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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: 707 2nd Avenue South, Minneapolis, MN 55402

Clients: 1,096,994

In Business for: 55 Years

Average Clients per Advisor: 87

AUM: $ 414.4B

Disclosures: 180

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: 39 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

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

CRD#: 38357

BD
RIA

Address: 220 S. Sixth Street Suite 300, Minneapolis, MN 55402-1418

Clients: 4,054

In Business for: 31 Years

Average Clients per Advisor: 40

AUM: $ 6.8B

Disclosures: 1

RIVERBRIDGE

CRD#: 108074

RIA

Address: 1200 Ids Center 80 South Eighth Street, Minneapolis, MN 55402

AUM: $ 6.3B

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:
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
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
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
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
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

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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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