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Best financial advisors in New Hope, MN

Registered advisers within 25 miles of New Hope, MN.

Offices
1,555
Firms
484
Combined AUM
$19.1T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,050,101 clients when Item 5C has a number
Avg / client
$6.27M
Combined AUM ÷ clients

Nearby offices

Firms

FOCUS FINANCIAL
ALLIANZ INVESTMENT MANAGEMENT LLC
OSAIC WEALTH, INC.
ASSOCIATED INVESTMENT SERVICES, INC.
KELLOGG ASSET MANAGEMENT, LLC
PTMA INVESTMENT ADVISORS
HARBOUR INVESTMENTS, INC.
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AVANTAX PLANNING PARTNERS, INC.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CARVAL CLO MANAGEMENT LLC
AB CARVAL INVESTORS, LP
1834 INVESTMENT ADVISORS CO.

Investors

TRENTON ROBERT KERR
BRAD MCMURRAY
MICHAEL MOONSOO GOFF
Thomas Kenneth Rippberger
JULIE ANN MEYER
JESSICA L BERGER
Loren Jon Piotrowski
Heath William Sorenson
NEIL A. D. BONNESON BRUCE
John Charles Kvamme
ROLF GEORG-SLOAN JOHNSEN
Cedric Peter Buermann
Kendra Lynne Shelland
DEAN MITCHELL DIBIAS
NILS A EGGE
CASSANDRA MARIE BROSE
KELSIE ANN WILSON
THOMAS JOHN RITTEN
JOHN ROBERT HINZ
MARK TIMOTHY LINDSTROM
LAVERNE SUE ERICKSON
STEPHEN PATRICK MERRIMAN
PEDER AMUND HERTSGAARD
RUSTAN COOLEY THAYER
JOSEPH MICHAEL MILLER
RICHARD SCOTT JONES
WILLIAM EDWIN DOVE

Within 25 miles of New Hope, MN, Best Investors lists 484 registered investment advisory firms with 1,555 offices nearby, managing about $19.1T in combined regulatory AUM across 3,050,101 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 New Hope

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