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.
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 |
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.
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.
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.
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.
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.
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 |
* 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 |
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.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
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?