GUARDIAN WEALTH ADVISORS, LLC
St. Louis Park, MN
AUM
$300.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
952-746-3211
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in MN
171 advisers found
CAISSA WEALTH STRATEGIES
Bloomington, MN
AUM
$297.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
612-426-6007
TRADEMARK FINANCIAL MANAGEMENT, LLC
Bloomington, MN
AUM
$293.4M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
952-358-3395
EPIQ PARTNERS, LLC
Minneapolis, MN
AUM
$290.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(612) 843-4800
GRADIENT ADVISORS, LLC
Arden Hills, MN
AUM
$289.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
166 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
877-885-0508
GS INVESTMENT INC
Eagan, MN
AUM
$276.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
612-371-0590
KURE ADVISORY, LLC
Plymouth, MN
AUM
$259.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(763)559-9213
MHS ADVISORY SERVICES, LLC
Maple Grove, MN
AUM
$253.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
952-541-9201
ACM
Wayzata, MN
AUM
$231.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
0 total employees
Clients
—
Fees
Percentage of AUM; Fixed fees
612-217-1143
CEDRUS WEALTH GROUP
Andover, MN
AUM
$217.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
763-400-3224
AUM
$201.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
612-465-8118
MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.
Montevideo, MN
AUM
$198.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
320-269-7889
TRUMIX ADVISORS
Bloomington, MN
AUM
$169.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
952-222-8286
FELTL ADVISORS
Plymouth, MN
AUM
$165.6M
Financial PlanningWealth Mgmt
Team
15 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
612-492-8800
CAPTAR PRIVATE WEALTH
St.. Louis Park, MN
AUM
$165.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
612-347-8668
STAR CAPITAL INC.
Edina, MN
AUM
$143.6M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
651-444-1116
TONKA CAPITAL PARTNERS, LLC
Minnetonka, MN
AUM
$139.8M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
952-204-5085
PERKINS CAPITAL MANAGEMENT INC
Wayzata, MN
AUM
$139.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
952-473-8367
AUM
$132.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
651 207-4385
AUM
$127.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
952-465-1785
ENCORE WEALTH ADVISORS
Morris, MN
AUM
$121.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
320-288-4084
BOULEVARD
Bloomington, MN
AUM
$119.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +3 more
877-664-2583
ASCENT ADVISORS
Mankato, MN
AUM
$101.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
952-444-3100
AUM
$93.1M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
218-722-8248