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Best financial advisors in Waconia, MN

Registered advisers within 25 miles of Waconia, MN.

Offices
839
Firms
306
Combined AUM
$16.7T
Firm-wide filings, not assets booked only here
Clients
2.93M
2,930,767 clients when Item 5C has a number
Avg / client
$5.69M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CGN ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
FOCUS FINANCIAL
THRIVENT INVESTMENT MANAGEMENT INC.
LPL ENTERPRISE, LLC
LANDCASTED CAPITAL MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PARK AVENUE SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
TLG ADVISORS, INC.

Investors

Susan Pauling
David John Huebner
Kayleen Faye Lahoud
WENDY JEAN KUNTZ
John Savoie
CHRISTOPHER ROSS HANSON
Dale Robert Copeman
MARTIN LAURENCE COLE
Mackenzie Willemsen
Elizabeth Anne Walker
PETER STEVEN HESS
Jack O'Brien
George Richard Gove
Jessica Lea Hess
JASON WARREN SMITH
Lauren Williams-Kirsch
Margaret Runke
Andrew A Jones
Jamie Lyn Pederson
Ryan Drew Pederson
DANIEL JON HARRIS
JOSEPH FRANK FAULKNER
Chelsea Lynne Doman
David Theodore Rehmann
PETER JOHN NELSON
Jason Putnam
SAMUEL JOSEPH HENNEMANN
Joseph Balut
ASHRAF FARAG HASSAN
JEFFREY LEE PETERSON
IGOR GENNADYEVICH RUDENKO
Fisher Jonathan Eiss
JAMES ALLAN ROBERTS

Within 25 miles of Waconia, MN, Best Investors lists 306 registered investment advisory firms with 839 offices nearby, managing about $16.7T in combined regulatory AUM across 2,930,767 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 Waconia

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM