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Best financial advisors in Rockford, MN

Registered advisers within 25 miles of Rockford, MN.

Offices
990
Firms
365
Combined AUM
$17.9T
Firm-wide filings, not assets booked only here
Clients
3.02M
3,021,547 clients when Item 5C has a number
Avg / client
$5.93M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
LANDOLT SECURITIES, INC.
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

JOSHUA ALLEN WEBSKOWSKI
Lindsey Oldre
Jessica L Larson
BRENTON CHARLES SCHMIDT
KEVIN PATRICK KUHL
GARY LEE HOSHAW
Joseph Scott Yeado
Zachary E Muckenhirn
MICHAEL DUGAN DORSEY
JUSTIN SEURER
Damon James Longstreet
Matthew Brian Kruse
Kaylee J Isaacson
Eric Joel Agrimson
ANDREW JOHN GREENE
MICHAEL JOHN JACOBS
SHAWN EUGENE WEBER
JOSHUA ANTHONY OTTO
LEO JOHN SCHLANGEN
LYNN STANFORD GILBERTSON
Megan Reichel
Brandon Gene Prell
Eric James Ebeling
BOBBY JOE SWOBODA
RAYMOND DONALD MESSENBRINK
Tony Conroy
Denver J Colgrove
Derek J Larson
Brandon Sheppard Walters
Steven K Novacek
Eric Joseph Reiner
KENNETH JOHN BASTEN
MICHAEL KEITH KLOUBEC
HIEDI RAE HENDRICKSON
Jordan David Kretsch
Samuel Michael Kittock
LUKE JOSEPH GAGNON
TROY GREGORY BIGALKE
Andrew Michael Gagnon

Within 25 miles of Rockford, MN, Best Investors lists 365 registered investment advisory firms with 990 offices nearby, managing about $17.9T in combined regulatory AUM across 3,021,547 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 Rockford

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM