AFFIANCE FINANCIAL LLC
St.. Louis Park, MN
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
952-544-9818
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MN
321 advisers found
PALISADE ASSET MANAGEMENT, LLC
Minneapolis, MN
AUM
$1.27B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
612-455-2900
GREAT WATERS FINANCIAL
Shoreview, MN
AUM
$1.24B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
23 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
612-360-2127
LEUTHOLD WEEDEN CAPITAL MANAGEMENT
Minneapolis, MN
AUM
$1.17B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Subscription fees +1 more
612-332-9141
FINANCIAL PERSPECTIVES
Minneapolis, MN
AUM
$1.17B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
14 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
763-553-7779
GUARDIAN WEALTH STRATEGIES, LLC
Minneapols, MN
AUM
$1.14B
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
952-746-1746
BLUESTEM WEALTH PARTNERS, LLC
Minnetonka, MN
AUM
$1.12B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
612-464-0372
BEARING POINT CAPITAL
Richfield, MN
AUM
$1.11B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
952-800-6301
MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC
Wayzata, MN
AUM
$1.10B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(612) 334-2000
PARR MCKNIGHT WEALTH MANAGEMENT GROUP
Minneapolis, MN
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
612-324-0240
ASA MANAGED ACCOUNT MANAGERS LLC
Minneapolis, MN
AUM
$1.06B
Wealth MgmtTrusts & EstatesInstitutional
Team
0 total employees
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
952 847-2450
EVEREST FINANCIAL GROUP
Minneapolis, MN
AUM
$1.00B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
763-923-7525
ALL STAR FINANCIAL
Minneapolis, MN
AUM
$881.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
952-896-3820
RUNNING OAK CAPITAL LLC
Edina, MN
AUM
$874.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
919-656-3712
MARQUETTE WEALTH MANAGEMENT
Minneapolis, MN
AUM
$871.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
612-661-3770
BIRCHWOOD FINANCIAL PARTNERS, INC.
Bloomington, MN
AUM
$853.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
952-885-9088
THE ADVOCATE GROUP, LLC
Minnetonka, MN
AUM
$809.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
952-693-2630
CLARITY CAPITAL KCPS LTD
Ramat-Gan, MN
AUM
$782.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
972-3-777-9000
DSG CAPITAL ADVISORS, LLC
Edina, MN
AUM
$780.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(612) 515-9900
STRONG TOWER ADVISORY SERVICES
Minneapolis, MN
AUM
$759.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
612-436-3750
NAVPOINT FINANCIAL, INC.
Prior Lake, MN
AUM
$752.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
952-746-1115
STEVENS FOSTER FINANCIAL ADVISORS
Bloomington, MN
AUM
$750.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
952-843-4200
SUMMIT INVESTMENT ADVISORY SERVICES
Roseville, MN
AUM
$745.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(651) 490-2939
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Minneapolis, MN
AUM
$730.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(612) 355 - 4360