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Find Top Financial Advisors in Minneapolis, Minnesota

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Bisected by the Mississippi River and surrounded by 13 lakes, Minneapolis, Minnesota, is a city flowing into modernity, but don't let your financial options float away with it. Minneapolis, the most populous city in Minnesota, has a cost of living approximately 5% higher than the national average and therefore making the most of one's earnings and choosing the right investments is important. There are approximately 2500 or more fiduciary financial advisors in the Minneapolis, Minnesota, area and it may be difficult deciding which financial advisor would work best for you and fit your risk profile and financial needs. That's where WiserAdvisor can help.


We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Minneapolis, Minnesota.

Finding the Top Financial Advisor in Minneapolis, Minnesota
Last Updated - 25-Mar-2023

Minneapolis has 5 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 130 non-vetted advisors in your local area. These financial advisors in Minneapolis, Minnesota have an average of 14 years of experience.

NOTE: The list of financial advisors in Minneapolis, 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 Minneapolis, Minnesota.

Qualified Financial Advisors in Minneapolis, Minnesota
Financial Advisor Experience AUM Minimum Assets Fee Structure
Joe Schwarz
CFA®
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
50 South Sixth Street,
#1405,
Minneapolis, MN 55402
24 $57,000,000 Not Specified Fee-Based
John Severy Hoven
MBA, CFP®
ORACLE FINANCIAL PLANNERS LLC
1595 Selby Avenue,
Suite 213,
Saint Paul, MN 55104
6 Not Specified $50,000 Fee-Based
Anthony Price
AIF®
TOTAL WEALTH ADVISORS LLC
809 mainstreet,
Hopkins, MN 55343
25 Not Specified Not Specified Fee-Only
Pradeep Sukhani
LPL FINANCIAL
Two Carlson Pkwy N, Suite 165,
Plymouth, MN 55447
9 Not Specified Not Specified Not Specified
Jordan DeBoer
AWMA®, CFP®
CALIBRATION FINANCIAL
120 Central Ave N,
Ste A,
Milaca, MN 56353
7 Not Specified $0 Fee-Only

Information on Qualified Financial Advisors in Minneapolis

Qualifications CRD# 2633754
Firm CRD# 147384
Series 63

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


Office Location 50 South Sixth Street,
#1405,
Minneapolis,
MN
55402
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# 4495513
Firm CRD# 39543
Series 7, 66

Compensation/Fee Fee-Based


Office Location 1595 Selby Avenue,
Suite 213,
Saint Paul,
MN
55104
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# 2679257
Firm CRD# 164633
Series 55, 63, 65

Compensation/Fee Fee-Only, Based on Assets


Office Location 809 mainstreet,
Hopkins,
MN
55343
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# 6021361
Firm CRD# 6413
Series 7, 66

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


Office Location Two Carlson Pkwy N, Suite 165,
Plymouth,
MN
55447
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# 6554740
Firm CRD# 304118
Series 65

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


Office Location 120 Central Ave N,
Ste A,
Milaca,
MN
56353
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


Top Financial Advisor Firms in Minneapolis, Minnesota (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC.
50 South Sixth Street , Suite 2350,
Minneapolis, MN 55402
$57,525,542,651 205 A percentage of AUM
Fixed fees
Performance Based
CASTLELAKE, L.P.
4600 Wells Fargo Center , 90 South Seventh Street,
Minneapolis, MN 55402-3901
$23,846,402,884 33 A percentage of AUM
Performance Based
Other (SERVICING FEES)
DEVENIR INVESTMENT ADVISORS, LLC
8500 Normandale Lake Blvd , Suite 2160,
Minneapolis, MN 55437
$10,800,000,000 51 A percentage of AUM
Hourly charges
Fixed fees
COMPASS CAPITAL MANAGEMENT INC
706 Second Avenue South , Suite 400,
Minneapolis, MN 55402
$2,085,154,063 1378 A percentage of AUM
Fixed fees
HAYS FINANCIAL GROUP, LLC
80 S. 8th Street , Suite 700,
Minneapolis, MN 55402
$1,840,747,318 398 A percentage of AUM
Hourly charges
Fixed fees
GREAT WATERS FINANCIAL
510 N 1st Ave., , Suite 410,
Minneapolis, MN 55403
$978,503,713 6797 A percentage of AUM
Hourly charges
Fixed fees
SPEECE THORSON CAPITAL GROUP INC
225 South 6th Street , Suite 2575,
Minneapolis, MN 55402
$501,000,000 28 A percentage of AUM
STRONG TOWER ADVISORY SERVICES
333 South 7th Street Suite 2100,
Minneapolis, MN 55402
$432,853,754 235 A percentage of AUM
Hourly charges
Fixed fees
RICE PARK CAPITAL
225 South 6th Street,
Minneapolis, MN 55402
$387,594,025 3 A percentage of AUM
Performance Based
PIPER SANDLER FINANCE MANAGEMENT, LLC
800 Nicollet Mall,
Minneapolis, MN 55402
$290,000,000 2 A percentage of AUM
Performance Based
GS INVESTMENT INC
333 South 7th Street , Suite 3060,
Minneapolis, MN 55402
$244,919,409 174 A percentage of AUM
NORTHLAND ASSET MANAGEMENT
150 South 5th Street , Suite 3300,
Minneapolis, MN 55402
$193,049,479 581 A percentage of AUM
Hourly charges
Fixed fees
THOMAS LEO ADVISORY, LLC
4353 Upton Avenue South , Suite 204,
Minneapolis, MN 55410
$152,228,950 378 A percentage of AUM
Hourly charges
Fixed fees
GARY L. GREENBERG
80 S. 8th St , Suite 3916,
Minneapolis, MN 55402-2203
$149,006,203 162 A percentage of AUM
Hourly charges
NEPSIS ADVISOR SERVICES, INC.
8674 Eagle Creek Circle,
Minneapolis, MN 55378
$0 0 A percentage of AUM
Hourly charges
Fixed fees

    List of Additional Advisors in Minneapolis, Minnesota*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Amy Aadalen
    Inquire with Amy
    225 South 6th St, Ste 5300, Minneapolis, MN  55402 612-371-8824
    Ann Hustad
    Inquire with Ann
    225 South 6th St, Ste 5300, Minneapolis, MN  55402 612-371-8876
    Bob O'Neil
    Inquire with Bob
    225 South 6th St, Ste 5300, Minneapolis, MN  55402 612-340-6726
    Adam R Maki
    Inquire with Adam
    1204 Harmon Pl, Minneapolis, MN  55403 612-940-6945
    Alix Magner
    Inquire with Alix
    225 South 6th St, Ste 5300, Minneapolis, MN  55402 612-340-6753
    Andrew J Blake
    Inquire with Andrew
    225 South 6th St, Ste 5300, Minneapolis, MN  55402 612-217-5343
    Elizabeth Stokes
    Inquire with Elizabeth
    5775 Wayzata Blvd, Ste 880, Minneapolis, MN  55416 763-367-7980
    Daniel Polson
    Inquire with Daniel
    555 Nicollet Mall, Ste 200, Minneapolis, MN  55402 612-746-5300
    Mark Joern
    Inquire with Mark
    555 Nicollet Mall, Ste 200, Minneapolis, MN  55402 612-746-5300
    Randy G Doroff
    Inquire with Randy
    5775 Wayzata Blvd, Ste 880, Minneapolis, MN  55416 763-367-7980
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