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Best financial advisors in Saint Charles, MN

Registered advisers within 25 miles of Saint Charles, MN.

Offices
116
Firms
43
Combined AUM
$9.69T
Firm-wide filings, not assets booked only here
Clients
1.19M
1,191,291 clients when Item 5C has a number
Avg / client
$8.13M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
FOCUS FINANCIAL
GIBBS WEALTH MANAGEMENT, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
OSAIC WEALTH, INC.
GENEOS WEALTH MANAGEMENT, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
PACKERLAND BROKERAGE SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC

Investors

Luke Buehler
Daniel James Buehler
JASON ALAN TROENDLE
FREDRICK JOHN TROENDLE
Justin Duane Mundt
JOSEPH E. MONTGOMERY
Christina Mulholland
Margaret Diane Schoepski
DANA PAUL BASBALLE
JEFFREY D FRY
Jacob Roger Thompson
Kimberly Anne Breuer
Alana D Wilson
Aaron Patrick Dienger
Kelsey Colon
Wayne Robert Myhre
ANTHONY MITCHELL VOTE
DANNY D ALBERTSON
MARK CARL SWENSON
JEFFREY ERIC O'DONNELL
MICAH JACOB HANSON
Daniel Patrick Murphy
CHRISTOPHER H MATZKE
TINA FAY GREGOR
John Soucheray
Matthew R Seehusen
BRADLEY MARK SCHROEDER

Within 25 miles of Saint Charles, MN, Best Investors lists 43 registered investment advisory firms with 116 offices nearby, managing about $9.69T in combined regulatory AUM across 1,191,291 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 Saint Charles

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM