AdvisorRanked

Best Financial Advisors in Minnesota

275 SEC-registered advisory firms across 60 cities. Ranked by Red Flag Score using public regulatory data from Form ADV filings.

275
Registered Firms
60
Cities
0.95%
Median Fee
of assets/year
275
In Database
firms listed

Cities in Minnesota

Top-Ranked Firms in Minnesota

#1
100

SPEECE THORSON CAPITAL GROUP INC

MINNETONKA, MN · Since 1992

$469M AUM4 clientsFee: 0%
FiduciaryFee-Only
#2
100

WEBB FINANCIAL GROUP

BLOOMINGTON, MN · Since 1991

$397M AUM4 clientsFee: 0%
FiduciaryFee-Only
#3
100

GARY L. GREENBERG

EDEN PRAIRIE, MN · Since 1985

$141M AUM1 clientsFee: 0%
FiduciaryFee-Only
#4
100

NEXT CENTURY GROWTH INVESTORS LLC

PLYMOUTH, MN · Since 1998

$1.5B AUM5 clientsFee: 0%
FiduciaryFee-Only
#5
100

DUNNAVAN & CO.

MINNEAPOLIS, MN · Since 1979

$393M AUM4 clientsFee: 0%
FiduciaryFee-Only
#6
100

NICOLLET INVESTMENT MANAGEMENT, INC.

MINNEAPOLIS, MN · Since 2000

$557M AUM6 clientsFee: 0%
FiduciaryFee-Only
#7
100

ADVANCED CAPITAL GROUP

MINNEAPOLIS, MN · Since 2006

$30.0B AUM11 clientsFee: 0%
FiduciaryFee-Only
#8
100

SECURIAN ASSET MANAGEMENT, INC.

ST PAUL, MN · Since 1994

$41.6B AUM34 clientsFee: 0%
FiduciaryFee-Only
#9
100

MURPHY POHLAD ASSET MANAGEMENT LLC

EDEN PRAIRIE, MN · Since 2000

$640M AUM7 clientsFee: 0%
FiduciaryFee-Only
#10
100

PEREGRINE CAPITAL MANAGEMENT, LLC

MINNEAPOLIS, MN · Since 1984

$4.1B AUM11 clientsFee: 0%
FiduciaryFee-Only
#11
100

STONEBRIDGE CAPITAL ADVISORS LLC

ST. PAUL, MN · Since 1997

$2.5B AUM13 clientsFee: 0%
FiduciaryFee-Only
#12
100

ALLIANZ INVESTMENT MANAGEMENT LLC

MINNEAPOLIS, MN · Since 2001

$19.1B AUM7 clientsFee: 0%
FiduciaryFee-Only
#13
100

FIRST ASSOCIATED INVESTMENT ADVISORS, INC.

DULUTH, MN · Since 2002

$52M AUM1 clientsFee: 0%
FiduciaryFee-Only
#14
100

MINDFUL ASSET PLANNING

APPLE VALLEY, MN · Since 2015

$529M AUM2 clientsFee: 0%
FiduciaryFee-Only
#15
100

EFS ADVISORS

CAMBRIDGE, MN · Since 2004

$2.4B AUM52 clientsFee: 0%
FiduciaryFee-Only
#16
100

ACCESS FINANCIAL SERVICES, INC.

MINNEAPOLIS, MN · Since 2006

$438M AUM4 clientsFee: 0%
FiduciaryFee-Only
#17
100

STILES FINANCIAL SERVICES, INC.

EDINA, MN · Since 2017

$549M AUM8 clientsFee: 0%
FiduciaryFee-Only
#18
100

PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.

WAYZATA, MN · Since 2014

$505M AUM4 clientsFee: 0%
FiduciaryFee-Only
#19
100

BPS CAPITAL MANAGEMENT, INC.

BLOOMINGTON, MN · Since 2002

$3.1B AUM3 clientsFee: 0%
FiduciaryFee-Only
#20
100

CONTEGO CAPITAL GROUP, INC.

EDINA, MN · Since 2018

$88M AUM8 clientsFee: 0%
FiduciaryFee-Only
#21
100

FINANCIAL EMPOWERMENT LLC

BURNSVILLE, MN · Since 2026

$126M AUM2 clientsFee: 0%
FiduciaryFee-Only
#22
100

WAYZATA INVESTMENT PARTNERS LLC

WAYZATA, MN · Since 2004

$9M AUM2 clientsFee: 0%
FiduciaryFee-Only
#23
100

DEVENIR INVESTMENT ADVISORS, LLC

BLOOMINGTON, MN · Since 2008

$13.0B AUM3 clientsFee: 0%
FiduciaryFee-Only
#24
100

STAIRWAY PARTNERS, LLC

MINNEAPOLIS, MN · Since 2004

$2.4B AUM4 clientsFee: 0%
FiduciaryFee-Only
#25
100

SUMMIT CREEK ADVISORS

MINNEAPOLIS, MN · Since 2009

$651M AUM4 clientsFee: 0%
FiduciaryFee-Only
#26
100

PALISADE ASSET MANAGEMENT, LLC

MINNEAPOLIS, MN · Since 2005

$1.3B AUM5 clientsFee: 0%
FiduciaryFee-Only
#27
100

EVEREST FINANCIAL GROUP

MINNEAPOLIS, MN · Since 2007

$1.0B AUM12 clientsFee: 0%
FiduciaryFee-Only
#28
100

THRIVENT ASSET MANAGEMENT, LLC

MINNEAPOLIS, MN · Since 2005

$48.0B AUM155 clientsFee: 0%
FiduciaryFee-Only
#29
100

NEPSIS, INC.

