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Top Financial Advisors in Minneapolis, Minnesota

Finding the right financial advisor in Minneapolis 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 Minneapolis, 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 Minneapolis, MN.


Find the Best Financial Advisor Firms in Minneapolis:

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

BD
RIA

Address: 9013rd Avenue South, Minneapolis, MN 55402

Clients: 1,169,233

In Business for: 55 Years

Average Clients per Advisor: 92

AUM: $ 564.6B

Disclosures: 183

Find an Advisor

ADVANCED CAPITAL GROUP

CRD#: 109673

RIA

Address: 50 South Sixth Street Suite 975, Minneapolis, MN 55402

Clients: 68

Average Clients per Advisor: 4

AUM: $ 24.7B

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

BD
RIA

Address: 600 Portland Avenue South, Minneapolis, MN 55415

Clients: 47,644

In Business for: 40 Years

Average Clients per Advisor: 15

AUM: $ 12.5B

Disclosures: 5

CHOREO, LLC

CRD#: 111221

RIA

Address: 801 Nicollet Mall Suite 1200, Minneapolis, MN 55402

Clients: 2,219

Average Clients per Advisor: 21

AUM: $ 12.2B

NORTHROCK PARTNERS, LLC

CRD#: 167908

RIA

Address: 225 South Sixth Street Suite 1400, Minneapolis, MN 55402

Clients: 2,523

Average Clients per Advisor: 27

AUM: $ 12.2B

THRIVENT ADVISOR NETWORK, LLC

CRD#: 304569

RIA

Address: 600 Portland Avenue South, Minneapolis, MN 55415

Clients: 13,130

Average Clients per Advisor: 110

AUM: $ 6.8B

How We Chose the Top Financial Advisors in Minneapolis, Minnesota

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

Search Financial Advisors in Minneapolis, 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
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 registered
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:
43 years registered
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 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
John Kyle Watkins

John Kyle Watkins

Kyle Watkins
IAR
RR
CRD#: 1285779
CFP®: Certified Financial Planner
Location:
Minneapolis, MN 55414

Registered Affiliation(s):FOCUS FINANCIAL

Disclosures:
Experience:
42 years registered
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 registered
Douglas Stephan King

Douglas Stephan King

Doug King
IAR
RR
CRD#: 1375683
CFP®: Certified Financial Planner
Location:
St. Louis Park, MN 55426

Registered Affiliation(s):OAKWOOD CAPITAL, INC.

Disclosures:
Experience:
41 years registered
Thomas Moyer

Thomas Moyer

Thomas James Moyer
IAR
RR
CRD#: 1741750
CFP®: Certified Financial Planner
Location:
Parsippany, NJ 07054

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

Disclosures:
Experience:
38 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
Robert Alan Bjork

Robert Alan Bjork

Bob Bjork
IAR
RR
CRD#: 1007189
Location:
Minneapolis, MN 55402

Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Disclosures:
Experience:
45 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
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
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
Gregg Roger Mekler

Gregg Roger Mekler

IAR
RR
CRD#: 712231
Location:
Edina, MN 55435

Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.

Disclosures:
Experience:
46 years registered
Robert Unkovic

Robert Unkovic

Robert Alexander Unkovic
IAR
RR
CRD#: 1345036
Location:
Greensburg, PA 15601

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

Disclosures:
Experience:
41 years registered
Michael Alan Murphy

Michael Alan Murphy

Michael A Murphy
IAR
RR
CRD#: 1597499
CFP®: Certified Financial Planner
Location:
Arden Hills, MN 55112

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
39 years registered
Barbara Jean Mahr

Barbara Jean Mahr

Barbara Jean Brustkern, Barbara J Mahr
IAR
RR
CRD#: 2061026
CFP®: Certified Financial Planner
Location:
New Brighton, MN 55112-2732

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
36 years registered
Dennis Patrick Houlton

Dennis Patrick Houlton

Pat Houlton
IAR
RR
CRD#: 1316321
Location:
Wayzata, MN 55391

Registered Affiliation(s):J. W. COLE ADVISORS, INC.

Disclosures:
Experience:
42 years registered
Kay Ellen Klasse

Kay Ellen Klasse

IAR
RR
CRD#: 1649123
CFP®: Certified Financial Planner
Location:
Lake Elmo, MN 55042

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
39 years registered
Kristin Marie Wolf

Kristin Marie Wolf

Kristin M Wolf
IAR
RR
CRD#: 1253387
CFP®: Certified Financial Planner
Location:
Arden Hills, MN 55112

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
42 years registered
Thomas Lee Davis

Thomas Lee Davis

IAR
RR
CRD#: 1204402
CFP®: Certified Financial Planner
Location:
Minnetonka, MN 55305

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
43 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

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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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