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Best financial advisors in White Bear Lake, MN

Registered advisers within 25 miles of White Bear Lake, MN.

Offices
1,362
Firms
433
Combined AUM
$18.6T
Firm-wide filings, not assets booked only here
Clients
3.01M
3,008,839 clients when Item 5C has a number
Avg / client
$6.17M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
ASSOCIATED INVESTMENT SERVICES, INC.
KELLOGG ASSET MANAGEMENT, LLC
PTMA INVESTMENT ADVISORS
HARBOUR INVESTMENTS, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ALLIANZ INVESTMENT MANAGEMENT LLC
S3, INC
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
VANDERBILT ADVISORY SERVICES

Investors

Christopher Ryan Kaufman
JON ERVING BERG
STEVEN J PUKAL
THOMAS DAVID LEE
KEITH LAVERN JOHNSON
TROY GILBERT BOYLE
Thomas Kenneth Rippberger
JULIE ANN MEYER
JESSICA L BERGER
Loren Jon Piotrowski
Heath William Sorenson
NEIL A. D. BONNESON BRUCE
John Charles Kvamme
ROLF GEORG-SLOAN JOHNSEN
Cedric Peter Buermann
Kendra Lynne Shelland
DEAN MITCHELL DIBIAS
NILS A EGGE
CASSANDRA MARIE BROSE
KELSIE ANN WILSON
PEDER AMUND HERTSGAARD
RUSTAN COOLEY THAYER
JOSEPH MICHAEL MILLER
MARK DOUGLAS SHERMAN
THOMAS A SHERMAN
DENNIS JOHN DANE
RYAN SCOTT STRANGE
JONATHAN MARK HALVORSON
ROCHELLE LEE SLATTERY
GREGORY ALAN BOWAR
CHRIS HORST ANDRYSKI
ROBERT JOHN STARKEY
TIMOTHY A JOHANSON
CHRISTOPHER JUSTIN LAWES
CHRIS M BECK
Martin Francis Gorman
MATTHEW JAMES CHRISTENSEN
TODD CHARLES TERHORST
PETER JEROD ZVANOVEC
CRAIG SMITH SENN
Nikolaos Gabriel Bame
JEFFRY LEE MEYER
SUSAN MARGARET PALMATIER
JAIDEN JOSHUA PETER NELSON
ARUN SHARMA
MATTHEW DAVID JONES
Anya Sophia Gage

Within 25 miles of White Bear Lake, MN, Best Investors lists 433 registered investment advisory firms with 1,362 offices nearby, managing about $18.6T in combined regulatory AUM across 3,008,839 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 White Bear Lake

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM