Top Financial Advisors in Edina, Minnesota
Finding the right financial advisor in Edina 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 Edina, 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 Edina, MN.
Find the Best Financial Advisor Firms in Edina:
ACCREDITED INVESTORS WEALTH MANAGEMENT
CRD#: 105439
Address: 5200 West 73rd Street, Edina, MN 55439-2204
Clients: 81
Average Clients per Advisor: 20
AUM: $ 3.0B
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
CRD#: 117962
Address: 7701 France Avenue South #300, Edina, MN 55435
Clients: 229
Average Clients per Advisor: 16
AUM: $ 1.8B
SILVEROAK WEALTH MANAGEMENT LLC
CRD#: 110532
Address: 3600 Minnesota Drive Suite 860, Edina, MN 55435
Clients: 95
Average Clients per Advisor: 15
AUM: $ 1.4B
CAHILL FINANCIAL ADVISORS, INC.
CRD#: 109890
Address: 7261 Ohms Lane, Edina, MN 55439
Clients: 648
Average Clients per Advisor: 49
AUM: $ 1.1B
TRADITION WEALTH MANAGEMENT LLC
CRD#: 128314
Address: 7601 France Avenue South Suite 100, Edina, MN 55435
Clients: 1,143
Average Clients per Advisor: 57
AUM: $ 1.1B
BIRCHWOOD FINANCIAL PARTNERS, INC.
CRD#: 169962
Address: 3300 Edinborough Way Suite 610, Edina, MN 55435
Clients: 303
Average Clients per Advisor: 37
AUM: $ 519M
How We Chose the Top Financial Advisors in Edina, Minnesota
To create this list of top financial advisor firms in Edina, 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 Edina has to offer.
Search Financial Advisors in Edina, Minnesota
Michael Lee Erpenbach
Registered Affiliation(s):LPL FINANCIAL LLC
Michael Joseph Jette
Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Mark Cortazzo
Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Douglas Stephan King
Registered Affiliation(s):OAKWOOD CAPITAL, INC.
Thomas Moyer
Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Damien Saul Couture
Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, 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.
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