Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO saysWM Raymond James Recruits $700M Advisor Team from Truist

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Clear Lake, MN

Every SEC-registered investment adviser representative at a firm office in Clear Lake, with the firms that employ the most of them.

2 registered advisors work in Clear Lake; the most are at Cambridge Investment Research Advisors, Inc. (1). 0 list the CFP designation and 1 are also registered broker representatives.

Firms with the most advisors in Clear Lake

FirmAdvisors in Clear Lake
Cambridge Investment Research Advisors, Inc. news1
Crg Wealth, LLC1
Whitwell Advisors1

Advisors in Clear Lake, A to Z

Search all of Minnesota →

Other cities in Minnesota

All of Minnesota →

Minneapolis 2,241Plymouth 678Edina 581Bloomington 535Minnetonka 432Wayzata 422Rochester 229Arden Hills 199Saint Paul 193Eden Prairie 164Woodbury 149Maple Grove 144Golden Valley 141Duluth 131St Paul 117St. Paul 115Eagan 104Burnsville 88St Louis Park 88New Brighton 86St Cloud 82St. Louis Park 79Mankato 74Stillwater 74

Questions

How many financial advisors are in Clear Lake, MN?

2 investment adviser representatives are registered at firm offices in Clear Lake, Minnesota, according to the SEC's Investment Adviser Public Disclosure records. 1 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Clear Lake?

Cambridge Investment Research Advisors, Inc., with 1 registered advisors in Clear Lake, followed by Crg Wealth, LLC with 1.

How do I check a financial advisor in Clear Lake?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.