MINNEAPOLIS, MN · Since 2006

$345M AUM18 clientsFee: 0%
FiduciaryFee-Only
#30
100

GRADIENT INVESTMENTS, LLC

ARDEN HILLS, MN · Since 2009

$8.2B AUM14 clientsFee: 0%
FiduciaryFee-Only
#31
100

LEGACIES WEALTH LLC

MINNETONKA, MN · Since 2015

$505M AUM3 clientsFee: 0%
FiduciaryFee-Only
#32
100

SECURED RETIREMENT ADVISORS, LLC

ST LOUIS PARK, MN · Since 2021

$255M AUM4 clientsFee: 0%
FiduciaryFee-Only
#33
100

EXCEL FINANCIAL, LLC

RED WING, MN · Since 2016

$404M AUM7 clientsFee: 0%
FiduciaryFee-Only
#34
100

EHLERS

MINNEAPOLIS, MN · Since 2009

$3.2B AUM5 clientsFee: 0%
FiduciaryFee-Only
#35
100

NORTHLAND CAPITAL MANAGEMENT

VIRGINIA, MN · Since 2020

$235M AUM3 clientsFee: 0%
FiduciaryFee-Only
#36
100

BANNERSTONE CAPITAL

WAYZATA, MN · Since 2025

$155M AUM3 clientsFee: 0%
FiduciaryFee-Only
#37
100

SUPERIOR FINANCIAL, LLC

ROCHESTER, MN · Since 2026

$112M AUM1 clientsFee: 0%
FiduciaryFee-Only
#38
100

AIS PLANNING

ST. CLOUD, MN · Since 2025

$591M AUM9 clientsFee: 0%
FiduciaryFee-Only
#39
100

CAISSA WEALTH STRATEGIES

BLOOMINGTON, MN · Since 2018

$297M AUM6 clientsFee: 0%
FiduciaryFee-Only
#40
100

SPLIT ROCK PRIVATE TRADING AND WEALTH MANAGEMENT LLC

CLOQUET, MN · Since 2020

$356M AUM5 clientsFee: 0%
FiduciaryFee-Only
#41
100

ACUMEN FINANCIAL ADVISORS, LLC

EDINA, MN · Since 2010

$465M AUM1 clientsFee: 0%
FiduciaryFee-Only
#42
100

KEYSTONE WEALTH ADVISORS, INCORPORATED

MINNEAPOLIS, MN · Since 2010

$191M AUM3 clientsFee: 0%
FiduciaryFee-Only
#43
100

KOOB WEALTH MANAGEMENT, LLC

WHITE BEAR TOWNSHIP, MN · Since 2024

$172M AUM2 clientsFee: 0%
FiduciaryFee-Only
#44
100

SHOREVIEW INDUSTRIES V, LLC

MINNEAPOLIS, MN · Since 2012

$1.2B AUM14 clientsFee: 0%
FiduciaryFee-Only
#45
100

USADVISORS WEALTH MANAGEMENT, LLC

EDEN PRAIRIE, MN · Since 2013

$483M AUM12 clientsFee: 0%
FiduciaryFee-Only
#46
100

THOMAS LEO ADVISORY, LLC

MINNEAPOLIS, MN · Since 2018

$193M AUM2 clientsFee: 0%
FiduciaryFee-Only
#47
100

YUKON PARTNERS MANAGEMENT, L.L.C.

MINNEAPOLIS, MN · Since 2012

$1.8B AUM16 clientsFee: 0%
FiduciaryFee-Only
#48
100

BOULEVARD

BLOOMINGTON, MN · Since 2026

$119M AUM4 clientsFee: 0%
FiduciaryFee-Only
#49
100

HIGHMARK WEALTH MANAGEMENT LLC

ST. PAUL, MN · Since 2012

$612M AUM4 clientsFee: 0%
FiduciaryFee-Only
#50
100

VANTAGE POINT WEALTH MANAGEMENT

PLYMOUTH, MN · Since 2015

$327M AUM15 clientsFee: 0%
FiduciaryFee-Only
#51
100

FIRST LIGHT ASSET MANAGEMENT, LLC

EDINA, MN · Since 2013

$1.4B AUM7 clientsFee: 0%
FiduciaryFee-Only
#52
100

FLOURISH WEALTH MANAGEMENT INC.

EDINA, MN · Since 2018

$455M AUM5 clientsFee: 0%
FiduciaryFee-Only
#53
100

PSC FINANCIAL LLC

BLOOMINGTON, MN · Since 2021

$135M AUM2 clientsFee: 0%
FiduciaryFee-Only
#54
100

MHS ADVISORY SERVICES, LLC

MAPLE GROVE, MN · Since 2015

$253M AUM7 clientsFee: 0%
FiduciaryFee-Only
#55
100

CFG RETIREMENT

EDINA, MN · Since 2024

$241M AUM4 clientsFee: 0%
FiduciaryFee-Only
#56
100

VERMILLION WEALTH MANAGEMENT INC.

ROSEMOUNT, MN · Since 2016

$433M AUM5 clientsFee: 0%
FiduciaryFee-Only
#57
100

SYSTELLIGENCE, LLC

BLOOMINGTON, MN · Since 2016

$784M AUM2 clientsFee: 0%
FiduciaryFee-Only
#58
100

STRATEGIC WEALTH GROUP

EDEN PRAIRIE, MN · Since 2016

$1.5B AUM24 clientsFee: 0%
FiduciaryFee-Only
#59
100

TRAILHEAD PLANNERS, LLC

EDINA, MN · Since 2024

$188M AUM3 clientsFee: 0%
FiduciaryFee-Only
#60
100

MICHAEL TRAXLER WEALTH MANAGEMENT, LLC

NEW PRAGUE, MN · Since 2021

$195M AUM4 clientsFee: 0%
FiduciaryFee-Only
#61
100

ACM

WAYZATA, MN · Since 2017

$231M AUM0 clientsFee: 0%
FiduciaryFee-Only
#62
100

RUNNING OAK CAPITAL LLC

EDINA, MN · Since 2017

$875M AUM2 clientsFee: 0%
FiduciaryFee-Only
#63
100

PALADIN CAPITAL

ARDEN HILLS, MN · Since 2023

$10M AUM4 clientsFee: 0%
FiduciaryFee-Only
#64
100

PALADIN FINANCIAL

ARDEN HILLS, MN · Since 2023

$217M AUM7 clientsFee: 0%
FiduciaryFee-Only
#65
100

STILLWATER ASSET MANAGEMENT, LLC

STILLWATER, MN · Since 2020

$701M AUM6 clientsFee: 0%
FiduciaryFee-Only
#66
100

MCGINTY ROAD PARTNERS, LP

MINNETONKA, MN · Since 2018

$646M AUM8 clientsFee: 0%
FiduciaryFee-Only
#67
100

TROTT BROOK FINANCIAL

ANOKA, MN · Since 2026

$120M AUM1 clientsFee: 0%
FiduciaryFee-Only
#68
100

PEAK FINANCIAL CONSULTING, INC.

BLOOMINGTON, MN · Since 2025

$132M AUM2 clientsFee: 0%
FiduciaryFee-Only
#69
100

NORTH AMERICAN WEALTH ADVISORS INC.

