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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!

We understand your financial needs are not always the same! Choosing the right financial advisor in Minneapolis is a tedious task to do. financialadvisor.net give you extensive options to compare best advisors in Minneapolis & pick the one as per your needs

How To Find Best Financial Advisors & Planners in Minneapolis?

Looking for a qualified financial advisor in Minneapolis? We can help you by narrowing down your options & listing the best financial advisors in Minneapolis as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in Minneapolis near you with the list of certified and vetted Minneapolis financial advisors.

List of Qualified Financial Advisors in Minneapolis, Minnesota

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Joe Schwarz

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORs LLC

50 South Sixth Street
#1405

Minneapolis, MN 55402

612-355-4365

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Tyler Schelhaas

Vector Wealth Management

43 Main Street SE
Suite 236

Minneapolis, MN 55414

612-378-7560

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John Severy-Hoven

Oracle Financial Planners LLC

1595 Selby Avenue
Suite 213

Saint Paul, MN 55104

651-442-0465

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Wealth Enhancement Advisory Services

Wealth Enhancement Group

505 N. Highway 169
Suite 900

Plymouth, MN 55441

888-236-9777

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Peter Fleming

Edelman Financial Engines, LLC

9483 Garland Lane

Maple Grove, MN 55311

952-283-7453

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Alex Reader

Edelman Financial Engines, LLC

1960 Donegal Drive Suite 40

Woodbury, MN 55125

651-714-9505

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Jordan DeBoer

Calibration Financial

210 2nd Ave SW
Ste 105

Milaca, MN 56353

320-362-6002

List of Additional Financial Advisors in Minneapolis, Minnesota*

* Additional advisor listing is provided in partnership with Yext

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Mary B Bennett - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6784

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Ted Taney - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-371-8865

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Ryan Muldowney - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6724

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John L Brown Jr - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-217-5345

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Michelle Irwin - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6793

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Karbon Koch Group - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6764

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Paul Victor Olson - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
651-472-8098

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DTLR

509 W Broadway Ave

Minneapolis, MN 55411
612-529-4706

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Marcus Waterbury - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6755

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Bob O'Neil - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6726

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Christopher Hellie - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6787

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The Olson Team - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6766

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Smalley Muldowney Group - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6797

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Thomas Rishovd - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6748

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Vince Glasgow - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6710

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Roy Smalley - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6743

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Financial Planning Partners

701 4th Avenue South
Suite 1500

Minneapolis, MN 55415
612-436-3733

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John Hupp - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-217-5346

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ISC Financial Advisors

7760 France Avenue South

Minneapolis, MN 55435
952-835-1560

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Timothy O'Donnell - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6733

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Kevin Grahek - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6777

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Nick Karbon - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6764

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David R Mohr - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-349-4802

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Tony Nace - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6760

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Andrew J Blake - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-217-5343

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The Martino Seestadt Group - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6702

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NEPSIS, Inc.

8674 Eagle Creek Circle

Minneapolis, MN 55378
952-746-2003

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Minneapolis, MN Private Wealth Management - UBS Financial Services Inc.

80 South 8th Street
29th & 30th Floors

Minneapolis, MN 55402
844-303-5990

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The Portico Group - Morgan Stanley

225 South 6th St
Ste 5100

Minneapolis, MN 55402
612-349-4810

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The Kerl/Magner Group - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6753

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The Moore Group - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-217-5358

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Morgan Stanley Financial Advisors

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6700

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Income Planning Group

15600 36th Ave N
Suite 200

Minneapolis, MN 55446
763-559-9213

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Strategic Investment Partners

2183 Northdale Boulevard Northwest

Minneapolis, MN 55433
763-231-6010

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Nichols Griep Wain Wealth Management - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5869

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John Joseph Miller, Jr., CEPA - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5821

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Jay Michael Griep, CRPC - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5932

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Anderson Edlund Wealth Management - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5993

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Robert Miller - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5810

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Karen E Hemphill - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-217-5348

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Kristin Larson, CFP?, CPWA? - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-371-5140

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Raskin Loftus Group - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5913

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Sean Kane - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-349-4866

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Strong Tower Wealth Management

333 South 7th Street
Suite 2100

Minneapolis, MN 55402
612-436-3750

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The Johnston Frantz Group - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5988

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Focus Financial

1000 Shelard Parkway
Suite 300

Minneapolis, MN 55426
952-225-0322

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Greg Peterson - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6769

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Michael R Martino - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6702

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Matthew Tuccitto - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6711

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The Bennett Group - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-349-4819

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David B. Sloane - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-349-4822

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Jon P Hoffman - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6767

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Greg P Olson - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6766

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Stifel I John H. Tillotson

60 South 6th Street
Suite 300

Minneapolis, MN 55402
612-455-5521

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Kevin S Ringdahl - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-217-5347

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Carlson Larson Wealth Management - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-371-5140

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Lois Carlson - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-371-5147

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Swiller Lederfine Wealth Management - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-371-5013

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Amy Aadalen - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-371-8824

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The Taney Group - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-371-8865

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Ann Hustad - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-371-8876

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Alix Magner - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6753

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James F Blake - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-340-6750

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Denise Rohrick, CFP - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5898

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K & L Wealth Management - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-371-4111

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Daniel Griep - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5908

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Mark Nichols - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5869

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Dan Monahan, CFP?, CRPC? - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5971

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Minneapolis, MN Branch Office - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-303-5990

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Peter Jackson, AWMA - UBS Financial Services Inc.

80 South 8th Street
Suite 2900

Minneapolis, MN 55402
612-371-5044

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D. Corey Moore - Morgan Stanley

225 South 6th St
Ste 5300

Minneapolis, MN 55402
612-371-8870

* Additional advisor listing is provided in partnership with Yext

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.

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