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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)
Sharon Alison Bloodworth

Sharon Alison Bloodworth

Sharon Alison Apolloni, Sharon Alison Bloodworth-Apolloni
IAR
CRD#: 2756129
CFP®: Certified Financial Planner
Location:
Minneapolis, MN 55416

Registered Affiliation(s):WHITE OAKS WEALTH ADVISORS, INC.

Disclosures:
Experience:
30 years registered
Jonathan Stewart Liles

Jonathan Stewart Liles

IAR
RR
CRD#: 4304560
Location:
Charlotte, NC 28211

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

Disclosures:
Experience:
25 years registered
Tenielle Marie Shallman

Tenielle Marie Shallman

Tenielle Marie Kortan
IAR
RR
CRD#: 4352977
Location:
Plymouth, MN 55441

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

Disclosures:
Experience:
25 years registered
Roger Mcconnell

Roger Mcconnell

Roger James Mcconnell
IAR
RR
CRD#: 4380813
Location:
Lompoc, CA 93436

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

Disclosures:
Experience:
25 years registered
Steven Francis Petcovic

Steven Francis Petcovic

Steven F Petcovic
IAR
RR
CRD#: 4397453
Location:
Alpharetta, GA 30009

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

Disclosures:
Experience:
25 years registered
Patricia Rae Savre

Patricia Rae Savre

Patricia Rae Olson
IAR
RR
CRD#: 5192679
CFP®: Certified Financial Planner
Location:
Minneapolis, MN 55402

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

Disclosures:
Experience:
20 years registered
Shawn Michael Murray

Shawn Michael Murray

Shawn M Murray
IAR
RR
CRD#: 2689370
Location:
New Brighton, MN 55112

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
30 years registered
Glenn Mark Stewart

Glenn Mark Stewart

IAR
RR
CRD#: 2811183
Location:
New Brighton, MN 55112

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
30 years registered
Scott Dennis Oeth

Scott Dennis Oeth

IAR
CRD#: 3077663
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Edina, MN 55439

Registered Affiliation(s):CAHILL FINANCIAL ADVISORS, INC.

Disclosures:
Experience:
27 years registered
Miriam Teresa Hobart

Miriam Teresa Hobart

IAR
RR
CRD#: 3154344
CFP®: Certified Financial Planner
Location:
Edina, MN 55435

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
27 years registered
Kevin Ross Bille

Kevin Ross Bille

IAR
RR
CRD#: 3247867
ChFC®: Chartered Financial Consultant
Location:
Edina, MN 55435

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
27 years registered
John Edward Crosland

John Edward Crosland

IAR
RR
CRD#: 3240928
CFP®: Certified Financial Planner
Location:
Brooklyn Park, MN 55428

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
27 years registered
Jason Timothy Bauerly

Jason Timothy Bauerly

IAR
RR
CRD#: 3248219
CFP®: Certified Financial Planner
Location:
Maple Grove, MN

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
27 years registered
Todd Paul Doroff

Todd Paul Doroff

Todd Doroff
IAR
RR
CRD#: 5295761
CFP®: Certified Financial Planner
Location:
Bloomington, MN 55437

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
19 years registered
Brian Chapple Macdonald

Brian Chapple Macdonald

IAR
RR
CRD#: 4511591
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Edina, MN 55435

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
24 years registered
Christopher Scott Norman

Christopher Scott Norman

Christopher S Norman
IAR
RR
CRD#: 2891593
Location:
Minneapolis, MN 55424

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
29 years registered
Paul Joseph Rampetsreiter

Paul Joseph Rampetsreiter

IAR
RR
CRD#: 2672780
Location:
Golden Valley, MN 55426

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
29 years registered
Brett Robert Fenske

Brett Robert Fenske

IAR
RR
CRD#: 2844937
Location:
Wayzata, MN 55391

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

Disclosures:
Experience:
29 years registered
Timothy Jon Lapean

Timothy Jon Lapean

IAR
CRD#: 2882648
CFP®: Certified Financial Planner
Location:
Minneapolis, MN 55403

Registered Affiliation(s):THOUGHTFUL FINANCIAL PLANNING, LLC

Disclosures:
Experience:
29 years registered
Annette Marie Funke-thompson

Annette Marie Funke-thompson

Annette Marie Funke, Annie Funke
IAR
RR
CRD#: 2896667
Location:
Maple Plain, MN 55359

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
29 years registered
Donald Leavitt Mccoy

Donald Leavitt Mccoy

Mccoy
IAR
RR
CRD#: 2925876
Location:
Mendota Heights, MN 55120

Registered Affiliation(s):PLANNERS FINANCIAL SERVICES, INC.

Disclosures:
Experience:
29 years registered
Michael Alan Matheson

Michael Alan Matheson

Michael A Matheson, Mike Matheson
IAR
RR
CRD#: 1858140
CFP®: Certified Financial Planner
Location:
Maple Grove, MN 55369

Registered Affiliation(s):OSAIC WEALTH, INC.

Disclosures:
Experience:
38 years registered
Kyle William Kuehner

Kyle William Kuehner

IAR
RR
CRD#: 4909488
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
New Prague, MN 56071-0337

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
21 years registered
Sheila Rae Allen

Sheila Rae Allen

Sheila Rae Olson
IAR
RR
CRD#: 1873767
Location:
St. Michael, MN 55376-4928

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
27 years registered

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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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