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Best financial advisors in Watertown, MN

Registered advisers within 25 miles of Watertown, MN.

Offices
621
Firms
229
Combined AUM
$15.1T
Firm-wide filings, not assets booked only here
Clients
2.90M
2,897,139 clients when Item 5C has a number
Avg / client
$5.22M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES
LPL FINANCIAL LLC
VALLEY VIEW MANAGEMENT CO., LLC
CHARLES SCHWAB & CO., INC.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
PFS INVESTMENTS INC.
THRIVENT INVESTMENT MANAGEMENT INC.
WEALTH PLANNING GROUP LLC
OAKFORT WEALTH PARTNERS
MONEY MATTERS
CETERA INVESTMENT ADVISERS LLC
MUTUAL ADVISORS, LLC
KESTRA ADVISORY SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
PRINCIPAL SECURITIES, INC.
GARY L. GREENBERG

Investors

AMBER MICHELLE MEGER
MARK STEVEN HELLER
EUN JUNG LEE KIM
MICHAEL KARL EARL
DANIEL MARCUS JOHNSON
AUSTIN BRANT COLBY
PAIGE CATHERINE HELTEMES
JARON CONRAD KISSNER
JAMY CHRISTOPHER ANTOINE
JACOB ALEXANDER FERRIN
GRANT BENNETT
SHAWN EUGENE WEBER
JOSHUA ANTHONY OTTO
LEO JOHN SCHLANGEN
Christopher Dyna Sok
Benjamin Kenneth Wels
Levi Ryan Broersma
TERRY WILLIAM KERBER
LYNN STANFORD GILBERTSON
Cory Werlinger
ERIC JEROME WERLINGER
MICHELLE MYRA LEISEN
CHARLES NJUGUNA GITAU
RODNEY KEITH ROATH
BRENDAN KEITH ROATH
LEONARD VAUGHN DAYTON
PAUL DONALD DRACH
CASEY SCOTT HAYDEN
FRANK THOMAS MACGOWAN
EDWARD ALAN DAVIES
THAD ANTHONY JOHNSON
JOHN ROBERT HINZ
Jolene Jean Pioske-Breyer
Macabe Thoen
STEPHEN VICTOR SODERSTROM
Connor August Miene
Brian Mills
Michelle Leigh Campbell
TIMOTHY JOSEPH BOYS
GARY LOUIS GREENBERG

Within 25 miles of Watertown, MN, Best Investors lists 229 registered investment advisory firms with 621 offices nearby, managing about $15.1T in combined regulatory AUM across 2,897,139 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 Watertown

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