Best Financial Advisor Firms Minnesota 2023

investor.com

Written by investor.com

December 22, 2022

We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in Minnesota.

investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (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 close to one million data points from the SEC.

Our analysis contains data as of December 22, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in Minnesota are as followed:

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
Accredited Investors Wealth Management 5/5 Stars $3.4 billion 582 4 $5.8 million
Adviser Financial Group 5/5 Stars $0.0 129 1 $0.0
Affiance Financial 5/5 Stars $1.1 billion 1,052 9 $1.0 million
AKM Advisory 5/5 Stars $52.2 million 40 2 $1.3 million
ALL Star Financial 5/5 Stars $652.9 million 576 7 $1.1 million
All Star Financial 5/5 Stars $652.9 million 576 8 $1.1 million
Allodium Investment Consultants 5/5 Stars $374.7 million 227 5 $1.7 million
Aurochs Financial Group 5/5 Stars $96.0 million 49 1 $2.0 million
BerganKDV Wealth Management 5/5 Stars $2.1 billion 1,064 23 $2.0 million
Birch Cove Group 5/5 Stars $4.5 million 1 5 $4.5 million
BPS Capital Management 5/5 Stars $5.4 billion 80 6 $67.2 million
Cahill Financial Advisors 5/5 Stars $1.2 billion 1,032 12 $1.2 million
Castle Rock Financial Planning 5/5 Stars $46.9 million 61 1 $769,094
Christensen Group Financial 5/5 Stars $1.7 million 224 4 $7,540
Clerestory Advisors 5/5 Stars $69.8 million 49 2 $1.4 million
Compass Capital Management 5/5 Stars $2.1 billion 323 8 $6.5 million
Cookson Financial 5/5 Stars $36.4 million 46 1 $792,255
Cornerstone Wealth Advisors 5/5 Stars $454.7 million 387 4 $1.2 million
CTB Financial Services 5/5 Stars $251.2 million 277 3 $906,981
Dougherty & Associates Financial Advisors 5/5 Stars $320.3 million 1,147 4 $279,272
Duval Investment Group 5/5 Stars $74.0 million 24 1 $3.1 million
Eden Prairie Capital Management and Consulting 5/5 Stars $32.0 million 32 0 $1.0 million
Envoi 5/5 Stars $3.1 billion 43 8 $72.6 million
Excelsior Investors 5/5 Stars $175.6 million 93 1 $1.9 million
Financial Compass Corporation 5/5 Stars $18.6 million 93 1 $200,291
Financial Empowerment 5/5 Stars $93.6 million 84 2 $1.1 million
Financial Perspectives 5/5 Stars $767.7 million 630 13 $1.2 million
First Light Asset Management 5/5 Stars $1.5 billion 1,138 4 $1.3 million
Foundry Partners 5/5 Stars $2.9 billion 67 10 $43.1 million
Francis Investment Counsel 5/5 Stars $176.8 million 2 14 $88.4 million
Frontenac Partners 5/5 Stars $27.5 million 16 1 $1.7 million
Gary L. Greenberg 5/5 Stars $149.0 million 79 1 $1.9 million
GEN Financial Management 5/5 Stars $457.3 million 447 4 $1.0 million
Graff Financial 5/5 Stars $60.8 million 47 1 $1.3 million
Greycourt & Co 5/5 Stars $6.3 billion 46 1 $137.5 million
Guide Financial Planning 5/5 Stars $29.2 million 101 3 $289,361
Hammer Advisory Services 5/5 Stars $36.7 million 57 1 $643,869
HBW Advisory Services 5/5 Stars $1.0 billion 8,618 60 $118,304
Heck Capital Advisors 5/5 Stars $6.7 billion 1,170 16 $5.7 million
Highmark Wealth Management 5/5 Stars $422.2 million 331 5 $1.3 million
Hofkin Capital Management 5/5 Stars $64.5 million 52 3 $1.2 million
Invested Interests 5/5 Stars $6.3 million 126 1 $50,000
JNBA Financial Advisors 5/5 Stars $1.5 billion 995 24 $1.5 million
Klane Wealth Management 5/5 Stars $63.1 million 15 1 $4.2 million
Koob Wealth Management 5/5 Stars $100.4 million 117 1 $858,007
Larson Financial Advisors 5/5 Stars $66.2 million 152 1 $435,384
Laurel Wealth Planning 5/5 Stars $341.8 million 163 4 $2.1 million
Layline Asset Management 5/5 Stars $10.3 million 34 1 $302,083
