Best financial advisors in Welch, MN

Registered advisers within 25 miles of Welch, MN.

Offices

80

Firms

22

Combined AUM

$4.50T

Firm-wide filings, not assets booked only here

Clients

1.01M

1,009,203 clients when Item 5C has a number

Avg / client

$4.46M

Combined AUM ÷ clients

Nearby offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

3303 N. SERVICE DR.
RED WING, MN 55066

AMERIPRISE FINANCIAL SERVICES, LLC

210 Tyler Rd N
Red Wing, MN 55066

EDWARD JONES

139 TYLER RD SOUTH
RED WING, MN 55066

EDWARD JONES

3155 S SERVICE DR SUITE 1
RED WING, MN 55066

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

3039 S SERVICE DR
RED WING, MN 55066

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

1447 Hay Creek Valley Rd.
Red Wing, MN 55066

THRIVENT INVESTMENT MANAGEMENT INC.

1001 Main Street
Red Wing, MN 55066

EDWARD JONES

910 Main St Suite 203
Red Wing, MN 55066

EDWARD JONES

910 MAIN STREET SUITE 105
RED WING, MN 55066

LPL FINANCIAL LLC

307 DAKOTA ST
RED WING, MN 55066

EDWARD JONES

205 EAST AVENUE
RED WING, MN 55066

AEGIS INVESTMENT MANAGEMENT, LLC

406 MAIN STREET STE B
RED WING, MN 55066

EDWARD JONES

211 BUSH STREET
RED WING, MN 55066

EXCEL FINANCIAL, LLC

321 MAIN STREET
RED WING, MN 55066

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

433 W 3rd Street Suite 101
Red Wing, MN 55066

AMERIPRISE FINANCIAL SERVICES, LLC

217 PLUM ST STE 280
RED WING, MN 55066

THRIVENT INVESTMENT MANAGEMENT INC.

217 PLUM ST STE 110
RED WING, MN 55066

WELLS FARGO CLEARING SERVICES, LLC

401 PLUM ST
RED WING, MN 55066

EDWARD JONES

525 BUSH STREET
RED WING, MN 55066

STATE FARM INVESTMENT MANAGEMENT CORP.

845 4th St S Suite 1
Cannon Falls, MN 55009

10.5 miles away

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

LPL FINANCIAL LLC

AEGIS INVESTMENT MANAGEMENT, LLC

EXCEL FINANCIAL, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

WELLS FARGO CLEARING SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

RICHARD LYNN DOUGLAS

JEFFREY CHARLES STRICKLAND

Michael Lee Dube

Colin Michael Scully

PATRICK H FITSCHEN

CHRISTOPHER WILLIAM GUETZLAFF

Benjamin Erik Kuehni

Corey Dean Hawe

Michael Robert Hosfeld

Tabitha Charley Meyer

Jason Paul Reding

DOUGLAS LEE RITTER

MATTHEW ROBERT HARDYMAN

SAMUEL JOSEPH CASWELL

DAVID DOUGLAS RITTER

Daniel M Greenheck

Conor Joseph Smyth

NATHAN JOHN OSTERTAG

JAMES SCOTT LOQUAI

JAMES CRANDELL LONG

JOHN PATRICK MORAN

JOHN RAYMOND LOQUAI

BRENT LESLIE URBACH

Collin Lars Baska

Michael Wayne Spangler

TIMOTHY JOSEPH KELLY

JASON RICHARD YOCKEY

Tracy Marie Sears

GREGORY CONRAD ROE

IAN VAUGHN SCHEERER

DANA LEE BORGSCHATZ

Benjamin Joseph Whalen

Ashley Ann Lang

Jacob Gerald Fatka Laube

Within 25 miles of Welch, MN, Best Investors lists 22 registered investment advisory firms with 80 offices nearby, managing about $4.50T in combined regulatory AUM across 1,009,203 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 Welch

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM