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
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 8 vetted financial advisors and 14 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 23 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.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 505 North Hwy 169, Suite 900 Plymouth, MN, 55441 | 116407 | $72,024,609,099 | 154394 | 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 | $31,696,623,992 | 14 | A percentage of AUM, Performance Based, Other (PASS-THROUGH EXPENSES) |
NORTHCREST ASSET MANAGEMENT 505 N. Hwy 169, Suite 900 Plymouth, MN, 55441 | 300366 | $3,153,026,552 | 3216 | A percentage of AUM |
BERGER FINANCIAL GROUP 1695 State Hwy 169, Plymouth, MN, 55441 | 308174 | $2,500,753,183 | 10333 | A percentage of AUM, Hourly charges, Fixed fees |
NEXT CENTURY GROWTH INVESTORS LLC 2 Carlson Parkway, Suite 125 Plymouth, MN, 55447 | 108978 | $1,171,031,139 | 39 | A percentage of AUM |
RICE PARK CAPITAL 505 Waterford Park, 505 Hwy 169 N Suite 550 Plymouth, MN, 55441 | 304990 | $891,160,056 | 4 | A percentage of AUM, Fixed fees, Performance Based |
GEN FINANCIAL MANAGEMENT INC. 10810 Old County Road 15, Suite 200 Plymouth, MN, 55441 | 110179 | $431,309,406 | 1992 | A percentage of AUM, Fixed fees |
VPWM ADVISORS, LLC 505 North Highway 169, Suite 260 Plymouth, MN, 55441 | 167886 | $327,754,067 | 2014 | A percentage of AUM, Hourly charges, Fixed fees |
ECHO WEALTH MANAGEMENT, LLC 3033 Campus Drive, Suite N145 Plymouth, MN, 55441-2651 | 174136 | $189,960,227 | 527 | A percentage of AUM |
ROSSJOHNSON & ASSOCIATES, LLC 3380 Annapolis Lane, N B-100 Plymouth, MN, 55447 | 297583 | $170,415,282 | 566 | A percentage of AUM |
PHILLIP JAMES FINANCIAL CO. 3675 Plymouth Boulevard, Suite 110 Plymouth, MN, 55446 | 168228 | $166,541,038 | 727 | A percentage of AUM, Fixed fees |
GREAT RIVER FINANCIAL 9800 Shelard Pkwy, Suite 113 Plymouth, MN, 55441 | 314172 | $162,062,965 | 394 | A percentage of AUM, Hourly charges |
KURE ADVISORY, LLC 15600 36th Avenue North, Suite 200 Plymouth, MN, 55446 | 311320 | $159,601,025 | 809 | A percentage of AUM, Fixed fees |
FELTL ADVISORS One Carlson Parkway North, Suite 225 Plymouth, MN, 55447 | 165244 | $120,639,894 | 510 | A percentage of AUM, Fixed fees, Other (PERCENTAGE OF ASSETS UNDER OUTSIDE MANAGEMENT) |
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