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Best financial advisors in Ormsby, MN

Registered advisers within 25 miles of Ormsby, MN.

Offices
27
Firms
12
Combined AUM
$3.24T
Firm-wide filings, not assets booked only here
Clients
477K
476,616 clients when Item 5C has a number
Avg / client
$6.79M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Kristie Swenson
STACIE LEA SANOW
Justin Lee Espenson
Matthew A Steffen
Tara Lynn Smith
Ryan James McNamara
Tony Steven Scott
Brent Anderson
Amy Leopold

Within 25 miles of Ormsby, MN, Best Investors lists 12 registered investment advisory firms with 27 offices nearby, managing about $3.24T in combined regulatory AUM across 476,616 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 Ormsby

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 CWM, LLC 248 clients · 642 advisers $50.6B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM