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Best financial advisors in Warren, MN

Registered advisers within 25 miles of Warren, MN.

Offices
34
Firms
16
Combined AUM
$5.49T
Firm-wide filings, not assets booked only here
Clients
1.01M
1,006,958 clients when Item 5C has a number
Avg / client
$5.45M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
MORGAN STANLEY
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
EDWARD JONES
STIFEL, NICOLAUS & COMPANY, INCORPORATED
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

Logan Scott Karsky
Keith A Bjerk
BRADLEY JAMES ERICKSON
JOEY LEE MIEDEMA
CHAD HAUGE DETIENNE
Tanner Lawrence Moen
Whitley Louise Fedt
Wyatt Richard Holtz
Ethan C Hodnefield
John Hoplin
MICHAEL THOMAS BINDAS
Kristin Hanson
BRIAN JAMES THOMPSON
Cole Wigestrand
Jason Maynard Barta
Aaron Carl Meyer
JAY GORDON PANZER
CARTER JAMES JOHNSEN
Jon Andersson Broden
Justin Allan Brooks
David Vanyo
Justin Murray Johnson
Alyssa Jane Schauer
Jessica Ann Swanson
LISA MICHELLE BERGLUND
Matthew E Odenbach
Clay Matthew Odenbach
PAUL DANA JOHNSON
KATIE GOWAN
Karli Marie Finney

Within 25 miles of Warren, MN, Best Investors lists 16 registered investment advisory firms with 34 offices nearby, managing about $5.49T in combined regulatory AUM across 1,006,958 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 Warren

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM