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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

THRIVENT INVESTMENT MANAGEMENT INC.
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
MML INVESTORS SERVICES, LLC
EDWARD JONES
LIONS GATE SOVEREIGN CAPITAL, LLC
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
INDEPENDENT FINANCIAL GROUP, LLC
LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

Jennifer Lynn Tix
Annie Reed
Steven Tix
BRADLEY WILLIAM KAHLEY
BRIAN DANIEL SMITH
GREGORY LEONARD BLAESER
TRAVIS JAMES STORY
Davis Olson
Abigail Fettinger
Phillip John Gartner
STEFAN CHRISTOPHER LIISTE
KATHLEEN MARY LIISTE
BRUCE ELLIOTT KIRKING
RENEE LESLIE MILLER
BRIAN PAUL DOMAGALSKI
THOMAS JAMES CLEMENT
THOMAS ROBERT BECKER
WALTER FON DOBGIMA
TODD CHRISTIAN MYERS
POLLY MEYERDING DEDRICK
RUSSELL FRANKLIN DEDRICK
VICKY LIN NELSON
ERIC JACOB ERICKSON
JOSHUA JAMES DeBilzan
Ryan Thomas Johnson
Brennen Hill
JEFFREY DAVID ANGEL
DAVID ROSS EHRENKROOK
JAMES DAVID EHRENKROOK
MITCHELL PAUL PIERSON
TIMOTHY JAMES VALENTO
NICHOLAS PIERSON VALENTO
TIM JEFFREY WALSTROM
RORY ALBERIC CARDINAL
ZACHARY TURCOTTE
Nathaniel Todd Klauser
Nicole L Olson
Daniel Babbitt
KEITH A HINDERMAN
MUNIB HATAB

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