Find Best Financial Advisors in Minnesota

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A densely populated state like Minnesota has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Minnesota and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Finding the Top Financial Advisor in Minnesota
Last Updated - 06-Aug-2022

Minnesota has 10 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 1488 non-vetted advisors in your local area. These financial advisors in Minnesota have an average of 12 years of experience.

NOTE: The list of financial advisors in 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 Minnesota.

List of Qualified Financial Advisors in Minnesota
Financial Advisor Experience AUM Minimum Assets Fee Structure
John Severy-Hoven
1595 Selby Avenue,
Suite 213,
Saint Paul, MN 55104
6 Not Specified $50,000 Fee-Based
Pradeep Sukhani
Two Carlson Pkwy N, Suite 165,
Plymouth, MN 55447
9 Not Specified Not Specified Not Specified
Amanda Cooney
3161 Fernbrook Lane,
Plymouth, MN 55447
18 Not Specified $100,000 Not Specified
Jordan DeBoer
120 Central Ave N,
Ste A,
Milaca, MN 56353
7 Not Specified $0 Fee-Only
Peter Fleming
1960 Donegal Drive Suite 40,
Woodbury, MN 55125
9483 Garland Lane,
Maple Grove, MN 55311
6 Not Specified Not Specified Fee-Based
Tyler Schelhaas
43 Main Street SE,
Suite 236,
Minneapolis, MN 55414
Not Disclosed Not Specified Not Specified Fee-Based
Joe Schwarz
Chartered Financial Analyst (CFA)
50 South Sixth Street,
Minneapolis, MN 55402
24 $57,000,000 Not Specified Fee-Based
Wealth Enhancement Advisory Services
505 N. Highway 169,
Suite 900,
Plymouth, MN 55441
20 Not Specified Not Specified Not Specified
Shaun Marline
11 East Superior Street,
Suite 532,
Duluth, MN 55802
18 Not Specified Not Specified Not Specified

Information on Qualified Financial Advisors in Minnesota

Qualifications CRD# 4495513
Firm CRD# 39543
Series 7, 66

Compensation/Fee Fee-Based

Office Location 1595 Selby Avenue,
Suite 213,
Saint Paul,
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# 6021361
Firm CRD# 6413
Series 7, 66

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

Office Location Two Carlson Pkwy N, Suite 165,
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# 4863387
Firm CRD# 13609
Series 7, 63, 65

Compensation/Fee Commissions, Based on Assets

Office Location 3161 Fernbrook Lane,
Phone Number 612-339-5352

Amanda has been with Evergreen Financial Group since 2004. She received her Bachelor of Science degree in Marketing from St. Cloud State University in 2003. She is securities licensed as a Registered Assistant with Berthel Fisher & Co. Financial Services, Inc., and holds her Series 7 and 63 and 65 licenses.

She enjoys volunteering at her childrens school each week and being a member of the PTA. She is also a member of the Rogers Otsego Dayton Women of Today organization.

Series "7" License- National license to conduct business in stocks, bonds, mutual funds, etc. Series "63" License- State license to conduct business in stocks, bonds, mutual funds, etc. Series "65" License- Investment Advisor Representative license Recognized by the State of Minnesota as a Investment Advisor Representative

Over 16 years experience in financial planning and money management

Insurance licensed

About Evergreen Financial Group

The best way to find out about what we do is to make an appointment. The appointment is complimentary; the advice is priceless. Evergreen Financial Group -Dedicated to building close and lasting financial counseling relationships with each and every client. -Personal involvement with each client from the initial planning stages to annual reviews. -All the necessary resources and administrative capabilities to provide ongoing support to clients. -Experienced staff and state-of-the-art hardware/software systems to deliver the quality support you desire. -Personal attention that you need and deserve, with the backing of one of the nation's leading independent broker-dealers.

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, Insurance Products & Annuities

Qualifications CRD# 6554740
Firm CRD# 304118
Series 65

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

Office Location 120 Central Ave N,
Ste A,
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

Qualifications CRD# 6491578
Firm CRD# 104510
Series 66

Compensation/Fee Fee-Based

Office Location 1960 Donegal Drive Suite 40,
Phone Number 952-283-7453

Office Location 9483 Garland Lane,
Maple Grove,MN 55311
Phone Number 952-283-7453

Happily married for 19 years to my wife, Mlada. We have one daughter, Elisabeth, a junior in high school. It is my passion to help my clients retire on time and meet their financial goals. In my spare time, I enjoy quiet walks in nature, reading, yoga, and Pilates.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.

Qualifications Firm CRD# 152667

Compensation/Fee Fee-Based

Office Location 43 Main Street SE,
Suite 236,
Phone Number 612-378-7560

Wealth management has gotten complex. We have a unique process to make it simple.

About Vector Wealth Management

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.

Qualifications CRD# 147384
Firm CRD# 147384
Series 63

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

Office Location 50 South Sixth Street,
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.

Office Location 505 N. Highway 169,
Suite 900,
Phone Number 888-236-9777

Corporate History / Background Back in 1997, four financial advisors sharing office space discovered they also shared a critical belief: the financial services industry needed a better way to provide advice to clients. They were passionate about that truth. They had complementary skills in financial advice, technical expertise, relationship management and operations that enabled them to translate their passion into action. From those shared beliefs, Wealth Enhancement Group was born. This new approach to financial services put clients first. It made clients long-term partners in planning their own futures based on their values and goals, so that they understood why they owned the investments they did. It ensured our firm's advice would always be in their best interest. Like all good ideas, Wealth Enhancement Group has branched, adapted, and grown as new people work on it. But more than 20 years later, the basics remain. We believe independence from Wall Street, and a client-centered approach to financial services, are good for clients. We believe a team-of-specialists methodology delivers better results than a single financial advisor can offer. And we believe the long-term partnership we create with clients gives them confidence about their financial future.

