How many financial advisors are in Excelsior, Minnesota?

Falists lists 6 registered investment advisers with a principal office or filing address in Excelsior, Minnesota, based on public SEC IAPD data.

How do financial advisors in Excelsior charge fees?

Fee structures vary by firm. In Excelsior, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Excelsior?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

Minnesota · 6 advisers

Financial Advisors in Excelsior, Minnesota

Looking for a financial advisor in Excelsior, Minnesota? Falists indexes 6 SEC-registered and state-registered investment advisers in Excelsior — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $2.53B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$2.53B

Financial planning

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

All Wealth5 Planning3 Trusts3 Retirement2 Institutional2

Top advisors in Excelsior

Ranked by AUM · Fees, team & specialties at a glance

View all 6 →

LOCORR FUND MANAGEMENT, LLC

Excelsior, MN

AUM

$2.53B

Wealth Mgmt

Team

7 advisors

Clients

—

Fees

Percentage of AUM

952-767-6900

Full profile Visit site →

EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP

Excelsior, MN

AUM

$1.51B

Wealth Mgmt

Team

12 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

330-620-1478

Full profile Visit site →

MODUS ADVISORS, LLC

Excelsior, MN

AUM

$601.1M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

5 advisors

Clients

Fees

Percentage of AUM · Hourly charges +1 more

(952) 946-1000

Full profile Visit site →

EXCELSIOR INVESTORS

Excelsior, MN

AUM

$242.0M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

952-941-2795

Full profile Visit site →

STEBEN & COMPANY, LLC

Excelsior, MN

AUM

$69.2M

Team

7 advisors

Clients

Fees

Percentage of AUM

952-767-6900

Full profile Visit site →

COOKSON FINANCIAL, LLC

Excelsior, MN

AUM

$47.7M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM; Hourly charges

952-401-7697

Full profile Visit site →

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Common questions

How many financial advisors are in Excelsior, Minnesota?: 6 registered investment advisers are listed in our Excelsior directory, sourced from public SEC filings.
What types of advisors are in Excelsior?: 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 Excelsior?: 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.