Fiduciary advisors in Minneapolis, MN

82 registered advisers

Target, UnitedHealth Group, and a cluster of Fortune 500 companies give Minneapolis one of the highest concentrations of corporate wealth per capita in the country. 82 fiduciary advisory firms hold SEC registration in the metro, with 74 operating fee-only. Minnesota's relatively high state income tax rate makes tax-efficient planning -- from municipal bonds to qualified opportunity zones -- a recurring theme in local advisory practices.

AB CARVAL INVESTORS, LP

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

ACCESS FINANCIAL SERVICES, INC.

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

ADVANCED CAPITAL GROUP

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

ALL STAR FINANCIAL

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

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

CAPITAL MANAGEMENT ASSOCIATES INC

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

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

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--

COLLIERS SECURITIES LLC

Also Compensated via Brokerage
Minneapolis, MinnesotaCRD #7477
Typical Fee--
AUM$281M
Minimum--
Clients1,016

COMPASS CAPITAL MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #107823
Typical Fee--
AUM$2.5B
Minimum--
Clients1,661

CONTEGO CAPITAL GROUP, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #128518
Typical Fee--
AUM$73M
Minimum--
Clients121

CORDIS FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #294766
Typical Fee--
AUM$361M
Minimum--
Clients856

DEEPWATER ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #316507
Typical Fee--
AUM$458M
Minimum--
Clients9

DISCIPLINED GROWTH INVESTORS INC

Clean RecordAlso Compensated via Brokerage
Minneapolis, MinnesotaCRD #106746
Typical Fee--
AUM$5.8B
Minimum--
Clients142

DUNNAVAN & CO.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #109058
Typical Fee--
AUM$392M
Minimum--
Clients243

EHLERS

Fee-Only, No ConflictsClean Record
Minneapolis, MinnesotaCRD #146385
Typical Fee--
AUM$3.2B
Minimum--
Clients671

ELEMENT SQUARED PRIVATE WEALTH

Fee-OnlyAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #311284
Typical Fee--
AUM$203M
Minimum--
Clients478

EPIQ PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #165139
Typical Fee--
AUM$287M
Minimum--
Clients290

EVEREST FINANCIAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #137260
Typical Fee--
AUM$912M
Minimum--
Clients4,667

FINANCIAL PERSPECTIVES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #135549
Typical Fee--
AUM$1.0B
Minimum--
Clients1,754

FOCUS FINANCIAL

Fee-OnlyAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #116140
Typical Fee--
AUM$6.3B
Minimum--
Clients26,057

GALLIARD CAPITAL MANAGEMENT

Fee-Only, No ConflictsClean Record
Minneapolis, MinnesotaCRD #106487
Typical Fee--
AUM$80.4B
Minimum--
Clients267

GOLDNER HAWN

Fee-Only, No ConflictsClean Record
Minneapolis, MinnesotaCRD #299154
Typical Fee--
AUM$843M
Minimum--
Clients3

GUARDIAN WEALTH STRATEGIES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #167485
Typical Fee--
AUM$1.1B
Minimum--
Clients4,278

HAYS FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #306877
Typical Fee--
AUM$6.1B
Minimum--
Clients688

INDIA CAPITAL LLC

Fee-Only, No ConflictsClean Record
Minneapolis, MinnesotaCRD #309034
Typical Fee--
AUM$349M
Minimum--
Clients1

INTELLIGENT ALPHA LLC

Fee-Only, No ConflictsClean Record
Minneapolis, MinnesotaCRD #332518
Typical Fee--
AUM$25M
Minimum--
Clients1

KEYSTONE WEALTH ADVISORS, INCORPORATED

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #153418
Typical Fee--
AUM$191M
Minimum--
Clients64

KOWALSKI FINANCIAL INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #300424
Typical Fee--
AUM$202M
Minimum--
Clients733

LEUTHOLD WEEDEN CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #105826
Typical Fee--
AUM$1.1B
Minimum--
Clients232

LOGAN PARK WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #299007
Typical Fee--
AUM$465M
Minimum--
Clients1,452

MARQUETTE WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #282482
Typical Fee1.15%
AUM$817M
Minimum--
Clients701

MCGINTY ROAD PARTNERS, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #290390
Typical Fee--
AUM$602M
Minimum--
Clients6

NEPSIS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #141203
Typical Fee2.50%
AUM$345M
Minimum--
Clients1,267

NICOLLET INVESTMENT MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #109401
Typical Fee--
AUM$533M
Minimum--
Clients868

NORTHERN LAKES CAPITAL, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #315975
Typical Fee--
AUM$321M
Minimum--
Clients5

NORTHERN PACIFIC GROUP, L.P.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #299012
Typical Fee--
AUM$151M
Minimum--
Clients4

NORTHERN PACIFIC GROWTH INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #173350
Typical Fee--
AUM$151M
Minimum--
Clients3

NORTHLAND ASSET MANAGEMENT

Also Compensated via Brokerage
Minneapolis, MinnesotaCRD #40258
Typical Fee--
AUM$360M
Minimum--
Clients1,068

NORTHROCK PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #167908
Typical Fee--
AUM$6.6B
Minimum--
Clients12,834

