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Best financial advisors in Forbes, ND

Registered advisers within 50 miles of Forbes, ND.

Offices
24
Firms
17
Combined AUM
$3.94T
Firm-wide filings, not assets booked only here
Clients
473K
473,388 clients when Item 5C has a number
Avg / client
$8.32M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
WEALTH PLUS OF THE DAKOTAS, INC.
WILLKATE WEALTH MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
U.S. BANCORP ADVISORS, LLC
LPL ENTERPRISE, LLC
PFS INVESTMENTS INC.
THRIVENT INVESTMENT MANAGEMENT INC.
NEWEDGE ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
BFC PLANNING, INC.
SCHWAN FINANCIAL ADVISORS, LLC

Investors

CARLY JEAN ROTT
Andrew DelaBarre
TREVOR CHARLES BEGEMAN
LLOYD DOUGLAS HODGIN
Jerrad DuWayne Aman
AGATHA KAY JOHNSON
Lucas A Lorenz
Nicholas A Tschakert
Todd Dennis Buckstead
KRISTEN ANN RUX
Katie Ann Gates
SHAHRI-LIN MOORE
DENICE MARY ACHEN
JOEL BRYANT WELKE
MYRON JOHN ISAKSON
Michael Thomas Sigurdson
Cole Kukowski
Jonathan Calvin Davidson
EDMOND JAMES SUCHOMEL
DONALD RAY MILLER
Joshua Jay Hellwig
Matthew Scott
KRIS LYNN PEARSON
Mark Allen Haverkamp
NICHOLAS MITCHELL GOLZ
NATHAN DOUGLAS GOLZ
CHRISTIAN JAMES MALSOM
JEAN CAROL DUTT
JAMES GERARD MALSOM
LINDA MAY Shoup
JON HARRIS MESMER
JOSHUA PAUL BOWEN
DAVID MARVIN KALT
Heidi Nicole Carrels
Matthew Dohman
JOHN PAUL SCHWAN
Dalton Lehnen

Within 50 miles of Forbes, ND, Best Investors lists 17 registered investment advisory firms with 24 offices nearby, managing about $3.94T in combined regulatory AUM across 473,388 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 Forbes

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 NEWEDGE ADVISORS 122 clients · 620 advisers $43.2B AUM 8 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM