KOWALSKI FINANCIAL INC.
Minneapolis, MN
AUM
$202.0M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
952-297-8589
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in MN
321 advisers found
GREAT RIVER FINANCIAL
Plymouth, MN
AUM
$201.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
763-231-7581
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
AUM
$196.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(952) 697-2225
MICHAEL TRAXLER WEALTH MANAGEMENT, LLC
New Prague, MN
AUM
$194.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
952-758-8060
THOMAS LEO ADVISORY, LLC
Minneapolis, MN
AUM
$192.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
612-208-1641
TAILWINDS WEALTH, LLC
Vadnais Heights, MN
AUM
$192.7M
Wealth MgmtTrusts & Estates
Team
7 advisors
Clients
—
Fees
Percentage of AUM
651-243-0535
TRAILHEAD PLANNERS, LLC
Edina, MN
AUM
$188.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
503-773-9682
QUANTITATIVE ASSET MANAGEMENT, LLC
Minnetonka, MN
AUM
$187.4M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
952-476-7855
WOLD FINANCIAL GROUP
Mendota Heights, MN
AUM
$182.5M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
612-347-7825
WINTER & ASSOCIATES, INC.
St.. Paul, MN
AUM
$179.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(651) 414-5000
KOOB WEALTH MANAGEMENT, LLC
White Bear Township, MN
AUM
$171.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
651-330-4996
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
BANNERSTONE CAPITAL
Wayzata, MN
AUM
$155.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
952-249-8888
NORTH COMPASS FINANCIAL ADVISORS, LLC
Grand Rapids, MN
AUM
$146.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Commissions
218-326-4722
SOMERSET GROUP LLC
Wayzata, MN
AUM
$145.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
952-681-7254
TWIN CITIES RETIREMENT GROUP
Plymouth, MN
AUM
$144.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; REFERRAL FEES
952-600-7550
KNOX AVENUE FINANCIAL CORP.
St.. Paul, MN
AUM
$144.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
952-426-4352
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
AUM
$142.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
952-925-5608
GARY L. GREENBERG
Eden Prairie, MN
AUM
$141.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
612-360-4557