JORDAN, MN · Since 2018

$237M AUM1 clientsFee: 0%
FiduciaryFee-Only
#70
100

VAN CLEMENS WEALTH MANAGEMENT, LLC

MINNEAPOLIS, MN · Since 2024

$470M AUM24 clientsFee: 0%
FiduciaryFee-Only
#71
100

ROSSJOHNSON & ASSOCIATES, LLC

PLYMOUTH, MN · Since 2020

$212M AUM3 clientsFee: 0%
FiduciaryFee-Only
#72
100

MANN FINANCIAL GROUP

DETROIT LAKES, MN · Since 2019

$396M AUM2 clientsFee: 0%
FiduciaryFee-Only
#73
100

CARVAL CLO MANAGEMENT LLC

MINNEAPOLIS, MN · Since 2024

$7.3B AUM1 clientsFee: 0%
FiduciaryFee-Only
#74
100

TONKA CAPITAL PARTNERS, LLC

MINNETONKA, MN · Since 2024

$140M AUM3 clientsFee: 0%
FiduciaryFee-Only
#75
100

GOLDNER HAWN

MINNEAPOLIS, MN · Since 2019

$899M AUM11 clientsFee: 0%
FiduciaryFee-Only
#76
100

FFP WEALTH MANAGEMENT, LLC

COON RAPIDS, MN · Since 2019

$301M AUM4 clientsFee: 0%
FiduciaryFee-Only
#77
100

NORTHCREST ASSET MANAGEMENT

PLYMOUTH, MN · Since 2021

$4.3B AUM6 clientsFee: 0%
FiduciaryFee-Only
#78
100

KOWALSKI FINANCIAL INC.

MINNEAPOLIS, MN · Since 2020

$202M AUM2 clientsFee: 0%
FiduciaryFee-Only
#79
100

ENSPYRE WEALTH ADVISORS, INC.

WOODBURY, MN · Since 2019

$218M AUM1 clientsFee: 0%
FiduciaryFee-Only
#80
100

STRATEGIC ASSET MANAGEMENT LLC.

ROCHESTER, MN · Since 2021

$218M AUM10 clientsFee: 0%
FiduciaryFee-Only
#81
100

FBD ASSET MGMT

BLOOMINGTON, MN · Since 2020

$77M AUM1 clientsFee: 0%
FiduciaryFee-Only
#82
100

INDIA CAPITAL LLC

MINNEAPOLIS, MN · Since 2020

$365M AUM1 clientsFee: 0%
FiduciaryFee-Only
#83
100

TRUMIX ADVISORS

BLOOMINGTON, MN · Since 2024

$170M AUM3 clientsFee: 0%
FiduciaryFee-Only
#84
100

WINTER & ASSOCIATES, INC.

ST. PAUL, MN · Since 2022

$180M AUM4 clientsFee: 0%
FiduciaryFee-Only
#85
100

SIIMPL

BLOOMINGTON, MN · Since 2021

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#86
100

STRONG TOWER ADVISORY SERVICES

MINNEAPOLIS, MN · Since 2021

$759M AUM2 clientsFee: 0%
FiduciaryFee-Only
#87
100

CHRISTENSEN GROUP FINANCIAL, LLC

EDEN PRAIRIE, MN · Since 2022

$25M AUM5 clientsFee: 0%
FiduciaryFee-Only
#88
100

FIAT WEALTH MANAGEMENT

WAYZATA, MN · Since 2022

$517M AUM13 clientsFee: 0%
FiduciaryFee-Only
#89
100

TAILWINDS WEALTH, LLC

VADNAIS HEIGHTS, MN · Since 2022

$193M AUM7 clientsFee: 0%
FiduciaryFee-Only
#90
100

ALL STAR FINANCIAL

MINNEAPOLIS, MN · Since 2022

$882M AUM5 clientsFee: 0%
FiduciaryFee-Only
#91
100

CAPTAR PRIVATE WEALTH

ST. LOUIS PARK, MN · Since 2023

$166M AUM2 clientsFee: 0%
FiduciaryFee-Only
#92
100

E-WEALTH PARTNERS

MINNETONKA, MN · Since 2025

$219M AUM5 clientsFee: 0%
FiduciaryFee-Only
#93
100

WHEELER RETIREMENT PLANS LLC

DULUTH, MN · Since 2023

$618M AUM2 clientsFee: 0%
FiduciaryFee-Only
#94
100

NAVISTA WEALTH MANAGEMENT, INC.

MINNETONKA, MN · Since 2024

$710M AUM3 clientsFee: 0%
FiduciaryFee-Only
#95
100

BLACK LAKE INVESTMENTS LLC

WAYZATA, MN · Since 2025

$1.2B AUM3 clientsFee: 0%
FiduciaryFee-Only
#96
100

ASCENT ADVISORS

MANKATO, MN · Since 2025

$101M AUM8 clientsFee: 0%
FiduciaryFee-Only
#97
100

CLOVERPOINT, LLC

MINNEAPOLIS, MN · Since 2025

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#98
100

ENCORE WEALTH ADVISORS

MORRIS, MN · Since 2025

$122M AUM1 clientsFee: 0%
FiduciaryFee-Only
#99
100

ADVISORY SOLUTIONS GROUP

PLYMOUTH, MN · Since 2026

$408M AUM33 clientsFee: 0%
FiduciaryFee-Only
#100
100

VERA LAKE CAPITAL, LLC

EDINA, MN · Since 2026

$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#101
100

LOCORR FUND MANAGEMENT, LLC

EXCELSIOR, MN · Since 2011

$2.5B AUM7 clientsFee: 0%
FiduciaryFee-Only
#102
100

STANDARD VALUATIONS, INC.

WHITE BEAR LAKE, MN · Since 1996

$0 AUM3 clientsFee: 0%
FiduciaryFee-Only
#103
100

STEBEN & COMPANY, LLC

EXCELSIOR, MN · Since 2005

$69M AUM7 clientsFee: 0%
FiduciaryFee-Only
#104
97

HAYS FINANCIAL GROUP, LLC

MINNEAPOLIS, MN · Since 2021

$7.5B AUM6 clientsFee: 0%
FiduciaryFee-Only
#105
97

IWEALTH

WASECA, MN · Since 2024

$312M AUM5 clientsFee: 0%
FiduciaryFee-Only
#106
95

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

MINNEAPOLIS, MN · Since 2000

$14.4B AUM81 clientsFee: 0%
Broker-Dealer
#107
95

FIDUCIARY COUNSELLING INC

ST PAUL, MN · Since 1966

$10.1B AUM18 clientsFee: 0%
FiduciaryFee-Only
#108
95

JONES KERTZ & ASSOCIATES, INC.

