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Best financial advisors in Mendota Heights, MN

Registered advisers within 25 miles of Mendota Heights, MN.

Offices
1,569
Firms
490
Combined AUM
$19.1T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,050,213 clients when Item 5C has a number
Avg / client
$6.27M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
INDEPENDENT FINANCIAL PARTNERS
LONGSHIP ADVISERS, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
GATEWAY WEALTH PARTNERS, LLC
ALL TERRAIN FINANCIAL ADVISORS
RLN WEALTH
CELADON MANAGED WEALTH
ROSSJOHNSON & ASSOCIATES, LLC
WELLS FARGO CLEARING SERVICES, LLC
SIDE-BY-SIDE FINANCIAL PLANNING, LLC

Investors

Yevgeny Bilozerov
PATRICK FRANCIS KELLY
ROBERT JOHN HANTEN
Nicholas Thomas Lawton
ARLAND DUANE BRUSVEN
JON ERIK BRUSVEN
Allison Lea Butler
ANDRE GOTTREL MARSHALL
STEVEN J PUKAL
THOMAS DAVID LEE
KEITH LAVERN JOHNSON
TROY GILBERT BOYLE
Paul Edward Simmons
Michael Jon Goehner
MARK MCLAIN REICHOW
BRIAN JAMES SKOLTE
JOSEPH LEE VAN DAM
WILLIAM HENRY FONDELL
RYAN R NELSON
Aaron Elkins
Robert John Porter
MATTHEW JOHNSON BOUTS
JAMISON MICHAEL LIPPERT-NEGEN
GEORGE ANDREW ANDREWS
JOHN EDWARD CROSLAND
JASON TIMOTHY BAUERLY
ANDREW JACOB SCHNEIDER
ERIC WILLIAM MARQUARDT
Corey Timothy Ross
Samuel Patrick Ross
PATRICK TERRENCE ROSS
MATTHEW DAVID JONES
ANTHONY STAVRATI PATRIDGE
MATTHEW SCOTT STOCKEY
Chad Lee Fullington
CHARLES EDWARD BOLOGNINO

Within 25 miles of Mendota Heights, MN, Best Investors lists 490 registered investment advisory firms with 1,569 offices nearby, managing about $19.1T in combined regulatory AUM across 3,050,213 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 Mendota Heights

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