Best Financial Advisors in EXCELSIOR, Minnesota
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in EXCELSIOR
LOCORR FUND MANAGEMENT, LLC
EXCELSIOR, MN · Since 2011
STEBEN & COMPANY, LLC
EXCELSIOR, MN · Since 2005
EXCELSIOR INVESTORS
EXCELSIOR, MN · Since 2000
EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP
EXCELSIOR, MN · Since 2021
MODUS ADVISORS, LLC
EXCELSIOR, MN · Since 2018
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in EXCELSIOR?
The median advisory fee in EXCELSIOR, MN is 0.95% of assets under management per year, based on Form ADV filings from 5 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.