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Best financial advisors in Shakopee, MN

Registered advisers within 25 miles of Shakopee, MN.

Offices
1,175
Firms
429
Combined AUM
$19.0T
Firm-wide filings, not assets booked only here
Clients
3.04M
3,043,650 clients when Item 5C has a number
Avg / client
$6.23M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC
OSAIC WEALTH, INC.
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
GATEWAY WEALTH PARTNERS, LLC
J. W. COLE ADVISORS, INC.

Investors

GREGORY GUY VOSS
JUSTIN RICHARD BREYER
ALEXANDER PAUL JOHNSON
MAX CHARLES MITTELSTAEDT
Patrick Krall
Scott A Pierce
DANIEL THOMAS HARRINGTON
Derek Douglas Brinkman
Cheryl Lynn Johnston
Jason Hotzler
Eric Wolter Bischoff
Donald James Sundt
MICHAEL RICHARD JASAN
SHANE THOMAS SWANKE
STEVEN T LYDEN
CASEY Anne FOX
CHRISTOPHER MILTON DOCK
Michael Schmid
Gena Lauren Wey
ERIK RYAN PLAISTED
Nicholas Starosta
Sandy Kelch
RICHARD ANDREW PETKOFF
Matthew Paul Kleffman
Mary A Marko-Quinn
BRIAN LEE FOOTE
SAKUNTALA NILMINI JAYATILAKA
MARK MCLAIN REICHOW
Taylor Bacchus
JUNE KRONENBERGER
Jason Christenson
ADAM BRIAN HARTUNG
COREY DAVID SCHMIEDEBERG
Kameryn Siemers

Within 25 miles of Shakopee, MN, Best Investors lists 429 registered investment advisory firms with 1,175 offices nearby, managing about $19.0T in combined regulatory AUM across 3,043,650 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 Shakopee

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