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