ADVISORNET WEALTH PARTNERS
Minnetonka, MN
AUM
$3.15B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
68 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
612-347-8600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MN
321 advisers found
BPS CAPITAL MANAGEMENT, INC.
Bloomington, MN
AUM
$3.10B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
952-893-0177
BERGER FINANCIAL GROUP
Plymouth, MN
AUM
$2.95B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
57 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
763-746-2666
TRADITION WEALTH MANAGEMENT LLC
Edina, MN
AUM
$2.60B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
30 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
952-563-6500
COMPASS CAPITAL MANAGEMENT INC
Minneapolis, MN
AUM
$2.56B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
612-338-4051
STONEBRIDGE CAPITAL ADVISORS LLC
St.. Paul, MN
AUM
$2.52B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM
651-251-1000
BOULAY WEALTH
Eden Prairie, MN
AUM
$2.42B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
32 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
952-893-9320
EFS ADVISORS
Cambridge, MN
AUM
$2.40B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
52 advisors
Clients
More than 500
Fees
Percentage of AUM; Hourly charges
763-689-9023
STAIRWAY PARTNERS, LLC
Minneapolis, MN
AUM
$2.36B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
630-371-2626
OKABENA INVESTMENT SERVICES INC
Minneapolis, MN
AUM
$2.12B
Wealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM
612-339-7151
AUM
$2.03B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +2 more
(952) 224-4350
MARKS GROUP WEALTH MANAGEMENT, INC.
Minnetonka, MN
AUM
$2.02B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
952-582-6100
JNBA FINANCIAL ADVISORS, LLC
Bloomington, MN
AUM
$2.01B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
31 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
952-844-0995
SILVEROAK WEALTH MANAGEMENT LLC
Edina, MN
AUM
$2.00B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
952-896-5700
CAPITAL MANAGEMENT ASSOCIATES INC
Minneapolis, MN
AUM
$1.88B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
952-893-1200
U.S. BANCORP ADVISORS, LLC
Saint Paul, MN
AUM
$1.80B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
141 advisors
Clients
0
Fees
Percentage of AUM; 12B-1, NETWORKING, SHAREHOLDER SERV,PRODUCT PARTNER ARRANGEMENTS
800-888-4700
CAHILL FINANCIAL ADVISORS, INC.
Edina, MN
AUM
$1.77B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
12 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
952-926-1659
ISC FINANCIAL ADVISORS
Albert Lea, MN
AUM
$1.55B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
507-373-8216
STRATEGIC WEALTH GROUP
Eden Prairie, MN
AUM
$1.54B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
23 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
952-843-4944
NEXT CENTURY GROWTH INVESTORS LLC
Plymouth, MN
AUM
$1.52B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
763-591-4490
MIDWEST FINANCIAL PARTNERS
St.. Cloud, MN
AUM
$1.52B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
320-251-3752
PINE GROVE FINANCIAL GROUP
Woodbury, MN
AUM
$1.49B
Financial PlanningWealth MgmtTrusts & Estates
Team
14 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
651 714 0323
REDHAWK WEALTH ADVISORS, INC.
Minneapolis, MN
AUM
$1.46B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
47 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
952-835-4295
FIRST LIGHT ASSET MANAGEMENT, LLC
Edina, MN
AUM
$1.41B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
952-831-6500