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Best financial advisors in Montgomery, MN

Registered advisers within 25 miles of Montgomery, MN.

Offices
104
Firms
28
Combined AUM
$4.63T
Firm-wide filings, not assets booked only here
Clients
1.03M
1,028,036 clients when Item 5C has a number
Avg / client
$4.50M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
OSAIC WEALTH, INC.
MICHAEL TRAXLER WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
FAMILY WEALTH MANAGEMENT
THRIVENT INVESTMENT MANAGEMENT INC.
WELLS FARGO CLEARING SERVICES, LLC

Investors

Sheilina L Sperry
SHANNON JAMES BRUSSEAU
Nathan James Brusseau
Ted Jacob Hefty
MICHAEL P. TRAXLER
Ernest John Pepel
Isaac Jay Buehler
Joshua Paul Miller
JULIE ANN EIDE
KYLE WILLIAM KUEHNER
JONATHAN WILEY WELLS
Graham Nicholas Kuehner
Christopher Curry
PATRICK DWYER SELL
JULIE ANN MEYER
TIMOTHY EDWARD LUTHER
Kelly Lynn Johnson
Jessica Ann Carter
MOLLY MARIE MCGILLEN
PETER JAMES PLUT
Adam Henry Dwyer
LOREN EDBERG
Bradley James Schmitz
JACOB ANDREW COOK
BRENT COLIN PEROUTKA
JENNIFER LYNN BECKER
Gregory F Lee
Catherine Jane Grinney
KAILEE DAVIS
Scott William Yeomans
Thomas Robert Klemer
ANTHONY PAUL LANGERUD
Erik Nelson
Jacob Lee Womeldorf
NICHOLAS JOSEPH KILGRIFF VAN ALSTINE
ZACHARY TYLER KLEMER

Within 25 miles of Montgomery, MN, Best Investors lists 28 registered investment advisory firms with 104 offices nearby, managing about $4.63T in combined regulatory AUM across 1,028,036 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 Montgomery

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM