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Find The Best Financial Advisors in Minneapolis, Minnesota

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

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How To Find The Best Financial Advisors in Minneapolis, Minnesota

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Minneapolis, Minnesota, FinancialAdvisor.net is a useful resource. We've compiled a list of the 5 vetted financial advisors and non-vetted financial advisors in Minneapolis, Minnesota, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Minneapolis, Minnesota have an average of 16 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 Minneapolis, Minnesota

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Joe Schwarz

Schwarz Dygos Wheeler Investment Advisors LLC

612-355-4365

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Josh Decker

EFS Advisors

612-940-3587

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John Severy Hoven

Oracle Financial Planners LLC

651-442-0465

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Jordan DeBoer

Calibration Financial

320-362-6002

Top Financial Advisor Firms in Minneapolis, Minnesota (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
BPS CAPITAL MANAGEMENT, INC.
7900 International Drive, Suite 1050
Bloomington, MN, 55425
120006 $4,880,672,225 71 A Percentage of AUM, Fixed Fees, Other (CAPPED FEES: AUM UNTIL CAP IS REACHED)
JNBA FINANCIAL ADVISORS, LLC
8500 Normandale Lake Blvd, Suite 450
Bloomington, MN, 55437
106550 $1,296,023,764 3553 A Percentage of AUM, Hourly charges, Fixed Fees
REDHAWK WEALTH ADVISORS, INC.
8500 Normandale Lake Blvd, Suite 960
Bloomington, MN, 55437
146616 $1,209,486,411 3736 A Percentage of AUM, Fixed Fees, Commission Based
TTCP MANAGEMENT SERVICES, LLC
3600 American Boulevard West, Suite 150
Bloomington, MN, 55431
165448 $997,254,602 28 A Percentage of AUM, Performance Based
SYSTELLIGENCE, LLC
7760 France Avenue South, Suite 925
Bloomington, MN, 55435
283582 $654,000,000 6 A Percentage of AUM
STEVENS FOSTER FINANCIAL ADVISORS
7900 Xerxes Avenue South, Suite 1800
Bloomington, MN, 55431
115752 $576,450,366 1072 A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
BGM WEALTH PARTNERS
7900 International Drive, Suite 800
Bloomington, MN, 55425
110483 $453,489,876 737 A Percentage of AUM, Hourly charges, Fixed Fees
THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
5270 West 84th Street, Suite 310
Bloomington, MN, 55437
140551 $335,841,821 1558 A Percentage of AUM, Hourly charges, Fixed Fees
WEBB FINANCIAL GROUP
8120 Penn Avenue South, Suite 177
Bloomington, MN, 55431
106617 $295,141,000 1939 A Percentage of AUM, Hourly charges, Fixed Fees
LEGACY FINANCIAL ADVISORS CORPORATION
3500 American Blvd W, Suite 675
Bloomington, MN, 55431
115384 $225,329,499 819 A Percentage of AUM, Commission Based
CAISSA WEALTH STRATEGIES
7825 Washington Ave S., Suite 725
Bloomington, MN, 55439
150458 $220,744,958 521 A Percentage of AUM, Hourly charges, Fixed Fees
TRADEMARK FINANCIAL MANAGEMENT, LLC
7825 Washington Ave South, 410
Bloomington, MN, 55439
116543 $208,236,983 867 A Percentage of AUM, Hourly charges, Fixed Fees, Other (FEES FROM OTHER INVESTMENT ADVISERS)
GUARDIAN WEALTH ADVISORS, LLC
8201 Norman Center Drive, Suite 420,
Bloomington, MN, 55437
143254 $197,849,967 603 A Percentage of AUM, Hourly charges, Fixed Fees
SIGHTLINE PARTNERS LLC
7801 E. Bush Lake Road, Suite 210
Bloomington, MN, 55439
162629 $185,685,011 8 A Percentage of AUM, Performance Based
PETROS FAMILY WEALTH, LLC
8500 Normandale Lake Blvd, Suite 850
Bloomington, MN, 55437
324059 $150,506,357 662 A Percentage of AUM, Fixed Fees, Other (MONTHLY SUBSCRIPTION TO FINANCIAL PLANNING TOOLS)

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