BLAINE, MN · Since 2018

$239M AUM4 clientsFee: 0%
FiduciaryFee-Only
#109
95

PERKINS CAPITAL MANAGEMENT INC

WAYZATA, MN · Since 1984

$139M AUM3 clientsFee: 0%
FiduciaryFee-Only
#110
95

TEALWOOD ASSET MANAGEMENT

MINNEAPOLIS, MN · Since 1987

$365M AUM4 clientsFee: 0%
FiduciaryFee-Only
#111
95

CLEARWATER MANAGEMENT CO., INC.

ST PAUL, MN · Since 1987

$4.7B AUM1 clientsFee: 0%
FiduciaryFee-Only
#112
95

ACCREDITED INVESTORS WEALTH MANAGEMENT

EDINA, MN · Since 1989

$4.4B AUM4 clientsFee: 0%
FiduciaryFee-Only
#113
95

SIT INVESTMENT ASSOCIATES, INC

MINNEAPOLIS, MN · Since 1981

$3.5B AUM35 clientsFee: 0%
FiduciaryFee-Only
#114
95

LEUTHOLD WEEDEN CAPITAL MANAGEMENT

MINNEAPOLIS, MN · Since 1987

$1.2B AUM7 clientsFee: 0%
FiduciaryFee-Only
#115
95

GALLIARD CAPITAL MANAGEMENT

MINNEAPOLIS, MN · Since 1995

$80.3B AUM20 clientsFee: 0%
FiduciaryFee-Only
#116
95

JNBA FINANCIAL ADVISORS, LLC

BLOOMINGTON, MN · Since 1984

$2.0B AUM31 clientsFee: 0%
FiduciaryFee-Only
#117
95

ABENS FINANCIAL SERVICES INC

EDINA, MN · Since 2026

$120M AUM3 clientsFee: 0%
FiduciaryFee-Only
#118
95

WINSLOW CAPITAL MANAGEMENT LLC

MINNEAPOLIS, MN · Since 1992

$28.7B AUM19 clientsFee: 0%
FiduciaryFee-Only
#119
95

RBC GLOBAL ASSET MANAGEMENT (U.S.) INC.

MINNEAPOLIS, MN · Since 1983

$104.5B AUM37 clientsFee: 0%
FiduciaryFee-Only
#120
95

GS INVESTMENT INC

EAGAN, MN · Since 1999

$277M AUM3 clientsFee: 0%
FiduciaryFee-Only
#121
95

COMPASS CAPITAL MANAGEMENT INC

MINNEAPOLIS, MN · Since 1988

$2.6B AUM10 clientsFee: 0%
FiduciaryFee-Only
#122
95

EXCELSIOR INVESTORS

EXCELSIOR, MN · Since 2000

$242M AUM1 clientsFee: 0%
FiduciaryFee-Only
#123
95

RIVERBRIDGE

MINNEAPOLIS, MN · Since 2000

$5.0B AUM23 clientsFee: 0%
FiduciaryFee-Only
#124
95

SIT FIXED INCOME ADVISORS II, LLC

MINNEAPOLIS, MN · Since 1998

$15.0B AUM35 clientsFee: 0%
FiduciaryFee-Only
#125
95

WHITE PINE CAPITAL LLC

BLOOMINGTON, MN · Since 2000

$431M AUM4 clientsFee: 0%
FiduciaryFee-Only
#126
95

NAVPOINT FINANCIAL, INC.

PRIOR LAKE, MN · Since 1998

$752M AUM7 clientsFee: 0%
FiduciaryFee-Only
#127
95

ULLAND INVESTMENT ADVISORS, LLC

MINNEAPOLIS, MN · Since 2000

$443M AUM4 clientsFee: 0%
FiduciaryFee-Only
#128
95

CAHILL FINANCIAL ADVISORS, INC.

EDINA, MN · Since 1983

$1.8B AUM12 clientsFee: 0%
FiduciaryFee-Only
#129
95

GEN FINANCIAL MANAGEMENT INC.

PLYMOUTH, MN · Since 2000

$332M AUM3 clientsFee: 0%
FiduciaryFee-Only
#130
95

MAIRS & POWER

ST. PAUL, MN · Since 1961

$12.1B AUM25 clientsFee: 0%
FiduciaryFee-Only
#131
95

PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC

MAPLE GROVE, MN · Since 2014

$314M AUM3 clientsFee: 0%
FiduciaryFee-Only
#132
95

BGM WEALTH MANAGEMENT

BLOOMINGTON, MN · Since 1996

$517M AUM5 clientsFee: 0%
FiduciaryFee-Only
#133
95

SILVEROAK WEALTH MANAGEMENT LLC

EDINA, MN · Since 2001

$2.0B AUM8 clientsFee: 0%
FiduciaryFee-Only
#134
95

OKABENA INVESTMENT SERVICES INC

MINNEAPOLIS, MN · Since 1994

$2.1B AUM8 clientsFee: 0%
FiduciaryFee-Only
#135
95

BOULAY WEALTH

EDEN PRAIRIE, MN · Since 2001

$2.4B AUM32 clientsFee: 0%
FiduciaryFee-Only
#136
95

AFFIANCE FINANCIAL LLC

ST. LOUIS PARK, MN · Since 2013

$1.4B AUM11 clientsFee: 0%
FiduciaryFee-Only
#137
95

LFA

ST. CLOUD, MN · Since 2004

$351M AUM7 clientsFee: 0%
FiduciaryFee-Only
#138
95

LEGACY FINANCIAL ADVISORS CORPORATION

BLOOMINGTON, MN · Since 2003

$318M AUM2 clientsFee: 0%
FiduciaryFee-Only
#139
95

STEVENS FOSTER FINANCIAL ADVISORS

BLOOMINGTON, MN · Since 2014

$750M AUM5 clientsFee: 0%
FiduciaryFee-Only
#140
95

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

PLYMOUTH, MN · Since 2001

$122.2B AUM850 clientsFee: 0%
FiduciaryFee-Only
#141
95

TRADEMARK FINANCIAL MANAGEMENT, LLC

BLOOMINGTON, MN · Since 2015

$293M AUM2 clientsFee: 0%
FiduciaryFee-Only
#142
95

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

EDINA, MN · Since 2002

$2.0B AUM18 clientsFee: 0%
FiduciaryFee-Only
#143
95

WHITEBOX ADVISORS LLC

MINNEAPOLIS, MN · Since 2006

$15.7B AUM35 clientsFee: 0%
FiduciaryFee-Only
#144
95

LAUREL WEALTH PLANNING

EDINA, MN · Since 2014

$454M AUM6 clientsFee: 0%
FiduciaryFee-Only
#145
95

CORNERSTONE WEALTH ADVISORS, INC.

