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Best financial advisors in Richmond, MN

Registered advisers within 25 miles of Richmond, MN.

Offices
92
Firms
33
Combined AUM
$5.44T
Firm-wide filings, not assets booked only here
Clients
751K
751,262 clients when Item 5C has a number
Avg / client
$7.25M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
EQUITABLE ADVISORS, LLC
PFS INVESTMENTS INC.
EFS ADVISORS
COMMONWEALTH FINANCIAL NETWORK

Investors

CLINT KENNETH ATHMANN
Jerome Peter Wenner
Paul Jerome Wenner
Benjamin Ryan Barrett
DUSTIN JAMES UPGREN
MICHAEL PAUL SCHWIETERS
Connor Garen Comstock
CHAD RAE MIDDENDORF
ALEX ANTHONY SCEPANIAK
MARGO JANE SCEPANIAK
MICHELLE KARN HERICKHOFF
NICHOLAS JASON LOEHLEIN
ROBERT D DETERS
RACHEL R KULZER
Beau Hanowski
ADAM WADE TATE
Brandon James Finnegan
DAVID CLYDE ANFINSON
ERIK JENSEN
JOHN ROBERT DEAN
Matthew J Kreuzer
JANICE ANNETTE ACHMANN
DOREEN ELLEN DOUVIER
Joshua James Hall
Aaron Michael Meissner
MICHAEL DAVID TRNKA
KEVIN ALLEN BRIGHT
NYLES ROBERT GENTZ
Robert William Brooks
Talbot Warrington Millar
GLEN RAYMOND TAUTGES
Ashley Marie Dooner
Jamie Michels Christensen

Within 25 miles of Richmond, MN, Best Investors lists 33 registered investment advisory firms with 92 offices nearby, managing about $5.44T in combined regulatory AUM across 751,262 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 Richmond

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B 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