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Best financial advisors in Shoreview, MN

Registered advisers within 25 miles of Shoreview, MN.

Offices
1,520
Firms
486
Combined AUM
$19.1T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,049,972 clients when Item 5C has a number
Avg / client
$6.27M
Combined AUM ÷ clients

Nearby offices

Firms

EFS ADVISORS
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
STAIRWAY PARTNERS, LLC
MSM FINANCIAL, LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FOUNDATIONS INVESTMENT ADVISORS LLC
O'BRIEN-STALEY PARTNERS
CETERA INVESTMENT ADVISERS LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
OSAIC WEALTH, INC.

Investors

MATHEW DOUGLAS KEMPENICH
CHARLES DAVID MYLREA
DAVID JAMES DROLSON
PATRICK WILLIAM LOREE
DAVID EARL PURDY
CHAD PAUL OLSON
DARIN L DUNHAM
ALEX DANIEL DAHLEN
ROBERT VYLAY BOUAPAENGPHAN
SCOTT RANDALL JISKRA
IGOR GENNADYEVICH RUDENKO
Geneva Marie Bowden
AARON BARTLETT PETERSEN
Diane M Lang
CLINTON JEROME FAUST
DANIEL THOMAS FARNIOK
Eliot Searls
AARON CHRISTOPHER BALSAM
KEVIN TERHAAR
MATTHEW SCOTT MOHNING
JAMES CAMERON JACKSON
STEWART JAMES RALLIS
Matthew Allen Lemay
ANDREW JAMES HAYS
ELIZABETH STAPLES
NATHAN ALAN KERKOW
JAY CHARLES JURKOVICH
Christopher Scott Norman
Darin Mastroianni
Andrew D. Lewis
William Robert Voyles
RYAN MCELROY DILLON
Amy Elizabeth Wedll
ANNE MICHELLE NELSON
JAMES KEITH ADAMS
BLAINE ROBERT JOERGER
MICHAEL B HOFFMAN
Benjamin Uphoff
Jeremy Scott Babcock
Rebecca Ann Anderson
MICHAEL MERLE ERPELDING
MATTHEW PAUL ANAGNOSTOU
STEVEN LEE SMALLIDGE
BARRY JAMES HELLYER
RYAN CHARLES BROCKHAUS
Daniel Gasper
CORINNA JOAN ANDERSON
Rheanna L Hedding
SARAH ANN FOEHRENBACHER
JOSHUA CHARLES GARCIA
ANDREW FORREST SPAANEM
RYAN PATRICK GARGARO
LAUREN MYCHELS MCCORMICK
DAVID PAUL PASCOE
THOMAS JAMES PATNODE
Jarod Matthew Anderson
Cody Scott Polzin
MARK CHESTER HEGSTROM
BRADLEY ALLEN BECK
KEITH JAMES MAAHS
CHARLIE ROSE
Luke Opsahl
DOUGLAS ALLEN BECK
DOREEN LEA WEBER

Within 25 miles of Shoreview, MN, Best Investors lists 486 registered investment advisory firms with 1,520 offices nearby, managing about $19.1T in combined regulatory AUM across 3,049,972 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 Shoreview

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