Top Financial Advisors in Bloomington, Minnesota
Finding the right financial advisor in Bloomington is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Bloomington, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Bloomington, MN.
Find the Best Financial Advisor Firms in Bloomington:
BPS CAPITAL MANAGEMENT, INC.
CRD#: 120006
Address: 7900 International Drive Suite 1050, Bloomington, MN 55425
AUM: $ 4.9B
BERGANKDV WEALTH MANAGEMENT, LLC
CRD#: 143038
Address: 3800 American Blvd Suite 1000, Bloomington, MN 55431
Clients: 538
Average Clients per Advisor: 23
AUM: $ 2.1B
JNBA FINANCIAL ADVISORS, LLC
CRD#: 106550
Address: 8500 Normandale Lake Blvd Suite 450, Bloomington, MN 55437
Clients: 683
Average Clients per Advisor: 26
AUM: $ 1.3B
PERSONAL WEALTH PARTNERS LLC
CRD#: 172055
Address: 7900 International Drive Suite 510, Bloomington, MN 55425
Clients: 570
Average Clients per Advisor: 63
AUM: $ 631M
STEVENS FOSTER FINANCIAL ADVISORS
CRD#: 115752
Address: 7901 Xerxes Avenue South Suite 325, Bloomington, MN 55431
Clients: 227
Average Clients per Advisor: 28
AUM: $ 576M
BGM WEALTH PARTNERS
CRD#: 110483
Address: 4470 West 78th St. Circle Suite 200, Bloomington, MN 55435
Clients: 94
Average Clients per Advisor: 23
AUM: $ 453M
How We Chose the Top Financial Advisors in Bloomington, Minnesota
To create this list of top financial advisor firms in Bloomington, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Bloomington has to offer.
Search Financial Advisors in Bloomington, Minnesota
David Thomas Hulla
Registered Affiliation(s):UNIONBANC INVESTMENT SERVICES, LLC
Roger David Klimek
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Michelle Beth Overbeek
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Shari Miyeko Lum
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Aaron Neil Michaelson
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Meghan Marie Hanes
Registered Affiliation(s):VALMARK ADVISERS, INC.
Eric Steven Unger
Registered Affiliation(s):AFFIANCE FINANCIAL LLC
Jessica Kay Sand Peterson
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Brooke Noele Forsberg
Registered Affiliation(s):U.S. BANCORP INVESTMENTS, INC.
Julie Ann Heidenreich
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Michele A Groshens
Registered Affiliation(s):FOCUS FINANCIAL
William Charles Haider
Registered Affiliation(s):FOCUS FINANCIAL
Matthew Louis Mattheisen
Registered Affiliation(s):FOCUS FINANCIAL
Erika J. Robinson
Registered Affiliation(s):FOCUS FINANCIAL
Nathan Edward Stancek
Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Scott Edward Caskey
Registered Affiliation(s):SUMMIT INVESTMENT ADVISORY SERVICES
Sean Gregory Hoffman
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Ally Ann Shuman
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Joseph James Carwardine
Registered Affiliation(s):PRINCIPAL SECURITIES, INC.
Mark James Neisius
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
David Ryan Bakker
Registered Affiliation(s):IHT WEALTH MANAGEMENT LLC
Daniel James Fouberg
Registered Affiliation(s):SAGEPOINT FINANCIAL, INC.
Kate Elizabeth Maier
Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Patrick Linn Wight
Registered Affiliation(s):VPWM ADVISORS, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
