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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

ASYMMETRIC RESEARCH & MANAGEMENT LLC
NORTH LION CAPITAL MANAGEMENT LLC
RAYMOND JAMES & ASSOCIATES, INC.
WINSLOW CAPITAL MANAGEMENT LLC
OKABENA INVESTMENT SERVICES INC
RIVERBRIDGE
SIT INVESTMENT ASSOCIATES, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
UBS FINANCIAL SERVICES INC.
ASSOCIATED INVESTMENT SERVICES, INC.
CAPITAL MANAGEMENT ASSOCIATES INC
WELLS FARGO CLEARING SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
HAYS FINANCIAL GROUP, LLC
THRIVENT ASSET MANAGEMENT, LLC
THRIVENT PRIVATE INVESTMENTS
THRIVENT FINANCIAL FOR LUTHERANS
CETERA INVESTMENT ADVISERS LLC

Investors

Bassem M Abou-Zeid
Kathryn Aine King
Joel Courtney Moline
SCOTT ALAN MERCER
PETER HEDGE KING
Michele Lea Weiss
JOHN H SULLIVAN
Zachary Jacob Mekler
MARK KEVAN MEKLER
CLARK JOSEPH WINSLOW
ERIC LEE PIRKL
THOMAS BUTLER DORAN
SCOTT FREDERICK REWEY
NA ZHANG
EMILY KIRSTEN SOLTVEDT
JASON MICHAEL AHLGREN
Austin Lee Cumblad
Andrew Kelly Harbeck
CHRISTOPHER ROMAN SEBALD
Jenna Reigh Shermoen
Annie Rani Paul
Sarah Verduzco Colton
Christopher Calin McGrann
ANDREW LARKIN KING
CHERYL JEAN STARMAN-COOMBS
JAY W HIGGINS
Cole Allen Ellefson
TODD GRAHAM SYLVESTER
STEVEN CAVANAUGH FARRELL
CHRISTOPHER PAUL BURQUE
DAVID MICHAEL FOSTER
KORY MICHAEL STEIL
Natalia Andrea Castaneda
ANTHONY JAMES PARADISE SCHEURING
KE KATHY CHEN
ANTHONY JEROME SELLMAN
Patricia RAE Savre
MATTHEW ROMAN BORASH
Kasey Lynn Boudouris
Chrystal Ann Roth
Brendan Scott Kauls
STACY ANN ENG
Walter Broughton III
JEFFREY MARTIN OLSON
PAUL MATTHEW MELANCON
CHUCK J MCBEAIN
SHANNON M BUGNON
JEFFREY CHARLES PIRK
Aren Faruq
Walter Thomas Broughton
DARCIE SCHEURING
CASSANDRA A MILBRANDT
ANTONY STEPHEN FISHER
JUSTIN STEELE BOTHAM
CHRISTOPHER LEE BREHMER
MARK ALLAN HOLTZ
Jackson John Rynda
Amanda S Morris
Drew Taylor Johnson
Andrew Charles Duddingston
Connor John de Borhegyi
Johnathon Stulc
FRANK ANTHONY SUMMERS
Connie Dullum
TONYA MARIE SCHULTE
COLLEEN MARIE ALCIN
Wayne A Helm
Dorothy Kovar Inde
John H. Anderson, Jr.
Elspeth Weis
JOHN MICHAEL WARD
Richard de-Souza
Hannah Jayne Morehouse
ANGELA A FINHOLT
MAX THOMAS MATTILA
DANIEL J HELM
Caroline B Ward
MEGAN DOLL CARROLL MURPHY
Benjamin M Oberfeld
Mina Zhang
Scott J Brunscheen
Kesiena Akpowowon
THERESA ANN WARD
CHARLES EDWARD DUDDINGSTON
Christopher J Schmidkamp
TROY JORDAN EMERSON HACKNEY
Matthew Robert Eckberg
SCOTT IVARS KAULS
Emily K Spillman
alexander J broughton
William D Helgeson
Connor Andrew Murphy
JAY MICHAEL GRIEP
DEBORAH ROSEMARY JOHNSTON
Michael Oakley
Ellen Mickelson
BRENT ALLAN ANDERSON
JOHN JOSEPH MILLER
NANCY JO HOPP
KEITH F MUELLER
KARA LOUISE GOETZ
JANICE R. SCHMIDT
CYNTHIA MARIE PIKALA
KELLY A MAGNUSON
Brian Zjawiony
JESSICA R WRIGHT
DARREN J JUSTIN LEDERFINE
DUSTIN JAMES NEUMANN
JOSEPH D. DAVID LOFTUS
ERIN J THEISEN
BRITTANY MILLER
ANDREW JACOB LANGE
Zachary James Johnston
MORGAN ELIZABETH HERRICK CISNEROS
JONATHAN CALEB MONSON
Cassandra Jane Getschow
John Richard Griep
ALLISON KATHERINE OBRIEN
Jack Emmett Healy
MATTHEW JOSEPH CRONIN
DANIEL LEE GRIEP
ERIC M. EDLUND
MARY BETH KETCHUM
BRUCE GEOFFREY WAIN
Christianna Sunghee LaCourse
HANNAH YOUNG
MATTHEW PARKER HOURIGAN
SANDRA LEE SANDERS
PETER F. FREDERICK JACKSON
ROBERT MICHAEL SWILLER
Garrett Michael Quady
Nathan Isaac Schmid
Gracia Ann Cavanaugh
Craig Everett Keisling
ERICA BETH ASADA
PAUL DRAEGER
Robert Sterling Metcalf
CHRISTOPHER RYAN WATKINS
JUDY A. FREDRICKSON
ROBERT STERLING METCALF
David Sieburg
TARYN ZIMMERMAN
Carson Jasper Walker
ELLE GUERINGER MILLER
LOUIS DONALD CLOSE
Natalie Marie Breon
DAVID TYLER KORNHAUSER
MARJORIE CASHMAN SANDOR
George Charles Lindberg
JOHN EDWIN TRUCKENBROD
JANE BONNIE TRUCKENBROD
MICHELLE HENDERSON WHITE
FONG HER
MOHAMMED SALEM ALJAZI
Matthew Austin Wilkerson
Connor Joseph Farley
Matthew William Hogan
GREGORY ALAN KLEIN
Bryon Andrew Eggan
JAMES P MILEY
ROBYN MARY JOYNER
Cole Hendrickson Carter
Casey Mitchell
Jennifer Elizabeth Finn
TIMOTHY JOHN GUAGLIARDO
BLAINE ROBERT GUNDERSHAUG
Michael James Romano
DANIEL ROBERT CHOUANARD
John Carter Weiler
Jonathan Dacanay
Jason L Pacheco
Eugene P Sullivan
KRISTINE JOY MOGOLLON
Ashley MARIE Fagely
Charles R Hofstrom
Peter John Andrew McFarlane
CYRUS STEVE SHABAZ
CHRISTOPHER J HASLING
SARAH NICOLE TA
Matthew Luke Bearth
Michael Box
Zachary Ryan Stockdale-Green
DOUGLAS RAY BOX
ERIC STEVEN HEDBERG
JEFFREY CHARLES SEVERTSON

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