SYSTELLIGENCE, LLC
Bloomington, MN
AUM
$783.9M
Wealth Mgmt
Team
2 advisors
Clients
—
Fees
Percentage of AUM
855-621-9877
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MN
381 advisers found
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
VALTINSON BRUNER FINANCIAL PLANNING
New Brighton, MN
AUM
$712.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
651-628-9832
THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES
Eden Prairie, MN
AUM
$711.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
952-937-9423
LIFELONG WEALTH ADVISORS, INC.
Arden Hills, MN
AUM
$710.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
651-444-6500
NAVISTA WEALTH MANAGEMENT, INC.
Minnetonka, MN
AUM
$709.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
612-315-2400
BOND & DEVICK WEALTH PARTNERS
Saint Louis Park, MN
AUM
$705.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(952) 591-0113
STILLWATER ASSET MANAGEMENT, LLC
Stillwater, MN
AUM
$701.4M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
651-571-3910
360 FINANCIAL
Wayzata, MN
AUM
$700.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
952-542-8900
HIGH NOTE WEALTH, LLC
Deephaven, MN
AUM
$683.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
(952) 224-7970
BALLAST ADVISORS, LLC
Woodbury, MN
AUM
$674.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
(651) 478-4644
CHERRY TREE WEALTH MANAGEMENT, LLC
Minnetonka, MN
AUM
$673.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM
952-893-9012
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC
Golden Valley, MN
AUM
$668.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
32 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
763-923-2270
SUMMIT CREEK ADVISORS
Minneapolis, MN
AUM
$650.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
612-746-8990
MCGINTY ROAD PARTNERS, LP
Minnetonka, MN
AUM
$646.0M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(651) 294-4574
SIGHTLINE PARTNERS LLC
Bloomington, MN
AUM
$642.8M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
952-641-0300
MURPHY POHLAD ASSET MANAGEMENT LLC
Eden Prairie, MN
AUM
$639.7M
Wealth MgmtTrusts & Estates
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
952-948-2300
DEEPWATER ASSET MANAGEMENT, LLC
Minneapolis, MN
AUM
$626.7M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
612-424-1393