Best Investors Account Sign in

Best financial advisors in Morris, MN

Registered advisers within 25 miles of Morris, MN.

Offices
11
Firms
6
Combined AUM
$2.11T
Firm-wide filings, not assets booked only here
Clients
346K
346,485 clients when Item 5C has a number
Avg / client
$6.10M
Combined AUM ÷ clients

Nearby offices

Firms

ENCORE WEALTH ADVISORS
EDWARD JONES
ONEASCENT FINANCIAL SERVICES LLC
CETERA INVESTMENT ADVISERS LLC
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC

Investors

TIMOTHY JOHN SCHAEFER
Kent Freeman Swenson
Anthony Robert Harris
HOLLY CHRISTINE GIESE
MATTHEW ROBERT DORWEILER
Tamela Jean Sperr
SPENCER REED HUGGETT
Tallack Irving Dosdall
WAYNE ORVIN GRUNKLEE
Kathryn JoAnn Miller
SCOTT D MUNDAL
KELLY ORLAN COOPER
Jason Dehne
Nathaniel C Copeland
NATHANIEL JON HITCH

Within 25 miles of Morris, MN, Best Investors lists 6 registered investment advisory firms with 11 offices nearby, managing about $2.11T in combined regulatory AUM across 346,485 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 Morris

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 5 ONEASCENT FINANCIAL SERVICES LLC 15 clients · 82 advisers $3.54B AUM 6 ENCORE WEALTH ADVISORS 1 advisers $122M AUM