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 SalesTypical Fee--
AUM$3.7B
Minimum--
Clients4,848
ACUMEN FINANCIAL ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$404M
Minimum--
Clients602
CAHILL FINANCIAL ADVISORS, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.4B
Minimum--
Clients3,813
CFG RETIREMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$182M
Minimum--
Clients614
CORNERSTONE WEALTH ADVISORS, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$528M
Minimum--
Clients1,541
DSG CAPITAL ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$684M
Minimum--
Clients493
FIRST LIGHT ASSET MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.1B
Minimum--
Clients1,077
FLOURISH WEALTH MANAGEMENT INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$455M
Minimum--
Clients900
JOSH ARNOLD INVESTMENT CONSULTANT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$150M
Minimum--
Clients360
LAUREL WEALTH PLANNING
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$396M
Minimum--
Clients941
O'BRIEN-STALEY PARTNERS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.5B
Minimum--
Clients7
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.1B
Minimum--
Clients540
RUNNING OAK CAPITAL LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$823M
Minimum--
Clients1,039
SILVEROAK WEALTH MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.7B
Minimum--
Clients1,891
STAR CAPITAL INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$143M
Minimum--
Clients1,572
STILES FINANCIAL SERVICES, INC.
Clean RecordTypical Fee0.50%
AUM$439M
Minimum--
Clients729
TRADITION WEALTH MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.0B
Minimum--
Clients5,271
TRAILHEAD PLANNERS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$188M
Minimum--
Clients594