Find Best Financial Advisors in Minnesota

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A densely populated state like Minnesota has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Minnesota and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Finding the Top Financial Advisor in Minnesota
Last Updated - 18-Mar-2023

Minnesota has 6 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 1514 non-vetted advisors in your local area. These financial advisors in Minnesota have an average of 14 years of experience.

NOTE: The list of financial advisors in Minnesota mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Minnesota.

List of Qualified Financial Advisors in Minnesota
Financial Advisor Experience AUM Minimum Assets Fee Structure
John Severy Hoven
1595 Selby Avenue,
Suite 213,
Saint Paul, MN 55104
6 Not Specified $50,000 Fee-Based
Pradeep Sukhani
Two Carlson Pkwy N, Suite 165,
Plymouth, MN 55447
9 Not Specified Not Specified Not Specified
Anthony Price
809 mainstreet,
Hopkins, MN 55343
25 Not Specified Not Specified Fee-Only
Jordan DeBoer
120 Central Ave N,
Ste A,
Milaca, MN 56353
7 Not Specified $0 Fee-Only
Joe Schwarz
50 South Sixth Street,
Minneapolis, MN 55402
24 $57,000,000 Not Specified Fee-Based
Shaun Marline
11 East Superior Street,
Suite 532,
Duluth, MN 55802
18 Not Specified Not Specified Not Specified

Information on Qualified Financial Advisors in Minnesota

Qualifications CRD# 4495513
Firm CRD# 39543
Series 7, 66

Compensation/Fee Fee-Based

Office Location 1595 Selby Avenue,
Suite 213,
Saint Paul,
Phone Number 651-442-0465

John Severy-Hoven, CFP®, MBA, began Oracle Financial Planners LLC early in 2003 after leaving Merrill Lynch. He has been a financial planner since 2001. He has completed a Master's Degree in Psychology and has a second Master's Degree in Business focusing on investments. This education is a great fit for the financial planning field, which demands insight within the capital markets, a drive to learn continually as the field expands, and a desire to help people and to listen to their needs. John received his Certified Financial Planner (CFP®) designation in 2006. Since 2008 he has been named a FIVE STAR: Best In Client Satisfaction Wealth Manager by the Minneapolis/St. Paul Magazine six times. While at the University of Minnesota, John began a chapter of Net Impact, a student organization promoting socially responsible investing. He and Beth, his wife, have one daughter (Kira) who was born in February 2005 and a son (Zachary) who was born in October 2007. In 2015 they added a rescue puppy, Kendra, to the family. John reports: The best way to describe me and my family's life right now is Chaotic Bliss.

About Oracle Financial Planners LLC

As the founder of Oracle Financial Planners, John Severy-Hoven prides himself on assisting clients in every aspect of their financial lives so that they can prepare for what their future holds -- retirement, children's education, buying a new home. John helps you build and maintain your financial vision toward the future, your future.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities

Qualifications CRD# 6021361
Firm CRD# 6413
Series 7, 66

Compensation/Fee Hourly, Commissions, Flat Fee, Based on Assets

Office Location Two Carlson Pkwy N, Suite 165,
Phone Number 763-257-9796

Pradeep lives in Minnetonka, a Minneapolis suburb with his wife, Geeta and their two kids. Pradeep is a pretty social person and is highly engaged with the community. He believes that serving has truly enriched his life. He loves to travel around the world to experience different cultures, languages, food and to make friends. He also likes to read, to play chess/tennis, to listen music and to watch movies. Pradeep brings 9 years of experience as a financial/wealth advisor. Prior to LPL Financial, Pradeep worked with Waddell & Reed Inc. Before becoming a financial advisor, he was a financial planning & analysis manager at the corporate level for Carlson Wagonlit. Prior to that, he worked as a financial analysis manager for Ecolab and as a senior engineer for Motorola. Pradeep has an MBA from University of MN (Carlson School) and a MS (Computer Engineering) from Wright State University, OH. He also has Series 7 and Series 66 licenses held with LPL Financial and is registered to sell securities in the states of Minnesota as well as several other states. He is also an insurance agent licensed in several states.

