Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP 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 says

Financial ADVSR advisor directory · SEC adviser records

J. W. Cole Advisors, Inc. financial advisors in Lakeville, MN

Every SEC-registered investment adviser representative at a J. W. Cole Advisors, Inc. office in Lakeville, A to Z.

The short answer

3 registered advisors work at J. W. Cole Advisors, Inc. in Lakeville, out of 437 at the firm nationwide; it ranks number 10 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.

J. W. Cole Advisors, Inc. advisors in Lakeville, A to Z

Every J. W. Cole Advisors, Inc. advisor →

J. W. Cole Advisors, Inc. advisors in every city and state →J. W. Cole Advisors, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

J. W. Cole Advisors, Inc. advisors in other cities

Tampa, FL 218Midlothian, VA 5Colorado Springs, CO 4Gainesville, FL 4Grand Rapids, MI 4Rockledge, FL 4State College, PA 4White Oak, PA 4Clearwater, FL 3Fairport, NY 3Huntsville, AL 3Lake Forest, CA 3Pittsford, NY 3Sparta, NJ 3Winter Springs, FL 3

Other firms in Lakeville

All Lakeville advisors →

Edward Jones 8Thrivent Investment Management Inc. 8Osaic Wealth, Inc. 6LPL Financial LLC 5Ameriprise Financial Services, LLC 4Cambridge Investment Research Advisors, Inc. 4State Farm Investment Management Corp. 4Wells Fargo Clearing Services, LLC 4Cetera Investment Advisers LLC 3Strategic Advisers LLC 3

Questions

How many financial advisors does J. W. Cole Advisors, Inc. have in Lakeville?

3 investment adviser representatives are registered at J. W. Cole Advisors, Inc. offices in Lakeville, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 437 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.

Is J. W. Cole Advisors, Inc. one of the largest advisor employers in Lakeville?

J. W. Cole Advisors, Inc. ranks number 10 in Lakeville by registered advisors; Edward Jones has the most, with 8.

How do I check a J. W. Cole Advisors, Inc. advisor in Lakeville?

Each advisor below links to a profile with their registrations, exams, designations 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 J. W. Cole Advisors, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.