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Best financial advisors in Ponsford, MN

Registered advisers within 25 miles of Ponsford, MN.

Offices
11
Firms
7
Combined AUM
$3.68T
Firm-wide filings, not assets booked only here
Clients
286K
285,917 clients when Item 5C has a number
Avg / client
$12.9M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
ASCENTIS INDEPENDENT ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
EFS ADVISORS
WELLS FARGO CLEARING SERVICES, LLC
UBS FINANCIAL SERVICES INC.

Investors

JOHN ARTHUR MARTIN
Monica L Harsha
MARSHA ANN SMITH
Jay Lewis Pike
Daniel Landon Pike
Neil Litfin
Derek T Ricke
Nancy A McCoyne
SHELLEY DAWN LOF
Heather Mae Rypkema Bjorgaard
MICHAEL JEROME JOHNSON
Mikel O Hess
Anna Lisabeth Schmitz
Brandon Thomas Wendland
Matthew Ask
CASEY THOMAS NELSON
TROY CLIFFORD ZELLER
GARY LEE KROGSGAARD
SUSAN DIANE ZELLER
George Andrew Van Dam
KEVIN THOMAS PHILLIP

Within 25 miles of Ponsford, MN, Best Investors lists 7 registered investment advisory firms with 11 offices nearby, managing about $3.68T in combined regulatory AUM across 285,917 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 Ponsford

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 EFS ADVISORS 57 advisers $2.40B AUM 7 ASCENTIS INDEPENDENT ADVISORS, LLC 40 advisers $2.09B AUM