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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

VALMARK ADVISERS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
U.S. BANCORP ADVISORS, LLC
THE HUNTINGTON INVESTMENT COMPANY
WELLS FARGO CLEARING SERVICES, LLC
MML INVESTORS SERVICES, LLC
EXCELSIOR INVESTORS
LPL FINANCIAL LLC
EDWARD JONES
COOKSON FINANCIAL, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
NEWEDGE ADVISORS
EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP
LOCORR FUND MANAGEMENT, LLC
STEBEN & COMPANY, LLC
THRIVENT INVESTMENT MANAGEMENT INC.
MD FINANCIAL ADVISORS / VESTMENT FINANCIAL
CREATIVEONE SECURITIES, LLC

Investors

David Christopher Heine
CHAD STEPHEN BABCOCK
Robb Wynn Clasen
Gregory Thomas Janasko
BRYANT STEIN
WILLIAM JAMES NELSON
ANDREA OLSON
William Clifford Rodgers
JASON PATRICK GOOD
AARON EUGENE LARSON
Kevin Michael Schmitz
Graham Daniel Burke
Marianne Jeanne Laurent
MATTHEW LEONARD COOKSON
BRET JAMES FELKNOR
ALAN MATTHEW STRICKER
CHAD ALLEN REISNER
JAMES RICHARD WIBERG
BRENT DAVID ROMENESKO
Bennett Carter Kerfeld
Joseph Bruce Kack
MARK STEVEN FLANNERY
Lance Anthony Flannery
JOSHUA BRADFORD LANTZ
ANDERS PETER ENGBRETSON
BENJAMIN DOUGLAS KIRCHNER
LUKE DANIEL POTTER
ADAM PAUL SWANSON
KATHERINE KAMMERZELL VESSENES
JESSE RAY SILLS
TRISTEN PAUL PIETI
DYLAN MICHAEL FISHER
MICHAEL JON BINSTOCK

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