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Best financial advisors in North Oaks, MN

Registered advisers within 25 miles of North Oaks, MN.

Offices
1,481
Firms
477
Combined AUM
$19.1T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,049,572 clients when Item 5C has a number
Avg / client
$6.27M
Combined AUM ÷ clients

Nearby offices

Firms

FAIR TRUST FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
KOOB WEALTH MANAGEMENT, LLC
WILKINSON CAPITAL MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MML INVESTORS SERVICES, LLC
INDEPENDENT FINANCIAL GROUP, LLC
EDWARD JONES
LIONS GATE SOVEREIGN CAPITAL, LLC
PFS INVESTMENTS INC.

Investors

CYNTHIA LYNNAE TURKINGTON
Sheena Lea Prescott
MICHAEL PETER KOOB
JAMES FRANK WILKINSON
DREW DANIEL DEHNICKE
Chris Patrick Ahles
MARK ROBERT STANGER
RYAN JAMES MARR
KRISTINA J ELFERING
Jennifer Lynn Tix
Annie Reed
Steven Tix
BRADLEY WILLIAM KAHLEY
BRIAN DANIEL SMITH
GREGORY LEONARD BLAESER
TRAVIS JAMES STORY
Abigail Fettinger
JOSHUA JAMES DeBilzan
Ryan Thomas Johnson
Brennen Hill
JEFFREY DAVID ANGEL
DAVID ROSS EHRENKROOK
JAMES DAVID EHRENKROOK
Phillip John Gartner
STEFAN CHRISTOPHER LIISTE
KATHLEEN MARY LIISTE
BRUCE ELLIOTT KIRKING
RENEE LESLIE MILLER
BRIAN PAUL DOMAGALSKI
THOMAS JAMES CLEMENT
THOMAS ROBERT BECKER
WALTER FON DOBGIMA
TODD CHRISTIAN MYERS
POLLY MEYERDING DEDRICK
RUSSELL FRANKLIN DEDRICK
VICKY LIN NELSON
ERIC JACOB ERICKSON

Within 25 miles of North Oaks, MN, Best Investors lists 477 registered investment advisory firms with 1,481 offices nearby, managing about $19.1T in combined regulatory AUM across 3,049,572 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 North Oaks

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