Best Financial Advisors in ROCHESTER, Minnesota
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
3
Registered Firms
0.95%
Median Fee
of assets/year
$218M
Median AUM
3
Firms Listed
in our database
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Top Rated Established Verified3 firms shown
Top-Ranked Advisors in ROCHESTER
#1
84
STRATEGIC ASSET MANAGEMENT LLC.
ROCHESTER, MN · Since 2021
$218M AUM10 clientsFee: 0%
FiduciaryFee-Only
#2
82
SUPERIOR FINANCIAL, LLC
ROCHESTER, MN · Since 2026
$112M AUM1 clientsFee: 0%
FiduciaryFee-Only
#3
75
FORTRESS FINANCIAL GROUP, LLC
ROCHESTER, MN · Since 2021
$352M AUM7 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 ROCHESTER?
The median advisory fee in ROCHESTER, MN is 0.95% of assets under management per year, based on Form ADV filings from 3 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.