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Best financial advisors in Otsego, MN

Registered advisers within 25 miles of Otsego, MN.

Offices
491
Firms
171
Combined AUM
$14.6T
Firm-wide filings, not assets booked only here
Clients
2.72M
2,716,058 clients when Item 5C has a number
Avg / client
$5.39M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
PTMA INVESTMENT ADVISORS
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ROYAL FUND MANAGEMENT, LLC
OSAIC INSTITUTIONS, INC.
CETERA INVESTMENT ADVISERS LLC

Investors

MIKE JOSEPH SENECHAL
JUSTIN DENNIS BETTINGER
Jeffrey John Raiche
Brandon S Schaa
KENT DONALD JOHNSON
BOBBY JOE SWOBODA
RAYMOND DONALD MESSENBRINK
Tony Conroy
ANDREW JOHN GREENE
Matthew Brian Kruse
Kaylee J Isaacson
Eric Joel Agrimson
SHAWN EUGENE WEBER
JOSHUA ANTHONY OTTO
LEO JOHN SCHLANGEN
LYNN STANFORD GILBERTSON
NICOLAS HARTLAGE
Gabriel James Fransen
Cole R Dahl
JOSHUA JOHN BECK
Jerron John McDonald
Charlene Zielin
Isaac James Moin
TIMOTHY BLAIR GAMRATH
Ryan Curtis Wipf
Samuel D Glenz
Krisi Helland
Tove C Lichty
STEVEN JOHN CARLSON
DERICK DAVID KELLY
PETER ADAM REINER
Owenn Hegseth Buchholz
ROGER ALAN STREGE
TOBIN YORK HEMPEL

Within 25 miles of Otsego, MN, Best Investors lists 171 registered investment advisory firms with 491 offices nearby, managing about $14.6T in combined regulatory AUM across 2,716,058 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 Otsego

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM