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Advisers in Minneapolis, MN

58 advisers in Minneapolis — 58 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (41)Hourly fees (27)Flat / fixed fees (38)Retirement plan consulting (16)

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Access Financial Services, INC.1650 West 82nd Street, Suite 850 · Minneapolis, MN 55431 · (952) 885-2732 · Financial planningCRD 115361 · % of assets, Hourly charges, Fixed fees · $437.8 million AUMSEC registeredNo commissions reportedAdvanced Capital Group50 South Sixth Street, Suite 975 · Minneapolis, MN 55402 · (612) 230-3000 · Financial planningCRD 109673 · % of assets, Hourly charges, Fixed fees · $30.0 billion AUMSEC registeredNo commissions reportedAll Star Financial3800 American Blvd West, Suite 620 · Minneapolis, MN 55431 · (952) 896-3820 · Financial planningCRD 323765 · % of assets, Hourly charges, Fixed fees · $881.7 million AUMSEC registeredNo commissions reportedAllodium Investment Consultants, LLC500 Washington Avenue South, Suite 4400 · Minneapolis, MN 55415 · (612) 230-3700 · Financial planningCRD 135812 · % of assets, Hourly charges, Fixed fees · $576.8 million AUMSEC registeredNo commissions reportedAmeriprise Financial Services, LLC901 3rd Avenue South · Minneapolis, MN 55402 · (612) 671-3131 · Financial planningCRD 6363 · % of assets, Hourly charges, Fixed fees · $660.5 billion AUMSEC registeredNo commissions reportedAsa Managed Account Managers LLC600 Highway 169 South, Suite 1735 · Minneapolis, MN 55426 · (952) 847-2450 · Flat / fixed feesCRD 162855 · % of assets, Fixed fees, Performance-based fees · $1.1 billion AUMSEC registeredNo commissions reportedCalhoun Financial Planning and Management333 Washington Ave N, Suite 300 · Minneapolis, MN 55401 · (952) 297-5840 · % of assets managedCRD 286389 · % of assets · $57.0 million AUMState registeredNo commissions reportedCapital Management Associates INC7900 Xerxes Ave. S, Ste 500 · Minneapolis, MN 55431 · (952) 893-1200 · Financial planningCRD 105010 · % of assets, Hourly charges, Fixed fees · $1.9 billion AUMSEC registeredNo commissions reportedCliftonlarsonallen Wealth Advisors, LLC220 South 6th Street, Suite 300 · Minneapolis, MN 55402 · (612) 376-4777 · Financial planningCRD 38357 · % of assets, Hourly charges, Fixed fees · $14.4 billion AUMSEC registeredNo commissions reportedCloverfields Capital Group, LP21 Third Street North, Suite 400 · Minneapolis, MN 55401 · (952) 208-8620 · % of assets managedCRD 306590 · % of assets · $358.7 million AUMSEC registeredNo commissions reported
Colliers Securities LLC90 South Seventh Street, Suite 4300 · Minneapolis, MN 55402 · (612) 376-4000 · % of assets managedCRD 7477 · % of assets · $329.6 million AUMSEC registeredNo commissions reportedCompass Capital Management INC706 Second Avenue South, Suite 400 · Minneapolis, MN 55402 · (612) 338-4051 · Financial planningCRD 107823 · % of assets, Fixed fees · $2.6 billion AUMSEC registeredNo commissions reportedCordis Financial, LLC3001 Broadway Street Ne, Suite 100 · Minneapolis, MN 55413 · (612) 268-2620 · Financial planningCRD 294766 · % of assets, Fixed fees · $360.7 million AUMSEC registeredNo commissions reportedDisciplined Growth Investors INC150 South Fifth Street, Suite 2550 · Minneapolis, MN 55402 · (612) 317-4100 · % of assets managedCRD 106746 · % of assets, Performance-based fees · $5.5 billion AUMSEC registeredNo commissions reportedDunnavan & CO.43 Main Street S.e., Suite 506 · Minneapolis, MN 55414 · (612) 630-1101 · Financial planningCRD 109058 · % of assets · $392.7 million AUMSEC registeredNo commissions reportedElement Squared Private Wealth60 South Sixth Street, Suite 2900 · Minneapolis, MN 55402 · (612) 325-5920 · Financial planningCRD 311284 · % of assets · $203.5 million AUMSEC registeredNo commissions reportedEpiq Partners, LLC2919 Knox Avenue South, Suite 200 · Minneapolis, MN 55408 · (612) 843-4800 · Financial planningCRD 165139 · % of assets, Fixed fees · $290.9 million AUMSEC registeredNo commissions reportedEqual Voices Wealth LLC121 Washington Ave. N, 2nd Floor · Minneapolis, MN 55401 · (507) 696-4496 · Financial planningCRD 304113 · % of assets, Hourly charges, Fixed fees · $59.0 million AUMState registeredNo commissions reportedEverest Financial Group701 Xenia Ave S, Suite 250 · Minneapolis, MN 55416 · (763) 923-7525 · Financial planningCRD 137260 · % of assets, Hourly charges, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedFinancial Perspectives3300 Fernbrook Ln N, Suite 250 · Minneapolis, MN 55447 · (763) 553-7779 · Financial planningCRD 135549 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedFocus Financial1300 Godward Street Ne, Suite 5500 · Minneapolis, MN 55413 · (651) 631-8166 · Financial planningCRD 116140 · % of assets, Hourly charges, Fixed fees · $6.8 billion AUMSEC registeredNo commissions reportedFoundry Wealth Group1072 24th Ave Se Unit 1 · Minneapolis, MN 55414 · (612) 512-7507 · Financial planningCRD 340539 · % of assets, Hourly charges, Fixed fees · $1.3 million AUMState registeredNo commissions reportedHays Financial Group, LLC901 S. Marquette Avenue, Suite 2820 · Minneapolis, MN 55402 · (612) 373-9863 · Financial planningCRD 306877 · % of assets, Hourly charges, Fixed fees · $7.5 billion AUMSEC registeredNo commissions reportedLeuthold Weeden Capital Management100 North 6th Street, Suite 600a · Minneapolis, MN 55403 · (612) 332-9141 · Flat / fixed feesCRD 105826 · % of assets, Subscription fees, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedLogan Park Wealth Management121 S. 8th Street, Suite 1110 · Minneapolis, MN 55402 · (612) 315-2105 · Financial planningCRD 299007 · % of assets, Fixed fees · $464.8 million AUMSEC registeredNo commissions reportedLottsa Financial Services, INC.400 19th Ave. So. · Minneapolis, MN 55454 · (612) 338-7487 · Financial planningCRD 118995 · % of assets, Hourly charges · $95.2 million AUMState registeredNo commissions reportedMsm Financial, LLC4999 France Ave South, Suite 245 · Minneapolis, MN 55410 · (612) 607-6594 · Financial planningCRD 298606 · % of assets, Hourly charges, Fixed fees · $14.4 million AUMState registeredNo commissions reportedNepsis, INC.Two Meridian Crossings, Suite 400 · Minneapolis, MN 55423 · (952) 746-2003 · Financial planningCRD 141203 · % of assets, Hourly charges, Subscription fees · $344.5 million AUMSEC registeredNo commissions reportedNicollet Investment Management, INC.800 Washington Avenue North, Suite 150 · Minneapolis, MN 55401 · (612) 915-3033 · Financial planningCRD 109401 · % of assets, Hourly charges, Fixed fees · $557.4 million AUMSEC registeredNo commissions reportedNorthland Asset Management150 South 5th Street, Suite 3300 · Minneapolis, MN 55402 · (800) 851-2920 · Financial planningCRD 40258 · % of assets, Hourly charges, Fixed fees · $405.5 million AUMSEC registeredNo commissions reportedNorthrock Partners, LLC225 South Sixth Street, Suite 1400 · Minneapolis, MN 55402 · (612) 367-8800 · Financial planningCRD 167908 · % of assets, Fixed fees, Performance-based fees · $12.2 billion AUMSEC registeredNo commissions reportedOkabena Investment Services INC4200 Ids Center, 80 S Eighth Street · Minneapolis, MN 55402 · (612) 339-7151 · % of assets managedCRD 111162 · % of assets · $2.1 billion AUMSEC registeredNo commissions reportedPalisade Asset Management, LLC100 South Fifth Street, Suite 420 · Minneapolis, MN 55402 · (612) 455-2900 · Financial planningCRD 136089 · % of assets, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedParr McKnight Wealth Management Group333 S 7th Street, Suite 2370 · Minneapolis, MN 55402 · (612) 324-0240 · Financial planningCRD 330050 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedPeregrine Capital Management, LLC800 Lasalle, Suite 1750 · Minneapolis, MN 55402 · (612) 343-7600 · % of assets managedCRD 110052 · % of assets, Performance-based fees · $4.1 billion AUMSEC registeredNo commissions reportedRbc Global Asset Management (U.S.) INC.250 Nicollet Mall, Suite 1550 · Minneapolis, MN 55401 · (612) 376-7000 · Flat / fixed feesCRD 107173 · % of assets, Fixed fees, Performance-based fees · $104.5 billion AUMSEC registeredNo commissions reportedRedhawk Wealth Advisors, INC.8500 Normandale Lake Blvd, Suite 960 · Minneapolis, MN 55437 · (952) 835-4295 · Financial planningCRD 146616 · % of assets, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedRiverbridge80 South Eighth Street, Suite 1500 · Minneapolis, MN 55402 · (612) 904-6200 · Financial planningCRD 108074 · % of assets, Performance-based fees · $5.0 billion AUMSEC registeredNo commissions reportedRunning Oak Capital LLC4415 E Lake Harriet Pkwy · Minneapolis, MN 55419 · (919) 656-3712 · % of