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Best financial advisors in Montrose, MN

Registered advisers within 25 miles of Montrose, MN.

Offices
375
Firms
148
Combined AUM
$14.6T
Firm-wide filings, not assets booked only here
Clients
2.70M
2,701,530 clients when Item 5C has a number
Avg / client
$5.39M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
EDWARD JONES
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC
THRIVENT INVESTMENT MANAGEMENT INC.
OSAIC WEALTH, INC.
DOUGHERTY & ASSOCIATES FINANCIAL ADVISORS, INC.
INDEPENDENT FINANCIAL GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
LANDOLT SECURITIES, INC.

Investors

Samuel Michael Kittock
LUKE JOSEPH GAGNON
TROY GREGORY BIGALKE
Andrew Michael Gagnon
MICHAEL DUGAN DORSEY
BRENTON CHARLES SCHMIDT
KEVIN PATRICK KUHL
GARY LEE HOSHAW
Joseph Scott Yeado
Zachary E Muckenhirn
Lindsey Oldre
Jessica L Larson
DON CHARLES GUGGEMOS
BERT EWART GRANT
Eric Joseph Reiner
KENNETH JOHN BASTEN
MICHAEL KEITH KLOUBEC
Brandon Sheppard Walters
Steven K Novacek
Eric James Ebeling
JOSHUA ALLEN WEBSKOWSKI
HIEDI RAE HENDRICKSON
Jordan David Kretsch
Denver J Colgrove
Derek J Larson
Mark Detlef Rethman
LISA ANN GEYEN
Andrew David Bowman
KERRY JEANNE SCHMITZ
Dillon Lee Dougherty
DANIEL JOHN DOUGHERTY
STEPHANIE LE NOVACEK
ROSS CLARK UDELL
DESIREE FAITH CAMPBELL
JUSTIN SEURER
Damon James Longstreet
JOEL CHARLES HILLMANN

Within 25 miles of Montrose, MN, Best Investors lists 148 registered investment advisory firms with 375 offices nearby, managing about $14.6T in combined regulatory AUM across 2,701,530 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 Montrose

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM