Fiduciary advisors in Minnesota

269registered advisers
246fee-only verified

Minneapolis-St. Paul concentrates the vast majority of Minnesota's 269 SEC-registered fiduciary advisors. Of these, 246 are fee-only. Target, 3M, Medtronic, and UnitedHealth Group create a deep pool of executive compensation clients. Minnesota's top marginal income tax rate of 9.85% makes tax-efficient investing a persistent concern.

Cities

Albert Lea2Andover1Apple Valley1Arden Hills7Blaine1Bloomington25Buffalo1Cambridge2Chanhassen1Cloquet1Coon Rapids2Deephaven1Detroit Lakes1Duluth3Eagan1Eden Prairie8Edina18Excelsior5Golden Valley1Hermantown1Hopkins1Jackson1Jordan1Mahtomedi1Mankato1Maple Grove4Mendota Heights1Minneapolis82Minnetonka16Montevideo1Morris1New Brighton1New Prague1Northfield1Oakdale1Plymouth14Prior Lake1Red Wing1Rochester2Rosemount1Roseville1Shoreview1St Paul13St. Cloud4St. Louis Park6Stillwater1Vadnais Heights1Virginia1Waseca1Wayzata17White Bear Lake1White Bear Township1Woodbury5

Top advisors

360 FINANCIAL

Fee-OnlyAlso Compensated via Product Sales
Wayzata, MinnesotaCRD #168600
Typical Fee--
AUM$568M
Minimum--
Clients1,940

AB CARVAL INVESTORS, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #141819
Typical Fee--
AUM$16.8B
Minimum--
Clients67

ABBEY STREET

Fee-OnlyClean RecordAlso Compensated via Product Sales
Eden Prairie, MinnesotaCRD #305107
Typical Fee--
AUM$315M
Minimum--
Clients748

ACCESS FINANCIAL SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #115361
Typical Fee--
AUM$438M
Minimum--
Clients812

ACCREDITED INVESTORS WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Edina, MinnesotaCRD #105439
Typical Fee--
AUM$3.7B
Minimum--
Clients4,848

ACM

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wayzata, MinnesotaCRD #285739
Typical Fee--
AUM$213M
Minimum--
Clients14

ACUMEN FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Edina, MinnesotaCRD #152748
Typical Fee--
AUM$404M
Minimum--
Clients602

ADVANCED ADVISOR GROUP, LLC

Clean RecordAlso Compensated via Brokerage
Cambridge, MinnesotaCRD #140393
Typical Fee--
AUM$13M
Minimum--
Clients105

ADVANCED CAPITAL GROUP

Fee-Only, No ConflictsClean Record
Minneapolis, MinnesotaCRD #109673
Typical Fee0.50%
AUM$27.8B
Minimum$5,000
Clients363

ADVISORNET WEALTH PARTNERS

Also Compensated via Brokerage
Minnetonka, MinnesotaCRD #113074
Typical Fee--
AUM$2.3B
Minimum--
Clients7,091

AFFIANCE FINANCIAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis Park, MinnesotaCRD #113200
Typical Fee--
AUM$1.4B
Minimum--
Clients4,165

AIS PLANNING

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Cloud, MinnesotaCRD #148821
Typical Fee--
AUM$485M
Minimum--
Clients1,425

ALIGN FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Hermantown, MinnesotaCRD #309238
Typical Fee--
AUM$434M
Minimum--
Clients753

ALL STAR FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #323765
Typical Fee--
AUM$882M
Minimum--
Clients1,839

ALL TERRAIN FINANCIAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Coon Rapids, MinnesotaCRD #286683
Typical Fee--
AUM$324M
Minimum--
Clients595

ALLIANZ INVESTMENT MANAGEMENT LLC

Fee-Only, No Conflicts
Minneapolis, MinnesotaCRD #111925
Typical Fee--
AUM$18.1B
Minimum--
Clients76

ALLODIUM INVESTMENT CONSULTANTS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #135812
Typical Fee--
AUM$577M
Minimum--
Clients831

AMERIPRISE FINANCIAL SERVICES, LLC

Also Compensated via Brokerage
Minneapolis, MinnesotaCRD #6363
Typical Fee--
AUM$564.6B
Minimum--
Clients2,281,153

ARTHUR VENTURES

Fee-Only, No ConflictsClean Record
Minneapolis, MinnesotaCRD #326592
Typical Fee--
AUM$1.5B
Minimum--
Clients13

ASA MANAGED ACCOUNT MANAGERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #162855
Typical Fee--
AUM$920M
Minimum--
Clients219

BALLAST ADVISORS, LLC

Clean RecordAlso Compensated via Product Sales
Woodbury, MinnesotaCRD #285991
Typical Fee--
AUM$588M
Minimum--
Clients2,449

