Best Financial Advisors in BLOOMINGTON, Minnesota

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

23

Registered Firms

0.95%

Median Fee

of assets/year

$455M

Median AUM

23

Firms Listed

in our database

Top-Ranked Advisors in BLOOMINGTON

WEBB FINANCIAL GROUP

BLOOMINGTON, MN · Since 1991

$397M AUM4 clientsFee: 0%

FiduciaryFee-Only

BPS CAPITAL MANAGEMENT, INC.

BLOOMINGTON, MN · Since 2002

$3.1B AUM3 clientsFee: 0%

FiduciaryFee-Only

DEVENIR INVESTMENT ADVISORS, LLC

BLOOMINGTON, MN · Since 2008

$13.0B AUM3 clientsFee: 0%

FiduciaryFee-Only

CAISSA WEALTH STRATEGIES

BLOOMINGTON, MN · Since 2018

$297M AUM6 clientsFee: 0%

FiduciaryFee-Only

BOULEVARD

BLOOMINGTON, MN · Since 2026

$119M AUM4 clientsFee: 0%

FiduciaryFee-Only

PSC FINANCIAL LLC

BLOOMINGTON, MN · Since 2021

$135M AUM2 clientsFee: 0%

FiduciaryFee-Only

SYSTELLIGENCE, LLC

BLOOMINGTON, MN · Since 2016

$784M AUM2 clientsFee: 0%

FiduciaryFee-Only

PEAK FINANCIAL CONSULTING, INC.

BLOOMINGTON, MN · Since 2025

$132M AUM2 clientsFee: 0%

FiduciaryFee-Only

FBD ASSET MGMT

BLOOMINGTON, MN · Since 2020

$77M AUM1 clientsFee: 0%

FiduciaryFee-Only

TRUMIX ADVISORS

BLOOMINGTON, MN · Since 2024

$170M AUM3 clientsFee: 0%

FiduciaryFee-Only

SIIMPL

BLOOMINGTON, MN · Since 2021

$0 AUM1 clientsFee: 0%

FiduciaryFee-Only

JNBA FINANCIAL ADVISORS, LLC

BLOOMINGTON, MN · Since 1984

$2.0B AUM31 clientsFee: 0%

FiduciaryFee-Only

WHITE PINE CAPITAL LLC

BLOOMINGTON, MN · Since 2000

$431M AUM4 clientsFee: 0%

FiduciaryFee-Only

BGM WEALTH MANAGEMENT

BLOOMINGTON, MN · Since 1996

$517M AUM5 clientsFee: 0%

FiduciaryFee-Only

LEGACY FINANCIAL ADVISORS CORPORATION

BLOOMINGTON, MN · Since 2003

$318M AUM2 clientsFee: 0%

FiduciaryFee-Only

STEVENS FOSTER FINANCIAL ADVISORS

BLOOMINGTON, MN · Since 2014

$750M AUM5 clientsFee: 0%

FiduciaryFee-Only

TRADEMARK FINANCIAL MANAGEMENT, LLC

BLOOMINGTON, MN · Since 2015

$293M AUM2 clientsFee: 0%

FiduciaryFee-Only

BOYUM WEALTH ARCHITECTS LLC

BLOOMINGTON, MN · Since 2018

$564M AUM9 clientsFee: 0%

FiduciaryFee-Only

SIGHTLINE PARTNERS LLC

BLOOMINGTON, MN · Since 2014

$567M AUM5 clientsFee: 0%

FiduciaryFee-Only

TTCP MANAGEMENT SERVICES, LLC

BLOOMINGTON, MN · Since 2014

$1.3B AUM5 clientsFee: 0%

FiduciaryFee-Only

BIRCHWOOD FINANCIAL PARTNERS, INC.

BLOOMINGTON, MN · Since 2014

$853M AUM10 clientsFee: 0%

FiduciaryFee-Only

PETROS FAMILY WEALTH, LLC

BLOOMINGTON, MN · Since 2022

$342M AUM8 clientsFee: 0%

FiduciaryFee-Only

CEDAR COVE WEALTH PARTNERS

BLOOMINGTON, MN · Since 2025

$455M AUM10 clientsFee: 0%

FiduciaryFee-Only

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

What's the average financial advisor fee in BLOOMINGTON?

The median advisory fee in BLOOMINGTON, MN is 0.95% of assets under management per year, based on Form ADV filings from 23 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.