National Retirement Planning Experts

National Coverage
Local Professionals

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.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Minnesota involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors & Planners in Minnesota

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in Minnesota that may best suit your needs.

We understand that each individual’s financial needs are unique to them, and so do our financial advisors. Find, locate and compare financial advisors in Minnesota. Check the advisor’s qualifications, certifications & experience to find the best advisor or planner that would meet your financial requirements.

List of Qualified Financial Advisors in Minnesota

advisor-photo

John Severy Hoven

Oracle Financial Planners LLC

1595 Selby Avenue
Suite 213

Saint Paul, MN 55104

651-442-0465

advisor-photo

Pradeep Sukhani

LPL Financial

Two Carlson Pkwy N, Suite 165

Plymouth, MN 55447

763-257-9796

advisor-photo

Amanda Cooney

Evergreen Financial Group

3161 Fernbrook Lane

Plymouth, MN 55447

612-339-5352

advisor-photo

Anthony Price

Total Wealth Advisors LLC

809 mainstreet

Hopkins, MN 55343

612-817-3727

advisor-photo

Jordan DeBoer

Calibration Financial

120 Central Ave N
Ste A

Milaca, MN 56353

320-362-6002

advisor-photo

Jon Hemmesch

Edelman Financial Engines, LLC

9483 Garland Lane

Maple Grove, MN 55311

763-265-3979

advisor-photo

Peter Fleming

Edelman Financial Engines, LLC

1960 Donegal Drive Suite 40

Woodbury, MN 55125

952-283-7453

advisor-photo

Joe Schwarz

Schwarz Dygos Wheeler Investment Advisors LLC

50 South Sixth Street
#1405

Minneapolis, MN 55402

612-355-4365

dummy-image

Wealth Enhancement Advisory Services

Wealth Enhancement Group

505 N. Highway 169
Suite 900

Plymouth, MN 55441

888-236-9777

advisor-photo

Shaun Marline

Marline & Associates LLC Wealth Management

11 East Superior Street
Suite 532

Duluth, MN 55802

218-260-8747

dummy-image

Vector Wealth Management

Vector Wealth Management

43 Main Street SE
Suite 236

Minneapolis, MN 55414

612-378-7560

Top Financial Advisor Firms in Minnesota (Ranked by AUM)

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC.
50 South Sixth Street, Suite 2350 Minneapolis, MN 55402
107173 $57,525,542,651 205 A percentage of AUM
Fixed fees
Performance Based
TRANSAMERICA RETIREMENT ADVISORS, LLC
408 Saint Peter Street, Suite 210 St Paul, MN 55102
107319 $11,508,874,805 137737 A percentage of AUM
Fixed fees
DEVENIR INVESTMENT ADVISORS, LLC
8500 Normandale Lake Blvd, Suite 2160 Minneapolis, MN 55437
132824 $10,800,000,000 51 A percentage of AUM
Hourly charges
Fixed fees
COMPASS CAPITAL MANAGEMENT INC
706 Second Avenue South, Suite 400 Minneapolis, MN 55402
107823 $2,085,154,063 1378 A percentage of AUM
Fixed fees
PINE RIVER CAPITAL MANAGEMENT L.P.
601 Carlson Parkway, 7th Floor Minnetonka, MN 55305
133720 $1,611,851,747 17 A percentage of AUM
Performance Based
STILLWATER INVESTMENT MANAGEMENT, LLC
423 South Main Street, Suite E1 Stillwater, MN 55082
132237 $614,407,055 845 A percentage of AUM
Fixed fees
SPEECE THORSON CAPITAL GROUP INC
225 South 6th Street, Suite 2575 Minneapolis, MN 55402
106052 $501,000,000 28 A percentage of AUM
WHITE PINE CAPITAL LLC
8421 Wayzata Blvd, Suite 302 Golden Valley, MN 55426
108417 $404,086,370 377 A percentage of AUM
Fixed fees
PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC
11324 86th Avenue North, Maple Grove, MN 55369
110372 $266,711,025 580 A percentage of AUM
Fixed fees
LEGACY FINANCIAL ADVISORS CORPORATION
3500 American Blvd W, Suite 675 Bloomington, MN 55431
115384 $260,209,110 804 A percentage of AUM
Commision Based
TRADEMARK FINANCIAL MANAGEMENT, LLC
7825 Washington Ave South, 410 Bloomington, MN 55439
116543 $232,471,675 839 A percentage of AUM
Hourly charges
Fixed fees
Other (FEES FROM OTHER INVESTMENT ADVISERS)
PERKINS CAPITAL MANAGEMENT INC
730 Lake Street East, Wayzata, MN 55391-1769
105028 $175,026,032 156 A percentage of AUM
QUANTITATIVE ASSET MANAGEMENT, LLC
641 E. Lake Street, Suite 216 Wayzata, MN 55391
143279 $162,574,797 193 A percentage of AUM
STEBEN & COMPANY, LLC
687 Excelsior Blvd., Excelsior, MN 55331
117808 $152,153,006 1 A percentage of AUM
WIXON ADVISORS, INC.
6439 Sycamore Court North, Maple Grove, MN 55369
115306 $111,848,839 513 A percentage of AUM
Fixed fees
Commision Based

Additional Financial Advisors in Minnesota

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Barton C Kosen
Inquire with Barton
7212 Metro Blvd, Edina, MN 55439 952-446-7800
Brian MacDonald
Inquire with Brian
7650 Edinborough Way, Ste 225 Edina, MN 55435 952-893-7966
Brian Martin
Inquire with Brian
3143 Superior Dr NW, Ste A Rochester, MN 55901 888-831-7475
Brian Mickelson
Inquire with Brian
10810 Old County Road 15, Plymouth, MN 55441 763-703-5580
Barclay G Carriar
Inquire with Barclay
1765 Roosevelt Rd, St Cloud, MN 56301 320-654-6715
Blane J. Hammer
Inquire with Blane
445 East Lake Street, Suite 320 Wayzata, MN 55391 952-475-4308
Beste & Associates
Inquire with Beste
30 25th Ave S, Ste 101 St Cloud, MN 56301 320-230-1710
Bradley Turgeon
Inquire with Bradley
44 Lake St S, Ste C Forest Lake, MN 55025 651-464-9773
Abundant Financial Group
Inquire with Abundant
7100 Northland Cir N, Ste 303 Brooklyn Park, MN 55428 763-657-2405
Benjamin Auckenthaler
Inquire with Benjamin
7650 Edinborough Way, Ste 225 Edina, MN 55435 952-746-9456

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Interview top quality financial advisors who meet your requirements

paladin-banner
Get Matched With Advisors