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Best financial advisors in Plato, MN

Registered advisers within 25 miles of Plato, MN.

Offices
99
Firms
39
Combined AUM
$5.39T
Firm-wide filings, not assets booked only here
Clients
1.08M
1,076,354 clients when Item 5C has a number
Avg / client
$5.01M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
VALMARK ADVISERS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC
LPL ENTERPRISE, LLC
FOCUS FINANCIAL
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CGN ADVISORS, LLC

Investors

Joseph Edwin Neumann
Kelly Weidendorf
David Christopher Heine
Cory Werlinger
ERIC JEROME WERLINGER
THOMAS GEORGE ANDERSON
RUSSELL ERVIN RUNCK
Stacy Marie Dammann
Kelly Marie Rach-Meggitt
Ella Stevens
Kirk Allen Miller
DANIEL JON HARRIS
JOSEPH FRANK FAULKNER
Chelsea Lynne Doman
Andrew A Jones
Jamie Lyn Pederson
Ryan Drew Pederson
DON CHARLES GUGGEMOS
BERT EWART GRANT
JASON WARREN SMITH
MARTIN LAURENCE COLE
Mackenzie Willemsen
Elizabeth Anne Walker
PETER STEVEN HESS
Jack O'Brien
George Richard Gove
Jessica Lea Hess
Dale Robert Copeman
CHRISTOPHER ROSS HANSON
WENDY JEAN KUNTZ
John Savoie
Kayleen Faye Lahoud
David John Huebner
Susan Pauling
Lauren Williams-Kirsch
Margaret Runke

Within 25 miles of Plato, MN, Best Investors lists 39 registered investment advisory firms with 99 offices nearby, managing about $5.39T in combined regulatory AUM across 1,076,354 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 Plato

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM