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Best financial advisors in Monticello, MN

Registered advisers within 25 miles of Monticello, MN.

Offices
201
Firms
63
Combined AUM
$10.8T
Firm-wide filings, not assets booked only here
Clients
1.25M
1,248,380 clients when Item 5C has a number
Avg / client
$8.65M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
AVANTAX PLANNING PARTNERS, INC.
PFS INVESTMENTS INC.
BERGER FINANCIAL GROUP
LPL FINANCIAL LLC
DOUGHERTY & ASSOCIATES FINANCIAL ADVISORS, INC.
INDEPENDENT FINANCIAL GROUP, LLC
OSAIC WEALTH, INC.
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

Stefanie Diane Swanson
Douglas James Prahl
Willson J Burggraff
TROY GREGORY BIGALKE
Ryan Hartneck
LUKE JOSEPH GAGNON
Andrew Michael Gagnon
Cole S. Gagnon
MICHAEL JOSEPH GAGNON
CAROL JEAN MILLS
JAMES DUANE BECKER
DEVESHWAR CHANDRA PERSAUD
ERIC LEE LINDQUIST
Matthew Kenneth Feuling
Nicholas A Chihak
Cory Ronald Ritter
BRIAN DOWDEN THICKPENNY
DEENA ELIZABETH LINDSTROM
KIM HAROLD LILLEHAUG
TERRY JOSEPH GRIES
Timothy David Suchy
LISA ANN GEYEN
Andrew David Bowman
KERRY JEANNE SCHMITZ
Dillon Lee Dougherty
DANIEL JOHN DOUGHERTY
STEPHANIE LE NOVACEK
ROSS CLARK UDELL
DESIREE FAITH CAMPBELL
Mark Detlef Rethman
Denver J Colgrove
Derek J Larson
HIEDI RAE HENDRICKSON
Jordan David Kretsch
Eric James Ebeling
Brandon Sheppard Walters
Steven K Novacek
Eric Joseph Reiner
KENNETH JOHN BASTEN
MICHAEL KEITH KLOUBEC
JOHN LYNDON VOLDEN
JUSTIN DENNIS BETTINGER

Within 25 miles of Monticello, MN, Best Investors lists 63 registered investment advisory firms with 201 offices nearby, managing about $10.8T in combined regulatory AUM across 1,248,380 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 Monticello

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM