WEBB FINANCIAL GROUP - Financial Advisor in Minnesota, Bloomington

Tel: 952-837-3200 8120 Penn Avenue South Suite 177 Bloomington, Minnesota 55431

About WEBB FINANCIAL GROUP

WEBB FINANCIAL GROUP is a Bloomington, Minnesota based financial advisory firm with nearly $315,997,428 in assets under management and provides investment advisory services for 1804 clients. There are currently 7 financial advisors at the firm.

General Information

Firm CRD#:

106617

Firm SEC#:

801-39985

Assets Under Management:

$315,997,428

No. of Clients:

1804

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Minnesota?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Minnesota, Bloomington

FirmCRD#:132824

SEC#:801-69108

No. of Advisors:11

No. of Clients:52

AUM:$10,917,245,449

FirmCRD#:120006

SEC#:801-61019

No. of Advisors:5

No. of Clients:72

AUM:$3,459,134,754

FirmCRD#:146616

SEC#:801-68902

No. of Advisors:55

No. of Clients:3283

AUM:$1,837,536,390

FirmCRD#:106550

SEC#:801-21522

No. of Advisors:34

No. of Clients:3901

AUM:$1,683,609,117

FirmCRD#:165448

SEC#:801-80058

No. of Advisors:19

No. of Clients:24

AUM:$1,029,601,713

FirmCRD#:332023

SEC#:801-130682

No. of Advisors:7

No. of Clients:669

AUM:$839,030,565

FirmCRD#:283582

SEC#:801-107695

No. of Advisors:4

No. of Clients:6

AUM:$694,246,947

FirmCRD#:115752

SEC#:801-80128

No. of Advisors:21

No. of Clients:1063

AUM:$620,408,766

FirmCRD#:110483

SEC#:801-53285

No. of Advisors:8

No. of Clients:814

AUM:$433,347,404

FirmCRD#:140551

SEC#:801-69464

No. of Advisors:10

No. of Clients:1424

AUM:$402,826,658

FirmCRD#:108417

SEC#:801-57154

No. of Advisors:6

No. of Clients:343

AUM:$324,842,021

FirmCRD#:150458

SEC#:801-114229

No. of Advisors:10

No. of Clients:593

AUM:$286,298,075

FirmCRD#:115384

SEC#:801-62026

No. of Advisors:6

No. of Clients:903

AUM:$285,636,318

FirmCRD#:324059

SEC#:801-126983

No. of Advisors:6

No. of Clients:1356

AUM:$274,482,313

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

DEVENIR INVESTMENT ADVISORS, LLC

132824

801-69108

$10,917,245,449

BPS CAPITAL MANAGEMENT, INC.

120006

801-61019

$3,459,134,754

REDHAWK WEALTH ADVISORS, INC.

146616

801-68902

3283

$1,837,536,390

JNBA FINANCIAL ADVISORS, LLC

106550

801-21522

3901

$1,683,609,117

TTCP MANAGEMENT SERVICES, LLC

165448

801-80058

$1,029,601,713

BEARING POINT CAPITAL

332023

801-130682

669

$839,030,565

SYSTELLIGENCE, LLC

283582

801-107695

$694,246,947

STEVENS FOSTER FINANCIAL ADVISORS

115752

801-80128

1063

$620,408,766

BGM WEALTH MANAGEMENT

110483

801-53285

814

$433,347,404

THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC

140551

801-69464

1424

$402,826,658

WHITE PINE CAPITAL LLC

108417

801-57154

343

$324,842,021

CAISSA WEALTH STRATEGIES

150458

801-114229

593

$286,298,075

LEGACY FINANCIAL ADVISORS CORPORATION

115384

801-62026

903

$285,636,318

PETROS FAMILY WEALTH, LLC

324059

801-126983

1356

$274,482,313

Explore More Financial Advisor Firms in Bloomington, Minnesota >>