AdvisorRanked

Best Financial Advisors in PLYMOUTH, Minnesota

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

16
Registered Firms
0.95%
Median Fee
of assets/year
$327M
Median AUM
16
Firms Listed
in our database

Top-Ranked Advisors in PLYMOUTH

#1
100

NEXT CENTURY GROWTH INVESTORS LLC

PLYMOUTH, MN · Since 1998

$1.5B AUM5 clientsFee: 0%
FiduciaryFee-Only
#2
100

VANTAGE POINT WEALTH MANAGEMENT

PLYMOUTH, MN · Since 2015

$327M AUM15 clientsFee: 0%
FiduciaryFee-Only
#3
100

ROSSJOHNSON & ASSOCIATES, LLC

PLYMOUTH, MN · Since 2020

$212M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
100

NORTHCREST ASSET MANAGEMENT

PLYMOUTH, MN · Since 2021

$4.3B AUM6 clientsFee: 0%
FiduciaryFee-Only
#5
100

ADVISORY SOLUTIONS GROUP

PLYMOUTH, MN · Since 2026

$408M AUM33 clientsFee: 0%
FiduciaryFee-Only
#6
95

GEN FINANCIAL MANAGEMENT INC.

PLYMOUTH, MN · Since 2000

$332M AUM3 clientsFee: 0%
FiduciaryFee-Only
#7
95

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

PLYMOUTH, MN · Since 2001

$122.2B AUM850 clientsFee: 0%
FiduciaryFee-Only
#8
95

PHILLIP JAMES FINANCIAL CO.

PLYMOUTH, MN · Since 2021

$222M AUM2 clientsFee: 0%
FiduciaryFee-Only
#9
95

ECHO WEALTH MANAGEMENT, LLC

PLYMOUTH, MN · Since 2020

$288M AUM3 clientsFee: 0%
FiduciaryFee-Only
#10
95

MWM WEALTH ADVISORY, LLC

PLYMOUTH, MN · Since 2025

$140M AUM1 clientsFee: 0%
FiduciaryFee-Only
#11
95

RICE PARK CAPITAL

PLYMOUTH, MN · Since 2022

$1.4B AUM5 clientsFee: 0%
FiduciaryFee-Only
#12
95

BERGER FINANCIAL GROUP

PLYMOUTH, MN · Since 2020

$2.9B AUM57 clientsFee: 0%
FiduciaryFee-Only
#13
95

GREAT RIVER FINANCIAL

PLYMOUTH, MN · Since 2021

$202M AUM2 clientsFee: 0%
FiduciaryFee-Only
#14
92

FELTL ADVISORS

PLYMOUTH, MN · Since 2012

$166M AUM15 clientsFee: 0%
FiduciaryFee-Only1 complaint
#15
85

KURE ADVISORY, LLC

PLYMOUTH, MN · Since 2021

$259M AUM6 clientsFee: 0%
FiduciaryFee-Only
#16
84

TWIN CITIES RETIREMENT GROUP

PLYMOUTH, MN · Since 2026

$145M AUM2 clientsFee: 0%
FiduciaryFee-Only2 complaints

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 PLYMOUTH?

The median advisory fee in PLYMOUTH, MN is 0.95% of assets under management per year, based on Form ADV filings from 16 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.