EDINA, MN · Since 2003

$609M AUM8 clientsFee: 0%
FiduciaryFee-Only
#146
95

TRADITION WEALTH MANAGEMENT LLC

EDINA, MN · Since 2004

$2.4B AUM30 clientsFee: 0%
FiduciaryFee-Only
#147
95

MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC

WAYZATA, MN · Since 2004

$1.1B AUM3 clientsFee: 0%
FiduciaryFee-Only
#148
95

TWELE CAPITAL MANAGEMENT, INC.

MINNETONKA, MN · Since 2007

$578M AUM3 clientsFee: 0%
FiduciaryFee-Only
#149
95

PINE RIVER CAPITAL MANAGEMENT L.P.

MINNETONKA, MN · Since 2006

$46.9B AUM14 clientsFee: 0%
FiduciaryFee-Only
#150
95

NORTH SKY CAPITAL, LLC

WAYZATA, MN · Since 2005

$986M AUM13 clientsFee: 0%
FiduciaryFee-Only
#151
95

FINANCIAL PERSPECTIVES

MINNEAPOLIS, MN · Since 2015

$1.2B AUM14 clientsFee: 0%
FiduciaryFee-Only
#152
95

ALLODIUM INVESTMENT CONSULTANTS, LLC

MINNEAPOLIS, MN · Since 2005

$577M AUM4 clientsFee: 0%
FiduciaryFee-Only
#153
95

LIFEPLAN FINANCIAL, LLC

MANKATO, MN · Since 2024

$141M AUM2 clientsFee: 0%
FiduciaryFee-Only
#154
95

MERCED CAPITAL, L.P.

MINNETONKA, MN · Since 2006

$251M AUM4 clientsFee: 0%
FiduciaryFee-Only
#155
95

ADVANCED ADVISOR GROUP, LLC

CAMBRIDGE, MN · Since 2020

$11M AUM11 clientsFee: 0%
Broker-Dealer
#156
95

AB CARVAL INVESTORS, LP

MINNEAPOLIS, MN · Since 2010

$18.4B AUM74 clientsFee: 0%
FiduciaryFee-Only
#157
95

GUARDIAN WEALTH ADVISORS, LLC

ST LOUIS PARK, MN · Since 2015

$300M AUM4 clientsFee: 0%
FiduciaryFee-Only
#158
95

QUANTITATIVE ASSET MANAGEMENT, LLC

MINNETONKA, MN · Since 2007

$187M AUM2 clientsFee: 0%
Broker-Dealer
#159
95

CASTLELAKE, L.P.

MINNEAPOLIS, MN · Since 2011

$35.3B AUM98 clientsFee: 0%
FiduciaryFee-Only
#160
95

REDHAWK WEALTH ADVISORS, INC.

MINNEAPOLIS, MN · Since 2008

$1.5B AUM47 clientsFee: 0%
FiduciaryFee-Only
#161
95

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

MINNEAPOLIS, MN · Since 2008

$730M AUM7 clientsFee: 0%
FiduciaryFee-Only
#162
95

MARKS GROUP WEALTH MANAGEMENT, INC.

MINNETONKA, MN · Since 2008

$2.0B AUM9 clientsFee: 0%
FiduciaryFee-Only
#163
95

CHERRY TREE WEALTH MANAGEMENT, LLC

MINNETONKA, MN · Since 2009

$673M AUM9 clientsFee: 0%
FiduciaryFee-Only
#164
95

VECTOR WEALTH MANAGEMENT

MINNEAPOLIS, MN · Since 2010

$1.6B AUM14 clientsFee: 0%
FiduciaryFee-Only
#165
95

THE ADVOCATE GROUP, LLC

MINNETONKA, MN · Since 2011

$810M AUM11 clientsFee: 0%
FiduciaryFee-Only
#166
95

ISC FINANCIAL ADVISORS

ALBERT LEA, MN · Since 2011

$1.6B AUM10 clientsFee: 0%
FiduciaryFee-Only
#167
95

NORTHSTAR CAPITAL

MINNEAPOLIS, MN · Since 2012

$1.0B AUM12 clientsFee: 0%
FiduciaryFee-Only
#168
95

GRANITE PARTNERS

ST. CLOUD, MN · Since 2012

$1.9B AUM9 clientsFee: 0%
FiduciaryFee-Only
#169
95

SOMERSET GROUP LLC

WAYZATA, MN · Since 2012

$146M AUM2 clientsFee: 0%
FiduciaryFee-Only
#170
95

BOYUM WEALTH ARCHITECTS LLC

BLOOMINGTON, MN · Since 2018

$564M AUM9 clientsFee: 0%
FiduciaryFee-Only
#171
95

SIGHTLINE PARTNERS LLC

BLOOMINGTON, MN · Since 2014

$567M AUM5 clientsFee: 0%
FiduciaryFee-Only
#172
95

ASA MANAGED ACCOUNT MANAGERS LLC

MINNEAPOLIS, MN · Since 2012

$1.1B AUM0 clientsFee: 0%
FiduciaryFee-Only
#173
95

JOSH ARNOLD INVESTMENT CONSULTANT, LLC

EDINA, MN · Since 2021

$142M AUM2 clientsFee: 0%
FiduciaryFee-Only
#174
95

TOTAL WEALTH ADVISORS, LLC

HOPKINS, MN · Since 2021

$107M AUM2 clientsFee: 0%
FiduciaryFee-Only
#175
95

EPIQ PARTNERS, LLC

MINNEAPOLIS, MN · Since 2017

$291M AUM6 clientsFee: 0%
FiduciaryFee-Only
#176
95

DOUGHERTY & ASSOCIATES FINANCIAL ADVISORS, INC.

BUFFALO, MN · Since 2015

$383M AUM9 clientsFee: 0%
FiduciaryFee-Only
#177
95

TTCP MANAGEMENT SERVICES, LLC

BLOOMINGTON, MN · Since 2014

$1.3B AUM5 clientsFee: 0%
FiduciaryFee-Only
#178
95

PSC CAPITAL PARTNERS LLC

MINNEAPOLIS, MN · Since 2012

$241M AUM7 clientsFee: 0%
FiduciaryFee-Only
#179
95

GUARDIAN WEALTH STRATEGIES, LLC

MINNEAPOLS, MN · Since 2016

$1.1B AUM5 clientsFee: 0%
FiduciaryFee-Only
#180
95

NORTHROCK PARTNERS, LLC

MINNEAPOLIS, MN · Since 2013

$12.2B AUM91 clientsFee: 0%
FiduciaryFee-Only
#181
95

PHILLIP JAMES FINANCIAL CO.

PLYMOUTH, MN · Since 2021

$222M AUM2 clientsFee: 0%
FiduciaryFee-Only
#182
95

SUMMIT INVESTMENT ADVISORY SERVICES

ROSEVILLE, MN · Since 2017

$746M AUM8 clientsFee: 0%
FiduciaryFee-Only
#183
95

MD FINANCIAL ADVISORS / VESTMENT FINANCIAL

CHANHASSEN, MN · Since 2019

$304M AUM11 clientsFee: 0%
FiduciaryFee-Only
#184
95

O'BRIEN-STALEY PARTNERS

EDINA, MN · Since 2014

$1.4B AUM15 clientsFee: 0%
FiduciaryFee-Only
#185
95

BIRCHWOOD FINANCIAL PARTNERS, INC.

BLOOMINGTON, MN · Since 2014

$853M AUM10 clientsFee: 0%
FiduciaryFee-Only
#186
95

STAR CAPITAL INC.

EDINA, MN · Since 2023

$144M AUM6 clientsFee: 0%
FiduciaryFee-Only
#187
95

PITZL FINANCIAL

ARDEN HILLS, MN · Since 2018

$498M AUM4 clientsFee: 0%
FiduciaryFee-Only
#188
95

YES WEALTH MANAGEMENT

MAHTOMEDI, MN · Since 2023

$127M AUM3 clientsFee: 0%
FiduciaryFee-Only
#189
95

NORTHERN PACIFIC GROWTH INVESTMENT ADVISORS, LLC

MINNEAPOLIS, MN · Since 2019

$59M AUM4 clientsFee: 0%
FiduciaryFee-Only
#190
95

WHITE OAKS WEALTH ADVISORS, INC.

MINNEAPOLIS, MN · Since 2014

$618M AUM2 clientsFee: 0%
FiduciaryFee-Only
#191
95

MIDWEST FINANCIAL PARTNERS

ST. CLOUD, MN · Since 2014

$1.5B AUM9 clientsFee: 0%
FiduciaryFee-Only
#192
95

ECHO WEALTH MANAGEMENT, LLC

PLYMOUTH, MN · Since 2020

$288M AUM3 clientsFee: 0%
FiduciaryFee-Only
#193
95

DGV SOLUTIONS LP

MINNETONKA, MN · Since 2015

$944M AUM5 clientsFee: 0%
FiduciaryFee-Only
#194
95

PROTERRA INVESTMENT PARTNERS LP

MINNEAPOLIS, MN · Since 2015

$3.7B AUM40 clientsFee: 0%
FiduciaryFee-Only
#195
95

GARDA CAPITAL PARTNERS

WAYZATA, MN · Since 2016

$207.1B AUM70 clientsFee: 0%
FiduciaryFee-Only
#196
95

MARQUETTE WEALTH MANAGEMENT

MINNEAPOLIS, MN · Since 2016

$872M AUM3 clientsFee: 0%
FiduciaryFee-Only
#197
95

BOND & DEVICK WEALTH PARTNERS

SAINT LOUIS PARK, MN · Since 2016

$706M AUM6 clientsFee: 0%
FiduciaryFee-Only
#198
95

BALLAST ADVISORS, LLC

WOODBURY, MN · Since 2017

$674M AUM6 clientsFee: 0%
FiduciaryFee-Only
#199
95

ALL TERRAIN FINANCIAL ADVISORS

COON RAPIDS, MN · Since 2016

$379M AUM4 clientsFee: 0%
FiduciaryFee-Only
#200
95

MWM WEALTH ADVISORY, LLC

PLYMOUTH, MN · Since 2025

$140M AUM1 clientsFee: 0%
FiduciaryFee-Only
#201
95

QUARRY HILL ADVISORS

SAINT PAUL, MN · Since 2021

$395M AUM4 clientsFee: 0%
FiduciaryFee-Only
#202
95

KNOX AVENUE FINANCIAL CORP.

ST. PAUL, MN · Since 2025

$145M AUM1 clientsFee: 0%
FiduciaryFee-Only
#203
95

EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP

EXCELSIOR, MN · Since 2021

$1.5B AUM12 clientsFee: 0%
FiduciaryFee-Only
#204
95

MODUS ADVISORS, LLC

EXCELSIOR, MN · Since 2018

$601M AUM5 clientsFee: 0%
FiduciaryFee-Only
#205
95

CORDIS FINANCIAL, LLC

MINNEAPOLIS, MN · Since 2018

$361M AUM5 clientsFee: 0%
FiduciaryFee-Only
#206
95

MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.

MONTEVIDEO, MN · Since 2021

$199M AUM1 clientsFee: 0%
FiduciaryFee-Only
#207
95

LOGAN PARK WEALTH MANAGEMENT

MINNEAPOLIS, MN · Since 2019

$465M AUM4 clientsFee: 0%
FiduciaryFee-Only
#208
95

NORTHERN PACIFIC GROUP, L.P.

MINNEAPOLIS, MN · Since 2019

$59M AUM3 clientsFee: 0%
FiduciaryFee-Only
#209
95

UAK DIVERSIFIED WEALTH ADVISORS

MINNETONKA, MN · Since 2026

$113M AUM2 clientsFee: 0%
FiduciaryFee-Only
#210
95

THRIVENT ADVISOR NETWORK, LLC

MINNEAPOLIS, MN · Since 2019

$6.8B AUM119 clientsFee: 0%
FiduciaryFee-Only
#211
95

RICE PARK CAPITAL

PLYMOUTH, MN · Since 2022

$1.4B AUM5 clientsFee: 0%
FiduciaryFee-Only
#212
95

ABBEY STREET

EDEN PRAIRIE, MN · Since 2019

$375M AUM7 clientsFee: 0%
FiduciaryFee-Only
#213
95

HIGH NOTE WEALTH, LLC

DEEPHAVEN, MN · Since 2019

$683M AUM4 clientsFee: 0%
FiduciaryFee-Only
#214
95

CLOVERFIELDS CAPITAL GROUP, LP

MINNEAPOLIS, MN · Since 2020

$359M AUM1 clientsFee: 0%
FiduciaryFee-Only
#215
95

LEGACY WEALTH

WOODBURY, MN · Since 2020

$546M AUM4 clientsFee: 0%
FiduciaryFee-Only
#216
95

BERGER FINANCIAL GROUP

PLYMOUTH, MN · Since 2020

$2.9B AUM57 clientsFee: 0%
FiduciaryFee-Only
#217
95

PINE GROVE FINANCIAL GROUP

WOODBURY, MN · Since 2020

$1.5B AUM14 clientsFee: 0%
FiduciaryFee-Only
#218
95

GREAT WATERS FINANCIAL

SHOREVIEW, MN · Since 2022

$1.2B AUM23 clientsFee: 0%
FiduciaryFee-Only
#219
95

RETIRE AGILE

HERMANTOWN, MN · Since 2025

$434M AUM5 clientsFee: 0%
FiduciaryFee-Only
#220
95

DORVAL & CHORNE FINANCIAL ADVISORS

MAPLE GROVE, MN · Since 2023

$374M AUM3 clientsFee: 0%
FiduciaryFee-Only
#221
95

PIPER HEARTLAND HEALTHCARE CAPITAL, LLC

MINNEAPOLIS, MN · Since 2020

$218M AUM4 clientsFee: 0%
FiduciaryFee-Only
#222
95

PACK PRIVATE WEALTH, LLC

WAYZATA, MN · Since 2020

$326M AUM2 clientsFee: 0%
FiduciaryFee-Only
#223
95

THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES

EDEN PRAIRIE, MN · Since 2021

$711M AUM10 clientsFee: 0%
FiduciaryFee-Only
#224
95

BRIGHT ANGEL ADVISORS LLC

ST. PAUL, MN · Since 2020

$224M AUM2 clientsFee: 0%
FiduciaryFee-Only
#225
95

X CUBED CAPITAL MANAGEMENT LLC

MINNEAPOLIS, MN · Since 2022

$184M AUM5 clientsFee: 0%
FiduciaryFee-Only
#226
95

GREAT RIVER FINANCIAL

PLYMOUTH, MN · Since 2021

$202M AUM2 clientsFee: 0%
FiduciaryFee-Only
#227
95

SOLPACIFIC, LLC

DULUTH, MN · Since 2022

$154M AUM8 clientsFee: 0%
FiduciaryFee-Only
#228
95

FORTRESS FINANCIAL GROUP, LLC

ROCHESTER, MN · Since 2021

$352M AUM7 clientsFee: 0%
FiduciaryFee-Only
#229
95

NORTHERN LAKES CAPITAL, L.P.

MINNEAPOLIS, MN · Since 2021

$575M AUM10 clientsFee: 0%
FiduciaryFee-Only
#230
95

WOLD FINANCIAL GROUP

MENDOTA HEIGHTS, MN · Since 2021

$182M AUM3 clientsFee: 0%
FiduciaryFee-Only
#231
95

DEEPWATER ASSET MANAGEMENT, LLC

MINNEAPOLIS, MN · Since 2022

$627M AUM8 clientsFee: 0%
FiduciaryFee-Only
#232
95

PATHFINDER 360 MANAGEMENTCO, LLC

MINNETONKA, MN · Since 2025

$344M AUM1 clientsFee: 0%
FiduciaryFee-Only
#233
95

TRUE VISION FINANCIAL ADVISORS

WOODBURY, MN · Since 2022

$272M AUM3 clientsFee: 0%
FiduciaryFee-Only
#234
95

ESTUARY CAPITAL MANAGEMENT LP

WAYZATA, MN · Since 2022

$854M AUM13 clientsFee: 0%
FiduciaryFee-Only
#235
95

NORWEST CAPITAL ADVISORS, LLC

MINNEAPOLIS, MN · Since 2023

$3.8B AUM28 clientsFee: 0%
FiduciaryFee-Only
#236
95

PETROS FAMILY WEALTH, LLC

BLOOMINGTON, MN · Since 2022

$342M AUM8 clientsFee: 0%
FiduciaryFee-Only
#237
95

GREATER MIDWEST FINANCIAL GROUP, LLC

SAINT PAUL, MN · Since 2023

$589M AUM3 clientsFee: 0%
FiduciaryFee-Only
#238
95

BLUESTEM WEALTH PARTNERS, LLC

MINNETONKA, MN · Since 2023

$1.1B AUM18 clientsFee: 0%
FiduciaryFee-Only
#239
95

ARTHUR VENTURES

MINNEAPOLIS, MN · Since 2023

$2.6B AUM19 clientsFee: 0%
FiduciaryFee-Only
#240
95

FREEDOM FINANCIAL PARTNERS LLC

OAKDALE, MN · Since 2023

$378M AUM5 clientsFee: 0%
FiduciaryFee-Only
#241
95

PARR MCKNIGHT WEALTH MANAGEMENT GROUP

MINNEAPOLIS, MN · Since 2024

$1.1B AUM10 clientsFee: 0%
FiduciaryFee-Only
#242
95

LIFELONG WEALTH ADVISORS, INC.

ARDEN HILLS, MN · Since 2024

$710M AUM8 clientsFee: 0%
FiduciaryFee-Only
#243
95

BEARING POINT CAPITAL

RICHFIELD, MN · Since 2024

$1.1B AUM4 clientsFee: 0%
FiduciaryFee-Only
#244
95

DSG CAPITAL ADVISORS, LLC

EDINA, MN · Since 2024

$780M AUM7 clientsFee: 0%
FiduciaryFee-Only
#245
95

INTELLIGENT ALPHA LLC

MINNEAPOLIS, MN · Since 2024

$27M AUM1 clientsFee: 0%
FiduciaryFee-Only
#246
95

FPNAVIGATORS

MAPLE GROVE, MN · Since 2024

$355M AUM5 clientsFee: 0%
FiduciaryFee-Only
#247
95

CEDRUS WEALTH GROUP

ANDOVER, MN · Since 2025

$218M AUM4 clientsFee: 0%
FiduciaryFee-Only
#248
95

CEDAR COVE WEALTH PARTNERS

BLOOMINGTON, MN · Since 2025

$455M AUM10 clientsFee: 0%
FiduciaryFee-Only
#249
95

THRIVENT PRIVATE INVESTMENTS

MINNEAPOLIS, MN · Since 2025

$22.8B AUM24 clientsFee: 0%
FiduciaryFee-Only
#250
95

HUNTER STREET PARTNERS, LP

WAYZATA, MN · Since 2024

$313M AUM5 clientsFee: 0%
FiduciaryFee-Only
#251
92

CAPITAL MANAGEMENT ASSOCIATES INC

MINNEAPOLIS, MN · Since 1990

$1.9B AUM17 clientsFee: 0%
Broker-Dealer
#252
92

DISCIPLINED GROWTH INVESTORS INC

MINNEAPOLIS, MN · Since 1996

$5.5B AUM10 clientsFee: 0%
FiduciaryFee-Only
#253
92

INTELLICENTS INVESTMENT SOLUTIONS INC

ALBERT LEA, MN · Since 1996

$9.9B AUM48 clientsFee: 0%
FiduciaryFee-Only
#254
92

ADVISORNET WEALTH PARTNERS

MINNETONKA, MN · Since 2012

$3.1B AUM68 clientsFee: 0%
FiduciaryFee-Only
#255
92

FOCUS FINANCIAL

MINNEAPOLIS, MN · Since 2010

$6.8B AUM114 clientsFee: 0%
FiduciaryFee-Only
#256
92

WACKER & ASSOCIATES, INC.

JACKSON, MN · Since 2025

$180M AUM3 clientsFee: 0%
FiduciaryFee-Only1 complaint
#257
92

FELTL ADVISORS

PLYMOUTH, MN · Since 2012

$166M AUM15 clientsFee: 0%
FiduciaryFee-Only1 complaint
#258
90

ELEMENT SQUARED PRIVATE WEALTH

MINNEAPOLIS, MN · Since 2023

$203M AUM6 clientsFee: 0%
FiduciaryFee-Only
#259
87

PIPER SANDLER & CO.

MINNEAPOLIS, MN · Since 2016

$1.3B AUM31 clientsFee: 0%
Broker-Dealer1 complaint
#260
87

THRIVENT FINANCIAL FOR LUTHERANS

MINNEAPOLIS, MN · Since 2001

$128.7B AUM155 clientsFee: 0%
FiduciaryFee-Only1 complaint
#261
85

360 FINANCIAL

WAYZATA, MN · Since 2013

$701M AUM10 clientsFee: 0%
FiduciaryFee-Only
#262
85

KURE ADVISORY, LLC

PLYMOUTH, MN · Since 2021

$259M AUM6 clientsFee: 0%
FiduciaryFee-Only
#263
84

OAKWOOD CAPITAL, INC.

ST. LOUIS PARK, MN · Since 2021

$304M AUM18 clientsFee: 0%
FiduciaryFee-Only2 complaints
#264
84

TWIN CITIES RETIREMENT GROUP

PLYMOUTH, MN · Since 2026

$145M AUM2 clientsFee: 0%
FiduciaryFee-Only2 complaints
#265
80

GRADIENT ADVISORS, LLC

ARDEN HILLS, MN · Since 2010

$289M AUM166 clientsFee: 0%
FiduciaryFee-Only
#266
80

VALTINSON BRUNER FINANCIAL PLANNING

NEW BRIGHTON, MN · Since 2018

$712M AUM7 clientsFee: 0%
FiduciaryFee-Only
#267
79

WALLEYE CAPITAL LLC

WAYZATA, MN · Since 2018

$52.1B AUM138 clientsFee: 0%
FiduciaryFee-Only2 complaints
#268
65

COLLIERS SECURITIES LLC

MINNEAPOLIS, MN · Since 2014

$330M AUM18 clientsFee: 0%
Broker-Dealer6 complaints
#269
55

NORTHLAND ASSET MANAGEMENT

MINNEAPOLIS, MN · Since 2015

$405M AUM22 clientsFee: 0%
Broker-Dealer8 complaints
#270
55

THE OAK RIDGE FINANCIAL SERVICES GROUP, INC

GOLDEN VALLEY, MN · Since 2015

$669M AUM32 clientsFee: 0%
Broker-Dealer4 complaints
#271
55

U.S. BANCORP ASSET MANAGEMENT, INC.

MINNEAPOLIS, MN · Since 2001

$427.5B AUM62 clientsFee: 0%
FiduciaryFee-Only
#272
47

GRADIENT WEALTH MANAGEMENT

ARDEN HILLS, MN · Since 2015

$608M AUM67 clientsFee: 0%
Broker-Dealer1 complaint
#273
31

THRIVENT INVESTMENT MANAGEMENT INC.

MINNEAPOLIS, MN · Since 1987

$20.8B AUM2963 clientsFee: 0%
Broker-Dealer3 complaints
#274
30

U.S. BANCORP ADVISORS, LLC

SAINT PAUL, MN · Since 2009

$1.8B AUM141 clientsFee: 0%
Broker-Dealer4 complaints
#275
25

AMERIPRISE FINANCIAL SERVICES, LLC

MINNEAPOLIS, MN · Since 1986

$660.5B AUM12681 clientsFee: 0%
Broker-Dealer41 complaints

About Financial Advisors in Minnesota

How many financial advisors are registered in Minnesota?
There are 275 SEC-registered investment advisory firms in Minnesota, spread across 60 cities. This includes firms managing $100 million or more in client assets.

What is the average financial advisor fee in Minnesota?
The median advisory fee in Minnesota is 0.95% of assets under management per year, based on fee schedules disclosed in Form ADV Part 2A filings.

How are advisors ranked on this page?
Advisors are ranked by our Red Flag Score (0-100), which considers disciplinary history, customer complaints, conflicts of interest (broker-dealer affiliations, insurance licensing, custody arrangements), and fee positioning. Higher scores indicate fewer risk factors in public filings.

Where does this data come from?
All data is sourced from the SEC's public Form ADV filings, available at sec.gov/foia. Updated monthly. We do not accept payment from advisors for inclusion or ranking.