Written by investor.com
We're thrilled to recognize the 2023 Top Financial Advisor Firms in Minnesota.
Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as RIAs) from across the country. The (up to) 100 best firms, with at least one office in Minnesota, were selected using our rigorous Trust Algorithm, which sorts through more than 500,000 data points from the SEC.
Our analysis contains data as of September 08, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Minnesota are as follows:
- Must be rated at least 4.5 stars by investor.com's Trust Algorithm.
- Must have an office location in Minnesota.
We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!
| Company | Overall | Assets Under Management | Total Clients | Total Advisors | Average Client Balance |
| 1834 Investment Advisors CO |
|
$1.1 billion | 511 | 6 | $2.2 million |
| Accredited Investors Wealth Management |
|
$3.0 billion | 590 | 4 | $5.0 million |
| Adviser Financial Group |
|
$0.0 | 125 | 1 | $0.0 |
| Affiance Financial |
|
$814.8 million | 1,020 | 9 | $798,863 |
| Allodium Investment Consultants |
|
$342.7 million | 228 | 5 | $1.5 million |
| Archer Investment Corporation |
|
$602.9 million | 3,027 | 87 | $199,181 |
| Aurochs Financial Group |
|
$86.7 million | 48 | 1 | $1.8 million |
| BCU Wealth Advisors |
|
$395.0 million | 790 | 13 | $500,002 |
| Beacon Pointe Advisors |
|
$23.2 billion | 13,332 | 230 | $1.7 million |
| BerganKDV Wealth Management |
|
$2.1 billion | 1,064 | 23 | $2.0 million |
| BGM Wealth Partners |
|
$453.5 million | 199 | 4 | $2.3 million |
| Birch Cove Group |
|
$3.7 million | 1 | 5 | $3.7 million |
| BPS Capital Management |
|
$4.9 billion | 71 | 6 | $68.7 million |
| Cahill Financial Advisors |
|
$1.1 billion | 1,055 | 13 | $1.0 million |
| Cardinal Wealth Advisors |
|
$39.5 million | 101 | 2 | $391,089 |
| Castle Rock Financial Planning |
|
$37.8 million | 80 | 1 | $472,969 |
| Clerestory Advisors |
|
$63.0 million | 48 | 2 | $1.3 million |
| Compass Capital Management |
|
$1.8 billion | 347 | 8 | $5.0 million |
| Cookson Financial |
|
$26.8 million | 46 | 1 | $582,729 |
| Cornerstone Wealth Advisors |
|
$384.4 million | 313 | 4 | $1.2 million |
| CTB Financial Services |
|
$218.3 million | 301 | 3 | $725,312 |
| Cypress Wealth Management |
|
$37.6 million | 55 | 1 | $683,527 |
| Doxa Advisors |
|
$83.3 million | 98 | 2 | $850,500 |
| Duval Investment Group |
|
$74.5 million | 21 | 1 | $3.5 million |
| Dynamic Wealth Advisors |
|
$3.3 billion | 4,398 | 72 | $739,536 |
| Eden Prairie Capital Management and Consulting |
|
$27.2 million | 35 | 0 | $778,204 |
| Envoi |
|
$2.6 billion | 42 | 7 | $61.6 million |
| Excelsior Investors |
|
$160.5 million | 80 | 1 | $2.0 million |
| Financial Compass Corporation |
|
$18.3 million | 98 | 1 | $187,169 |
| Financial Dimensions Group |
|
$2.2 billion | 3,916 | 49 | $557,639 |
| Financial Empowerment |
|
$82.5 million | 88 | 2 | $937,886 |
| Financial Perspectives |
|
$744.1 million | 642 | 13 | $1.2 million |
| First Light Asset Management |
|
$1.3 billion | 1,177 | 3 | $1.1 million |
| Foundry Partners |
|
$1.9 billion | 65 | 11 | $29.1 million |
| Francis Investment Counsel |
|
$0.0 | 93 | 16 | $0.0 |
| Frontenac Partners |
|
$23.8 million | 14 | 1 | $1.7 million |
| Galligan Financial Advisors |
|
$69.1 million | 250 | 1 | $276,400 |
| Gary L. Greenberg |
|
$130.0 million | 68 | 1 | $1.9 million |
| GEN Financial Management |
|
$408.7 million | 464 | 4 | $880,926 |
| Graff Financial |
|
$58.0 million | 46 | 1 | $1.3 million |
| Guardian Wealth Advisors |
|
$197.8 million | 204 | 3 | $969,852 |
| Guide Financial Planning |
|
$32.4 million | 84 | 3 | $385,256 |
| Hammer Advisory Services |
|
$31.9 million | 63 | 1 | $505,977 |
| Heck Capital Advisors |
|
$5.6 billion | 1,157 | 17 | $4.9 million |
| Highmark Wealth Management |
|
$398.5 million | 339 | 5 | $1.2 million |
| Invested Interests |
|
$6.1 million | 129 | 1 | $47,596 |
