AdvisorRanked

Best Financial Advisors in MINNETONKA, Minnesota

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

18
Registered Firms
0.95%
Median Fee
of assets/year
$646M
Median AUM
18
Firms Listed
in our database

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Top Rated Established Verified18 firms shown

Top-Ranked Advisors in MINNETONKA

#1
87

SPEECE THORSON CAPITAL GROUP INC

MINNETONKA, MN · Since 1992

$469M AUM4 clientsFee: 0%
FiduciaryFee-Only
#2
87

MCGINTY ROAD PARTNERS, LP

MINNETONKA, MN · Since 2018

$646M AUM8 clientsFee: 0%
FiduciaryFee-Only
#3
86

LEGACIES WEALTH LLC

MINNETONKA, MN · Since 2015

$505M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
84

E-WEALTH PARTNERS

MINNETONKA, MN · Since 2025

$219M AUM5 clientsFee: 0%
FiduciaryFee-Only
#5
84

NAVISTA WEALTH MANAGEMENT, INC.

MINNETONKA, MN · Since 2024

$710M AUM3 clientsFee: 0%
FiduciaryFee-Only
#6
83

PINE RIVER CAPITAL MANAGEMENT L.P.

MINNETONKA, MN · Since 2006

$46.9B AUM14 clientsFee: 0%
FiduciaryFee-Only
#7
83

TONKA CAPITAL PARTNERS, LLC

MINNETONKA, MN · Since 2024

$140M AUM3 clientsFee: 0%
FiduciaryFee-Only
#8
81

MARKS GROUP WEALTH MANAGEMENT, INC.

MINNETONKA, MN · Since 2008

$2.0B AUM9 clientsFee: 0%
FiduciaryFee-Only
#9
80

CHERRY TREE WEALTH MANAGEMENT, LLC

MINNETONKA, MN · Since 2009

$673M AUM9 clientsFee: 0%
FiduciaryFee-Only
#10
79

TWELE CAPITAL MANAGEMENT, INC.

MINNETONKA, MN · Since 2007

$578M AUM3 clientsFee: 0%
FiduciaryFee-Only
#11
79

MERCED CAPITAL, L.P.

MINNETONKA, MN · Since 2006

$251M AUM4 clientsFee: 0%
FiduciaryFee-Only
#12
79

THE ADVOCATE GROUP, LLC

MINNETONKA, MN · Since 2011

$810M AUM11 clientsFee: 0%
FiduciaryFee-Only
#13
78

DGV SOLUTIONS LP

MINNETONKA, MN · Since 2015

$944M AUM5 clientsFee: 0%
FiduciaryFee-Only
#14
77

BLUESTEM WEALTH PARTNERS, LLC

MINNETONKA, MN · Since 2023

$1.1B AUM18 clientsFee: 0%
FiduciaryFee-Only
#15
75

PATHFINDER 360 MANAGEMENTCO, LLC

MINNETONKA, MN · Since 2025

$344M AUM1 clientsFee: 0%
FiduciaryFee-Only
#16
74

UAK DIVERSIFIED WEALTH ADVISORS

MINNETONKA, MN · Since 2026

$113M AUM2 clientsFee: 0%
FiduciaryFee-Only
#17
72

QUANTITATIVE ASSET MANAGEMENT, LLC

MINNETONKA, MN · Since 2007

$187M AUM2 clientsFee: 0%
Broker-Dealer
#18
70

ADVISORNET WEALTH PARTNERS

MINNETONKA, MN · Since 2012

$3.1B AUM68 clientsFee: 0%
FiduciaryFee-Only

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 MINNETONKA?

The median advisory fee in MINNETONKA, MN is 0.95% of assets under management per year, based on Form ADV filings from 18 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.