Lifeplan Financial 5/5 Stars $108.4 million 260 3 $416,731
Lottsa Financial Services 5/5 Stars $75.0 million 114 2 $658,218
Mairs & Power 5/5 Stars $12.4 billion 684 12 $18.2 million
MAR Vista Investment Partners 5/5 Stars $3.7 billion 613 7 $6.1 million
Marks Group Wealth Management 5/5 Stars $1.6 billion 731 9 $2.2 million
Mindful Asset Planning 5/5 Stars $368.3 million 291 2 $1.3 million
Minneapolis Portfolio Management Group 5/5 Stars $1.1 billion 2,196 3 $491,758
Money Matters 5/5 Stars $33.8 million 35 1 $964,314
Murphy Pohlad Asset Management 5/5 Stars $516.0 million 285 4 $1.8 million
Natural Investments 5/5 Stars $1.8 billion 1,151 20 $1.5 million
NavPoint Financial 5/5 Stars $619.1 million 233 3 $2.7 million
New Era Financial Advisors 5/5 Stars $1.0 billion 1,337 11 $765,377
Next Century Growth Investors 5/5 Stars $1.0 billion 8 5 $130.8 million
Nicollet Investment Management 5/5 Stars $402.7 million 295 8 $1.4 million
North Compass Financial Advisors 5/5 Stars $81.2 million 176 2 $461,348
North East Asset Management 5/5 Stars $28.5 million 72 1 $395,833
North Sky Capital 5/5 Stars $976.6 million 16 13 $61.0 million
Orgel Wealth Management 5/5 Stars $6.6 billion 3,489 25 $1.9 million
Palisade Asset Management 5/5 Stars $1.2 billion 99 6 $11.9 million
Perceptive Edge Investment Management 5/5 Stars $421.7 million 87 2 $4.8 million
Peregrine Capital Management 5/5 Stars $5.9 billion 38 11 $156.4 million
Perkins Capital Management 5/5 Stars $175.0 million 156 3 $1.1 million
Personal Wealth Partners 5/5 Stars $631.3 million 788 9 $801,189
Quantitative Advantage 5/5 Stars $798.8 million 1,124 14 $710,677
Redhawk Wealth Advisors 5/5 Stars $1.4 billion 1,723 36 $802,246
Rossi Dubuque Breckenridge 5/5 Stars $0.0 102 2 $0.0
RSM US Wealth Management 5/5 Stars $9.6 billion 3,641 79 $2.6 million
S3 5/5 Stars $62.7 million 64 1 $979,559
Schwarz Dygos Wheeler Investment Advisors 5/5 Stars $475.9 million 480 5 $991,530
Silveroak Wealth Management 5/5 Stars $1.3 billion 358 5 $3.7 million
Solidity Financial 5/5 Stars $80.6 million 185 3 $435,491
Somerset Group 5/5 Stars $174.6 million 54 4 $3.2 million
Stairway Partners 5/5 Stars $1.2 billion 56 3 $21.5 million
Star Capital 5/5 Stars $81.1 million 505 7 $160,640
Stillwater Investment Management 5/5 Stars $614.4 million 315 2 $2.0 million
Stonebridge Capital Advisors 5/5 Stars $1.8 billion 1,265 3 $1.4 million
Summit Creek Advisors 5/5 Stars $1.0 billion 21 3 $49.2 million
Superior Financial 5/5 Stars $67.1 million 105 1 $639,492
Tealwood Asset Management 5/5 Stars $364.3 million 308 7 $1.2 million
The Advocate Group 5/5 Stars $588.2 million 343 9 $1.7 million
The Mather Group 5/5 Stars $8.6 billion 3,048 78 $2.8 million
The Planning Center 5/5 Stars $995.7 million 927 10 $1.1 million
Thomas L. Sullivan 5/5 Stars $88.0 million 110 2 $799,721
Thoughtful Financial Planning 5/5 Stars $4.3 million 19 1 $224,630
Tondryk Wealth Management 5/5 Stars $65.9 million 268 1 $245,944
Total Wealth Advisors 5/5 Stars $171.7 million 348 4 $493,277
Twele Capital Management 5/5 Stars $810.9 million 104 3 $7.8 million
Ulland Investment Advisors 5/5 Stars $637.0 million 225 4 $2.8 million
Valeo Financial Advisors 5/5 Stars $7.3 billion 2,215 71 $3.3 million
White Oaks Wealth Advisors 5/5 Stars $503.6 million 242 3 $2.1 million
Wipfli Financial Advisors 5/5 Stars $5.1 billion 2,826 80 $1.8 million
YES Wealth Management 5/5 Stars $99.9 million 115 3 $868,827

More Top Firms by State

About the Editorial Team

investor.com
investor.com

Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, retirement planning, and more.


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