DEVENIR INVESTMENT ADVISORS, LLC
Bloomington, MN
AUM
$12.99B
Wealth MgmtInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
952-446-7400
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in MN, BLOOMINGTON
19 advisers found
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
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
SYSTELLIGENCE, LLC
Bloomington, MN
AUM
$783.9M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
855-621-9877
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
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
WHITE PINE CAPITAL LLC
Bloomington, MN
AUM
$430.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
612-376-9765
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
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
TRADEMARK FINANCIAL MANAGEMENT, LLC
Bloomington, MN
AUM
$293.4M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
952-358-3395
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
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
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
FBD ASSET MGMT
Bloomington, MN
AUM
$76.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
866-404-0089
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
GUZEK ASSET MANAGEMENT
Bloomington, MN
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Hourly charges; FINANCIAL PLANNING FEES
952-853-2234