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Best Financial Advisors near Minnetonka, Minnesota


To help Americans find the best financial advisors in Minnetonka, Minnesota, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Minnetonka, Minnesota.


1. Redhawk Wealth Advisors
   (952) 835-4295
Multiple Locations

Redhawk Wealth Advisors, registered in 2008, manages $1.1 billion for 1,525 clients.

2. Twele Capital Management
   (952) 887-9253
5601 Smetana Drive, Suite 707. Minnetonka, MN

Twele Capital Management, registered in 2007, manages $496.2 million for 100 clients.

3. Excelsior Investors
   (952) 941-2795
34 Water Street, Suite 8 Excelsior, MN

Excelsior Investors, registered in 2000, manages $134.7 million for 93 clients.

4. GEN Financial Management
   (952) 513-1466
10810 Old County Road 15, Suite 200. Plymouth, MN

GEN Financial Management, registered in 2000, manages $339.3 million for 446 clients.

5. Quantitative Advantage
   (952) 767-8007
10400 Yellow Circle Drive, Suite 303. Minnetonka, MN

Quantitative Advantage, registered in 2000, manages $516.7 million for 962 clients.

6. Murphy Pohlad Asset Management
   (952) 948-2300
6385 Old Shady Oak Road, Suite 200. Eden Prairie, MN

Murphy Pohlad Asset Management, registered in 2000, manages $397.6 million for 240 clients.

7. Somerset Group
   (952) 681-7254
15600 Wayzata Blvd, Suite 304. Wayzata, MN

Somerset Group, registered in 2012, manages $138.1 million for 60 clients.

8. MAR Vista Investment Partners
   (310) 917-2800
6001 Shady Oak Road Suite 200, Minnetonka, Minnesota

MAR Vista Investment Partners, registered in 2007, manages $4.3 billion for 242 clients.

9. Quantitative Asset Management
   (952) 476-7855
641 E. Lake Street, Suite 216. Wayzata, MN

Quantitative Asset Management, registered in 2007, manages $137.2 million for 201 clients.

10. The Advocate Group
   (952) 693-2630
601 Carlson Parkway, Suite 1100. Minnetonka, MN

The Advocate Group, registered in 2011, manages $439.8 million for 328 clients.

11. Meristem Family Wealth
   (952) 835-2577
701 Carlson Parkway, Suite 1400. Minnetonka, MN

Meristem Family Wealth, registered in 2000, manages $3.9 billion for 672 clients.

12. MRA Associates
   (800) 222-1232
1907 Wayzata Boulevard Suite 200, Wayzata, Minnesota

MRA Associates, registered in 2009, manages $2.6 billion for 670 clients.

13. Carval Investors
   (952) 444-4780
9320 Excelsior Boulevard, 7th Floor. Hopkins, MN

Carval Investors, registered in 2010, manages $15.9 billion for 55 clients.

14. Retirement Wealth Advisors
   (952) 474-1270
600 Highway 169 South Ste. 885, Minneapolis, Minnesota

Retirement Wealth Advisors, registered in 2007, manages $2.0 billion for 19,411 clients.

15. Marks Group Wealth Management
   (952) 582-6100
4350 Baker Road, Suite 245. Minnetonka, MN

Marks Group Wealth Management, registered in 2008, manages $1.1 billion for 591 clients.

16. Perceptive Edge Investment Management
   (952) 476-2770
15600 Wayzata Blvd., Suite 101. Wayzata, MN

Perceptive Edge Investment Management, registered in 2014, manages $289.1 million for 71 clients.

17. Envoi
   (952) 358-6260
600 Highway 169 South, Suite 1950. Minneapolis, MN

Envoi, registered in 2008, manages $2.1 billion for 42 clients.

18. Lifestage Wealth Management
   (763) 542-8884
11100 Wayzata Boulevard, Suite 510. Minnetonka, MN

Lifestage Wealth Management, registered in 2013, manages $147.0 million for 403 clients.

19. New Era Financial Advisors
   (952) 473-1116
801 Twelve Oaks Center Drive, Suite 826. Wayzata, MN

New Era Financial Advisors, registered in 1986, manages $732.8 million for 1,139 clients.

20. New Era Financial Advisors
   (952) 473-1116
Multiple Locations

New Era Financial Advisors, registered in 1986, manages $732.8 million for 1,139 clients.



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Corda Investment Management
   (713) 439-0665

Corda Investment Management, registered in 1999, manages $1.2 billion for 1,236 clients.

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Fisher Investments
   (888) 823-9566

Fisher Investments, registered in 1987, manages $120.9 billion for 69,327 clients.

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Top Cities for Minnesota


Burnsville, Minnesota Eden Prairie, Minnesota Hamel, Minnesota Mendota, Minnesota Minneapolis, Minnesota Minnetonka, Minnesota Saint Louis Park, Minnesota Saint Paul, Minnesota Savage, Minnesota Wayzata, Minnesota

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