Best Financial Advisors in WOODBURY, Minnesota
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
5
Registered Firms
0.95%
Median Fee
of assets/year
$546M
Median AUM
5
Firms Listed
in our database
Top-Ranked Advisors in WOODBURY
#1
100
ENSPYRE WEALTH ADVISORS, INC.
WOODBURY, MN · Since 2019
$218M AUM1 clientsFee: 0%
FiduciaryFee-Only
#2
95
BALLAST ADVISORS, LLC
WOODBURY, MN · Since 2017
$674M AUM6 clientsFee: 0%
FiduciaryFee-Only
#3
95
LEGACY WEALTH
WOODBURY, MN · Since 2020
$546M AUM4 clientsFee: 0%
FiduciaryFee-Only
#4
95
PINE GROVE FINANCIAL GROUP
WOODBURY, MN · Since 2020
$1.5B AUM14 clientsFee: 0%
FiduciaryFee-Only
#5
95
TRUE VISION FINANCIAL ADVISORS
WOODBURY, MN · Since 2022
$272M AUM3 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 WOODBURY?
The median advisory fee in WOODBURY, 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.