NORTHSTAR CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #158003
Typical Fee--
AUM$1.1B
Minimum--
Clients7

NORWEST CAPITAL ADVISORS, LLC

Fee-Only, No ConflictsClean Record
Minneapolis, MinnesotaCRD #323642
Typical Fee--
AUM$3.8B
Minimum--
Clients12

OKABENA INVESTMENT SERVICES INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #111162
Typical Fee--
AUM$1.8B
Minimum--
Clients303

PALISADE ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #136089
Typical Fee--
AUM$1.3B
Minimum--
Clients773

PARR MCKNIGHT WEALTH MANAGEMENT GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #330050
Typical Fee--
AUM$1.1B
Minimum--
Clients2,040

PEREGRINE CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #110052
Typical Fee--
AUM$4.3B
Minimum--
Clients75

PIPER HEARTLAND HEALTHCARE CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #310044
Typical Fee--
AUM$221M
Minimum--
Clients1

PIPER SANDLER & CO.

Also Compensated via Brokerage
Minneapolis, MinnesotaCRD #665
Typical Fee--
AUM$2.0B
Minimum--
Clients1

PROTERRA INVESTMENT PARTNERS LP

Fee-Only, No ConflictsClean Record
Minneapolis, MinnesotaCRD #282051
Typical Fee1.00%
AUM$3.6B
Minimum--
Clients26

PSC CAPITAL PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #165620
Typical Fee--
AUM$251M
Minimum--
Clients6

RBC GLOBAL ASSET MANAGEMENT (U.S.) INC.

Fee-OnlyAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #107173
Typical Fee--
AUM$104.5B
Minimum--
Clients245

RIVERBRIDGE

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #108074
Typical Fee--
AUM$6.9B
Minimum--
Clients4,421

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #147384
Typical Fee--
AUM$644M
Minimum--
Clients1,978

SHOREVIEW INDUSTRIES II, LLC

Fee-Only, No ConflictsClean Record
Minneapolis, MinnesotaCRD #156686
Typical Fee--
AUM$1.2B
Minimum--
Clients11

SIT FIXED INCOME ADVISORS II, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #108271
Typical Fee--
AUM$12.9B
Minimum--
Clients157

SIT INVESTMENT ASSOCIATES, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #105725
Typical Fee--
AUM$3.4B
Minimum--
Clients77

STAIRWAY PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #133157
Typical Fee--
AUM$2.4B
Minimum--
Clients100

STRONG TOWER ADVISORY SERVICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #315106
Typical Fee--
AUM$759M
Minimum--
Clients314

SUMMIT CREEK ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #135496
Typical Fee--
AUM$790M
Minimum--
Clients34

TEALWOOD ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #105245
Typical Fee--
AUM$365M
Minimum--
Clients681

THOMAS LEO ADVISORY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #159271
Typical Fee--
AUM$170M
Minimum--
Clients362

THRIVENT ADVISOR NETWORK, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #304569
Typical Fee--
AUM$6.6B
Minimum--
Clients28,545

THRIVENT ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #137751
Typical Fee--
AUM$46.8B
Minimum--
Clients31

THRIVENT FINANCIAL FOR LUTHERANS

Fee-OnlyAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #115785
Typical Fee--
AUM$141.1B
Minimum--
Clients68

THRIVENT INVESTMENT MANAGEMENT INC.

Also Compensated via Brokerage
Minneapolis, MinnesotaCRD #18387
Typical Fee--
AUM$17.5B
Minimum--
Clients48,940

THRIVENT PRIVATE INVESTMENTS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #338378
Typical Fee--
AUM$15.6B
Minimum--
Clients33

U.S. BANCORP ASSET MANAGEMENT, INC.

Fee-OnlyAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #111912
Typical Fee0.25%
AUM$402.8B
Minimum$100M
Clients2,384

ULLAND INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #109610
Typical Fee--
AUM$451M
Minimum--
Clients226

VAN CLEMENS WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #297362
Typical Fee2.00%
AUM$470M
Minimum--
Clients1,589

VECTOR WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #152667
Typical Fee--
AUM$1.5B
Minimum--
Clients3,161

WHITE OAKS WEALTH ADVISORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #173522
Typical Fee--
AUM$530M
Minimum--
Clients228

WHITEBOX ADVISORS LLC

Fee-OnlyAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #121995
Typical Fee--
AUM$11.0B
Minimum--
Clients16

WINSLOW CAPITAL MANAGEMENT LLC

Fee-OnlyAlso Compensated via Product Sales
Minneapolis, MinnesotaCRD #106940
Typical Fee--
AUM$27.2B
Minimum--
Clients1,560

X CUBED CAPITAL MANAGEMENT LLC

Fee-Only, No ConflictsClean Record
Minneapolis, MinnesotaCRD #313966
Typical Fee--
AUM$170M
Minimum--
Clients3

YUKON PARTNERS MANAGEMENT, L.L.C.

Fee-Only, No ConflictsClean Record
Minneapolis, MinnesotaCRD #159991
Typical Fee--
AUM$2.0B
Minimum--
Clients18
Fiduciary Advisors in Minneapolis, Minnesota | FiduciaryListings