About LPL Financial

At LifeMAP Wealth Advisors, Pradeep Sukhani offers comprehensive financial services for clients. He believes his reputation thrives on a high-level of customer service and that when clients are truly confident in their financial plan, he has done his job. From seeking growth to planning for your family's future, Pradeep can assist you with your unique needs and financial goals. Whether you are a veteran of investing or are just starting to manage your portfolio, he can help you work towards your financial goals.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities

Qualifications CRD# 2679257
Firm CRD# 164633
Series 55, 63, 65

Compensation/Fee Fee-Only, Based on Assets

Office Location 809 mainstreet,
Phone Number 612-817-3727

Tony has been in the investment business for 26 years, spending 22 years at Piper Jaffray as an equity trader and the most recent four years here at Total Wealth Advisors. While at Piper Jaffray, he was an institutional equity trader and ran the desk for five years. During that time, he spoke daily to other traders, analysts, and portfolio managers for some of the world's largest mutual funds and hedge funds. He was brought explicitly into our firm due to his experience and knowledge of financial markets. His specialties include retirement planning, portfolio management, and overall wealth management. He is a graduate of the University of Minnesota (economics), and while not studying the market, he can be found at the baseball field watching his two teenage sons play.

About Total Wealth Advisors LLC

We have a solutions-oriented approach for client's wealth management needs. We strive to provide the highest level of personal service while adhering to the strictest standards of fiduciary excellence. We build trusted, long term relationships that give our clients and edge in an increasingly complex world. At Total Wealth Advisors, our goal is to give you complete control of your Total Wealth Picture. We respect the wishes of each client and our mission is to help you create and control your Total Wealth Picture. Often financial advisors focus on one thing like the best product or stock to invest in, ours is to focus on your total financial well being.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts

Qualifications CRD# 6554740
Firm CRD# 304118
Series 65

Compensation/Fee Fee-Only, Hourly, Flat Fee, Based on Assets

Office Location 120 Central Ave N,
Ste A,
Phone Number 320-362-6002

I enjoy the opportunity to educate my clients about their financial picture from an objective perspective and provide an accountability partner to support them in establishing their goals and implementing solutions. I have achieved my CERTIFIED FINANCIAL PLANNER designation and have also earned my Accredited Wealth Management Advisor designation from the College for Financial Planning.

About Calibration Financial

As an independent RIA, Calibration Financial is focused on providing families and their businesses with an objective approach to their financial wellness, regardless of asset levels or stage of life. Specializing in financial planning, I believe you need to understand where you've been and where you're at today before you attempt to implement solutions for your personal and financial goals. Along with providing tools such as your own personalized financial portal and values aligned investment models, my approach is to provide education and resources to support you in achieving your goals.

Advisory Services Provided:

Financial Planning, Retirement Planning, Financial Planning for Businesses, Investment Advice & Management

Qualifications CRD# 2633754
Firm CRD# 147384
Series 63

Compensation/Fee Fee-Based, Flat Fee, Based on Assets

Office Location 50 South Sixth Street,
Phone Number 612-355-4365

Joe Schwarz is a CFA® charterholder and a founding principal of SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC. With nearly 20 years of financial planning and investment experience, Joe is in the perfect position to help his clients achieve their financial goals. He has experience from the two major market corrections in the past 15 years, yet is early enough in his career that he'll still be helping his clients 20 years from now. Joe understands that your wealth is more than just a number. It's what will help you achieve the important things to you in life. It's your freedom, your family's future, your security. He specializes in what it takes to build and preserve your hard-earned wealth. In 2013, Joe and his wife, Andrea, became the proud parents of twins, Emily and Eric. They are amazing! In their personal time, they enjoy all sorts of traveling, whether it be a road trip to Duluth, a weekend in Boston, or visiting family in Austria. Joe has a passion for exploring the world of wine, with his favorites being the sub-regions within Spain, Italy and France. Joe received his Economics degree from the University of Minnesota and holds the Chartered Financial Analyst® designation. He is also an active with Kaposia, an amazing Minnesota non-profit organization that helps people with disabilities find meaningful employment.

About Schwarz Dygos Wheeler Investment Advisors LLC

Fee-Only, independent Registered Investment Advisory firm [RIA] providing comprehensive Wealth Management services that include portfolio management and financial advice.