| JNBA Financial Advisors |
|
$1.3 billion | 1,029 | 26 | $1.3 million |
| Koob Wealth Management |
|
$91.4 million | 125 | 2 | $730,930 |
| Larson Financial Advisors |
|
$79.9 million | 166 | 1 | $481,097 |
| Laurel Wealth Planning |
|
$331.8 million | 171 | 4 | $1.9 million |
| Layline Asset Management |
|
$8.8 million | 31 | 1 | $285,264 |
| Lifeplan Financial |
|
$97.9 million | 266 | 3 | $368,066 |
| Lifestage Wealth Management |
|
$40.2 million | 145 | 2 | $277,371 |
| Lottsa Financial Services |
|
$64.6 million | 133 | 2 | $485,476 |
| Mairs & Power |
|
$9.7 billion | 701 | 13 | $13.9 million |
| MAR Vista Investment Partners |
|
$2.4 billion | 501 | 7 | $4.7 million |
| Marks Group Wealth Management |
|
$1.5 billion | 766 | 9 | $1.9 million |
| Marquette Wealth Management |
|
$569.9 million | 221 | 2 | $2.6 million |
| MHS Advisory Services |
|
$177.6 million | 300 | 6 | $592,113 |
| Mindful Asset Planning |
|
$324.1 million | 314 | 2 | $1.0 million |
| Minneapolis Portfolio Management Group |
|
$824.9 million | 2,056 | 3 | $401,226 |
| Money Matters |
|
$24.9 million | 36 | 2 | $690,969 |
| Mount Yale Investment Advisors |
|
$1.9 billion | 1,170 | 8 | $1.6 million |
| Murphy Pohlad Asset Management |
|
$521.2 million | 295 | 4 | $1.8 million |
| Natural Investments |
|
$1.7 billion | 1,215 | 20 | $1.4 million |
| NavPoint Financial |
|
$549.5 million | 226 | 3 | $2.4 million |
| Next Century Growth Investors |
|
$930.7 million | 18 | 5 | $51.7 million |
| Nicollet Investment Management |
|
$430.7 million | 317 | 7 | $1.4 million |
| North East Asset Management |
|
$27.5 million | 66 | 1 | $416,666 |
| North Sky Capital |
|
$1.0 billion | 16 | 13 | $62.7 million |
| Okabena Investment Services |
|
$1.5 billion | 242 | 1 | $6.2 million |
| Orgel Wealth Management |
|
$6.3 billion | 3,762 | 26 | $1.7 million |
| Palisade Asset Management |
|
$1.1 billion | 100 | 5 | $10.6 million |
| Perceptive Edge Investment Management |
|
$428.0 million | 92 | 2 | $4.7 million |
| Peregrine Capital Management |
|
$3.9 billion | 44 | 13 | $88.7 million |
| Perkins Capital Management |
|
$115.0 million | 151 | 3 | $761,623 |
| PSC Financial |
|
$114.2 million | 110 | 1 | $1.0 million |
| Rossi Dubuque Breckenridge |
|
$0.0 | 102 | 2 | $0.0 |
| S3 |
|
$58.4 million | 68 | 2 | $859,450 |
| Schwarz Dygos Wheeler Investment Advisors |
|
$445.3 million | 492 | 8 | $905,023 |
| Silveroak Wealth Management |
|
$1.4 billion | 377 | 5 | $3.6 million |
| Solidity Financial |
|
$68.5 million | 232 | 3 | $295,271 |
| Somerset Group |
|
$141.2 million | 59 | 4 | $2.4 million |
| Stairway Partners |
|
$1.2 billion | 66 | 3 | $18.1 million |
| Stillwater Investment Management |
|
$535.2 million | 329 | 2 | $1.6 million |
| Stonebridge Capital Advisors |
|
$1.8 billion | 1,371 | 3 | $1.3 million |
| Summit Creek Advisors |
|
$753.7 million | 27 | 3 | $27.9 million |
| Superior Financial |
|
$63.8 million | 107 | 1 | $596,396 |
| Tealwood Asset Management |
|
$328.0 million | 282 | 5 | $1.2 million |
| The Fiduciary Alliance |
|
$864.8 million | 1,616 | 23 | $535,147 |
| The Mather Group |
|
$8.7 billion | 3,970 | 88 | $2.2 million |
| The Planning Center |
|
$946.6 million | 941 | 9 | $1.0 million |
| Thomas L. Sullivan |
|
$90.1 million | 103 | 2 | $874,707 |
| Thoughtful Financial Planning |
|
$3.4 million | 20 | 1 | $171,758 |
| Trademark Financial Management |
|
$208.2 million | 439 | 3 | $474,343 |
| Tradition Wealth Management |
|
$1.1 billion | 1,482 | 18 | $737,131 |
| Twele Capital Management |
|
$624.7 million | 95 | 3 | $6.6 million |
| Ulland Investment Advisors |
|
$461.9 million | 227 | 4 | $2.0 million |
| White Oaks Wealth Advisors |
|
$449.3 million | 229 | 3 | $2.0 million |
| YES Wealth Management |
|
$105.8 million | 118 | 4 | $896,265 |
More Top Firms by State
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About the Editorial Team
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