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.
435 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