Best financial advisors in Waltham, MN

Registered advisers within 25 miles of Waltham, MN.

Offices

84

Firms

36

Combined AUM

$7.25T

Firm-wide filings, not assets booked only here

Clients

786K

786,294 clients when Item 5C has a number

Avg / client

$9.23M

Combined AUM ÷ clients

Nearby offices

RBC CAPITAL MARKETS, LLC

2064 SUPERIOR DR. NW
ROCHESTER, MN 55901-5024

COMMONWEALTH FINANCIAL NETWORK

2020 2nd Street Southwest
Rochester, MN 55902

24.1 miles away

STRATEGIC ASSET MANAGEMENT LLC.

2434 SUPERIOR DRIVE NW SUITE 101
ROCHESTER, MN 55901

24.1 miles away

STAR CAPITAL INC.

2434 Superior Dr. NW Suite 101
Rochester, MN 55901

24.1 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

2001 2nd St SW Ste 115
Rochester, MN 55902

24.1 miles away

ALPHASTAR CAPITAL MANAGEMENT

2001 2nd St. SW STE 105
Rochester, MN 55902

24.1 miles away

ALPHASTAR CAPITAL MANAGEMENT

2001 2nd Street SW
Rochester, MN 55902

24.1 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

2514 Superior Dr NW Suite A
Rochester, MN 55901

24.1 miles away

EDWARD JONES

2518 SUPERIOR DR NW 102
ROCHESTER, MN 55901-1988

24.1 miles away

EDWARD JONES

1801 S CEDAR AVE
OWATONNA, MN 55060-4203

24.2 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

4115 26TH STREET NW (P2A) SUITE 100
ROCHESTER, MN 55901

24.3 miles away

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

1741 SECOND STREET SW
ROCHESTER, MN 55902

24.3 miles away

EDWARD JONES

4057 28TH ST NW SUITE 300
ROCHESTER, MN 55901

24.3 miles away

EDWARD JONES

4057 28TH STREET NW SUITE 400
ROCHESTER, MN 55901

24.3 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

3143 Superior Dr NW Ste A
Rochester, MN 55901

24.3 miles away

ROBERT W. BAIRD & CO. INCORPORATED

2575 Commerce Drive NW Suite 115
Rochester, MN 55901

24.3 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

3147 Superior Dr NW Ste 200
Rochester, MN 55901

24.3 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

4041 28TH ST NW
ROCHESTER, MN 55901

24.3 miles away

LPL FINANCIAL LLC

3269 19TH STREET NW.STE 330
ROCHESTER, MN 55901

24.3 miles away

OSAIC ADVISORY SERVICES, LLC

3159 Superior Dr NW Suite 200
Rochester, MN 55901

24.3 miles away

Firms

RBC CAPITAL MARKETS, LLC

COMMONWEALTH FINANCIAL NETWORK

STRATEGIC ASSET MANAGEMENT LLC.

STAR CAPITAL INC.

AMERIPRISE FINANCIAL SERVICES, LLC

ALPHASTAR CAPITAL MANAGEMENT

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

ROBERT W. BAIRD & CO. INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

LPL FINANCIAL LLC

OSAIC ADVISORY SERVICES, LLC

Investors

JENNIFER LYNN LAITINEN

TIMOTHY GERALD ERNSTE

Diane Lynn Grube

Brianne Nicole Hightshoe

PAUL LUVERNE PETERMAN

MATTHEW JOHN BUZZELL

SCOTT DONALD HECK

LAWRENCE CHARLES DENNY

JOY LYNN SHEETS

JAMES FREDERICK RENN

MICHAEL DONALD LAUDE

ZENON THOMAS KUZYK

JAMES PAUL MARQUARDT

Richard Michael Decker

Christopher Gerald Anderson

Kirsten Leigh Heim

NATHAN ANDREW LOVIK

Susan Marshall Mims

ADAM LEE RAINEY

BARBARA AMBERG O'CONNOR

Bailey Adam Doll

William Cole Blackburn

LOGAN SCOTT RAMER

ADAM JOHN BROICH

Bennet Hunter Baker

MICHAEL GARY HOFFMAN

DENNIS NORMAN BUSSIAN

Jason Benjamin Tlougan

John Richard Van Camp

Joshua Jay Cosens

HEATHER LEE FREDRICKSON

Kari Lynn Douglas Ehleringer

CARRIE JO EXLEY

LINDA MARIE MCGUIRE

ALEXANDER JAMES LAIR

Nicholas Griffin

MICHAEL LESLIE BOGUSLAWSKI

Brittany Anne Pilling

Stacia M Ivkovic

MICHAEL GENE STEWARD

PERRY LEE DIEDE

Benjamin Michael Trenary

Amy Marie Charlson

MARY JANE DEWITTE

Jennifer Terese Charlson

Donald Michael Charlson

BRIAN JAMES MARTIN

JILL MARIE ROUX

JAMES CHRISTOPHER GALKOWSKI

STEVEN THOMAS GIFFORD

SCOTT ARTHUR DEWITZ

LYNN HALIDAY DEWITZ

KAITLYN DIANE MONSON

ANTHONY J BUSHMAN

Lisa Jill Grenell

SHANE MATTHEW LANGENBRUNNER

Parker Nicholas Helder

REBECCA LYNN BLAINE

Jayne MARIE Bushman

EARL NICHOLAS HELDER

CHERYL L HELDER

Carissa E Schuster

GINGER ROBERTS CARSON

RICHARD MERLE FLACK

Randy R Albrecht

MICHAEL PIKKARAINEN

DENNIS GENE MCMILLIN

Within 25 miles of Waltham, MN, Best Investors lists 36 registered investment advisory firms with 84 offices nearby, managing about $7.25T in combined regulatory AUM across 786,294 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 Waltham

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM