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Best financial advisors in Upsala, MN

Registered advisers within 25 miles of Upsala, MN.

Offices
57
Firms
18
Combined AUM
$4.13T
Firm-wide filings, not assets booked only here
Clients
648K
647,770 clients when Item 5C has a number
Avg / client
$6.37M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
OSAIC WEALTH, INC.
EDWARD JONES
EQUITABLE ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
FARTHER
DAKOTA WEALTH, LLC
PROSPERA FINANCIAL SERVICES, INC.
SPC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
PFS INVESTMENTS INC.

Investors

TRICIA HAIDER KLAPHAKE
McKenzie Jo Wall
MICHAEL JOHN KENNEDY
JAMES C MEYER
STEPHANIE MARIE MAYERS
Brian Lutzke
Beau Hanowski
ADAM WADE TATE
Brandon James Finnegan
Matthew J Kreuzer
Troy David Molitor
Juliet Mary Beack
Elizabeth Teresa Walek
Jaclyn Catherine Gwost
Madison H Molitor
Sean Fitzpatrick
KYLE JAMES HEDTKE
NATHAN LEROY BOSEK
Matthew Howard Boenish
Nathan J Boenish
Marshall John Grams
ROBIN ANN SCHAA
GINA KOSHIOL BARTELL
KURT Stephen DURRWACHTER
Christopher Danny Chapman
DANNY JAMES CHAPMAN
MARK FRANCIS REIMER
JACQUELINE ANNE AMPE
KENNETH JAMES SMITH
NICHOLAS C KVAMME
ADAM NGUYEN
JANICE ANNETTE ACHMANN
DOREEN ELLEN DOUVIER
Joshua James Hall
APRIL ANNETTE MASTEY
MASON DONALD PULLIS
JEFFREY MICHAEL DORFSMAN

Within 25 miles of Upsala, MN, Best Investors lists 18 registered investment advisory firms with 57 offices nearby, managing about $4.13T in combined regulatory AUM across 647,770 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 Upsala

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 327 clients · 1,026 advisers $122B AUM