BANNERSTONE CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wayzata, MinnesotaCRD #147447
Typical Fee--
AUM$144M
Minimum--
Clients527

BEARING POINT CAPITAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bloomington, MinnesotaCRD #332023
Typical Fee1.25%
AUM$907M
Minimum--
Clients715

BERGER FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Plymouth, MinnesotaCRD #308174
Typical Fee--
AUM$2.5B
Minimum--
Clients10,333

BGM WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bloomington, MinnesotaCRD #110483
Typical Fee--
AUM$517M
Minimum--
Clients889

BIRCHWOOD FINANCIAL PARTNERS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bloomington, MinnesotaCRD #169962
Typical Fee--
AUM$744M
Minimum--
Clients1,720

BLACK LAKE INVESTMENTS LLC

Fee-Only, No ConflictsClean Record
Wayzata, MinnesotaCRD #334605
Typical Fee--
AUM$801M
Minimum--
Clients1

BLUESTEM WEALTH PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minnetonka, MinnesotaCRD #324489
Typical Fee--
AUM$968M
Minimum--
Clients7,935

BOND & DEVICK WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis Park, MinnesotaCRD #283682
Typical Fee1.25%
AUM$616M
Minimum--
Clients1,239

BOULAY WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Eden Prairie, MinnesotaCRD #111334
Typical Fee--
AUM$2.4B
Minimum--
Clients4,260

BOULEVARD

Clean RecordAlso Compensated via Product Sales
Bloomington, MinnesotaCRD #164423
Typical Fee--
AUM$119M
Minimum--
Clients858

BOYUM WEALTH ARCHITECTS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bloomington, MinnesotaCRD #161261
Typical Fee--
AUM$564M
Minimum--
Clients1,155

BPS CAPITAL MANAGEMENT, INC.

Fee-Only, No ConflictsClean Record
Bloomington, MinnesotaCRD #120006
Typical Fee--
AUM$3.1B
Minimum--
Clients67

BRIGHT ANGEL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Paul, MinnesotaCRD #311704
Typical Fee--
AUM$224M
Minimum--
Clients106

CAHILL FINANCIAL ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Edina, MinnesotaCRD #109890
Typical Fee--
AUM$1.4B
Minimum--
Clients3,813

CAISSA WEALTH STRATEGIES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bloomington, MinnesotaCRD #150458
Typical Fee--
AUM$286M
Minimum--
Clients593

CAPITAL MANAGEMENT ASSOCIATES INC

Clean RecordAlso Compensated via Brokerage
Minneapolis, MinnesotaCRD #105010
Typical Fee--
AUM$1.6B
Minimum--
Clients932

CAPTAR PRIVATE WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
St. Louis Park, MinnesotaCRD #325537
Typical Fee--
AUM$166M
Minimum--
Clients415

CARVAL CLO MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Minneapolis, MinnesotaCRD #298135
Typical Fee--
AUM$6.4B
Minimum--
Clients14

CASTLELAKE, L.P.

Fee-Only, No ConflictsClean Record
Minneapolis, MinnesotaCRD #145165
Typical Fee--
AUM$28.8B
Minimum--
Clients43

CCM INVESTMENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Northfield, MinnesotaCRD #327915
Typical Fee--
AUM$952M
Minimum--
Clients1

CEDAR COVE WEALTH PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Bloomington, MinnesotaCRD #336245
Typical Fee--
AUM$432M
Minimum--
Clients1,861

CEDRUS WEALTH GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Andover, MinnesotaCRD #334995
Typical Fee--
AUM$136M
Minimum--
Clients1,082

CFG RETIREMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Edina, MinnesotaCRD #179516
Typical Fee--
AUM$182M
Minimum--
Clients614

CHERRY TREE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minnetonka, MinnesotaCRD #151406
Typical Fee--
AUM$593M
Minimum--
Clients1,042

CHRISTENSEN GROUP FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Eden Prairie, MinnesotaCRD #318144
Typical Fee--
AUM$19M
Minimum--
Clients78

CLEARWATER MANAGEMENT CO., INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
St Paul, MinnesotaCRD #105307
Typical Fee--
AUM$4.1B
Minimum--
Clients13

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

Also Compensated via Brokerage
Minneapolis, MinnesotaCRD #38357
Typical Fee--
AUM$13.3B
Minimum--
Clients22,382

CLOVERFIELDS CAPITAL GROUP, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #306590
Typical Fee--
AUM$340M
Minimum--
Clients63

CLOVERPOINT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #335407
Typical Fee--
AUM--
Minimum--
Clients--
View all 269 advisors in Minnesota
Fiduciary Financial Advisors in Minnesota | FiduciaryListings