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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

AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
MMA SECURITIES LLC
SECURED RETIREMENT ADVISORS, LLC
ALLIANZ INVESTMENT MANAGEMENT LLC
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC
EVEREST FINANCIAL GROUP
THRIVENT INVESTMENT MANAGEMENT INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
OSAIC WEALTH, INC.

Investors

JOHN EDWARD CROSLAND
JASON TIMOTHY BAUERLY
ANDREW JACOB SCHNEIDER
ANDRE LEE IRLBECK
SUZANNE RENAE ROHLIK HOLT
Stefanie Diane Swanson
Douglas James Prahl
Willson J Burggraff
Benjamin Chad Meyer
TERRY JOSEPH GRIES
CAITLIN REID HERDEMAN
Caitlin Margaret Lam
Matthew Larson
Christopher Arthur Adderley
MATTHEW JOSHUA ROEHL
ALEXANDRA LOUISE MOEN
MITCHEL GLEN MILLESS
BRADY L ANDERSON
ANNA ELIZABETH KRAEMER
DERRICK THOMAS HOLMLUND
Ethan Zane Madsen
Ronan Isidore Winkels
GARY MICHAEL REDING
Seth Adam Fineman
JONATHAN LEE FREDMAN
MATTHEW MARTIN POSTEUCA
Emily Skolte
VICTORIA ANN MERCADO
PHILIP M MAZUREK
RICHARD PETER CORDOVA
MOIRA MARGARET HAGY
JULIE MARIE LAROCQUE
STEVEN J PUKAL
THOMAS DAVID LEE
KEITH LAVERN JOHNSON
TROY GILBERT BOYLE
Jacob McCue
Henry Eilefson
JOSEPH SCOTT LUCEY
DYLAN LOWELL MALBERG
BRETT ROBERT HOLBROOK
PATRICK WILLIAM LOREE
Andrew J Cripps
Eric Paul Nevermann
ERLE BEAN SAVAGE
DAVID JAY GOLDENBERG
MICHAEL J SCHUMACHER
CHARLES GORDON JENSEN
TAI HWEE STANLEY DIONG
JULIEANN ELIZABETH SCHROEDER
JOHN WILLIAM MACKIMM
Joseph Norman Johnston
CONNIE ANN VAN ORNUM
JAMES JOSEPH MATEJCEK
TIOW DENNIS CHAN
NIKOLAS PAUL WOGSTAD
Paul W Muscat
DOUGLAS MILES MOCK
Christopher Ryan Kaufman
Kevin Edward Seales
LINNEA ANN SODERGREN
Scott Matthew Rose
DAVID RICHARD RASMUSSEN
ROBERT JOHN WAGNER
BRETT EUGENE KOOPMAN
Nathan Peter Perbix
Raphael Musenga
Seamus Mulcahey Ott
Tian Elder
ANDREW WENDELL GERLING
BRADLEY PAUL MARKWELL
MARK JOHN MORTON
ANN MARIE KIRCHNER
GWENN ELLEN BRANSTAD
LUCAS LYNCH AHLBERG
BENJAMIN KEVIN MIELKE
TIMOTHY KARL HILLER
Cara Nicole Lang
Tanner Haessly
Andrew Allen Zgurich
Michael Meader
Benjamin Michael Thompson
Isaac John Bolger
Ryan Dewey
Jerry Sunde
Jody Plautz
Adam Marso
KEITH ROBERT JOHNSON
PETER JAMES KABANUK
JAMES MICHAEL WALBURG
PERRY ALBERT JACOBSON
DAVID DOUGLAS STAY
ROBERT A MONSON
Nicholas T Kouchoukos
Timothy Hanson
Sarah Patricia Coffey
Nicholas Wynn Leist
Brody M Baumann
Andre Sackman
ANN MARIE ROCHFORD DESROCHES
ROBERT A STEFANI
Dustin J Kindl
STEFAN MICHAEL SMITH
Audrey Elise Pred
ALEXANDER ROGER FALENCZYKOWSKI
DANIEL RYAN MASON
COLE MICHAEL LUNDE
Grant Allen Prader
CHRISTINE ANNE GENSMER
KATHY WATERS
STEPHANIE BRADY
SHAKHODAT STARK
AARON DUSEK
JOSEPH PAUL PLANK
RYAN FRANCIS COOGAN
LORI ANN BALE
Amy M Leuma
PETER CHRISTOPHER KING
ROBERT BRUCE OVERBY
CYNTHIA KAY ROST
HUGH JAMES DILLON
WILLIAM FREDERICK STEINBAUER
PAULA TESCH OLSON
ROBERT RAYMOND BOUCHER
DANIEL WAYNE STEFFES
LAWRENCE THOMAS HAUSKINS
LARISSA MARIE PETTIT STENTZ
BRANDON JAMES COWAN
THOMAS J KIRIHARA
William M Adamson
Blake Montgomery Weimer
Derek Scott McCready
DAVID HAROLD FINCH
Christopher Allen Nelson
JAMES DAVID KALLSTROM
SCOTT WILLIAM RICKFORD
JEFFREY THOMAS RATHMANNER
RYAN CHARLES MCENERNEY
Samantha Jean Nelson
STEVEN FRANCIS KITTAY
SAVINO JOSEPH RANALLO
DOUGLAS EVERETT OLLILA

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