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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

OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
PRINCIPAL SECURITIES, INC.
EFS ADVISORS
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
BANKERS LIFE ADVISORY SERVICES, INC.

Investors

NAOMI ANN KOWALIK
MARTY DANIEL HOST
Martin Dale Radi
Brooke Alexa Radi
JOSEPH T ZIDON
Ashley Marie Dooner
Jamie Michels Christensen
Zachary S Gundberg
Joseph Peter Tetrault
Aaron Michael Meissner
MICHAEL DAVID TRNKA
DANIEL JOE ANDERSON
Adam James Schlichting
PAUL JOSEPH HANSON
CLINT KENNETH ATHMANN
SHANE J WALOCK
HUBERT REINARZ
KELLY ELIZABETH BATES
Robert William Brooks
Talbot Warrington Millar
GLEN RAYMOND TAUTGES
KEVIN ALLEN BRIGHT
NYLES ROBERT GENTZ
BRIAN EDWARD ANDERSON
WINIFRED SMITH ANDERSON
William Anderson
Timothy Wade Parenteau

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