CLEARWATER MANAGEMENT CO., INC.
St. Paul, MN
AUM
$4.68B
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; FIXED % OF COMMITTED CAPITAL OR NAV FOR PRIVATE FUNDS.
651-228-0935
Full profileNo website
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MN
381 advisers found
NORTHCREST ASSET MANAGEMENT
Plymouth, MN
AUM
$4.33B
Wealth Mgmt
Team
6 advisors
Clients
0
Fees
Percentage of AUM
763-417-1700
Full profileNo website
ACUMEN FINANCIAL ADVISORS, LLC
Edina, MN
AUM
$465.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
952-521-1625
Full profileNo website
INDIA CAPITAL LLC
Minneapolis, MN
AUM
$365.3M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
EXPENSES OF INDIA CAPITAL LLC, PLUS AN AGREED PROFIT MARGIN
973.641.7393
Full profileNo website
FFP WEALTH MANAGEMENT, LLC
Coon Rapids, MN
AUM
$301.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
763-231-2760
Full profileNo website
JONES KERTZ & ASSOCIATES, INC.
Blaine, MN
AUM
$239.2M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
612-341-2218
Full profileNo website
AUM
$232.3M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
612-332-7606
Full profileNo website
BRIGHT ANGEL ADVISORS LLC
St.. Paul, MN
AUM
$224.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
612-372-0090
Full profileNo website
AUM
$185.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
507-288-5587
Full profileNo website
VERA LAKE CAPITAL, LLC
Edina, MN
AUM
$180.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
612-524-9165
Full profileNo website
WACKER & ASSOCIATES, INC.
Jackson, MN
AUM
$180.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
507-847-3886
Full profileNo website
AUM
$139.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
612-860-8489
Full profileNo website
BIRATH WEALTH MANAGEMENT, LLC
Marshall, MN
AUM
$100.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
507-929-8543
Full profileNo website
HERITAGE CAPITAL ADVISORS, LLC
St. Paul, MN
AUM
$88.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
612-272-2913
Full profileNo website
CALHOUN FINANCIAL PLANNING AND MANAGEMENT
Minneapolis, MN
AUM
$57.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
952-297-5840
Full profileNo website
SYMMETRIC ADVISORS INC
Minnetonka, MN
AUM
$22.7M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
952-541-1605
Full profileNo website
AUM
$19.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
218-722-2545
Full profileNo website
VALLEY VIEW MANAGEMENT CO., LLC
Eden Prairie, MN
AUM
$17.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
952-941-7101
Full profileNo website
48 PEAKS WEALTH ADVISORS LLC
Minnetonka, MN
AUM
$7.2M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; REFERRAL FEES
952-252-0916
Full profileNo website
KODIAK INVESTMENT MANAGEMENT LLC
Aitkin, MN
AUM
$628K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
218-820-8079
Full profileNo website
WATERSTREET ASSET MANAGEMENT LLC
Eden Prairie, MN
AUM
—
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
CONSULTING FEE
952-540-0153
Full profileNo website
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