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Best financial advisors in Orono, MN

Registered advisers within 25 miles of Orono, MN.

Offices
1,335
Firms
456
Combined AUM
$19.2T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,048,531 clients when Item 5C has a number
Avg / client
$6.30M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
INTEGRITY ADVISORY SOLUTIONS
EDWARD JONES
J.P. MORGAN SECURITIES LLC
DOUGHERTY & ASSOCIATES FINANCIAL ADVISORS, INC.
INDEPENDENT FINANCIAL GROUP, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FFP WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TROTT BROOK FINANCIAL
MICHAEL TRAXLER WEALTH MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TLG ADVISORS, INC.

Investors

WILLIAM MALCOLM DEFIEL
DEAN THOMAS MASCHKA
STEVEN MITCHELL BULLERT
GORDON JOSEPH DEFIEL
MICHAEL PATRICK BRADDY
AARON DANIEL LOCKE
Aaron Niedorf
Andres Herrera
Zachary Abel Polsfuss
Samuel Martin Stenson
Brian James Schreiber
LISA ANN GEYEN
Andrew David Bowman
KERRY JEANNE SCHMITZ
Dillon Lee Dougherty
DANIEL JOHN DOUGHERTY
JULIE ANN EIDE
KYLE WILLIAM KUEHNER
JONATHAN WILEY WELLS
Graham Nicholas Kuehner
Christopher Curry
PATRICK DWYER SELL
JULIE ANN MEYER
TIMOTHY EDWARD LUTHER
Kelly Lynn Johnson
ANTHONY GERARD RUSH
Carter Timothy Colemer
Nathan William Bartell
TIFFANY KAY BRYNTESON-JOHNSON
Jessica Ann Carter
MOLLY MARIE MCGILLEN
JAMES WARREN STEFFEN
Joshua Paul Miller
Ted Jacob Hefty
MICHAEL P. TRAXLER
Ernest John Pepel
Isaac Jay Buehler
SHANNON JAMES BRUSSEAU
Nathan James Brusseau
Rhys Gailah
Matthew Stephen Bosway
NICHOLAS PETER BEDNARCZYK
Daren Halvorson
David Alan Soczek
Sheilina L Sperry

Within 25 miles of Orono, MN, Best Investors lists 456 registered investment advisory firms with 1,335 offices nearby, managing about $19.2T in combined regulatory AUM across 3,048,531 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 Orono

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