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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
435 advisers found
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
WAYZATA INVESTMENT PARTNERS LLC
Wayzata, MN
AUM
$9.4M
Team
2 advisors
Clients
—
Fees
Performance-based fees
952-345-0700
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
ASYMMETRIC RESEARCH & MANAGEMENT LLC
Minneapolis, MN
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
952-393-4255
Full profileNo website
BPT INVESTMENT PARTNERS MANAGEMENT, LLC
Minneapolis, MN
AUM
—
Team
—
Clients
—
Fees
Fees not disclosed
6083475824
Full profileNo website
Full profileNo website
JAK FINANCIAL SOLUTIONS LLC
Falcon Heights, MN
AUM
—
Team
1 advisors
Clients
—
Fees
SOLICITOR FEES
651-641-1099
Full profileNo website
Full profileNo website
Full profileNo website
Full profileNo website
THE CORNISH GROUP LLC DBA CORNISH FINANCIAL SERVICES GROUP
Fergus Falls, MN
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
(218) 998-7653
Full profileNo website