FinGenADVISORS
Saved
FIND YOUR KIND OF ADVISOR

Financial advisory firms
in Minnesota.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

15,688 financial advisors260 advisory firms58 cities

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

260 advisory firmsCompare public facts. Verify experience directly.
15,688 financial advisors260 advisory firms58 cities

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

360 FINANCIALCRD 168600

Advisory firm

Filed advisory firm office: Wayzata, MN

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
ABBEY STREETCRD 305107

Advisory firm

Filed advisory firm office: Eden Prairie, MN

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Educational seminars/workshops
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
ABENS FINANCIAL SERVICES INCCRD 106604

Advisory firm

Filed advisory firm office: Edina, MN

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
ACCESS FINANCIAL SERVICES, INC.CRD 115361

Advisory firm

Filed advisory firm office: Minneapolis, MN

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
ACCREDITED INVESTORS WEALTH MANAGEMENTCRD 105439

Advisory firm

Filed advisory firm office: Edina, MN

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Financial planning
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
ACMCRD 285739

Advisory firm

Filed advisory firm office: Wayzata, MN

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
ACUMEN FINANCIAL ADVISORS, LLCCRD 152748

Advisory firm

Filed advisory firm office: Edina, MN

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
ADVANCED CAPITAL GROUPCRD 109673

Advisory firm

Filed advisory firm office: Minneapolis, MN

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
ADVISORNET WEALTH PARTNERSCRD 113074

Advisory firm

Filed advisory firm office: Minnetonka, MN

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
ADVISORY SOLUTIONS GROUPCRD 339919

Advisory firm

Filed advisory firm office: Plymouth, MN

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningOther: TURNKEY ASSET MANAGEMENT FOR RIA FIRMS
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
AFFIANCE FINANCIAL LLCCRD 113200

Advisory firm

Filed advisory firm office: St. Louis Park, MN

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
AIS PLANNINGCRD 148821

Advisory firm

Filed advisory firm office: St. Cloud, MN

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
ALL STAR FINANCIALCRD 323765

Advisory firm

Filed advisory firm office: Minneapolis, MN

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
ALL TERRAIN FINANCIAL ADVISORSCRD 286683

Advisory firm

Filed advisory firm office: Coon Rapids, MN

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
ALLIANZ INVESTMENT MANAGEMENT LLCCRD 111925

Advisory firm

Filed advisory firm office: Minneapolis, MN

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
AMERIPRISE FINANCIAL SERVICES, LLCCRD 6363

Advisory firm

Filed advisory firm office: Minneapolis, MN

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
ARTHUR VENTURESCRD 326592

Advisory firm

Filed advisory firm office: Minneapolis, MN

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Other: PORTFOLIO COMPANY MANAGEMENT SERVICESPortfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
ASA MANAGED ACCOUNT MANAGERS LLCCRD 162855

Advisory firm

Filed advisory firm office: Minneapolis, MN

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsInvestment companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
ASCENT ADVISORSCRD 335353

Advisory firm

Filed advisory firm office: Mankato, MN

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
BALLAST ADVISORS, LLCCRD 285991

Advisory firm

Filed advisory firm office: Woodbury, MN

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
A MORE INFORMED FIRST CONVERSATION

A shortlist is just the start.

Confirm services, fees, credentials, availability and your advisor’s location directly. A public filing is a starting point, not a recommendation.

Prepare for your first meeting

Explore a city

Explore related places and planning situations

CONTEXT FOR YOUR NEXT DECISION

Read, compare, then explore.

GUIDE

How to choose a financial advisor

Compare services, fit and the questions that matter before you choose.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Understand financial advisor fees

Make sense of compensation, total costs and written terms.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Questions for your first advisor meeting

Bring consistent questions and leave with a clearer basis for comparison.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Check financial advisor credentials

Find the original public record and verify the advisor and firm separately.

Choosing an advisor · Preview guide · Named author and publication pendingRead more
All insights and guides