About Wealth Enhancement Group

At Wealth Enhancement Group, we simplify your financial life through our team-based approach, enabling you to make more confident decisions and be less stressed about managing your wealth. With expertise in six key areas of wealth management, our Roundtable team helps ensure your financial life is examined from all angles: financial planning, tax strategies, investment management, retirement income planning, insurance and estate planning. You get all the specialized knowledge you need, all through one point of contact. Join us today and rest in the comfort of knowing your entire financial life is unified, simplified and under control. Offices in Minnesota: Alexandria, MN 303 22nd Ave. W., Suite 200, Alexandria, MN 56308 Arden Hills, MN 3900 Northwoods Dr., Suite 340, Arden Hills, MN 55112 Brainerd, MN 14275 Golf Course Rd., Suite 150, Baxter, MN 56425 Burnsville, MN 350 W. Burnsville Pkwy, Suite 600, Burnsville, MN 55337 Eden Prairie, MN 775 Prairie Center Drive, Suite 380, Eden Prairie, MN 55344 Mankato, MN 810 Madison Ave., Suite 600, Mankato, MN 56001 Plymouth, MN 505 N. Highway 169, Suite 900, Plymouth, MN 55441 Rochester, MN 975 34th Ave NW, Suite 250, Rochester, MN 55901 St. Cloud, MN 2351 Connecticut Ave., Suite 310, Sartell, MN 56377 Woodbury, MN 576 Bielenberg Drive, Suite 120, Woodbury, MN 55125

Advisory Services Provided:

Retirement Planning, Financial Planning for Individuals, Tax Advice and Services, Estate Planning & Trusts

Qualifications CRD# 4645930
Firm CRD# 6413

Office Location 11 East Superior Street,
Suite 532,
Phone Number 218-260-8747

About 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.

Advisory Services Provided:

Retirement Planning, Risk Management, Education Funding and Planning, Tax Advice and Services

Top Financial Advisor Firms in Minnesota (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
Transamerica Retirement Advisors, Llc
408 Saint Peter Street , Suite 210,
St Paul, MN 55102
$11,508,874,805 137737 A percentage of AUM
Fixed fees
Meristem Family Wealth
701 Carlson Parkway , Suite 1400,
Minnetonka, MN 55305
$5,424,524,345 768 A percentage of AUM
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
Pine River Capital Management L.P.
601 Carlson Parkway , 7th Floor,
Minnetonka, MN 55305
$1,611,851,747 17 A percentage of AUM
Performance Based
Stillwater Investment Management, Llc
423 South Main Street , Suite E1,
Stillwater, MN 55082
$614,407,055 845 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
White Pine Capital Llc
8421 Wayzata Blvd , Suite 302,
Golden Valley, MN 55426
$404,086,370 377 A percentage of AUM
Fixed fees
Paradigm, Strategies In Wealth Management, Llc
11324 86th Avenue North,
Maple Grove, MN 55369
$266,711,025 580 A percentage of AUM
Fixed fees
Legacy Financial Advisors Corporation
3500 American Blvd W , Suite 675,
Bloomington, MN 55431
$260,209,110 804 A percentage of AUM
Hourly charges
Commision Based
Perkins Capital Management Inc
730 Lake Street East,
Wayzata, MN 55391-1769
$175,026,032 156 A percentage of AUM
Quantitative Asset Management, Llc
641 E. Lake Street , Suite 216,
Wayzata, MN 55391
$162,574,797 193 A percentage of AUM
Steben & Company, Llc
687 Excelsior Blvd.,
Excelsior, MN 55331
$152,153,006 1 A percentage of AUM
Secured Retirement Advisors, Llc
6121 Excelsior Blvd,
St Louis Park, MN 55416
$139,500,203 1295 A percentage of AUM
Fixed fees
Wixon Advisors, Inc.
6439 Sycamore Court North,
Maple Grove, MN 55369
$111,848,839 513 A percentage of AUM
Fixed fees
Commision Based
Sargent Management Co
701 Carlson Parkway , Suite 1400,
Minnetonka, MN 55305
$0 0 Hourly charges

    List of Additional Advisors in Minnesota*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Barton C Kosen
    Inquire with Barton
    7212 Metro Blvd, Edina, MN  55439 952-446-7800
    Brian MacDonald
    Inquire with Brian
    7650 Edinborough Way, Ste 225, Edina, MN  55435 952-893-7966
    Brian Martin
    Inquire with Brian
    3143 Superior Dr NW, Ste A, Rochester, MN  55901 888-831-7475
    Brian Mickelson
    Inquire with Brian
    10810 Old County Road 15, Plymouth, MN  55441 763-703-5580
    Barclay G Carriar
    Inquire with Barclay
    1765 Roosevelt Rd, St Cloud, MN  56301 320-654-6715
    Blane J. Hammer
    Inquire with Blane
    445 East Lake Street, Suite 320, Wayzata, MN  55391 952-475-4308
    Beste & Associates
    Inquire with Beste
    30 25th Ave S, Ste 101, St Cloud, MN  56301 320-230-1710
    Bradley Turgeon
    Inquire with Bradley
    44 Lake St S, Ste C, Forest Lake, MN  55025 651-464-9773
    Abundant Financial Group
    Inquire with Abundant
    7100 Northland Cir N, Ste 303, Brooklyn Park, MN  55428 763-657-2405
    Benjamin Auckenthaler
    Inquire with Benjamin
    7650 Edinborough Way, Ste 225, Edina, MN  55435 952-746-9456
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      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.

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      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?