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Best financial advisors in Minneota, MN

Registered advisers within 25 miles of Minneota, MN.

Offices
17
Firms
10
Combined AUM
$3.37T
Firm-wide filings, not assets booked only here
Clients
521K
520,918 clients when Item 5C has a number
Avg / client
$6.46M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
EDWARD JONES
BIRATH WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

Investors

BRIAN WITTE
Logan Patrick Gill
Blake Bachmeier
COREY JAMES SKOGRAND
CORRINE ANN SKOGRAND
Larry J Schiavo
TRISHA MARIE SCHAAR
AARON JACOB FRITZ
RYAN RANDY SERREYN
Michael J Leary
Jeffrey Thomas Vandendriessche
THOMAS JACK BIRATH
ANDREW THOMAS SUBY
JAMES DEAN GOEDTKE
CARLA-ANN EISELE GOEDTKE
Sara Jean Brink
JOSHUA LOREN ROBERT JOHNSON
Neil Mitchell Frost
Pamela F Rogge
TODD ANDREW BOCK
Ryan Michael Snodgrass
Brent M Snodgrass
Austin Alan DeMuth
Luke D Irmiter
NICHOLAS JOHN SCHMITZ
ANTHONY E OURADA
GEORGE LORANCE JORGENSEN
MARJEAN M OSSEFOORT
Alex Ossefoort
Seth Myhre

Within 25 miles of Minneota, MN, Best Investors lists 10 registered investment advisory firms with 17 offices nearby, managing about $3.37T in combined regulatory AUM across 520,918 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 Minneota

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 6 KNIGHTS OF COLUMBUS ASSET ADVISORS LLC 237 advisers $30.5B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM