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AdvisorCheck > By State > Minnesota > Eden Prairie

Top Financial Advisors in Eden Prairie, Minnesota

Finding the right financial advisor in Eden Prairie 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 Eden Prairie, 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 Eden Prairie, MN.


Find the Best Financial Advisor Firms in Eden Prairie:

STRATEGIC WEALTH GROUP

CRD#: 284430

RIA

Address: 7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347

Clients: 1,533

Average Clients per Advisor: 76

AUM: $ 651M

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THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES

CRD#: 311385

RIA

Address: 14850 Scenic Heights Road Suite #100, Eden Prairie, MN 55344

Clients: 312

Average Clients per Advisor: 34

AUM: $ 363M

USADVISORS WEALTH MANAGEMENT, LLC

CRD#: 158108

RIA

Address: 15750 Venture Lane, Eden Prairie, MN 55344

Clients: 1,018

Average Clients per Advisor: 59

AUM: $ 361M

ABBEY STREET

CRD#: 305107

RIA

Address: 775 Prairie Center Drive Suite 400, Eden Prairie, MN 55344

Clients: 167

Average Clients per Advisor: 27

AUM: $ 193M

BROWN WEALTH MANAGEMENT, LLC

CRD#: 121072

RIA

Address: 12100 Single Tree Lane, #175, Eden Prairie, MN 55344

Clients: 59

Average Clients per Advisor: 19

AUM: $ 159M

PLATT INVESTMENT COUNSEL, LLC

CRD#: 118737

RIA

Address: Eden Prairie, MN

Clients: 91

Average Clients per Advisor: 91

AUM: $ 113M

How We Chose the Top Financial Advisors in Eden Prairie, Minnesota

To create this list of top financial advisor firms in Eden Prairie, 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 Eden Prairie has to offer.

Search Financial Advisors in Eden Prairie, Minnesota


Name or CRD#
Location:
Firm name (optional)
Michael Lee Erpenbach
AdvisorCheck Check Mark

Michael Lee Erpenbach

Michael Erpenbach, Erpenbach Mike
IAR
RR
CRD#: 3123908
CFP®: Certified Financial Planner
Location:
Lake Elmo, MN 55042

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
28 years registered
Mark Cortazzo

Mark Cortazzo

Mark Anthony Cortazzo
IAR
RR
CRD#: 1995986
CFP®: Certified Financial PlannerCIMA®: Certified Investment Management Analyst
Location:
Parsippany, NJ 07054

Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Disclosures:
Experience:
37 years registered
Damien Saul Couture

Damien Saul Couture

IAR
RR
CRD#: 2148606
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Walnut Creek, CA 94596

Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Disclosures:
Experience:
35 years registered
John David Pitz

John David Pitz

IAR
RR
CRD#: 2239883
CFP®: Certified Financial PlannerChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Chanhassen, MN 55317-0820

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
34 years registered
Jean Marie Wolfe

Jean Marie Wolfe

Jean Marie Bennek
IAR
RR
CRD#: 1781291
CFP®: Certified Financial PlannerCIMA®: Certified Investment Management AnalystCPWA®: Certified Private Wealth Advisor
Location:
Minnetonka, MN 55305

Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED

Disclosures:
Experience:
37 years registered
Mary Jo Kohman

Mary Jo Kohman

Mary Jo K Dickie, Mary Jo Kohman Dickie, Mary Jo Kohman Dickie, Maryjo Kohman Dickie, Mary Jo Kohman, Mary Jo Kohmandickie
IAR
RR
CRD#: 1723275
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Minnetonka, MN 55305

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
37 years registered
Julieann Elizabeth Schroeder

Julieann Elizabeth Schroeder

Julieann E Coudron, Julieann Elizabeth Coudron, Julieann E. Schroeder
IAR
RR
CRD#: 1941592
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial Planner
Location:
Wayzata, MN 55391

Registered Affiliation(s):EVEREST FINANCIAL GROUP

Disclosures:
Experience:
37 years registered
Richard David Dworsky

Richard David Dworsky

Rick Dworsky
IAR
RR
CRD#: 2129159
CFP®: Certified Financial PlannerCLU®: Chartered Life Underwriter
Location:
Edina, MN 55439

