WHITE OAKS WEALTH ADVISORS, INC.
Minneapolis, MN
AUM
$618.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
612-455-6900
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in MN
381 advisers found
WHEELER RETIREMENT PLANS LLC
Duluth, MN
AUM
$618.1M
Wealth MgmtRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
218-336-8524
HIGHMARK WEALTH MANAGEMENT LLC
St.. Paul, MN
AUM
$611.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
651-829-3300
CORNERSTONE WEALTH ADVISORS, INC.
Edina, MN
AUM
$608.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(952) 920-3900
GRADIENT WEALTH MANAGEMENT
Arden Hills, MN
AUM
$607.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
67 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
866-991-1539
MODUS ADVISORS, LLC
Excelsior, MN
AUM
$601.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(952) 946-1000
AIS PLANNING
St.. Cloud, MN
AUM
$591.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(320) 252-6552
GREATER MIDWEST FINANCIAL GROUP, LLC
Saint Paul, MN
AUM
$589.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
651-490-9790
TWELE CAPITAL MANAGEMENT, INC.
Minnetonka, MN
AUM
$578.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
952 887 9253
ALLODIUM INVESTMENT CONSULTANTS, LLC
Minneapolis, MN
AUM
$576.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
612-230-3700
NORTHERN LAKES CAPITAL, L.P.
Minneapolis, MN
AUM
$575.4M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
612-562-4288
BOYUM WEALTH ARCHITECTS LLC
Bloomington, MN
AUM
$564.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
651-289-6444
NICOLLET INVESTMENT MANAGEMENT, INC.
Minneapolis, MN
AUM
$557.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
612-915-3033
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
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
MINDFUL ASSET PLANNING
Apple Valley, MN
AUM
$529.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Hourly charges · Fixed fees +1 more
952-432-4666
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