Qualifications CRD# 4645930
Firm CRD# 6413

Office Location 11 East Superior Street,
Suite 532,
Phone Number 218-260-8747

About Marline & Associates LLC Wealth Management

Our team has a collective 80 years of experience in the financial services industry. We can advise you on a range of issues, from retirement planning to insurance coverage to effective tax strategies. Whatever your goals, we can help you put together a plan with minimal hassle as we work towards those goals.

Advisory Services Provided:

Retirement Planning, Risk Management, Education Funding and Planning, Tax Advice and Services

Top Financial Advisor Firms in Minnesota (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
50 South Sixth Street , Suite 2350,
Minneapolis, MN 55402
$57,525,542,651 205 A percentage of AUM
Fixed fees
Performance Based
408 Saint Peter Street , Suite 210,
St Paul, MN 55102
$11,508,874,805 137737 A percentage of AUM
Fixed fees
8500 Normandale Lake Blvd , Suite 2160,
Minneapolis, MN 55437
$10,800,000,000 51 A percentage of AUM
Hourly charges
Fixed fees
706 Second Avenue South , Suite 400,
Minneapolis, MN 55402
$2,085,154,063 1378 A percentage of AUM
Fixed fees
601 Carlson Parkway , 7th Floor,
Minnetonka, MN 55305
$1,611,851,747 17 A percentage of AUM
Performance Based
423 South Main Street , Suite E1,
Stillwater, MN 55082
$614,407,055 845 A percentage of AUM
Fixed fees
225 South 6th Street , Suite 2575,
Minneapolis, MN 55402
$501,000,000 28 A percentage of AUM
8421 Wayzata Blvd , Suite 302,
Golden Valley, MN 55426
$404,086,370 377 A percentage of AUM
Fixed fees
11324 86th Avenue North,
Maple Grove, MN 55369
$266,711,025 580 A percentage of AUM
Fixed fees
3500 American Blvd W , Suite 675,
Bloomington, MN 55431
$260,209,110 804 A percentage of AUM
Commision Based
7825 Washington Ave South , 410,
Bloomington, MN 55439
$232,471,675 839 A percentage of AUM
Hourly charges
Fixed fees
730 Lake Street East,
Wayzata, MN 55391-1769
$175,026,032 156 A percentage of AUM
641 E. Lake Street , Suite 216,
Wayzata, MN 55391
$162,574,797 193 A percentage of AUM
687 Excelsior Blvd.,
Excelsior, MN 55331
$152,153,006 1 A percentage of AUM
6439 Sycamore Court North,
Maple Grove, MN 55369
$111,848,839 513 A percentage of AUM
Fixed fees
Commision Based

    List of Additional Advisors in Minnesota*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Barton C Kosen
    Inquire with Barton
    7212 Metro Blvd, Edina, MN  55439 952-446-7800
    Brian MacDonald
    Inquire with Brian
    7650 Edinborough Way, Ste 225, Edina, MN  55435 952-893-7966
    Brian Martin
    Inquire with Brian
    3143 Superior Dr NW, Ste A, Rochester, MN  55901 888-831-7475
    Brian Mickelson
    Inquire with Brian
    10810 Old County Road 15, Plymouth, MN  55441 763-703-5580
    Barclay G Carriar
    Inquire with Barclay
    1765 Roosevelt Rd, St Cloud, MN  56301 320-654-6715
    Blane J. Hammer
    Inquire with Blane
    445 East Lake Street, Suite 320, Wayzata, MN  55391 952-475-4308
    Beste & Associates
    Inquire with Beste
    30 25th Ave S, Ste 101, St Cloud, MN  56301 320-230-1710
    Bradley Turgeon
    Inquire with Bradley
    44 Lake St S, Ste C, Forest Lake, MN  55025 651-464-9773
    Abundant Financial Group
    Inquire with Abundant
    7100 Northland Cir N, Ste 303, Brooklyn Park, MN  55428 763-657-2405
    Benjamin Auckenthaler
    Inquire with Benjamin
    7650 Edinborough Way, Ste 225, Edina, MN  55435 952-746-9456
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