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 Trusts & Estates advisors in MN
321 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
ECHO WEALTH MANAGEMENT, LLC
Plymouth, MN
AUM
$288.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
763-432-7875
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
TRUE VISION FINANCIAL ADVISORS
Woodbury, MN
AUM
$271.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
612-256-2208
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
SECURED RETIREMENT ADVISORS, LLC
St. Louis Park, MN
AUM
$255.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(952) 460-3260
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
EXCELSIOR INVESTORS
Excelsior, MN
AUM
$242.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
952-941-2795
CFG RETIREMENT
Edina, MN
AUM
$241.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
952-657-7470
NORTH AMERICAN WEALTH ADVISORS INC.
Jordan, MN
AUM
$237.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(952) 492-3500
NORTHLAND CAPITAL MANAGEMENT
Virginia, MN
AUM
$235.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
218-741-5390
ACM
Wayzata, MN
AUM
$231.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
0 total employees
Clients
—
Fees
Percentage of AUM; Fixed fees
612-217-1143
PHILLIP JAMES FINANCIAL CO.
Plymouth, MN
AUM
$222.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
763-432-0852
E-WEALTH PARTNERS
Minnetonka, MN
AUM
$218.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
952.800.2121
STRATEGIC ASSET MANAGEMENT LLC.
Rochester, MN
AUM
$218.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
888-526-8755
CEDRUS WEALTH GROUP
Andover, MN
AUM
$217.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM
763-400-3224
ENSPYRE WEALTH ADVISORS, INC.
Woodbury, MN
AUM
$217.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
651-203-7920
PALADIN FINANCIAL
Arden Hills, MN
AUM
$216.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
651-842-8406
ROSSJOHNSON & ASSOCIATES, LLC
Plymouth, MN
AUM
$211.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Commissions
763-560-2127
ELEMENT SQUARED PRIVATE WEALTH
Minneapolis, MN
AUM
$203.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM
612-325-5920