AEGIS INVESTMENT MANAGEMENT, LLC
Red Wing, MN
AUM
$14.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(612) 875-0105
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MN
381 advisers found
LIV WEALTH MANAGEMENT
Long Lake, MN
AUM
$11.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
612-940-0908
ADVANCED ADVISOR GROUP, LLC
Cambridge, MN
AUM
$10.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
763-689-9023
BARRINGTON CAPITAL MANAGEMENT, INC.
Bloomington, MN
AUM
$10.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
952-835-1000
PALADIN CAPITAL
Arden Hills, MN
AUM
$10.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
651-842-8406
INVESTED INTERESTS, LLC
Minneapolis, MN
AUM
$7.7M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
612-300-6444
THOUGHTFUL FINANCIAL PLANNING, LLC
Minneapolis, MN
AUM
$6.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
612-460-7355
STRATEGIC FINANCIAL PLANNING, INC.
Minnetonka, MN
AUM
$6.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
952-475-6311
SAFFRON CAPITAL, LLC
Minneapolis, MN
AUM
$5.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(612) 227-2485
SECOND AVENUE CAPITAL
Minneapolis, MN
AUM
$5.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
9522152012
TWIG ASSET MANAGEMENT, LLC
Eden Prairie, MN
AUM
$3.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
612-269-0899
KUSSKE FINANCIAL, INC.
Burnsville, MN
AUM
$3.2M
Trusts & EstatesFee-Only/Hourly
Team
8 employees
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
952-895-6963
SCM INVESTMENT SERVICES
Lake Elmo, MN
AUM
$3.1M
Wealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
612-324-0629
PAIRONE PRIVATE WEALTH
Lakeville, MN
AUM
$2.8M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
952-234-5759
OAKFORT WEALTH PARTNERS
Minnetonka, MN
AUM
$2.4M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
612-232-7567
INDIWEALTH
Maple Grove, MN
AUM
$1.8M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
763-200-5427
CRG WEALTH, LLC
Clear Lake, MN
AUM
$1.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
702-234-8808
LANDCASTED CAPITAL MANAGEMENT LLC
Waconia, MN
AUM
$423K
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
612-552-4122
HEARTWORTH FINANCIAL LLC
St. Louis Park, MN
AUM
$396K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
612-515-8250
B&E INVESTMENT ADVISERS, INC.
Wayzata, MN
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
952-475-0440
CLOVERPOINT, LLC
Minneapolis, MN
AUM
$0
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM
952-208-8620
GUZEK ASSET MANAGEMENT
Bloomington, MN
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Hourly charges; FINANCIAL PLANNING FEES
952-853-2234
OAK FINANCIAL PLANNING AND COACHING, LLC
Maple Grove, MN
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
612-978-8937
ROSSI DUBUQUE BRECKENRIDGE, LLC
Plymouth, MN
AUM
—
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Fixed fees
612-870-9579