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Best financial advisors in Minnetonka, MN

Registered advisers within 25 miles of Minnetonka, MN.

Offices
1,605
Firms
504
Combined AUM
$19.7T
Firm-wide filings, not assets booked only here
Clients
3.37M
3,373,619 clients when Item 5C has a number
Avg / client
$5.83M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
ADVISORNET WEALTH PARTNERS
DUVAL INVESTMENT GROUP
GEN FINANCIAL MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
PRIVATE ADVISOR GROUP, LLC
ONEDIGITAL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
BRASS RING CAPITAL, INC.

Investors

MICHAEL JASON KOSMAK
JOHN ANGUS BENNETT
Maxwell Thomas Opheim
LUKE T HANNAHAN
JOSH FUSSY
MICHAEL MERRITT HINIKER
CHRISTINE MARY ZUCK
JENNIFER LYNN HAAS
Eric V Bennett
JACQUELINE ANN FURSMAN
CORY STEVEN ZAFKE
Phoebe Taylor Bird
TAYLOR JAMES SUNDEEN
THAD ROBERT DUNN
RYAN CHARLES GANDURSKI
George Carlin McCabe
Julia Slobodnik
JOSEPH PAUL NELSON
KEVIN DEAN HEMME
Anthony Richard Rubino
RYAN JON KESHEMBERG
Sean Patrick Barrett
William Will
Dylan Todd Mueller Merchant
Erik Daniel Howe
PAUL CLINTON STEIN
JERALD LARSON DUNN
TIMOTHY CARLIN MCCABE
VERALYNN Mary Morris
DAVID ARNOLD SCHWANDT
BRENDEN THOMAS FITZPATRICK
Zachary Brian Morgan
SCOTT Lee SCHNEIDERMANN
JONATHAN MICHAEL DUVAL
NDUBA MUKONDO NAMOONDE
THOMAS JOSEPH DUFRESNE
ANGELA KAREN STONE
JAMES ANTHONY KOMOSZEWSKI
STEVEN ALAN CORLESS
BENJAMIN LINZY WAPLES
MICHAEL JOHN TOWNSEND
Patrick Wolesky
Tyler Dueber
Samuel Jennings Allen
FREDERICK ALLEN SHERMAN
Tyler j Roper
DARA BETH DAY
Jacob Helberg
JOSHUA JACOB HUNT
PATRICK LINN WIGHT
CHRISTOPHER MICHAEL KELLETT
BRADY WILLIAM SCHMIDT
John Lawrence May
JOSEPH ANTHONY JOHNSON
JASON DANIEL MAY
William Douglas Houghton
Preston Stach
TIMOTHY JAMES SIGSTAD
JON KIPLING JOHANSEN
JAMES EARL MATTSON
Joshua Mark Moklestad
ERIC CRAIG MOLESKI
BRYAN LYNN VANCURA
NOAH STEVEN SEMMANN
BETH ANN KAMPF
Molly Schmitz
BRIAN WILLIAM MICKELSON
LEE ALLAN MACIEJ
Taylor Ostien
Katherine Newgard
Richard Alan Shaeffer
Geneva Marie Bowden
AARON BARTLETT PETERSEN
Diane M Lang
CLINTON JEROME FAUST
DANIEL THOMAS FARNIOK
Eliot Searls
GREGORY MICHAEL HANSON
SANDRA MENKE DENNIN
Tarun Bhatia
Jason B Sisam
KENNETH JOHN KRAMER
ERIC JON MUNKEBY
TODD MICHAEL MIRON
NICOLE NOEL MIDDENDORF
Nolan Pyrz
JUSTIN JOSEPH GANDRUD
Connor Benjamin Jones
David Samuel Comstock
DUSTIN SOUKKAY KEOMYSY

Within 25 miles of Minnetonka, MN, Best Investors lists 504 registered investment advisory firms with 1,605 offices nearby, managing about $19.7T in combined regulatory AUM across 3,373,619 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 Minnetonka

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