Best Financial Advisors in MINNETONKA, Minnesota
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in MINNETONKA
SPEECE THORSON CAPITAL GROUP INC
MINNETONKA, MN · Since 1992
LEGACIES WEALTH LLC
MINNETONKA, MN · Since 2015
MCGINTY ROAD PARTNERS, LP
MINNETONKA, MN · Since 2018
TONKA CAPITAL PARTNERS, LLC
MINNETONKA, MN · Since 2024
E-WEALTH PARTNERS
MINNETONKA, MN · Since 2025
NAVISTA WEALTH MANAGEMENT, INC.
MINNETONKA, MN · Since 2024
TWELE CAPITAL MANAGEMENT, INC.
MINNETONKA, MN · Since 2007
PINE RIVER CAPITAL MANAGEMENT L.P.
MINNETONKA, MN · Since 2006
MERCED CAPITAL, L.P.
MINNETONKA, MN · Since 2006
QUANTITATIVE ASSET MANAGEMENT, LLC
MINNETONKA, MN · Since 2007
MARKS GROUP WEALTH MANAGEMENT, INC.
MINNETONKA, MN · Since 2008
CHERRY TREE WEALTH MANAGEMENT, LLC
MINNETONKA, MN · Since 2009
THE ADVOCATE GROUP, LLC
MINNETONKA, MN · Since 2011
DGV SOLUTIONS LP
MINNETONKA, MN · Since 2015
UAK DIVERSIFIED WEALTH ADVISORS
MINNETONKA, MN · Since 2026
PATHFINDER 360 MANAGEMENTCO, LLC
MINNETONKA, MN · Since 2025
BLUESTEM WEALTH PARTNERS, LLC
MINNETONKA, MN · Since 2023
ADVISORNET WEALTH PARTNERS
MINNETONKA, MN · Since 2012
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 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.