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Best financial advisors in Valley City, ND

Registered advisers within 25 miles of Valley City, ND.

Offices
9
Firms
6
Combined AUM
$2.47T
Firm-wide filings, not assets booked only here
Clients
348K
348,443 clients when Item 5C has a number
Avg / client
$7.09M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

TOM ALLEN GLANDT
Nancy Lynn Hermanson
Nicole Larson
JOSHUA REED KASOWSKI
DAVID WAYNE RAUSCH
Adam James Brandvold
Stephanie Ann Roelfsema
SCOTT DAVID WILMES
Kevin Lee Eggermont
Daniel Clifford Klein
Robert D. Lemnus
RYAN SEAN LEROUX
LANCE MERRIT JENISON

Within 25 miles of Valley City, ND, Best Investors lists 6 registered investment advisory firms with 9 offices nearby, managing about $2.47T in combined regulatory AUM across 348,443 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 Valley City

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 5 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM