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Best financial advisors in Waterville, MN

Registered advisers within 25 miles of Waterville, MN.

Offices
113
Firms
40
Combined AUM
$4.90T
Firm-wide filings, not assets booked only here
Clients
684K
683,525 clients when Item 5C has a number
Avg / client
$7.18M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
EDWARD JONES
IWEALTH
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.

Investors

JACOB ANDREW COOK
Nyla Thor Hagen
Kimberly Borst
JEREMY J HERKENHOFF
GARY FRANK GUENTZEL
Johnathon Percy Eykyn
Matthew Potter
SHAWN TODD POMEROY
BRADLEY EDWARD CONNORS
PETER JAMES PLUT
Ryan R Gustafson
Adam Henry Dwyer
LOREN EDBERG
KEVIN WILLIAM WALTER
William L Walter
Katie Ann Gonzales
Brian Lee Hansen
Andrew J Gonzales
ZACHARY WADE SAIKI
DAWN MARIE MACHT
Ryan David Ludwig
Catherine Jane Grinney
KAILEE DAVIS
BRENT COLIN PEROUTKA
JENNIFER LYNN BECKER
Gregory F Lee
Scott William Yeomans
Thomas Robert Klemer
Erik Nelson
Jacob Lee Womeldorf
JASON DAVID REHER

Within 25 miles of Waterville, MN, Best Investors lists 40 registered investment advisory firms with 113 offices nearby, managing about $4.90T in combined regulatory AUM across 683,525 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 Waterville

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM