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Find The Best Financial Advisors in Plymouth, 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 Plymouth is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Plymouth & pick the one as per your needs

How To Find The Best Financial Advisors in Plymouth, Minnesota

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Plymouth, Minnesota, FinancialAdvisor.net is a useful resource. We've compiled a list of the 3 vetted financial advisors and non-vetted financial advisors in Plymouth, Minnesota, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Plymouth, 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 Plymouth, Minnesota

advisor-photo

Joe Schwarz

Schwarz Dygos Wheeler Investment Advisors LLC

612-355-4365

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John Severy Hoven

Oracle Financial Planners LLC

651-442-0465

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

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
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)
WALLEYE CAPITAL LLC
2800 Niagara Lane North,
Plymouth, MN, 55447
161413 $11,847,533,301 5 A Percentage of AUM, Performance Based, Other (PASS-THROUGH EXPENSES)
NORTHCREST ASSET MANAGEMENT
505 N. Hwy 169, Suite 900
Plymouth, MN, 55441
300366 $2,676,661,404 3078 A Percentage of AUM
BERGER FINANCIAL GROUP
1695 State Hwy 169,
Plymouth, MN, 55441
308174 $1,365,502,656 6706 A Percentage of AUM, Hourly charges, Fixed Fees
NEXT CENTURY GROWTH INVESTORS LLC
2 Carlson Parkway, Suite 125
Plymouth, MN, 55447
108978 $930,693,948 28 A Percentage of AUM
RICE PARK CAPITAL
505 Waterford Park, 505 Hwy 169 N Suite 550
Plymouth, MN, 55441
304990 $705,619,116 3 A Percentage of AUM, Performance Based
WAYZATA INVESTMENT PARTNERS LLC
One Carlson Parkway North, Suite 220
Plymouth, MN, 55447
132046 $644,393,169 2 A Percentage of AUM, Performance Based
GEN FINANCIAL MANAGEMENT INC.
10810 Old County Road 15, Suite 200
Plymouth, MN, 55441
110179 $408,749,800 1710 A Percentage of AUM, Fixed Fees
VPWM ADVISORS, LLC
505 North Highway 169, Suite 260
Plymouth, MN, 55441
167886 $303,198,638 1954 A Percentage of AUM, Hourly charges, Fixed Fees
ECHO WEALTH MANAGEMENT, LLC
3033 Campus Drive, Suite N145
Plymouth, MN, 55441-2651
174136 $147,790,930 452 A Percentage of AUM, Hourly charges, Fixed Fees
KURE ADVISORY, LLC
15600 36th Avenue North, Suite 200
Plymouth, MN, 55446
311320 $142,702,603 808 A Percentage of AUM, Fixed Fees
PHILLIP JAMES FINANCIAL CO.
3675 Plymouth Boulevard, Suite 110
Plymouth, MN, 55446
168228 $135,006,000 708 A Percentage of AUM, Fixed Fees
ROSSJOHNSON & ASSOCIATES, LLC
3380 Annapolis Lane, N B-100
Plymouth, MN, 55447
297583 $130,244,844 428 A Percentage of AUM

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