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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in MN
275 advisers found
AUM
$118.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
763-251-8040
SUPERIOR FINANCIAL, LLC
Rochester, MN
AUM
$112.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
507-316-0160
UNDERDOG WEALTH MANAGEMENT, LLC
Maple Grove, MN
AUM
$111.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
763-497-3000
DUVAL INVESTMENT GROUP
Minnetonka, MN
AUM
$109.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
952-905-3643
TOTAL WEALTH ADVISORS, LLC
Hopkins, MN
AUM
$107.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
612-294-9208
AUM
$102.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
352 268 2080
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
CLERESTORY ADVISORS, INC
Bloomington, MN
AUM
$99.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Fixed fees
651-209-2610
WILKINSON CAPITAL MANAGEMENT, LLC
St.. Paul, MN
AUM
$97.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(651) 330-8552
LOTTSA FINANCIAL SERVICES, INC.
Minneapolis, MN
AUM
$95.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
612-338-7487
HYLAND LAKE PARTNERS
Edina, MN
AUM
$93.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
952-658-6226
PANKONIN FINANCIAL GROUP
Belle Plaine, MN
AUM
$92.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(952) 873-2703
S3, INC
Minneapolis, MN
AUM
$88.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
612-929-7000
CONTEGO CAPITAL GROUP, INC.
Edina, MN
AUM
$88.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
952-697-2579
GRAFF FINANCIAL LLC
Edina, MN
AUM
$87.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
612-605-0664
NORTHSTAR WEALTH MANAGEMENT, INC.
Bloomington, MN
AUM
$85.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
(952)-831-2300
BANE O'LEARY LLC
Bloomington, MN
AUM
$85.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
952-236-4213
AKM ADVISORY
Edina, MN
AUM
$84.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
651-329-9169
CARDINAL WEALTH ADVISORS, L.L.C.
Edina, MN
AUM
$82.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
952-746-4700
LIONS WEALTH MANAGEMENT
St. Louis Park, MN
AUM
$80.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(612) 790-7975
CELADON MANAGED WEALTH
Plymouth, MN
AUM
$79.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
952-767-5839
CENTURION FINANCIAL STRATEGIES LLC
Bloomington, MN
AUM
$78.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
(612) 284-2409
LIFESTAGE WEALTH MANAGEMENT, INC.
Coon Rapids, MN
AUM
$74.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
952-431-5200