Best Financial Advisors in EDINA, Minnesota
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in EDINA
STILES FINANCIAL SERVICES, INC.
EDINA, MN · Since 2017
CONTEGO CAPITAL GROUP, INC.
EDINA, MN · Since 2018
ACUMEN FINANCIAL ADVISORS, LLC
EDINA, MN · Since 2010
FIRST LIGHT ASSET MANAGEMENT, LLC
EDINA, MN · Since 2013
FLOURISH WEALTH MANAGEMENT INC.
EDINA, MN · Since 2018
CFG RETIREMENT
EDINA, MN · Since 2024
TRAILHEAD PLANNERS, LLC
EDINA, MN · Since 2024
RUNNING OAK CAPITAL LLC
EDINA, MN · Since 2017
VERA LAKE CAPITAL, LLC
EDINA, MN · Since 2026
ACCREDITED INVESTORS WEALTH MANAGEMENT
EDINA, MN · Since 1989
ABENS FINANCIAL SERVICES INC
EDINA, MN · Since 2026
CAHILL FINANCIAL ADVISORS, INC.
EDINA, MN · Since 1983
SILVEROAK WEALTH MANAGEMENT LLC
EDINA, MN · Since 2001
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
EDINA, MN · Since 2002
LAUREL WEALTH PLANNING
EDINA, MN · Since 2014
CORNERSTONE WEALTH ADVISORS, INC.
EDINA, MN · Since 2003
TRADITION WEALTH MANAGEMENT LLC
EDINA, MN · Since 2004
JOSH ARNOLD INVESTMENT CONSULTANT, LLC
EDINA, MN · Since 2021
O'BRIEN-STALEY PARTNERS
EDINA, MN · Since 2014
STAR CAPITAL INC.
EDINA, MN · Since 2023
DSG CAPITAL ADVISORS, LLC
EDINA, MN · Since 2024
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 EDINA?
The median advisory fee in EDINA, MN is 0.95% of assets under management per year, based on Form ADV filings from 21 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.