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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:
27 years
Michael Joseph Jette

Michael Joseph Jette

Mike Jette
IAR
RR
CRD#: 1380178
CFP®: Certified Financial Planner
Location:
Rock Hill, SC 29730

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

Disclosures:
Experience:
41 years
Angela Jo Kiefer

Angela Jo Kiefer

IAR
RR
CRD#: 1178114
CFP®: Certified Financial Planner
Location:
Wayzata, MN 55391-1773

Registered Affiliation(s):RBC CAPITAL MARKETS, LLC

Disclosures:
Experience:
42 years
Thomas Stanchfield Lee

Thomas Stanchfield Lee

Thomas Stonchfield Lee, Tom Lee
IAR
RR
CRD#: 1211066
CFP®: Certified Financial Planner
Location:
Golden Valley, MN 55416

Registered Affiliation(s):STIFEL, NICOLAUS & COMPANY, INCORPORATED

Disclosures:
Experience:
42 years
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:
36 years
Jeffrey Curt Adamson

Jeffrey Curt Adamson

Jeff Adamson
IAR
RR
CRD#: 1326517
CFP®: Certified Financial Planner
Location:
Wayzata, MN 55391

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

Disclosures:
Experience:
41 years

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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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