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Best financial advisors in West Concord, MN

Registered advisers within 25 miles of West Concord, MN.

Offices
142
Firms
45
Combined AUM
$9.88T
Firm-wide filings, not assets booked only here
Clients
1.27M
1,272,222 clients when Item 5C has a number
Avg / client
$7.77M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
PHARMD FINANCIAL PLANNING LLC
PFG ADVISORS
FIRST HEARTLAND CONSULTANTS, INC.

Investors

Justin Douglas Nelson
CHRISTOPHER MICHAEL MCKERN
Easton Knoll
NATHAN DANIEL TIARKS
ANDREW DAVID TIARKS
MICHELLE RENEE GASCOIGNE
ROBERT CRAIG LINDELL
Jeffrey Lohmeyer
PETER KARL HELLAND
Carter Jon O'Reilly
Jannifer L Scholl
Kayla L Shelstad
LEANN MARIE GROVER
SUSAN MARIE ECKER
GLEN PAUL HEMANN
KAROLIN RUTH LEX
Adam Lee Hunt
Justin Samuel Adams
Staci Ann Kaltenbach
DUANE MICHAEL LUDEWIG
JORDAN ROBERT LUDEWIG
DAVID JOHN SWENSON
PAUL A SWENSON
CHRISTOPHER MARK HERZOG
Matthew Alan Stanislav
Jacob Carl Paulson
BENJAMIN ALLEN NAUMAN
DEREK JOHN DELANEY
GARY GEORGE HUGHES
ELIJAH WAYNE BUSHMAN
CHRISTOPHER ORIN FISKE
DEAN PHILIP VELZKE
Justin Philip Velzke

Within 25 miles of West Concord, MN, Best Investors lists 45 registered investment advisory firms with 142 offices nearby, managing about $9.88T in combined regulatory AUM across 1,272,222 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 West Concord

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM