LEGACY WEALTH
Woodbury, MN
AUM
$546.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
651-621-2383
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MN
321 advisers found
BGM WEALTH MANAGEMENT
Bloomington, MN
AUM
$517.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
952-844-2500
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
LEGACIES WEALTH LLC
Minnetonka, MN
AUM
$505.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
612-376-4040
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
PITZL FINANCIAL
Arden Hills, MN
AUM
$498.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
651-287-3712
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
VAN CLEMENS WEALTH MANAGEMENT, LLC
Minneapolis, MN
AUM
$470.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
24 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
612-758-9140
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
LOGAN PARK WEALTH MANAGEMENT
Minneapolis, MN
AUM
$464.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(612) 315-2105
VERMILLION WEALTH MANAGEMENT INC.
Rosemount, MN
AUM
$459.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
651-480-4601
FLOURISH WEALTH MANAGEMENT INC.
Edina, MN
AUM
$455.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(952) 392-4474
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
LAUREL WEALTH PLANNING
Edina, MN
AUM
$453.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
952-854-6250
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
RETIRE AGILE
Hermantown, MN
AUM
$433.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
218-336-2506
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
NORTHLAND ASSET MANAGEMENT
Minneapolis, MN
AUM
$405.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
22 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
800-851-2920
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
MANN FINANCIAL GROUP
Detroit Lakes, MN
AUM
$395.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
More than 500
Fees
Percentage of AUM
(218) 844-9109
QUARRY HILL ADVISORS
Saint Paul, MN
AUM
$394.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
6124400318