Fiduciary advisors in Edina, MN

18 registered advisers

Edina is one of the Twin Cities' wealthiest suburbs, where corporate executive households maintain long-term advisory relationships, and 18 SEC-registered fiduciary firms serve local investors. Of those, 17 are fee-only practices that do not earn commissions from financial product sales. All data is sourced from SEC Form ADV filings and updated as new disclosures become available.

ACCREDITED INVESTORS WEALTH MANAGEMENT

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

ACUMEN FINANCIAL ADVISORS, LLC

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

CAHILL FINANCIAL ADVISORS, INC.

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

CFG RETIREMENT

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

CORNERSTONE WEALTH ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Edina, MinnesotaCRD #124947
Typical Fee--
AUM$528M
Minimum--
Clients1,541

DSG CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Edina, MinnesotaCRD #332056
Typical Fee--
AUM$684M
Minimum--
Clients493

FIRST LIGHT ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Edina, MinnesotaCRD #168899
Typical Fee--
AUM$1.1B
Minimum--
Clients1,077

FLOURISH WEALTH MANAGEMENT INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Edina, MinnesotaCRD #170591
Typical Fee--
AUM$455M
Minimum--
Clients900

JOSH ARNOLD INVESTMENT CONSULTANT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Edina, MinnesotaCRD #163088
Typical Fee--
AUM$150M
Minimum--
Clients360

LAUREL WEALTH PLANNING

Fee-OnlyClean RecordAlso Compensated via Product Sales
Edina, MinnesotaCRD #122035
Typical Fee--
AUM$396M
Minimum--
Clients941

O'BRIEN-STALEY PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Edina, MinnesotaCRD #169245
Typical Fee--
AUM$1.5B
Minimum--
Clients7

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Edina, MinnesotaCRD #117962
Typical Fee--
AUM$2.1B
Minimum--
Clients540

RUNNING OAK CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Edina, MinnesotaCRD #286656
Typical Fee--
AUM$823M
Minimum--
Clients1,039

SILVEROAK WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Edina, MinnesotaCRD #110532
Typical Fee--
AUM$1.7B
Minimum--
Clients1,891

STAR CAPITAL INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Edina, MinnesotaCRD #171057
Typical Fee--
AUM$143M
Minimum--
Clients1,572

STILES FINANCIAL SERVICES, INC.

Clean Record
Edina, MinnesotaCRD #117023
Typical Fee0.50%
AUM$439M
Minimum--
Clients729

TRADITION WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Edina, MinnesotaCRD #128314
Typical Fee--
AUM$2.0B
Minimum--
Clients5,271

TRAILHEAD PLANNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Edina, MinnesotaCRD #284610
Typical Fee--
AUM$188M
Minimum--
Clients594
Fiduciary Advisors in Edina, Minnesota | FiduciaryListings