% of assets managed in Minnetonka, MN
23 advisers in Minnetonka offering % of assets managed. Firms that report charging a percentage of the assets they manage (Item 5.E(1)).
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All 23
48 Peaks Wealth Advisors LLCState registeredNo commissions reportedAdams-Hansen & AssociatesState registeredNo commissions reportedAdvisornet Wealth PartnersSEC registeredNo commissions reportedBluestem Wealth Partners, LLCSEC registeredNo commissions reportedCherry Tree Wealth Management, LLCSEC registeredNo commissions reportedDorn & CO., INC.State registeredNo commissions reportedDuval Investment GroupState registeredNo commissions reportedE-Wealth PartnersSEC registeredNo commissions reportedFidere AdvisorsState registeredNo commissions reportedLundeen Abrams Advisors, LLCState registeredNo commissions reported
Marks Group Wealth Management, INC.SEC registeredNo commissions reportedMarquette Wealth ManagementSEC registeredNo commissions reportedMoney MattersState registeredNo commissions reportedNavista Wealth Management, INC.SEC registeredNo commissions reportedOakfort Wealth PartnersState registeredNo commissions reportedQuantitative Asset Management, LLCSEC registeredNo commissions reportedRegan Investments, INC.State registeredNo commissions reportedSpeece Thorson Capital Group INCSEC registeredNo commissions reportedStrategic Financial Planning, INC.State registeredNo commissions reportedSymmetric Advisors INCState registeredNo commissions reportedThe Advocate Group, LLCSEC registeredNo commissions reportedTwele Capital Management, INC.SEC registeredNo commissions reportedWealth Planning Group LLCState registeredNo commissions reported