Best Financial Advisor Firms Minnesota 2023

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Written by investor.com

September 08, 2023

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 5/5 Stars $1.1 billion 511 6 $2.2 million
Accredited Investors Wealth Management 5/5 Stars $3.0 billion 590 4 $5.0 million
Adviser Financial Group 5/5 Stars $0.0 125 1 $0.0
Affiance Financial 5/5 Stars $814.8 million 1,020 9 $798,863
Allodium Investment Consultants 5/5 Stars $342.7 million 228 5 $1.5 million
Archer Investment Corporation 5/5 Stars $602.9 million 3,027 87 $199,181
Aurochs Financial Group 5/5 Stars $86.7 million 48 1 $1.8 million
BCU Wealth Advisors 5/5 Stars $395.0 million 790 13 $500,002
Beacon Pointe Advisors 5/5 Stars $23.2 billion 13,332 230 $1.7 million
BerganKDV Wealth Management 5/5 Stars $2.1 billion 1,064 23 $2.0 million
BGM Wealth Partners 5/5 Stars $453.5 million 199 4 $2.3 million
Birch Cove Group 5/5 Stars $3.7 million 1 5 $3.7 million
BPS Capital Management 5/5 Stars $4.9 billion 71 6 $68.7 million
Cahill Financial Advisors 5/5 Stars $1.1 billion 1,055 13 $1.0 million
Cardinal Wealth Advisors 5/5 Stars $39.5 million 101 2 $391,089
Castle Rock Financial Planning 5/5 Stars $37.8 million 80 1 $472,969
Clerestory Advisors 5/5 Stars $63.0 million 48 2 $1.3 million
Compass Capital Management 5/5 Stars $1.8 billion 347 8 $5.0 million
Cookson Financial 5/5 Stars $26.8 million 46 1 $582,729
Cornerstone Wealth Advisors 5/5 Stars $384.4 million 313 4 $1.2 million
CTB Financial Services 5/5 Stars $218.3 million 301 3 $725,312
Cypress Wealth Management 5/5 Stars $37.6 million 55 1 $683,527
Doxa Advisors 5/5 Stars $83.3 million 98 2 $850,500
Duval Investment Group 5/5 Stars $74.5 million 21 1 $3.5 million
Dynamic Wealth Advisors 5/5 Stars $3.3 billion 4,398 72 $739,536
Eden Prairie Capital Management and Consulting 5/5 Stars $27.2 million 35 0 $778,204
Envoi 5/5 Stars $2.6 billion 42 7 $61.6 million
Excelsior Investors 5/5 Stars $160.5 million 80 1 $2.0 million
Financial Compass Corporation 5/5 Stars $18.3 million 98 1 $187,169
Financial Dimensions Group 5/5 Stars $2.2 billion 3,916 49 $557,639
Financial Empowerment 5/5 Stars $82.5 million 88 2 $937,886
Financial Perspectives 5/5 Stars $744.1 million 642 13 $1.2 million
First Light Asset Management 5/5 Stars $1.3 billion 1,177 3 $1.1 million
Foundry Partners 5/5 Stars $1.9 billion 65 11 $29.1 million
Francis Investment Counsel 5/5 Stars $0.0 93 16 $0.0
Frontenac Partners 5/5 Stars $23.8 million 14 1 $1.7 million
Galligan Financial Advisors 5/5 Stars $69.1 million 250 1 $276,400
Gary L. Greenberg 5/5 Stars $130.0 million 68 1 $1.9 million
GEN Financial Management 5/5 Stars $408.7 million 464 4 $880,926
Graff Financial 5/5 Stars $58.0 million 46 1 $1.3 million
Guardian Wealth Advisors 5/5 Stars $197.8 million 204 3 $969,852
Guide Financial Planning 5/5 Stars $32.4 million 84 3 $385,256
Hammer Advisory Services 5/5 Stars $31.9 million 63 1 $505,977
Heck Capital Advisors 5/5 Stars $5.6 billion 1,157 17 $4.9 million
Highmark Wealth Management 5/5 Stars $398.5 million 339 5 $1.2 million
Invested Interests 5/5 Stars $6.1 million 129 1 $47,596
JNBA Financial Advisors 5/5 Stars $1.3 billion 1,029 26 $1.3 million
Koob Wealth Management 5/5 Stars $91.4 million 125 2 $730,930
Larson Financial Advisors 5/5 Stars $79.9 million 166 1 $481,097
Laurel Wealth Planning 5/5 Stars $331.8 million 171 4 $1.9 million
Layline Asset Management 5/5 Stars $8.8 million 31 1 $285,264
