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Best financial advisors in Minnetrista, MN

Registered advisers within 25 miles of Minnetrista, MN.

Offices
1,330
Firms
452
Combined AUM
$19.0T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,048,468 clients when Item 5C has a number
Avg / client
$6.23M
Combined AUM ÷ clients

Nearby offices

Firms

TLG ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC
MODUS ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
THE HUNTINGTON INVESTMENT COMPANY
WELLS FARGO CLEARING SERVICES, LLC
MML INVESTORS SERVICES, LLC
LPL FINANCIAL LLC
EXCELSIOR INVESTORS
EDWARD JONES
COOKSON FINANCIAL, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
NEWEDGE ADVISORS
LOCORR FUND MANAGEMENT, LLC
STEBEN & COMPANY, LLC
U.S. BANCORP ADVISORS, LLC
EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP
UNDERDOG WEALTH MANAGEMENT, LLC
CRANE CAPITAL MANAGEMENT LLC

Investors

JAMES ALLAN ROBERTS
CHRISTOPHER JAMES ROUSE
MARGARET LEIGH SWANSON
PETER MICHAEL WEISS
KARI KRISTINE HAANSTAD
TAD MICHAEL WEISS
CHAD STEPHEN BABCOCK
BRYANT STEIN
WILLIAM JAMES NELSON
ANDREA OLSON
William Clifford Rodgers
AARON EUGENE LARSON
Kevin Michael Schmitz
Graham Daniel Burke
JASON PATRICK GOOD
Marianne Jeanne Laurent
MATTHEW LEONARD COOKSON
BRET JAMES FELKNOR
ALAN MATTHEW STRICKER
Robb Wynn Clasen
Gregory Thomas Janasko
SCOTT ANDREW BROWN
Taylor Graham Harwood
Connor Jeffrey Oak

Within 25 miles of Minnetrista, MN, Best Investors lists 452 registered investment advisory firms with 1,330 offices nearby, managing about $19.0T in combined regulatory AUM across 3,048,468 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 Minnetrista

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