assets managedCRD 286656 · % of assets · $874.7 million AUMSEC registeredNo commissions reportedS3, INC5354 Parkdale Drive, Suite 103 · Minneapolis, MN 55416 · (612) 929-7000 · Financial planningCRD 108401 · % of assets, Hourly charges · $88.8 million AUMState registeredNo commissions reportedSaffron Capital, LLC2836 Lyndale Ave South, Suite 260 · Minneapolis, MN 55408 · (612) 227-2485 · Financial planningCRD 306921 · % of assets, Hourly charges, Fixed fees · $5.6 million AUMState registeredNo commissions reportedSchwarz Dygos Wheeler Investment Advisors LLC50 South 6th Street, Suite 1405 · Minneapolis, MN 55402 · (612) 355-4360 · Financial planningCRD 147384 · % of assets, Hourly charges, Fixed fees · $730.4 million AUMSEC registeredNo commissions reportedSecond Avenue Capital60 South 6th Street, Suite 2560 · Minneapolis, MN 55402 · (952) 215-2012 · % of assets managedCRD 141998 · % of assets, Performance-based fees · $5.0 million AUMState registeredNo commissions reportedSit Fixed Income Advisors II, LLC3300 Ids Center, 80 South 8th Street · Minneapolis, MN 55402 · (612) 332-3223 · % of assets managedCRD 108271 · % of assets, Performance-based fees · $15.0 billion AUMSEC registeredNo commissions reportedSit Investment Associates, INC3300 Ids Center, 80 South Eighth Street · Minneapolis, MN 55402 · (612) 332-3223 · % of assets managedCRD 105725 · % of assets · $3.5 billion AUMSEC registeredNo commissions reportedStairway Partners, LLC4999 France Avenue South, Suite 255 · Minneapolis, MN 55410 · (630) 371-2626 · % of assets managedCRD 133157 · % of assets · $2.4 billion AUMSEC registeredNo commissions reportedStrong Tower Advisory Services333 South 7th Street Suite 2100 · Minneapolis, MN 55402 · (612) 436-3750 · Financial planningCRD 315106 · % of assets, Hourly charges, Fixed fees · $759.2 million AUMSEC registeredNo commissions reportedSummit Creek Advisors120 South Sixth Street, Suite 2200 · Minneapolis, MN 55402 · (612) 746-8990 · % of assets managedCRD 135496 · % of assets · $650.9 million AUMSEC registeredNo commissions reportedTealwood Asset Management120 South 6th Street, Suite 1900 · Minneapolis, MN 55402 · (612) 340-0181 · Financial planningCRD 105245 · % of assets, Fixed fees · $365.4 million AUMSEC registeredNo commissions reportedThomas Leo Advisory, LLC4406 Beard Ave S · Minneapolis, MN 55410 · (612) 208-1641 · % of assets managedCRD 159271 · % of assets · $192.7 million AUMSEC registeredNo commissions reportedThoughtful Financial Planning, LLC314 Clifton Avenue, Suite 105 · Minneapolis, MN 55403 · (612) 460-7355 · Financial planningCRD 171525 · % of assets, Hourly charges, Fixed fees · $6.8 million AUMState registeredNo commissions reportedThrivent Advisor Network, LLC600 Portland Avenue South · Minneapolis, MN 55415 · (612) 844-8444 · Financial planningCRD 304569 · % of assets, Hourly charges, Fixed fees · $6.8 billion AUMSEC registeredNo commissions reportedThrivent Investment Management INC.600 Portland Avenue South · Minneapolis, MN 55415 · (800) 847-4836 · Financial planningCRD 18387 · % of assets, Fixed fees · $20.8 billion AUMSEC registeredNo commissions reportedUlland Investment Advisors, LLC4550 Ids Center, 80 S 8th Street · Minneapolis, MN 55402 · (612) 312-1400 · Financial planningCRD 109610 · % of assets · $442.9 million AUMSEC registeredNo commissions reportedVan Clemens Wealth Management, LLC900 2nd Avenue South, Suite 1500 · Minneapolis, MN 55402 · (612) 758-9140 · Financial planningCRD 297362 · % of assets, Hourly charges, Fixed fees · $470.4 million AUMSEC registeredNo commissions reportedWealthspring Advisors, LLC2116 Second Avenue South · Minneapolis, MN 55404 · (612) 746-1481 · Financial planningCRD 147063 · % of assets, Hourly charges, Fixed fees · $46.1 million AUMState registeredNo commissions reportedWhite Oaks Wealth Advisors, INC.5500 Wayzata Blvd, Suite 290 · Minneapolis, MN 55416 · (612) 455-6900 · Financial planningCRD 173522 · % of assets, Hourly charges, Fixed fees · $618.3 million AUMSEC registeredNo commissions reportedWinslow Capital Management LLC4400 Ids Center, 80 South Eighth Street · Minneapolis, MN 55402 · (612) 376-9100 · % of assets managedCRD 106940 · % of assets, Performance-based fees · $28.7 billion AUMSEC registeredNo commissions reported
Talking to advisers in Minneapolis? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.