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Best financial advisors in Mound, MN

Registered advisers within 25 miles of Mound, MN.

Offices
1,175
Firms
431
Combined AUM
$19.0T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,048,360 clients when Item 5C has a number
Avg / client
$6.24M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
U.S. BANCORP ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CRANE CAPITAL MANAGEMENT LLC
UNDERDOG WEALTH MANAGEMENT, LLC
TLG ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC
LANDOLT SECURITIES, INC.
PARK AVENUE SECURITIES LLC
MODUS ADVISORS, LLC
THE HUNTINGTON INVESTMENT COMPANY
MML INVESTORS SERVICES, LLC

Investors

Joseph Balut
Fisher Jonathan Eiss
ASHRAF FARAG HASSAN
JEFFREY LEE PETERSON
IGOR GENNADYEVICH RUDENKO
COLIN LEE CHARLSON
Bryan David Nobs
Paul Allan Affeldt
Adam Benjamin Nobs
Taylor Graham Harwood
Connor Jeffrey Oak
SCOTT ANDREW BROWN
JAMES ALLAN ROBERTS
CHRISTOPHER JAMES ROUSE
JUSTIN SEURER
Damon James Longstreet
SAMUEL JOSEPH HENNEMANN
PETER JOHN NELSON
David Theodore Rehmann
MARGARET LEIGH SWANSON
PETER MICHAEL WEISS
KARI KRISTINE HAANSTAD
TAD MICHAEL WEISS
Jason Putnam
CHAD STEPHEN BABCOCK
BRYANT STEIN
WILLIAM JAMES NELSON
ANDREA OLSON
William Clifford Rodgers

Within 25 miles of Mound, MN, Best Investors lists 431 registered investment advisory firms with 1,175 offices nearby, managing about $19.0T in combined regulatory AUM across 3,048,360 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 Mound

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM