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Best financial advisors in Rosemount, MN

Registered advisers within 25 miles of Rosemount, MN.

Offices
1,244
Firms
396
Combined AUM
$18.6T
Firm-wide filings, not assets booked only here
Clients
3.00M
3,003,923 clients when Item 5C has a number
Avg / client
$6.18M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
VERMILLION WEALTH MANAGEMENT INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC
EFS ADVISORS
LPL FINANCIAL LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CONVERGENCE FINANCIAL
RIA ADVISORY GROUP, LLC
U.S. BANCORP ADVISORS, LLC

Investors

LEAH JEANNE THEORIN
EMILY A TRAUTWEIN
Jackson Tyler Woolems
KURT VERNON BESTER
Todd Michael Elmer Grace
CRAIG EDWARD DOCK
Max Edward Mataya
JAMES FRANCIS POEPL
Nicholas John Famularo
JORDAN RENAE HEAVENS
JASON DUDLEY LAUBE
Rhys Gailah
Brian James Schreiber
Christopher Kubitz
Cassandra Schmidt
Jessica Fields
KIMBERLY MARIE OSBORNE
GREGORY JOHN BURKHART
GREGG KENNETH BURRELL
Amanda Nicole Lamar
Benjamin Charles Lamar
LUTHER JOHN HAGEN
ROBERT JOSEPH BRAUN
LAWRENCE CHRISTOPHER CALHOUN
JEFFREY PAUL STIER
Brett Michael Kasak
Matthew Joseph Bromelkamp
Christopher John Oleson
Andrew Joe Bekius
Molly Christina Barr Kinney
Brady T Mundahl
SHANE DAVID IRONS
Jordan Swanson
JOHN FRANCIS DEGELMANN
CARISSA WALLIN PALM
Craig Andrew Wait
Ryan Leum
CHRISTOPHER JAMES WAGNER
BRAD MICHAEL MELSA

Within 25 miles of Rosemount, MN, Best Investors lists 396 registered investment advisory firms with 1,244 offices nearby, managing about $18.6T in combined regulatory AUM across 3,003,923 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 Rosemount

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