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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)
Erik Gustav Swanson

Erik Gustav Swanson

IAR
RR
CRD#: 2585070
Location:
St. Michael, MN 55376-4928

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
27 years registered
Eric John Hutchens

Eric John Hutchens

Eric John Hutchins
IAR
CRD#: 4207178
AIF®: Accredited Investment FiduciaryCFP®: Certified Financial Planner
Location:
Minneapolis, MN 55415-1151

Registered Affiliation(s):ALLODIUM INVESTMENT CONSULTANTS, LLC

Disclosures:
Experience:
24 years registered
Matthew Jacob Tuttle

Matthew Jacob Tuttle

Matt Tuttle, Matthew Tuttle
IAR
RR
CRD#: 4534055
CFP®: Certified Financial Planner
Location:
Edina, MN 55435-5999

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
24 years registered
Matthew Richard Jacobson

Matthew Richard Jacobson

IAR
RR
CRD#: 4558908
CFP®: Certified Financial Planner
Location:
Edina, MN 55435

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
24 years registered
Patrick James Bobbins

Patrick James Bobbins

IAR
RR
CRD#: 5401501
CIMA®: Certified Investment Management Analyst
Location:
Charlotte, NC 28211

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

Disclosures:
Experience:
19 years registered
Jason Anthony Exley

Jason Anthony Exley

IAR
RR
CRD#: 4484279
CPWA®: Certified Private Wealth Advisor
Location:
Bloomington, MN 55431

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

Disclosures:
Experience:
24 years registered
John Martin Triebel Wolkerstorfer

John Martin Triebel Wolkerstorfer

IAR
RR
CRD#: 4470766
CFP®: Certified Financial Planner
Location:
Plymouth, MN 55446

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
25 years registered
Joshua James De Bilzan

Joshua James De Bilzan

Joshua James Debilzan, Josh James Debilzan, Joshua James Debilzan
IAR
RR
CRD#: 4555901
CFP®: Certified Financial Planner
Location:
White Bear Lake, MN 55110

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
24 years registered
Edward Peter Gwiazdon

Edward Peter Gwiazdon

IAR
RR
CRD#: 4541546
CFP®: Certified Financial Planner
Location:
Lake Elmo, MN 55042

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
24 years registered
Brandon Sheppard Walters

Brandon Sheppard Walters

Brandon Walters
IAR
RR
CRD#: 5324713
ChFC®: Chartered Financial ConsultantCIMA®: Certified Investment Management AnalystCLU®: Chartered Life Underwriter
Location:
Buffalo, MN 55313

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
19 years registered
Kim Wayne Hoversten

Kim Wayne Hoversten

Kim W Hoversten, Kim Hoversten
IAR
RR
CRD#: 2774739
Location:
Minneapolis, MN 55402-1066

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
26 years registered
Michael Christian Brown

Michael Christian Brown

IAR
RR
CRD#: 4102141
Location:
Minneapolis, MN 55402

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
26 years registered
Adam Richard Maki

Adam Richard Maki

IAR
RR
CRD#: 4053173
Location:
Minneapolis, MN 55403

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
27 years registered
Mark Louis Nevermann

Mark Louis Nevermann

Mark Louis Neverman, Mark Louis Nevermann
IAR
RR
CRD#: 4104729
Location:
Golden Valley, MN 55427

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
26 years registered
Lisa Ann Nelson

Lisa Ann Nelson

Lisa Ann Czech
IAR
RR
CRD#: 2341183
Location:
Edina, MN 55435-5971

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
26 years registered
Charles Leonard Pokladnik

Charles Leonard Pokladnik

IAR
RR
CRD#: 4119902
Location:
Edina, MN 55435

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
26 years registered
Gregory T Donahue

Gregory T Donahue

Gregory T Donahue, Gregory Thomas Donahue
IAR
RR
CRD#: 4308343
Location:
Burnsville, MN 55306

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

Disclosures:
Experience:
26 years registered
Jason Brahim

Jason Brahim

Jason Paul Brahim
IAR
RR
CRD#: 5033167
Location:
Pittsburgh, PA 15222

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

Disclosures:
Experience:
21 years registered
Chad Lee Murphy

Chad Lee Murphy

IAR
RR
CRD#: 2841534
Location:
New Brighton, MN 55112-3271

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
26 years registered
Eric M Stuart

Eric M Stuart

IAR
RR
CRD#: 4188561
Location:
Bloomington, MN 55431

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

Disclosures:
Experience:
26 years registered
Ashlie Suzanne Kaess

Ashlie Suzanne Kaess

Ashlie Suzanne Landers
IAR
RR
CRD#: 4211691
Location:
Plymouth, MN 55447-5357

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
26 years registered
Jeffrey Alan Coplan

Jeffrey Alan Coplan

Jeff Coplan
IAR
RR
CRD#: 4120076
Location:
Eden Prairie, MN 55344

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

Disclosures:
Experience:
26 years registered
Dana Jeanette Effertz

Dana Jeanette Effertz

Dana Effertz, Dana Jeanette Gross
IAR
RR
CRD#: 2955080
Location:
Wayzata, MN 55391

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

Disclosures:
Experience:
26 years registered
Bryan David Nobs

Bryan David Nobs

IAR
RR
CRD#: 4038051
Location:
Spring Park, MN 55384

Registered Affiliation(s):EDWARD JONES

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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