Best financial advisors in Plainview, MN

Registered advisers within 25 miles of Plainview, MN.

Offices

107

Firms

41

Combined AUM

$9.69T

Firm-wide filings, not assets booked only here

Clients

1.19M

1,191,259 clients when Item 5C has a number

Avg / client

$8.13M

Combined AUM ÷ clients

Nearby offices

GENEOS WEALTH MANAGEMENT, INC.

100 4TH AVE SE SUITE 2
PLAINVIEW, MN 55964

THRIVENT INVESTMENT MANAGEMENT INC.

26 3rd Street Southwest
PLAINVIEW, MN 55964

EDWARD JONES

329 W BROADWAY
PLAINVIEW, MN 55964

OSAIC WEALTH, INC.

501 Glen Str SW Ste 1
Eyota, MN 55934

13.1 miles away

EDWARD JONES

907 WHITEWATER AVE
ST CHARLES, MN 55972

FOCUS FINANCIAL

949 Whitewater Ave, Suite 1
St. Charles, MN 55972

FOCUS FINANCIAL

949 WHITEWATER AVENUE SUITE 1
ST CHARLES, IL 55972

GIBBS WEALTH MANAGEMENT, LLC

1249 Whitewater Ave
Saint Charles, MN 55972

14.1 miles away

U.S. BANCORP ADVISORS, LLC

3376 Northern Valley Place NE
Rochester, MN 55906

EDWARD JONES

3145 WELLNER DR NE SUITE 300
Rochester, MN 55906

16.3 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

323 S MAIN ST
ALMA, WI 54610-7715

16.3 miles away

EDWARD JONES

115 MAIN STREET E
WABASHA, MN 55981

16.7 miles away

WELLS FARGO CLEARING SERVICES, LLC

940 37TH ST NW
ROCHESTER, MN 55901

17.1 miles away

EDWARD JONES

140 Elton Hills Dr NW Suite 1
ROCHESTER, MN 55901

17.2 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

116 Elton Hills Ln NW
Rochester, MN 55901

17.2 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

1712 37th Street NW
Rochester, MN 55901-4228

17.7 miles away

WELLS FARGO CLEARING SERVICES, LLC

21 1ST ST SW 6TH FL
ROCHESTER, MN 55902

17.9 miles away

MORGAN STANLEY

14 SECOND STREET South West SUITE 201
ROCHESTER, MN 55902

17.9 miles away

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

717 3RD AVE SE SUITE 5
ROCHESTER , MN 55904

STRATEGIC WEALTH GROUP

310 Broadway Ave S Suite 100
Rochester, MN 55904

Firms

GENEOS WEALTH MANAGEMENT, INC.

THRIVENT INVESTMENT MANAGEMENT INC.

OSAIC WEALTH, INC.

FOCUS FINANCIAL

GIBBS WEALTH MANAGEMENT, LLC

U.S. BANCORP ADVISORS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

STRATEGIC WEALTH GROUP

Investors

DANA PAUL BASBALLE

Jacob Roger Thompson

Kimberly Anne Breuer

Christina Mulholland

Daniel James Buehler

JASON ALAN TROENDLE

FREDRICK JOHN TROENDLE

Justin Duane Mundt

Daniel Patrick Murphy

Matthew R Seehusen

STEPHEN RAY STOLZ

Julie Ann Leichtnam

Tyson Stackhouse

MERIH SAVAS MARSHALL

JULIE JO'DEE DEMARAY

Connor David Parent

Nathan Lloyd Larson

ERIC ALLEN FUNK

Daniel Lee Jordan

SHAUNA MARIE EASTLEE

Andrew James Roberts

MATTHEW SCOTT KECHELY

SHARON RAE MORRIS

CATHERINE V OLSON

DAVID ALLEN OLSON

KATHLEEN MARY ALLISON

Morgan G Sledge

Matthew B Winkle

CHRISTOPHER H MATZKE

TINA FAY GREGOR

ROBERT TROY LANDGRAF

NICHOLAS WILLIAM DAVIDSON

Within 25 miles of Plainview, MN, Best Investors lists 41 registered investment advisory firms with 107 offices nearby, managing about $9.69T in combined regulatory AUM across 1,191,259 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 Plainview

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM