Minnesota · 31 advisers
Financial Advisors in Edina, Minnesota
Looking for a financial advisor in Edina, Minnesota? Falists indexes 31 SEC-registered and state-registered investment advisers in Edina — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 29 firms list a website you can visit directly. Firms in this directory manage up to $4.41B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
31
With website
29
Largest AUM
$4.41B
Financial planning
25
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Edina
Ranked by AUM · Fees, team & specialties at a glance
AUM
$4.41B
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
952-841-2222
TRADITION WEALTH MANAGEMENT LLC
Edina, MN
AUM
$2.60B
Team
30 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
952-563-6500
AUM
$2.03B
Team
18 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +2 more
(952) 224-4350
SILVEROAK WEALTH MANAGEMENT LLC
Edina, MN
AUM
$2.00B
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
952-896-5700
CAHILL FINANCIAL ADVISORS, INC.
Edina, MN
AUM
$1.77B
Team
12 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
952-926-1659
O'BRIEN-STALEY PARTNERS
Edina, MN
AUM
$1.43B
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
612-254-6442
FIRST LIGHT ASSET MANAGEMENT, LLC
Edina, MN
AUM
$1.41B
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
952-831-6500
RUNNING OAK CAPITAL LLC
Edina, MN
AUM
$874.7M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
919-656-3712
DSG CAPITAL ADVISORS, LLC
Edina, MN
AUM
$780.3M
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(612) 515-9900
CORNERSTONE WEALTH ADVISORS, INC.
Edina, MN
AUM
$608.7M
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(952) 920-3900
STILES FINANCIAL SERVICES, INC.
Edina, MN
AUM
$548.7M
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
952-988-0452
FLOURISH WEALTH MANAGEMENT INC.
Edina, MN
AUM
$455.2M
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(952) 392-4474
LAUREL WEALTH PLANNING
Edina, MN
AUM
$453.6M
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
952-854-6250
CFG RETIREMENT
Edina, MN
AUM
$241.0M
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
952-657-7470
TRAILHEAD PLANNERS, LLC
Edina, MN
AUM
$188.4M
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
503-773-9682
STAR CAPITAL INC.
Edina, MN
AUM
$143.6M
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
651-444-1116
AUM
$142.1M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
952-925-5608
ABENS FINANCIAL SERVICES INC
Edina, MN
AUM
$120.1M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
952-933-9650
HYLAND LAKE PARTNERS
Edina, MN
AUM
$93.4M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
952-658-6226
CONTEGO CAPITAL GROUP, INC.
Edina, MN
AUM
$88.0M
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
952-697-2579
GRAFF FINANCIAL LLC
Edina, MN
AUM
$87.5M
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
612-605-0664
AKM ADVISORY
Edina, MN
AUM
$84.1M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
651-329-9169
HOFKIN CAPITAL MANAGEMENT, INC.
Edina, MN
AUM
$82.8M
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
952-835-1185
CARDINAL WEALTH ADVISORS, L.L.C.
Edina, MN
AUM
$82.2M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
952-746-4700
More cities in Minnesota
Common questions
- How many financial advisors are in Edina, Minnesota?
- 31 registered investment advisers are listed in our Edina directory, sourced from public SEC filings.
- What types of advisors are in Edina?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Edina?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.