TRADITION WEALTH MANAGEMENT LLC
Edina, MN
AUM
$2.60B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
30 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
952-563-6500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in MN, EDINA
11 advisers found
AUM
$2.03B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
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
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
12 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
952-926-1659
FIRST LIGHT ASSET MANAGEMENT, LLC
Edina, MN
AUM
$1.41B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
952-831-6500
CORNERSTONE WEALTH ADVISORS, INC.
Edina, MN
AUM
$608.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(952) 920-3900
STILES FINANCIAL SERVICES, INC.
Edina, MN
AUM
$548.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
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
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(952) 392-4474
CONTEGO CAPITAL GROUP, INC.
Edina, MN
AUM
$88.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
952-697-2579
HOFKIN CAPITAL MANAGEMENT, INC.
Edina, MN
AUM
$82.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
952-835-1185
AUM
$31.2M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
(612) 702-8233