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
35 years registered
Stephen Marlow Madsen

Stephen Marlow Madsen

IAR
RR
CRD#: 2118203
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial Planner
Location:
Lake Elmo, MN 55042

Registered Affiliation(s):CETERA ADVISOR NETWORKS LLC

Disclosures:
Experience:
35 years registered
Tamara Lynn Hubert

Tamara Lynn Hubert

Tamara Lynn Hillenbrand
IAR
RR
CRD#: 2097202
CFP®: Certified Financial Planner
Location:
Minnetonka, MN 55345

Registered Affiliation(s):LASALLE ST. INVESTMENT ADVISORS, L.L.C.

Disclosures:
Experience:
36 years registered
Royal William Jaros

Royal William Jaros

IAR
RR
CRD#: 2093340
CFP®: Certified Financial Planner
Location:
Apple Valley, MN 55124

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
36 years registered
Bruce Andrew Hennen

Bruce Andrew Hennen

IAR
RR
CRD#: 2574595
CFP®: Certified Financial PlannerChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Eagan, MN 55121

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
31 years registered
Michael Joseph Enright

Michael Joseph Enright

Mike Enright
IAR
RR
CRD#: 2307663
CFP®: Certified Financial PlannerCIMA®: Certified Investment Management Analyst
Location:
Shoreview, MN 55126-1904

Registered Affiliation(s):RBC CAPITAL MARKETS, LLC

Disclosures:
Experience:
33 years registered
Douglas Lee Ritter

Douglas Lee Ritter

Doug Ritter
IAR
RR
CRD#: 2088076
CFP®: Certified Financial Planner
Location:
Bloomington, MN 55425

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
36 years registered
Thomas John Porter

Thomas John Porter

IAR
RR
CRD#: 2137789
CFP®: Certified Financial Planner
Location:
New Hope, MN 55428-4032

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
35 years registered
William John Shannon

William John Shannon

IAR
RR
CRD#: 2482654
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Burnsville, MN 55337-1999

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
32 years registered
Daniel F Kuplic

Daniel F Kuplic

Dan Kuplic
IAR
RR
CRD#: 2609333
CFP®: Certified Financial Planner
Location:
Edina, MN 55435-3210

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
31 years registered
Michael Lloyd Gustafson

Michael Lloyd Gustafson

IAR
RR
CRD#: 2202450
CFP®: Certified Financial Planner
Location:
Minneapolis, MN 55426

Registered Affiliation(s):FOCUS FINANCIAL

Disclosures:
Experience:
34 years registered
Denis Richard Curcio

Denis Richard Curcio

IAR
RR
CRD#: 2655577
CFP®: Certified Financial Planner
Location:
Charlotte, NC 28211

Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Disclosures:
Experience:
29 years registered
Wayne A Helm

Wayne A Helm

IAR
RR
CRD#: 2611622
CFP®: Certified Financial Planner
Location:
Minneapolis, MN 55402

Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Disclosures:
Experience:
31 years registered
Michael Patrick Branch

Michael Patrick Branch

IAR
RR
CRD#: 2284450
CFP®: Certified Financial Planner
Location:
Minneapolis, MN 55413

Registered Affiliation(s):FOCUS FINANCIAL

Disclosures:
Experience:
34 years registered
Amir Aquino Abdelwahed

Amir Aquino Abdelwahed

A J Abdelwahed, Amir Aquino Abdelwaheo
IAR
RR
CRD#: 2652775
CFP®: Certified Financial PlannerCIMA®: Certified Investment Management Analyst
Location:
Minneapolis, MN 55402

Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC

Disclosures:
Experience:
31 years registered
Peter Leo Lafferty

Peter Leo Lafferty

Pete Lafferty
IAR
RR
CRD#: 2331166
CFP®: Certified Financial Planner
Location:
Bloomington, MN 55437

Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Disclosures:
Experience:
33 years registered
Steven John Gehrke

Steven John Gehrke

IAR
RR
CRD#: 2308087
CFP®: Certified Financial Planner
Location:
Lakeville, MN 55044

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
33 years registered

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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.

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