AUM
$4.41B
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
952-841-2222
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
31 advisers found
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
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
O'BRIEN-STALEY PARTNERS
Edina, MN
AUM
$1.43B
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
612-254-6442
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
RUNNING OAK CAPITAL LLC
Edina, MN
AUM
$874.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
919-656-3712
DSG CAPITAL ADVISORS, LLC
Edina, MN
AUM
$780.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(612) 515-9900
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
LAUREL WEALTH PLANNING
Edina, MN
AUM
$453.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
952-854-6250
CFG RETIREMENT
Edina, MN
AUM
$241.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
952-657-7470
TRAILHEAD PLANNERS, LLC
Edina, MN
AUM
$188.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
503-773-9682
STAR CAPITAL INC.
Edina, MN
AUM
$143.6M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
651-444-1116
AUM
$142.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
952-925-5608
ABENS FINANCIAL SERVICES INC
Edina, MN
AUM
$120.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
952-933-9650
HYLAND LAKE PARTNERS
Edina, MN
AUM
$93.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
952-658-6226
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
GRAFF FINANCIAL LLC
Edina, MN
AUM
$87.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
612-605-0664
AKM ADVISORY
Edina, MN
AUM
$84.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
651-329-9169
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
CARDINAL WEALTH ADVISORS, L.L.C.
Edina, MN
AUM
$82.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
952-746-4700
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