Minnesota · 4 advisers
Financial Advisors in Rochester, Minnesota
Looking for a financial advisor in Rochester, Minnesota? Falists indexes 4 SEC-registered and state-registered investment advisers in Rochester — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $352.3M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
4
Largest AUM
$352.3M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Rochester
Ranked by AUM · Fees, team & specialties at a glance
FORTRESS FINANCIAL GROUP, LLC
Rochester, MN
AUM
$352.3M
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(507) 529-1400
STRATEGIC ASSET MANAGEMENT LLC.
Rochester, MN
AUM
$218.3M
Team
10 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
888-526-8755
SUPERIOR FINANCIAL, LLC
Rochester, MN
AUM
$112.2M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
507-316-0160
BLACK SWAN TECHNOLOGY FUND MANAGER, LLC
Rochester, MN
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
507-369-8703
More cities in Minnesota
Common questions
- How many financial advisors are in Rochester, Minnesota?
- 4 registered investment advisers are listed in our Rochester directory, sourced from public SEC filings.
- What types of advisors are in Rochester?
- 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 Rochester?
- 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.