Lifeplan Financial 5/5 Stars $97.9 million 266 3 $368,066
Lifestage Wealth Management 5/5 Stars $40.2 million 145 2 $277,371
Lottsa Financial Services 5/5 Stars $64.6 million 133 2 $485,476
Mairs & Power 5/5 Stars $9.7 billion 701 13 $13.9 million
MAR Vista Investment Partners 5/5 Stars $2.4 billion 501 7 $4.7 million
Marks Group Wealth Management 5/5 Stars $1.5 billion 766 9 $1.9 million
Marquette Wealth Management 5/5 Stars $569.9 million 221 2 $2.6 million
MHS Advisory Services 5/5 Stars $177.6 million 300 6 $592,113
Mindful Asset Planning 5/5 Stars $324.1 million 314 2 $1.0 million
Minneapolis Portfolio Management Group 5/5 Stars $824.9 million 2,056 3 $401,226
Money Matters 5/5 Stars $24.9 million 36 2 $690,969
Mount Yale Investment Advisors 5/5 Stars $1.9 billion 1,170 8 $1.6 million
Murphy Pohlad Asset Management 5/5 Stars $521.2 million 295 4 $1.8 million
Natural Investments 5/5 Stars $1.7 billion 1,215 20 $1.4 million
NavPoint Financial 5/5 Stars $549.5 million 226 3 $2.4 million
Next Century Growth Investors 5/5 Stars $930.7 million 18 5 $51.7 million
Nicollet Investment Management 5/5 Stars $430.7 million 317 7 $1.4 million
North East Asset Management 5/5 Stars $27.5 million 66 1 $416,666
North Sky Capital 5/5 Stars $1.0 billion 16 13 $62.7 million
Okabena Investment Services 5/5 Stars $1.5 billion 242 1 $6.2 million
Orgel Wealth Management 5/5 Stars $6.3 billion 3,762 26 $1.7 million
Palisade Asset Management 5/5 Stars $1.1 billion 100 5 $10.6 million
Perceptive Edge Investment Management 5/5 Stars $428.0 million 92 2 $4.7 million
Peregrine Capital Management 5/5 Stars $3.9 billion 44 13 $88.7 million
Perkins Capital Management 5/5 Stars $115.0 million 151 3 $761,623
PSC Financial 5/5 Stars $114.2 million 110 1 $1.0 million
Rossi Dubuque Breckenridge 5/5 Stars $0.0 102 2 $0.0
S3 5/5 Stars $58.4 million 68 2 $859,450
Schwarz Dygos Wheeler Investment Advisors 5/5 Stars $445.3 million 492 8 $905,023
Silveroak Wealth Management 5/5 Stars $1.4 billion 377 5 $3.6 million
Solidity Financial 5/5 Stars $68.5 million 232 3 $295,271
Somerset Group 5/5 Stars $141.2 million 59 4 $2.4 million
Stairway Partners 5/5 Stars $1.2 billion 66 3 $18.1 million
Stillwater Investment Management 5/5 Stars $535.2 million 329 2 $1.6 million
Stonebridge Capital Advisors 5/5 Stars $1.8 billion 1,371 3 $1.3 million
Summit Creek Advisors 5/5 Stars $753.7 million 27 3 $27.9 million
Superior Financial 5/5 Stars $63.8 million 107 1 $596,396
Tealwood Asset Management 5/5 Stars $328.0 million 282 5 $1.2 million
The Fiduciary Alliance 5/5 Stars $864.8 million 1,616 23 $535,147
The Mather Group 5/5 Stars $8.7 billion 3,970 88 $2.2 million
The Planning Center 5/5 Stars $946.6 million 941 9 $1.0 million
Thomas L. Sullivan 5/5 Stars $90.1 million 103 2 $874,707
Thoughtful Financial Planning 5/5 Stars $3.4 million 20 1 $171,758
Trademark Financial Management 5/5 Stars $208.2 million 439 3 $474,343
Tradition Wealth Management 5/5 Stars $1.1 billion 1,482 18 $737,131
Twele Capital Management 5/5 Stars $624.7 million 95 3 $6.6 million
Ulland Investment Advisors 5/5 Stars $461.9 million 227 4 $2.0 million
White Oaks Wealth Advisors 5/5 Stars $449.3 million 229 3 $2.0 million
YES Wealth Management 5/5 Stars $105.8 million 118 4 $896,265

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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, investing, retirement planning, and more.

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