DORN & CO., INC.
Minnetonka, MN
AUM
$61.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
952-449-3019
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MN
381 advisers found
BLUM CAPITAL MANAGEMENT, LLC
Brainerd, MN
AUM
$60.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
218-251-2936
VIP FINANCIAL ASSOCIATES
Woodbury, MN
AUM
$60.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
651-777-9335
FYOOZ FINANCIAL PLANNING
Minneapolis, MN
AUM
$59.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
507-696-4496
BOREAL ADVISORS LLC
New Brighton, MN
AUM
$57.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
651-432-4045
LEBENS ADVISORY GROUP LLC
Lakeville, MN
AUM
$56.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(612) 961-0156
PLANWELL FINANCIAL GUIDANCE, LLC
Blooming Prairie, MN
AUM
$55.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
507-380-5558
HAMMER ADVISORY SERVICES, INC.
Woodbury, MN
AUM
$51.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(651) 357-5536
JASON JANES WEALTH MANAGEMENT, INC.
Princeton, MN
AUM
$49.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(651) 353-7984
CASTLE ROCK FINANCIAL PLANNING, INC.
Mendota Heights, MN
AUM
$49.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
651-294-0013
TORCHLIGHT FINANCIAL
Edina, MN
AUM
$48.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
952-847-7671
THE HATLESTAD GROUP
Edina, MN
AUM
$47.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
763-259-3637
COOKSON FINANCIAL, LLC
Excelsior, MN
AUM
$47.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
952-401-7697
THOMPSON FINANCIAL TRANSITIONS INC.
White Bear Lake, MN
AUM
$46.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
651-328-6386
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
WEALTHSPRING ADVISORS, LLC
Minneapolis, MN
AUM
$46.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
612-746-1481
LIONS GATE SOVEREIGN CAPITAL, LLC
White Bear Lake, MN
AUM
$44.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
651-634-8817
CRANE CAPITAL MANAGEMENT LLC
Spring Park, MN
AUM
$43.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
952-406-0114
TRUSTMERIT CAPITAL
Eden Prairie, MN
AUM
$42.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
952-446-7616
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
DUE NORTH FINANCIAL, LLC
Eveleth, MN
AUM
$38.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
218-744-2929
WEALTH PLANNING GROUP LLC
Minnetonka, MN
AUM
$38.7M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
612-419-9956
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