AUM
$356.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
(218) 879-3262
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
435 advisers found
FPNAVIGATORS
Maple Grove, MN
AUM
$355.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
763-265-4450
FORTRESS FINANCIAL GROUP, LLC
Rochester, MN
AUM
$352.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(507) 529-1400
LFA
St.. Cloud, MN
AUM
$351.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
320-253-2490
NEPSIS, INC.
Minneapolis, MN
AUM
$344.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
18 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
952-746-2003
PATHFINDER 360 MANAGEMENTCO, LLC
Minnetonka, MN
AUM
$343.8M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Fixed fees · Performance-based fees +1 more
612-308-5187
PETROS FAMILY WEALTH, LLC
Bloomington, MN
AUM
$341.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
(612) 643-9995
GEN FINANCIAL MANAGEMENT INC.
Plymouth, MN
AUM
$331.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
952-513-1466
COLLIERS SECURITIES LLC
Minneapolis, MN
AUM
$329.6M
Wealth MgmtTrusts & Estates
Team
18 advisors
Clients
—
Fees
Percentage of AUM
612-376-4000
VANTAGE POINT WEALTH MANAGEMENT
Plymouth, MN
AUM
$326.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(763) 587-7120
PACK PRIVATE WEALTH, LLC
Wayzata, MN
AUM
$326.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
(952) 563-9811
LEGACY FINANCIAL ADVISORS CORPORATION
Bloomington, MN
AUM
$317.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Commissions
952-893-5555
PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC
Maple Grove, MN
AUM
$313.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
763-201-1025
HUNTER STREET PARTNERS, LP
Wayzata, MN
AUM
$313.0M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
612-404-3100
IWEALTH
Waseca, MN
AUM
$311.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
507-835-9111
MD FINANCIAL ADVISORS / VESTMENT FINANCIAL
Chanhassen, MN
AUM
$304.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
(888) 256-6855
OAKWOOD CAPITAL, INC.
St.. Louis Park, MN
AUM
$304.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
18 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
952-935-4601
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
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