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Best Financial Advisor Firms Minnesota 2021




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2021 Top 100 Financial Advisor Firms in Minnesota.

investor.com enables Americans to quickly research and compare the backgrounds of more than 650,000 individuals and 17,000 Registered Investment Advisors (RIAs) from across the country. The 100 best firms, with at least one office in Minnesota, were selected using our rigorous Trust Algorithm, which sorts through more than 28 million data points from the SEC and FINRA.

Our analysis contains data as of September 24, 2021, 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!



View other state winners

Firm Rating Year Registered Minimum Office Locations
AKM Advisory 2014 View Locations
Accredited Investors Wealth Management 1989 View Locations
Adviser Financial Group 1995 View Locations
Affiance Financial 2013 View Locations
All Star Financial 1992 View Locations
Allodium Investment Consultants 2005 View Locations
Arete Wealth Strategists 2013 View Locations
Aurochs Financial Group 2001 View Locations
BGM Wealth Partners 1996 View Locations
BPS Capital Management 2002 View Locations
BerganKDV Wealth Management 2007 View Locations
Birch Cove Group 2009 View Locations
Brighton Jones 2000 $800,000 View Locations
CTB Financial Services 2007 View Locations
Cahill Financial Advisors 1983 View Locations
Cardinal Wealth Advisors 2005 View Locations
Carval Investors 2010 View Locations
Churchill Management Group 1967 View Locations
Clerestory Advisors 2009 View Locations
Compass Capital Management 1988 View Locations
Cookson Financial 2007 View Locations
Cornerstone Wealth Advisors 2003 View Locations
Cypress Wealth Management 2013 View Locations
Doxa Advisors 2012 View Locations
Duval Investment Group 2013 View Locations
Envoi 2008 View Locations
Excelsior Investors 2000 View Locations
Financial Compass Corporation 2005 View Locations
Financial Dimensions Group 2012 View Locations
Financial Empowerment 2004 View Locations
First Light Asset Management 2013 View Locations
Focus Financial 2010 View Locations
Foundry Partners 2012 View Locations
Francis Investment Counsel 2004 View Locations
GEN Financial Management 2000 View Locations
GS Investment 1999 View Locations
Galligan Financial Advisors 2012 View Locations
Gary L. Greenberg 1985 View Locations
Greycourt & Co 2001 View Locations
HBW Advisory Services 2012 View Locations
Hammer Advisory Services 2010 View Locations
Heck Capital Advisors 2007 View Locations
Highmark Wealth Management 2012 View Locations
Hofkin Capital Management 2012 View Locations
Invested Interests 2013 View Locations
JNBA Financial Advisors 1984 View Locations
Klane Wealth Management 2012 View Locations
Larson Financial Advisors 2011 View Locations
Laurel Wealth Planning 2014 View Locations
Layline Asset Management 2014 View Locations
Lifeplan Financial 2012 View Locations
Lifestage Wealth Management 2013 View Locations
Lottsa Financial Services 2001 View Locations
MAR Vista Investment Partners 2007 View Locations
Mairs & Power 1961 View Locations
Marks Group Wealth Management 2008 View Locations
Meristem Family Wealth 2000 View Locations
Mindful Asset Planning 2015 View Locations
Minneapolis Portfolio Management Group 2004 View Locations
Mount Yale Investment Advisors 2006 View Locations
Murphy Pohlad Asset Management 2000 View Locations
Natural Investments 2005 View Locations
New Era Financial Advisors 1986 View Locations
Next Century Growth Investors 1998 View Locations
Nicollet Investment Management 2000 View Locations
North Compass Financial Advisors 2012 View Locations
North Sky Capital 2005 View Locations
Oxford Financial Group 1984 View Locations
Palisade Asset Management 2005 View Locations
Perceptive Edge Investment Management 2014 View Locations
Peregrine Capital Management 1984 View Locations
Personal Wealth Partners 2014 View Locations
Phillip James Financial CO 2013 View Locations
PrairieView Partners 2007 View Locations
Quantitative Advantage 2000 View Locations
Ramsey Hill Asset Management 2012 View Locations
Runestone Wealth Advisors 2002 View Locations
S3 2008 View Locations
SIT Fixed Income Advisors II 1998 View Locations
Sawtooth Solutions 2015 View Locations
Schwarz Dygos Wheeler Investment Advisors 2008 View Locations
Silveroak Wealth Management 2001 View Locations
Solidity Financial 2011 View Locations
Somerset Group 2012 View Locations
Stairway Partners 2004 View Locations
Stillwater Investment Management 2004 View Locations
Stonebridge Capital Advisors 1997 View Locations
Summit Creek Advisors 2009 View Locations
Superior Financial 2008 View Locations
Tealwood Asset Management 1987 View Locations
The Advocate Group 2011 View Locations
The Planning Center 2002 View Locations
Thomas L. Sullivan 1997 View Locations
Thoughtful Financial Planning 2014 View Locations
Total Wealth Advisors 2012 View Locations
Tradition Wealth Management 2004 View Locations
Twele Capital Management 2007 View Locations
USAdvisors Wealth Management 2013 View Locations
Ulland Investment Advisors 2000 View Locations
Valeo Financial Advisors 2006 View Locations


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