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Best financial advisors in Morristown, MN

Registered advisers within 25 miles of Morristown, MN.

Offices
64
Firms
17
Combined AUM
$3.86T
Firm-wide filings, not assets booked only here
Clients
581K
580,737 clients when Item 5C has a number
Avg / client
$6.65M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
PHARMD FINANCIAL PLANNING LLC
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PFG ADVISORS
FIRST HEARTLAND CONSULTANTS, INC.
U.S. BANCORP ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC

Investors

Katie Ann Gonzales
KEVIN WILLIAM WALTER
William L Walter
Brian Lee Hansen
Andrew J Gonzales
ZACHARY WADE SAIKI
DAWN MARIE MACHT
DEREK JOHN DELANEY
Matthew Alan Stanislav
DAVID JOHN SWENSON
PAUL A SWENSON
CHRISTOPHER MARK HERZOG
Adam Winkels
Daniel Patrick Mobley
JAMES MARVIN SCHOLLJEGERDES
CYNTHIA JEAN O'MEARA
GARY GEORGE HUGHES
ELIJAH WAYNE BUSHMAN
CHRISTOPHER ORIN FISKE
Charles Edward Maeyaert
DeAnn Rae Larson
Matthew Brian Edwards
Jeffrey Hall
John Thomas Havelka
DEAN PHILIP VELZKE
Justin Philip Velzke
JOANNE CORBIN
CHARLES EDWARD POSTLEWAITE
JOHN PATRICK MURTHA
SUSAN SKRIVANIE
NICHOLAS SAMUEL LEWIS
Jerez Autridge
DUANE MICHAEL LUDEWIG
JORDAN ROBERT LUDEWIG
Joshua Jay Cosens

Within 25 miles of Morristown, MN, Best Investors lists 17 registered investment advisory firms with 64 offices nearby, managing about $3.86T in combined regulatory AUM across 580,737 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 Morristown

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 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 SEQUOIA FINANCIAL GROUP, L.L.C. 100 clients · 247 advisers $32.2B AUM