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Best financial advisors in Westbrook, MN

Registered advisers within 25 miles of Westbrook, MN.

Offices
8
Firms
5
Combined AUM
$2.10T
Firm-wide filings, not assets booked only here
Clients
243K
242,742 clients when Item 5C has a number
Avg / client
$8.64M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Loretta Jean Gervais
Mary E Arnold
KIMBERLY ANN HOLM
Justin Lee Espenson
STACIE LEA SANOW
Amy Leopold
Tony Steven Scott
Brent Anderson
Ryan James McNamara
Matthew A Steffen
Tara Lynn Smith

Within 25 miles of Westbrook, MN, Best Investors lists 5 registered investment advisory firms with 8 offices nearby, managing about $2.10T in combined regulatory AUM across 242,742 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 Westbrook

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 5 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM