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Best financial advisors in Woodbury, MN

Registered advisers within 25 miles of Woodbury, MN.

Offices
1,296
Firms
400
Combined AUM
$18.6T
Firm-wide filings, not assets booked only here
Clients
3.01M
3,008,442 clients when Item 5C has a number
Avg / client
$6.19M
Combined AUM ÷ clients

Nearby offices

Firms

U.S. BANCORP ADVISORS, LLC
ASSOCIATED INVESTMENT SERVICES, INC.
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
TRUE VISION FINANCIAL ADVISORS
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
EQUITABLE ADVISORS, LLC
PINE GROVE FINANCIAL GROUP
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
OSAIC INSTITUTIONS, INC.
ENSPYRE WEALTH ADVISORS, INC.
PRINCIPAL SECURITIES, INC.

Investors

Mahmoud Ishaq Bah
STEVEN JOSEPH SCHOEDER
WILLIAM GEORGE CREAMER
KURT PETERSON
JOAN M H NOWICKI
DAVID LINDBLAD
PAUL TRACZYK
TROY MOSER
FRANK LESLIE
DARIN WILLIAM PILACINSKI
SAMANTHA MARYANN PILACINSKI
CHRISTINE MICHELLE THOMAS
DANIEL CHIGOS SHANAHAN
Max Paul Murphy
PATRICK JAY MURPHY
MARK ANTONY JOSEPHS
OWEN MICHAEL CHRISTENSON
AMAL Mohamed SHOMAN
ZACHARY JAMES LONGUEVILLE
SOR HER
Jodi Lynn Hassing
Rebekah Danielle Stavne
MARK HARGIS
Chad Ray Rinkenberger
Nathan Victor Johnson
JOHN MICHAEL COMER
Matthew Lee Gulbransen
Dean Daichi Allen
JOEL DEAN BAUMGARTEN
JARED WILLIAM HOLT
Joshua Paul Anderson
Lauren Elizabeth Naze
Michael Gregory Babicz
MICHELLE LYNN CAMPBELL
JEFFREY ALLAN CLARK
Ryan Jeffrey Key
DEREK JONATHAN NUTTER
Katie Marie Biedler
Kathryn Brockett Hauck
GERI SCHABER MARTIN
SEAN MICHAEL KIRK
JONAH JANGULA
BROCK THORNTON
JAMES PRICE
Shayna Louise Boyle
JOHAN C.R. MORRIS
ALAN TYSON
MICHAEL JOHN BAIL
DAVID DUANE ENGLER
HEIDI JO HELMEKE
JEFFREY JAMES RIEGLE

Within 25 miles of Woodbury, MN, Best Investors lists 400 registered investment advisory firms with 1,296 offices nearby, managing about $18.6T in combined regulatory AUM across 3,008,442 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 Woodbury

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