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Best financial advisors in Waldorf, MN

Registered advisers within 25 miles of Waldorf, MN.

Offices
77
Firms
33
Combined AUM
$4.65T
Firm-wide filings, not assets booked only here
Clients
680K
680,181 clients when Item 5C has a number
Avg / client
$6.83M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
IWEALTH
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
FORTIS GROUP ADVISORS LLC
ASCENT ADVISORS

Investors

MARK STEPHEN SCHMITZ
DAWN LOUISE BRAUND
Jacob T Butterfield
Brandon Allen Sahr
ZACHARY WADE SAIKI
DAWN MARIE MACHT
Brian Lee Hansen
Andrew J Gonzales
KEVIN WILLIAM WALTER
William L Walter
Katie Ann Gonzales
Ryan R Gustafson
JEREMY J HERKENHOFF
GARY FRANK GUENTZEL
Johnathon Percy Eykyn
Matthew Potter
SHAWN TODD POMEROY
BRADLEY EDWARD CONNORS
Nyla Thor Hagen
Kimberly Borst
Ryan David Ludwig
JACOB ANDREW COOK
KYLE CYRIL KRIENER
Kaylee Marie Phelps
CONNER GRUPE
BLAKE EVERETT HAHN
DERRICK GIRARD
BENJAMIN ROBERT BERNARD
Christopher Jon Bloch
Charlotte Marie Rasmussen
ANTHONY DANIEL JAMES
TIMOTHY JON ROBINSON
Melvin Eric Soderlund
Aaron James Wurm
JAMES RICHARD LEWIS
Jared T Hoscheit
Sandra Jane Gieseke
PATRICK DWYER SELL
Connor Jo-Louis Wurm
Adam James Neubauer

Within 25 miles of Waldorf, MN, Best Investors lists 33 registered investment advisory firms with 77 offices nearby, managing about $4.65T in combined regulatory AUM across 680,181 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 Waldorf

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 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM