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Find Top Financial Advisors in Minneapolis, Minnesota

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 - 01-Jun-2023

Minneapolis has 3 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 130 non-vetted advisors in your local area. These financial advisors in Minneapolis , Minnesota have an average of 13 years of experience.

NOTE: The list of vetted financial advisors in Minneapolis , Minnesota mentioned below does 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
27 Years $99,000,000 $1,000,000 Fee-Based
John Severy Hoven
MBA, CFP®
ORACLE FINANCIAL PLANNERS LLC
1595 Selby Avenue,
Suite 213,
Saint Paul, MN 55104
6 Years Not Specified $50,000 Fee-Based
Jordan DeBoer
AWMA®, CFP®
CALIBRATION FINANCIAL
120 Central Ave N,
Ste A,
Milaca, MN 56353
7 Years Not Specified $0 Fee-Only

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Information on Qualified Financial Advisors in Minneapolis, Minnesota

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 more than 20 years of financial planning and investment experience, Joe is in a 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

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

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# 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

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


Customer Reviews

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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC.
50 South Sixth Street, Suite 2350, Minneapolis, MN 55402
194 205 $57,525,542,651
A percentage of AUM, Fixed fees, Performance Based
CASTLELAKE, L.P.
4600 Wells Fargo Center, 90 South Seventh Street, Minneapolis, MN 55402-3901
211 33 $23,846,402,884
A percentage of AUM, Performance Based, Other (SERVICING FEES)
DEVENIR INVESTMENT ADVISORS, LLC
8500 Normandale Lake Blvd, Suite 2160, Minneapolis, MN 55437
10 51 $10,800,000,000
A percentage of AUM, Hourly charges, Fixed fees
COMPASS CAPITAL MANAGEMENT INC
706 Second Avenue South, Suite 400, Minneapolis, MN 55402
16 1378 $2,085,154,063
A percentage of AUM, Fixed fees
HAYS FINANCIAL GROUP, LLC
80 S. 8th Street, Suite 700, Minneapolis, MN 55402
12 398 $1,840,747,318
A percentage of AUM, Hourly charges, Fixed fees
GREAT WATERS FINANCIAL
510 N 1st Ave.,, Suite 410, Minneapolis, MN 55403
44 6797 $978,503,713
A percentage of AUM, Hourly charges, Fixed fees
SPEECE THORSON CAPITAL GROUP INC
225 South 6th Street, Suite 2575, Minneapolis, MN 55402
4 28 $501,000,000
A percentage of AUM
STRONG TOWER ADVISORY SERVICES
333 South 7th Street Suite 2100, Minneapolis, MN 55402
6 235 $432,853,754
A percentage of AUM, Hourly charges, Fixed fees
RICE PARK CAPITAL
225 South 6th Street, Minneapolis, MN 55402
11 3 $387,594,025
A percentage of AUM, Performance Based
PIPER SANDLER FINANCE MANAGEMENT, LLC
800 Nicollet Mall, Minneapolis, MN 55402
10 2 $290,000,000
A percentage of AUM, Performance Based
GS INVESTMENT INC
333 South 7th Street, Suite 3060, Minneapolis, MN 55402
4 174 $244,919,409
A percentage of AUM
NORTHLAND ASSET MANAGEMENT
150 South 5th Street, Suite 3300, Minneapolis, MN 55402
19 581 $193,049,479
A percentage of AUM, Hourly charges, Fixed fees
THOMAS LEO ADVISORY, LLC
4353 Upton Avenue South, Suite 204, Minneapolis, MN 55410
2 378 $152,228,950
A percentage of AUM, Hourly charges, Fixed fees
GARY L. GREENBERG
80 S. 8th St, Suite 3916, Minneapolis, MN 55402-2203
1 162 $149,006,203
A percentage of AUM, Hourly charges
NEPSIS ADVISOR SERVICES, INC.
8674 Eagle Creek Circle, Minneapolis, MN 55378
0 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
    225 South 6th St, Ste 5300, Minneapolis, MN  55402 612-371-8824
    225 South 6th St, Ste 5300, Minneapolis, MN  55402 612-371-8876
    225 South 6th St, Ste 5300, Minneapolis, MN  55402 612-340-6726
    1204 Harmon Pl, Minneapolis, MN  55403 612-940-6945
    225 South 6th St, Ste 5300, Minneapolis, MN  55402 612-340-6753
    225 South 6th St, Ste 5300, Minneapolis, MN  55402 612-217-5343
    5775 Wayzata Blvd, Ste 880, Minneapolis, MN  55416 763-367-7980
    555 Nicollet Mall, Ste 200, Minneapolis, MN  55402 612-746-5300
    555 Nicollet Mall, Ste 200, Minneapolis, MN  55402 612-746-5300
    5775 Wayzata Blvd, Ste 880, Minneapolis, MN  55416 763-367-7980

      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

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      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?