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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
435 advisers found
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
THE SHERWIN GROUP
St.. Peter, MN
AUM
$37.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
507-625-4322
PHARMD FINANCIAL PLANNING LLC
Owatonna, MN
AUM
$35.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
507-215-0930
FINANCIAL COMPASS CORPORATION
Eden Prairie, MN
AUM
$34.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
952-921-2121
ROCKET CAPITAL MANAGEMENT, L.L.C.
Wayzata, MN
AUM
$32.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
952-476-1062
JEFFREY A. DRAYTON FINANCIAL GROUP, INC.
Maple Grove, MN
AUM
$32.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
612-354-4430
AUM
$31.2M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
(612) 702-8233
R.M. SHANNON WEALTH MANAGEMENT, LLC
St.. Paul, MN
AUM
$31.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
651-321-4620
AZURE WEALTH MANAGEMENT
Saint Paul, MN
AUM
$30.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
651-300-2456
TWIN CITIES WEALTH STRATEGIES, INC.
Maple Grove, MN
AUM
$29.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(763) 445-2772
FAMILY WEALTH MANAGEMENT
Elko, MN
AUM
$28.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
6127027968
SCHUMACHER FINANCIAL, LLC
Eagan, MN
AUM
$28.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
(651) 256-4139
MINDER NARUSIEWICZ, INC.
Woodbury, MN
AUM
$27.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
651-209-7699
INTELLIGENT ALPHA LLC
Minneapolis, MN
AUM
$27.0M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
215-469-1717
CHRISTENSEN GROUP FINANCIAL, LLC
Eden Prairie, MN
AUM
$24.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
952-653-1000
MONEY MATTERS
Minnetonka, MN
AUM
$24.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
952-935-0707
FIDERE ADVISORS
Minnetonka, MN
AUM
$24.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +3 more
833-234-3373
FAIR TRUST FINANCIAL LLC
Vadnais Heights, MN
AUM
$24.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
651-484-0701
LUNDEEN ABRAMS ADVISORS, LLC
Minnetonka, MN
AUM
$21.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
952-933-8489
RLN WEALTH
Plymouth, MN
AUM
$20.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
612-499-1501
ENDURANCE FINANCIAL GROUP
St.. Paul, MN
AUM
$18.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(651) 605-2318