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Best financial advisors in Trimont, MN

Registered advisers within 25 miles of Trimont, MN.

Offices
29
Firms
12
Combined AUM
$3.24T
Firm-wide filings, not assets booked only here
Clients
477K
476,616 clients when Item 5C has a number
Avg / client
$6.79M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Matthew A Steffen
Tara Lynn Smith
Ryan James McNamara
STACIE LEA SANOW
Justin Lee Espenson
Tony Steven Scott
Brent Anderson
Amy Leopold
CURTIS DALE BAUMGARD
Marissa K Johnson
Rebecca B Sinn

Within 25 miles of Trimont, MN, Best Investors lists 12 registered investment advisory firms with 29 offices nearby, managing about $3.24T in combined regulatory AUM across 476,616 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 Trimont

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 CWM, LLC 248 clients · 642 advisers $50.6B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM