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Find Top Financial Advisors in Saint Paul, Minnesota
Saint Paul, Minnesota, part of the larger Minneapolis-Saint Paul metropolitan area, is a key business hub in the Midwest. It has strong industries in manufacturing, healthcare, education, and technology. The city offers access to top healthcare and education, and is home to a thriving business sector, making Saint Paul an excellent place to build and manage wealth. However, retirees may be impacted since the state partially taxes Social Security benefits. Due to the city's complex financial landscape, it is advised to seek the guidance of a certified financial planner in St. Paul to attain long-term financial success.
With over 3000+ financial advisors to choose from, finding the right financial advisor in Saint Paul to meet your specific needs can prove to be a difficult task. WiserAdvisor simplifies the process by matching you with 2-3 vetted advisors who could help you meet your specific financial goals. The service is free, and you have no obligation to hire. Whether you need a financial advisor for retirement planning in St. Paul or a financial planner in Saint Paul, MN, our trusted advisors can offer personalized plans tailored to your needs.
For over two decades, we have maintained a trusted directory of financial advisors who meet strict industry standards. Every financial planner in St. Paul in our network is thoroughly vetted for experience and maintains clean records with FINRA and SEC. Let us help you find a trusted financial planner in St. Paul, MN, who understands your financial situation and can help you build, protect, and grow your wealth for long-term financial success.
How To Find Trusted Financial Advisors in Saint Paul, Minnesota
Minnesota has 10 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Minnesota have an average of 23 years of experience.
NOTE: The list of vetted financial advisors in 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 Minnesota.
Qualified Financial Advisors in Saint Paul, Minnesota
VETTED
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
Affiance FinancialCFP®, CPWA®, CLU®, BFA™, AIF®, ChFC®Affiance Financial600 Highway 169 S., Suite 1750St. Louis Park, MN 55426 | 23 Years | $1,000,000,000 | Not Specified | Fee-Based |
Edelman Financial Engines, LLCEdelman Financial Engines, LLC10900 Wayzata BoulevardMinnetonka, MN 55305 | Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only |
| Not Disclosed | $270,770,414,647 | Not Specified | Fee-Only | |
Edelman Financial Engines, LLCEdelman Financial Engines, LLC206 Broadway Avenue S, Suite 460Rochester, MN 55904 | Not Disclosed | Not Specified | Not Specified | Fee-Based |
| 16 Years | $480,000,000 | $500,000 | Fee-Based | |
| 22 Years | $35,000,000 | $50,000 | Fee-Based | |
Savant Wealth ManagementSavant Wealth Management2250 Town Square Tower, 445 Minnesota St.St. Paul, MN 55101 | 35 Years | $0 | Not Specified | Fee-Only |
| 18 Years | Not Specified | $50,000 | Not Specified | |
| 27 Years | Not Specified | $500,000 | Fee-Based | |
| Not Disclosed | $0 | Not Specified | Fee-Based |
Financial Advisor
Affiance FinancialCFP®, CPWA®, CLU®, BFA™, AIF®, ChFC®Affiance Financial600 Highway 169 S., Suite 1750St. Louis Park, MN 55426
Experience23 Years
AUM$1,000,000,000
Minimum AssetsNot Specified
Fee StructureFee-Based
Financial Advisor
Edelman Financial Engines, LLCEdelman Financial Engines, LLC10900 Wayzata BoulevardMinnetonka, MN 55305
ExperienceNot Disclosed
AUM$270,770,414,647
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
ExperienceNot Disclosed
AUM$270,770,414,647
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
Edelman Financial Engines, LLCEdelman Financial Engines, LLC206 Broadway Avenue S, Suite 460Rochester, MN 55904
ExperienceNot Disclosed
AUMNot Specified
Minimum AssetsNot Specified
Fee StructureFee-Based
Financial Advisor
Experience16 Years
AUM$480,000,000
Minimum Assets$500,000
Fee StructureFee-Based
Financial Advisor
Experience22 Years
AUM$35,000,000
Minimum Assets$50,000
Fee StructureFee-Based
Financial Advisor
Savant Wealth ManagementSavant Wealth Management2250 Town Square Tower, 445 Minnesota St.St. Paul, MN 55101
Experience35 Years
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
Experience18 Years
AUMNot Specified
Minimum Assets$50,000
Fee StructureNot Specified
Financial Advisor
Experience27 Years
AUMNot Specified
Minimum Assets$500,000
Fee StructureFee-Based
Financial Advisor
ExperienceNot Disclosed
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Based
Are you a Financial Advisor in Saint Paul, Minnesota?
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Information on Qualified Financial Advisors in Saint Paul, Minnesota
VETTED
Affiance Financial,CFP®, CPWA®, CLU®, BFA™, AIF®, ChFC®
Affiance FinancialAbout Affiance Financial
Affiance Financial is an independent financial planning firm located in the Minneapolis area. Our mission is simple – we work to make lives better. We serve clients of different ages, backgrounds, and geographic locations, providing personalized services normally reserved for the ultra-wealthy. We use our comprehensive financial planning process, the Affiance Advantage™, to help clients like you pursue your financial goals.
Affiance Financial has been providing financial planning and investment management services to clients for over 23 years. Above all else, we are proud to be a fiduciary. We hold the paramount responsibility of putting your interests first, ensuring a trustworthy and transparent approach to financial planning.
Affiance Financial has been providing financial planning and investment management services to clients for over 23 years. Above all else, we are proud to be a fiduciary. We hold the paramount responsibility of putting your interests first, ensuring a trustworthy and transparent approach to financial planning.
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, Tax Advice and Services, Estate Planning & Trusts
Qualifications
Firm CRD# 113200Series 7, 66
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
600 Highway 169 S., Suite 1750,St. Louis Park,MN 55426
Phone Number
952-544-9818
VETTED
Edelman Financial Engines, LLC,
Edelman Financial Engines, LLCAbout Edelman Financial Engines, LLC
Get a free financial plan »
What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.
Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.
What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.
Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Office Location
10900 Wayzata Boulevard,Suite 240,Minnetonka,MN 55305
Phone Number
877-208-7414
VETTED
Edelman Financial Engines, LLC,
Edelman Financial Engines, LLCAbout Edelman Financial Engines, LLC
Get a free financial plan »
What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.
Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.
What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.
Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Office Location
539 Bielenberg Dr,Suite 220,Woodbury,MN 55125
Phone Number
877-208-7414
VETTED
Edelman Financial Engines, LLC,
Edelman Financial Engines, LLCAbout Edelman Financial Engines, LLC
Get a free financial plan »
What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.
Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.
What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded each September, based on data within a 12-month period), with nearly 1.3 million clients and more than $300 billion assets under management (as of June 2025) — and prouder still of the trust clients place in us.
Edelman Financial Engines ranked as the 2nd Mega RIA by Barron's in the 2025 Top 100 RIA Firms list. This annual ranking of independent advisory firms is qualitative and quantitative. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Compensation/Fee
Fee-Based
Office Location
206 Broadway Avenue S, Suite 460,Rochester,MN 55904
Phone Number
877-208-7414
VETTED
Fiat Wealth Management,CFP®, RICP®
Fiat Wealth ManagementAbout Fiat Wealth Management
The Fiat Name
In economic textbooks, the term 'fiat currency' is loosely defined as 'faith-based currency.
The U.S. dollar is today a fiat currency, meaning that it has no physical backing such as gold or silver. Critics argue that this is a weakness. Fiat, however, sees this as an example of the importance of trust, and even faith, for economic relationships to exist. When a parent gives a child a dollar for school, it is a vote of confidence and faith.
When an individual invests a dollar, they do so because they have faith that the underlying business will succeed. Without some amount of faith in each other, economic relationships both on a large and small scale cannot exist.
Trust is the bedrock of the work at Fiat Wealth Management.
The U.S. dollar is today a fiat currency, meaning that it has no physical backing such as gold or silver. Critics argue that this is a weakness. Fiat, however, sees this as an example of the importance of trust, and even faith, for economic relationships to exist. When a parent gives a child a dollar for school, it is a vote of confidence and faith.
When an individual invests a dollar, they do so because they have faith that the underlying business will succeed. Without some amount of faith in each other, economic relationships both on a large and small scale cannot exist.
Trust is the bedrock of the work at Fiat Wealth Management.
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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Firm CRD# 318201Series 65
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
Office Location
1905 Wayzata BLVD,Wayzata,MN 55391
Phone Number
651-299-1970
VETTED
John Severy Hoven,MBA, CFP®
Oracle Financial Planners LLCAbout John Severy Hoven
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.
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
Compensation/Fee
Fee-Based
Office Location
1595 Selby Avenue,Suite 213,Saint Paul,MN 55104
Phone Number
651-442-0465
VETTED
Savant Wealth Management,
Savant Wealth ManagementAbout Savant Wealth Management
Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Office Location
2250 Town Square Tower, 445 Minnesota St.,St. Paul,MN 55101
Phone Number
651-233-1100
VETTED
Shaun Marline,
Marline & Associates LLC Wealth ManagementAbout 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.
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
Qualifications
Compensation/Fee
Office Location
11 East Superior Street,Suite 532,Duluth,MN 55802
Phone Number
218-260-8747
VETTED
Ty Bernicke,CFP®
Bernicke Wealth ManagementAbout Bernicke Wealth Management
Bernicke Wealth Management, Ltd. is an independent, multi-disciplinary financial firm serving the Eau Claire, Wisconsin area and the Twin Cities metro. The wealth strategies we design for you are implemented and closely monitored to help you maintain your desired lifestyle and pursue your financial goals.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Qualifications
Compensation/Fee
Fee-Based
Office Location
1625 Radio Drive, Suite 110,Woodbury,MN 55125
Phone Number
715-832-1173
VETTED
Vector Wealth Management,CFP®
Vector Wealth ManagementAbout Vector Wealth Management
Wealth management has gotten complex. We have a unique process to make it simple.
Vector Wealth Management was established in 1993 as a nationally Registered Investment Advisory firm. Today we manage over one billion dollars of client assets, providing personal guidance and a long-term, collaborative approach that reflects our clients' unique needs. We have authored and developed multiple financial software applications, including the proprietary SOJOURN® retirement income program.
Our clients include those retired, approaching retirement, corporate executives with complex stock plans, professionals with high earning potential, and perhaps most uniquely-individuals with investment real estate.
Clients of Vector Wealth Management can benefit from the following defining characteristics:
- Fiduciary approach acting only and solely in the clients' interest
- Proprietary wealth planning software application, SOJOURN®
- Strategic, customized, tax efficient financial planning
- Collaborative team approach with strong client relationships as a centerpiece
- Disciplined investment process focusing on providing long-term liquidity, stability, and growth while managing volatility
- Nearly three decades of guiding clients through life events with understanding knowledge and importantly the collective wisdom gained from its clients
Ultimately, the firm seeks, through its proprietary application SOJOURN®, to help clients have an understanding and confidence around their financial lives that they have not experienced before.
Vector Wealth Management was established in 1993 as a nationally Registered Investment Advisory firm. Today we manage over one billion dollars of client assets, providing personal guidance and a long-term, collaborative approach that reflects our clients' unique needs. We have authored and developed multiple financial software applications, including the proprietary SOJOURN® retirement income program.
Our clients include those retired, approaching retirement, corporate executives with complex stock plans, professionals with high earning potential, and perhaps most uniquely-individuals with investment real estate.
Clients of Vector Wealth Management can benefit from the following defining characteristics:
- Fiduciary approach acting only and solely in the clients' interest
- Proprietary wealth planning software application, SOJOURN®
- Strategic, customized, tax efficient financial planning
- Collaborative team approach with strong client relationships as a centerpiece
- Disciplined investment process focusing on providing long-term liquidity, stability, and growth while managing volatility
- Nearly three decades of guiding clients through life events with understanding knowledge and importantly the collective wisdom gained from its clients
Ultimately, the firm seeks, through its proprietary application SOJOURN®, to help clients have an understanding and confidence around their financial lives that they have not experienced before.
Advisory Services Provided
Retirement Planning, Education Funding and Planning, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
Compensation/Fee
Fee-Based
Office Location
43 Main Street SE,Suite 236,Minneapolis,MN 55414
Phone Number
612-378-7560
WiserAdvisor Reviews
Note: The client testimonials appearing above may not necessarily be representative of all client experiences with WiserAdvisor. You may click on the number of total reviews hyperlinked above to review the entirety of the reviews WiserAdvisor has received. WiserAdvisor did not pay any compensation in consideration of such reviews.
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