National Retirement Planning Experts

National Coverage
Local Professionals

Find 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!

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

advisor-photo

Joe Schwarz

Schwarz Dygos Wheeler Investment Advisors LLC

50 South Sixth Street
#1405

Minneapolis, MN 55402

612-355-4365

dummy-image

Vector Wealth Management

Vector Wealth Management

43 Main Street SE
Suite 236

Minneapolis, MN 55414

612-378-7560

advisor-photo

John Severy Hoven

Oracle Financial Planners LLC

1595 Selby Avenue
Suite 213

Saint Paul, MN 55104

651-442-0465

dummy-image

Wealth Enhancement Advisory Services

Wealth Enhancement Group

505 N. Highway 169
Suite 900

Plymouth, MN 55441

888-236-9777

advisor-photo

Anthony Price

Total Wealth Advisors LLC

809 mainstreet

Hopkins, MN 55343

612-817-3727

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

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

Jordan DeBoer

Calibration Financial

120 Central Ave N
Ste A

Milaca, MN 56353

320-362-6002

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
CASTLELAKE, L.P.
4600 Wells Fargo Center, 90 South Seventh Street Minneapolis, MN 55402-3901
145165 $23,846,402,884 33 A percentage of AUM
Performance Based
Other (SERVICING 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
HAYS FINANCIAL GROUP, LLC
80 S. 8th Street, Suite 700 Minneapolis, MN 55402
306877 $1,840,747,318 398 A percentage of AUM
Hourly charges
Fixed fees
GREAT WATERS FINANCIAL
510 N 1st Ave.,, Suite 410 Minneapolis, MN 55403
308215 $978,503,713 6797 A percentage of AUM
Hourly charges
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
STRONG TOWER ADVISORY SERVICES
333 South 7th Street Suite 2100, Minneapolis, MN 55402
315106 $432,853,754 235 A percentage of AUM
Hourly charges
Fixed fees
RICE PARK CAPITAL
225 South 6th Street, Minneapolis, MN 55402
304990 $387,594,025 3 A percentage of AUM
Performance Based
PIPER SANDLER FINANCE MANAGEMENT, LLC
800 Nicollet Mall, Minneapolis, MN 55402
309345 $290,000,000 2 A percentage of AUM
Performance Based
GS INVESTMENT INC
333 South 7th Street, Suite 3060 Minneapolis, MN 55402
107782 $244,919,409 174 A percentage of AUM
NORTHLAND ASSET MANAGEMENT
150 South 5th Street, Suite 3300 Minneapolis, MN 55402
40258 $193,049,479 581 A percentage of AUM
Hourly charges
Fixed fees
THOMAS LEO ADVISORY, LLC
4353 Upton Avenue South, Suite 204 Minneapolis, MN 55410
159271 $152,228,950 378 A percentage of AUM
Hourly charges
Fixed fees
GARY L. GREENBERG
80 S. 8th St, Suite 3916 Minneapolis, MN 55402-2203
108423 $149,006,203 162 A percentage of AUM
Hourly charges
NEPSIS ADVISOR SERVICES, INC.
8674 Eagle Creek Circle, Minneapolis, MN 55378
162340 $0 0 A percentage of AUM
Hourly charges
Fixed fees

Additional Financial Advisors in Minnesota

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Amy Aadalen
Inquire with Amy
225 South 6th St, Ste 5300 Minneapolis, MN 55402 612-371-8824
Ann Hustad
Inquire with Ann
225 South 6th St, Ste 5300 Minneapolis, MN 55402 612-371-8876
Bob O'Neil
Inquire with Bob
225 South 6th St, Ste 5300 Minneapolis, MN 55402 612-340-6726
Adam R Maki
Inquire with Adam
1204 Harmon Pl, Minneapolis, MN 55403 612-940-6945
Alix Magner
Inquire with Alix
225 South 6th St, Ste 5300 Minneapolis, MN 55402 612-340-6753
Andrew J Blake
Inquire with Andrew
225 South 6th St, Ste 5300 Minneapolis, MN 55402 612-217-5343
Elizabeth Stokes
Inquire with Elizabeth
5775 Wayzata Blvd, Ste 880 Minneapolis, MN 55416 763-367-7980
Daniel Polson
Inquire with Daniel
555 Nicollet Mall, Ste 200 Minneapolis, MN 55402 612-746-5300
Mark Joern
Inquire with Mark
555 Nicollet Mall, Ste 200 Minneapolis, MN 55402 612-746-5300
Randy G Doroff
Inquire with Randy
5775 Wayzata Blvd, Ste 880 Minneapolis, MN 55416 763-367-7980

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