
JASMINE NICOLE RODRIGUEZ
JOANNE DELORES MARIHART
MONICA OLSON
ARPITA SOMANI
JARED DAVID MATTOX
JOSHUA JOSEPH ALAN FRANKLIN
KENNETH DEJVONGSA
OLUWABUSOLA AANU ADEJUMO
TIMOTHY JOSEPH HAAS
ERIC JEFFREY BOYER
JACK MANNON YOUNG
JAMES ANTHONY MCDONALD
CALVIN Y. JACKSON
NATHAN RILEY HERMANSON
XAY THAO
DERREK TODD HALL
Anton Edward Garten
THOMAS CARLYLE COPPERSMITH
GAGE GUSTAFSON
ANGOSA CHALI DERESSA
MARK ALLEN STEFFES
THOMAS J KITTOCK
TYLER MOORE OLSON
CHARLES MICHAEL BRODZINSKI
JACOB DENNIS BERT SHERECK
TAMMY JO PRAUGHT
THOMAS JOSEPH ANTONELLI
KYLE CYRIL KRIENER
ASHLEY NICOLE HONEYCUTT
JOHNATHAN ZMUDA
TYLER LINDQUIST
ROBERT VYLAY BOUAPAENGPHAN
SCOTT RANDALL JISKRA
CAMERON ALAN KRIEGER
JOHNATHON SUTHERLAND
JOSEPH LOUIS LIPOVETZ
NICHOLAS MORLAND
ALEXANDER PAUL JOHNSON
BRYAN EMERSON WEIDEMANN
ANGELA PIETRA TARARA
ASHRAF FARAG HASSAN
MATTHEW TODD ARNOLD
LAWRENCE DORMAN
David Mark Wilfert
GREGORY LAWRENCE CLOSMORE
LARISSA NETO ALVAREZ
GLENN JOHNSON
KENNETH EDWARD LACHANCE
RYAN HEMMINGSEN
SHAWNTEL NICOLE CARTER
ROBERT ST. CLAIR CHRISTMAN
Frederick Robert Semmer
KELLY SUE OLSON PEDERSEN
Andrew Joseph Campbell
Aimee Nicole Bauman
MERISSA JOLEEN PERKINS
BRADLEY JAMES HEIDEMAN
DEREK D VILLARS
TROY ALAN NOOR
ISAAC JOSEPH BENNER
BRENNAN P MCCARTHY
MARK ANBUHL CARLTON
Samuel Joseph Glubka
Kingsley Constantino Calvo-Jordan
Haley E Hausman
Shady M Mansour
Brandon Joseph Fancher
Timothy J Vitense
STEPHEN ROBERT CARLTON
JOHN BYRON DEWEY
Samir Bushra
Rachel Marie Reis
Hannah Tesch
Heather Pape
Nicole Hawthorne
Ryan Jaskinia
Carolyn Sue Zurn

Within 25 miles of Medina, MN, Best Investors lists 448 registered investment advisory firms with 1,299 offices nearby, managing about $18.8T in combined regulatory AUM across 3,047,067 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 Medina

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