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Top Financial Advisor Firms in Minnesota




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2020 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 June 01, 2020, 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!



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Are you a top firm in Minnesota? As a consumer advocacy project, lists have no upfront fees or licensing fees. Contact Brandon Wilson for your digital certificate and customized press release.
Firm Rating Year Registered Minimum Office Locations
ASA Managed Account Managers 2012 View Locations
Access Financial Services 2006 View Locations
Accredited Investors Wealth Management 1989 View Locations
Advanced Capital Group 2006 View Locations
Affiance Financial 2013 View Locations
All Star Financial 1992 View Locations
Allodium Investment Consultants 2005 View Locations
Aspiriant 2008 View Locations
BGM Wealth Partners 1996 View Locations
BPS Capital Management 2002 View Locations
Bailard 1972 View Locations
Beacon Pointe Wealth Advisors 2009 View Locations
BerganKDV Wealth Management 2007 View Locations
Boulay Financial Advisors 2001 View Locations
CTB Financial Services 2007 View Locations
Cahill Financial Advisors 1983 View Locations
Carlson Capital Management 2015 View Locations
Carval Investors 2010 View Locations
Churchill Management Group 1967 View Locations
Cliftonlarsonallen Wealth Advisors 2000 View Locations
Compass Capital Management 1988 View Locations
Cornerstone Wealth Advisors 2003 View Locations
Cornerstone Wealth Management 2012 View Locations
Cuna Brokerage Services 2001 View Locations
DAI Wealth 2006 View Locations
Dunnavan & Co 1979 View Locations
E*trade Capital Management 2000 View Locations
Envoi 2008 View Locations
Evercore Wealth Management 2008 View Locations
Everstream Energy Capital Advisers 2014 View Locations
Excelsior Investors 2000 View Locations
Financial Dimensions Group 2012 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
Garrett Investment Advisors 2011 View Locations
Gary L. Greenberg 1985 View Locations
Great Valley Advisor Group 2011 View Locations
Greycourt & Co 2001 View Locations
Heck Capital Advisors 2007 View Locations
Highmark Wealth Management 2012 View Locations
Hightower Advisors 2008 View Locations
JNBA Financial Advisors 1984 View Locations
Keystone Wealth Advisorsorporated 2010 View Locations
Laurel Wealth Planning 2014 View Locations
Leuthold Weeden Capital Management 1987 View Locations
Lifestage Wealth Management 2013 View Locations
MAR Vista Investment Partners 2007 View Locations
MRA Associates 2009 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
NavPoint Financial 1998 View Locations
New Era Financial Advisors 1986 View Locations
Next Century Growth Investors 1998 View Locations
Nicollet Investment Management 2000 View Locations
North Sky Capital 2005 View Locations
NorthRock Partners 2013 View Locations
Okabena Investment Services 1994 View Locations
Oxford Financial Group 1984 View Locations
PFG Advisors 2014 View Locations
Palisade Asset Management 2005 View Locations
Perceptive Edge Investment Management 2014 View Locations
Peregrine Capital Management 1984 View Locations
Perkins Capital Management 1984 View Locations
Personal Wealth Partners 2014 View Locations
PrairieView Partners 2007 View Locations
Punch & Associates Investment Management 2002 View Locations
Quantitative Advantage 2000 View Locations
Quantitative Asset Management 2007 View Locations
Redhawk Wealth Advisors 2008 View Locations
Retirement Wealth Advisors 2007 View Locations
Schwarz Dygos Wheeler Investment Advisors 2008 View Locations
Silveroak Wealth Management 2001 View Locations
Somerset Group 2012 View Locations
Speece Thorson Capital Group 1992 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
Sutterfield Financial Group 2005 View Locations
TIS Group 1995 View Locations
Tealwood Asset Management 1987 View Locations
The Advocate Group 2011 View Locations
The Mather Group 2011 View Locations
The Planning Center 2002 View Locations
Trademark Financial Management 2015 View Locations
Tradition Wealth Management 2004 View Locations
Ulland Investment Advisors 2000 View Locations
Valeo Financial Advisors 2006 View Locations
Wealthspire Advisors 2013 View Locations
Webb Financial Group 1991 View Locations
Wipfli Financial Advisors 1999 View Locations


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