STILES FINANCIAL SERVICES, INC.
Edina, MN
AUM
$548.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
952-988-0452
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in MN
171 advisers found
FIAT WEALTH MANAGEMENT
Wayzata, MN
AUM
$517.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
952-426-9116
PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.
Wayzata, MN
AUM
$505.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
952-476-2770
USADVISORS WEALTH MANAGEMENT, LLC
Eden Prairie, MN
AUM
$483.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
952-829-0000
SPEECE THORSON CAPITAL GROUP INC
Minnetonka, MN
AUM
$469.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
612-338-4649
CEDAR COVE WEALTH PARTNERS
Bloomington, MN
AUM
$455.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
952-358-3456
ULLAND INVESTMENT ADVISORS, LLC
Minneapolis, MN
AUM
$442.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM
612-312-1400
ACCESS FINANCIAL SERVICES, INC.
Minneapolis, MN
AUM
$437.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
952-885-2732
WHITE PINE CAPITAL LLC
Bloomington, MN
AUM
$430.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
612-376-9765
ADVISORY SOLUTIONS GROUP
Plymouth, MN
AUM
$408.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
33 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
763-417-1700
EXCEL FINANCIAL, LLC
Red Wing, MN
AUM
$404.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(651) 388-6441
WEBB FINANCIAL GROUP
Bloomington, MN
AUM
$397.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
952-837-3200
DUNNAVAN & CO.
Minneapolis, MN
AUM
$392.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
(612) 630-1101
TEALWOOD ASSET MANAGEMENT
Minneapolis, MN
AUM
$365.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
612-340-0181
CLOVERFIELDS CAPITAL GROUP, LP
Minneapolis, MN
AUM
$358.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
952-208-8620
AUM
$356.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
(218) 879-3262
FPNAVIGATORS
Maple Grove, MN
AUM
$355.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
763-265-4450
LFA
St.. Cloud, MN
AUM
$351.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
320-253-2490
NEPSIS, INC.
Minneapolis, MN
AUM
$344.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
18 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
952-746-2003
PETROS FAMILY WEALTH, LLC
Bloomington, MN
AUM
$341.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
(612) 643-9995
VANTAGE POINT WEALTH MANAGEMENT
Plymouth, MN
AUM
$326.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(763) 587-7120
PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC
Maple Grove, MN
AUM
$313.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
763-201-1025
IWEALTH
Waseca, MN
AUM
$311.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
507-835-9111
OAKWOOD CAPITAL, INC.
St.. Louis Park, MN
AUM
$304.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
18 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
952-935-4601