BPS CAPITAL MANAGEMENT, INC.
Bloomington, MN
AUM
$3.10B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
952-893-0177
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MN, BLOOMINGTON
26 advisers found
JNBA FINANCIAL ADVISORS, LLC
Bloomington, MN
AUM
$2.01B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
31 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
952-844-0995
BIRCHWOOD FINANCIAL PARTNERS, INC.
Bloomington, MN
AUM
$853.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
952-885-9088
STEVENS FOSTER FINANCIAL ADVISORS
Bloomington, MN
AUM
$750.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
952-843-4200
BOYUM WEALTH ARCHITECTS LLC
Bloomington, MN
AUM
$564.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
651-289-6444
BGM WEALTH MANAGEMENT
Bloomington, MN
AUM
$517.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
952-844-2500
CEDAR COVE WEALTH PARTNERS
Bloomington, MN
AUM
$455.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
952-358-3456
WEBB FINANCIAL GROUP
Bloomington, MN
AUM
$397.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
952-837-3200
PETROS FAMILY WEALTH, LLC
Bloomington, MN
AUM
$341.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
(612) 643-9995
LEGACY FINANCIAL ADVISORS CORPORATION
Bloomington, MN
AUM
$317.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Commissions
952-893-5555
CAISSA WEALTH STRATEGIES
Bloomington, MN
AUM
$297.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
612-426-6007
TRUMIX ADVISORS
Bloomington, MN
AUM
$169.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
952-222-8286
PSC FINANCIAL LLC
Bloomington, MN
AUM
$135.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
952-777-3955
PEAK FINANCIAL CONSULTING, INC.
Bloomington, MN
AUM
$132.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
952-303-8200
BOULEVARD
Bloomington, MN
AUM
$119.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +3 more
877-664-2583
CLERESTORY ADVISORS, INC
Bloomington, MN
AUM
$99.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Fixed fees
651-209-2610
NORTHSTAR WEALTH MANAGEMENT, INC.
Bloomington, MN
AUM
$85.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
(952)-831-2300
BANE O'LEARY LLC
Bloomington, MN
AUM
$85.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
952-236-4213
CENTURION FINANCIAL STRATEGIES LLC
Bloomington, MN
AUM
$78.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
(612) 284-2409
SUMMIT ADVISOR GROUP
Bloomington, MN
AUM
$46.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
612-474-0739
NAYLOR ASSET MANAGEMENT, LLC
Bloomington, MN
AUM
$42.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
612-940-0901
WISDOM WEALTH MANAGEMENT
Bloomington, MN
AUM
$39.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
952-800-4996
ICON FINANCIAL
Bloomington, MN
AUM
$38.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
800-792-4809
BARRINGTON CAPITAL MANAGEMENT, INC.
Bloomington, MN
AUM
$10.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
952-835-1000
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