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Find The Best Financial Advisors in Minnesota

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

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How To Find The Best Financial Advisors in Minnesota

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Minnesota, FinancialAdvisor.net is a useful resource. We've compiled a list of the 11 vetted financial advisors and non-vetted financial advisors in Minnesota, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Minnesota have an average of 20 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Minnesota

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Andrew Michaelides

Pinnacle Financial Advisors

612-875-4986

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John Severy Hoven

Oracle Financial Planners LLC

651-442-0465

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Kyle Kalkbrenner

Thrivent

320-593-2846

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Joe Schwarz

Schwarz Dygos Wheeler Investment Advisors LLC

612-355-4365

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Jordan DeBoer

Calibration Financial

320-362-6002

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Josh Decker

EFS Advisors

612-940-3587

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Shaun Marline

Marline & Associates LLC Wealth Management

218-260-8747

Top Financial Advisor Firms in Minnesota (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
AMERIPRISE FINANCIAL SERVICES, LLC
707 2nd Avenue South,
Minneapolis, MN, 55402
6363 $414,380,098,355 1953584 A Percentage of AUM, Hourly charges, Fixed Fees
U.S. BANCORP ASSET MANAGEMENT, INC.
800 Nicollet Mall, Mail Stop Bc-Mn-H04n
Minneapolis, MN, 55402
111912 $146,724,120,981 88 A Percentage of AUM, Other (ADMINISTRATION FEES)
GARDA CAPITAL PARTNERS
305 Lake Street East,
Wayzata, MN, 55391
282439 $118,495,198,000 3 A Percentage of AUM, Performance Based
THRIVENT FINANCIAL FOR LUTHERANS
901 Marquette Avenue, Suite 2500
Minneapolis, MN, 55402-3211
115785 $117,569,820,349 67 A Percentage of AUM, Performance Based
GALLIARD CAPITAL MANAGEMENT
800 Lasalle Ave., Ste 1400,
Minneapolis, MN, 55402-2033
106487 $91,977,426,165 282 A Percentage of AUM, Fixed Fees
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
505 North Hwy 169, Suite 900
Plymouth, MN, 55441
116407 $56,392,714,492 128050 A Percentage of AUM, Hourly charges, Fixed Fees, Other (FEES RECEIVED FROM THIRD PARTY INVESTMENT ADVISORS)
SECURIAN ASSET MANAGEMENT, INC.
400 Robert Street North,
St Paul, MN, 55101-2098
109905 $43,356,548,771 354 A Percentage of AUM, Fixed Fees, Other (CERTAIN ACTUAL EXPENSES ARE REIMBURSED BY THE CLIENT)
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC.
50 South Sixth Street, Suite 2350
Minneapolis, MN, 55402
107173 $38,022,283,496 202 A Percentage of AUM, Fixed Fees, Performance Based
THRIVENT ASSET MANAGEMENT, LLC
901 Marquette Avenue, Suite 2500
Minneapolis, MN, 55402-3211
137751 $25,420,910,764 33 A Percentage of AUM
CASTLELAKE, L.P.
250 Nicollet Mall, Suite 900
Minneapolis, MN, 55401-7546
145165 $24,763,945,023 34 A Percentage of AUM, Performance Based, Other (SERVICING FEES)
ADVANCED CAPITAL GROUP
50 South Sixth Street, Suite 975
Minneapolis, MN, 55402
109673 $24,700,482,422 342 A Percentage of AUM, Fixed Fees
AB CARVAL INVESTORS, LP
1601 Utica Avenue South, Suite 1000
Minneapolis, MN, 55416
141819 $19,601,734,197 66 A Percentage of AUM, Performance Based
WOODBURY FINANCIAL SERVICES, INC.
7755 3rd Street North,
Oakdale, MN, 55128
421 $19,278,448,046 101950 A Percentage of AUM, Hourly charges, Fixed Fees
VARDE MANAGEMENT, L.P.
901 Marquette Avenue South, Suite 3300
Minneapolis, MN, 55402
148949 $19,180,445,119 112 A Percentage of AUM, Performance Based
ALLIANZ INVESTMENT MANAGEMENT LLC
5701 Golden Hills Drive,
Minneapolis, MN, 55416-1297
111925 $17,477,260,493 57 A Percentage of AUM, Fixed Fees

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