SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Minneapolis, MN
AUM
$730.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(612) 355 - 4360
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
109 advisers found
SUMMIT CREEK ADVISORS
Minneapolis, MN
AUM
$650.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
612-746-8990
DEEPWATER ASSET MANAGEMENT, LLC
Minneapolis, MN
AUM
$626.7M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
612-424-1393
WHITE OAKS WEALTH ADVISORS, INC.
Minneapolis, MN
AUM
$618.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
612-455-6900
ALLODIUM INVESTMENT CONSULTANTS, LLC
Minneapolis, MN
AUM
$576.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
612-230-3700
NORTHERN LAKES CAPITAL, L.P.
Minneapolis, MN
AUM
$575.4M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
612-562-4288
NICOLLET INVESTMENT MANAGEMENT, INC.
Minneapolis, MN
AUM
$557.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
612-915-3033
VAN CLEMENS WEALTH MANAGEMENT, LLC
Minneapolis, MN
AUM
$470.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
24 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
612-758-9140
LOGAN PARK WEALTH MANAGEMENT
Minneapolis, MN
AUM
$464.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(612) 315-2105
ULLAND INVESTMENT ADVISORS, LLC
Minneapolis, MN
AUM
$442.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM
612-312-1400
ACCESS FINANCIAL SERVICES, INC.
Minneapolis, MN
AUM
$437.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
952-885-2732
NORTHLAND ASSET MANAGEMENT
Minneapolis, MN
AUM
$405.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
22 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
800-851-2920
DUNNAVAN & CO.
Minneapolis, MN
AUM
$392.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
(612) 630-1101
TEALWOOD ASSET MANAGEMENT
Minneapolis, MN
AUM
$365.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
612-340-0181
CORDIS FINANCIAL, LLC
Minneapolis, MN
AUM
$360.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(612) 268-2620
CLOVERFIELDS CAPITAL GROUP, LP
Minneapolis, MN
AUM
$358.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
952-208-8620
NEPSIS, INC.
Minneapolis, MN
AUM
$344.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
18 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
952-746-2003
COLLIERS SECURITIES LLC
Minneapolis, MN
AUM
$329.6M
Wealth MgmtTrusts & Estates
Team
18 advisors
Clients
—
Fees
Percentage of AUM
612-376-4000
EPIQ PARTNERS, LLC
Minneapolis, MN
AUM
$290.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(612) 843-4800
PSC CAPITAL PARTNERS LLC
Minneapolis, MN
AUM
$240.8M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
612-303-6000
PIPER HEARTLAND HEALTHCARE CAPITAL, LLC
Minneapolis, MN
AUM
$218.3M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
612-303-6000
ELEMENT SQUARED PRIVATE WEALTH
Minneapolis, MN
AUM
$203.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM
612-325-5920
KOWALSKI FINANCIAL INC.
Minneapolis, MN
AUM
$202.0M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
952-297-8589
THOMAS LEO ADVISORY, LLC
Minneapolis, MN
AUM
$192.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
612-208-1641