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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Woodbury, MN

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

149 registered advisors work in Woodbury; the most are at Charles Schwab & Co., Inc. (11). 30 list the CFP designation and 123 are also registered broker representatives.

Firms with the most advisors in Woodbury

FirmAdvisors in Woodbury
Charles Schwab & Co., Inc. news11
Pine Grove Financial Group11
Great Valley Advisor Group, LLC10
Osaic Wealth, Inc. news10
Cetera Investment Advisers LLC news9
Edward Jones news8
LPL Financial LLC news8
Ameriprise Financial Services, LLC news7
Focus Financial news6
Pfs Investments Inc.6
Northwestern Mutual Investment Services, LLC5
Ballast Advisors, LLC4
Legacy Wealth4
Strategic Advisers LLC4
Wells Fargo Clearing Services, LLC news4
Alphastar Capital Management3
State Farm Investment Management Corp.3
Thrivent Investment Management Inc.3
Wells Fargo Advisors Financial Network, LLC news3
Commonwealth Financial Network news2
Newedge Advisors2
Osaic Institutions, Inc. news2
The Oak Ridge Financial Services Group, Inc.2
Wealth Enhancement Advisory Services, LLC news2
Associated Investment Services, Inc.1

Advisors in Woodbury, A to Z

CFP advisors in Woodbury →

Other cities in Minnesota

All of Minnesota →

Minneapolis 2,241Plymouth 678Edina 581Bloomington 535Minnetonka 432Wayzata 422Rochester 229Arden Hills 199Saint Paul 193Eden Prairie 164Maple Grove 144Golden Valley 141Duluth 131St Paul 117St. Paul 115Eagan 104Burnsville 88St Louis Park 88New Brighton 86St Cloud 82St. Louis Park 79Mankato 74Stillwater 74Lake Elmo 69

Questions

How many financial advisors are in Woodbury, MN?

149 investment adviser representatives are registered at firm offices in Woodbury, Minnesota, according to the SEC's Investment Adviser Public Disclosure records. 123 of them are also registered as broker representatives, and 30 list the CFP designation.

Which firm has the most financial advisors in Woodbury?

Charles Schwab & Co., Inc., with 11 registered advisors in Woodbury, followed by Pine Grove Financial Group with 11.

How do I check a financial advisor in Woodbury?

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.