Best Financial Advisors in EXCELSIOR, Minnesota
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$601M
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in EXCELSIOR
#1
100
LOCORR FUND MANAGEMENT, LLC
EXCELSIOR, MN · Since 2011
$2.5B AUM7 clientsFee: 0%
FiduciaryFee-Only
#2
100
STEBEN & COMPANY, LLC
EXCELSIOR, MN · Since 2005
$69M AUM7 clientsFee: 0%
FiduciaryFee-Only
#3
95
EXCELSIOR INVESTORS
EXCELSIOR, MN · Since 2000
$242M AUM1 clientsFee: 0%
FiduciaryFee-Only
#4
95
EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP
EXCELSIOR, MN · Since 2021
$1.5B AUM12 clientsFee: 0%
FiduciaryFee-Only
#5
95
MODUS ADVISORS, LLC
EXCELSIOR, MN · Since 2018
$601M AUM5 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 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.