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Best financial advisors in Rochester, MN

Registered advisers within 25 miles of Rochester, MN.

Offices
136
Firms
53
Combined AUM
$11.1T
Firm-wide filings, not assets booked only here
Clients
1.25M
1,247,875 clients when Item 5C has a number
Avg / client
$8.92M
Combined AUM ÷ clients

Nearby offices

Firms

U.S. BANCORP ADVISORS, LLC
EDWARD JONES
ROBERT W. BAIRD & CO. INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
STRATEGIC ASSET MANAGEMENT LLC.
STAR CAPITAL INC.
WELLS FARGO CLEARING SERVICES, LLC
FIRST HEARTLAND CONSULTANTS, INC.
SUPERIOR FINANCIAL, LLC
PULSE FINANCIAL PLANNING
LPL FINANCIAL LLC
RBC CAPITAL MARKETS, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Investors

Matthew David McMahon
Amy Marie Charlson
MARY JANE DEWITTE
Chelse Ehni
Jennifer Terese Charlson
Donald Michael Charlson
ANN M HAASE
JILL MARIE ROUX
JAMES CHRISTOPHER GALKOWSKI
STEVEN THOMAS GIFFORD
HEATHER LEE FREDRICKSON
Kari Lynn Douglas Ehleringer
CARRIE JO EXLEY
LINDA MARIE MCGUIRE
ALEXANDER JAMES LAIR
Nicholas Griffin
MICHAEL LESLIE BOGUSLAWSKI
Brittany Anne Pilling
Stacia M Ivkovic
John Richard Van Camp
ADAM JOHN BROICH
Bennet Hunter Baker
MICHAEL GARY HOFFMAN
DENNIS NORMAN BUSSIAN
Jason Benjamin Tlougan
NATHAN ANDREW LOVIK
Susan Marshall Mims
ADAM LEE RAINEY
MERIH SAVAS MARSHALL
JULIE JO'DEE DEMARAY
DAVID E CARROW
Carson Robert Romme
Andrea Bredesen
Constance K Williams
Derek Thomas Sobota
Jodi L Hruska
Clayton Edwards
Bryan Jason Williams
Paula Ann Welch
Parker Peterson
Aaron Michael Thurow
Shannon E Curtis
Bruce Gordon Timmerman
Darien Timmerman
Paul Kom
EVIN WARD LANTZ
PETER SCOTT MELSNESS
MATTHEW DONALD ELLIOTT
MICHAEL PIKKARAINEN
JENNIFER LYNN LAITINEN
KYLIE A STRUM
TIMOTHY GERALD ERNSTE
Diane Lynn Grube
Brianne Nicole Hightshoe
PAUL LUVERNE PETERMAN
MATTHEW JOHN BUZZELL
SCOTT DONALD HECK
LAWRENCE CHARLES DENNY
JOY LYNN SHEETS
JAMES FREDERICK RENN
MICHAEL DONALD LAUDE
ZENON THOMAS KUZYK
JAMES PAUL MARQUARDT
Hannah Marie Selness
Andrew Neumann
CHAD ALLEN DURGIN
James P Lambert
Sophi Heim
Josh Tyler Dascher
Tobias Jacob Kaplan
GARY MARK WILLIAMSON
BRIAN M WILLIAMSON

Within 25 miles of Rochester, MN, Best Investors lists 53 registered investment advisory firms with 136 offices nearby, managing about $11.1T in combined regulatory AUM across 1,247,875 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 Rochester

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