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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)
Steven John Gehrke

Steven John Gehrke

IAR
RR
CRD#: 2308087
CFP®: Certified Financial Planner
Location:
Lakeville, MN 55044

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
33 years registered
Richard Mark O'connor

Richard Mark O'connor

Rich O'connor, Richard Mark Oconnor
IAR
RR
CRD#: 2315280
CFP®: Certified Financial Planner
Location:
Hudson, WI 54016

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

Disclosures:
Experience:
33 years registered
John Anthony Steel

John Anthony Steel

IAR
RR
CRD#: 2722911
CFP®: Certified Financial PlannerCPWA®: Certified Private Wealth Advisor
Location:
Edina, MN 55435

Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED

Disclosures:
Experience:
30 years registered
Timothy Robert Jirak

Timothy Robert Jirak

Tim Eckman
IAR
RR
CRD#: 2576067
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Minnetonka, MN 55305

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
30 years registered
Tiow Keng Chan

Tiow Keng Chan

Dennis Chan
IAR
RR
CRD#: 2496814
CFP®: Certified Financial Planner
Location:
Minneapolis, MN 55416-1029

Registered Affiliation(s):EVEREST FINANCIAL GROUP

Disclosures:
Experience:
32 years registered
George Albert Loomis

George Albert Loomis

George Loomis
IAR
RR
CRD#: 2426008
CFP®: Certified Financial Planner
Location:
Minneapolis, MN 55426

Registered Affiliation(s):FOCUS FINANCIAL

Disclosures:
Experience:
32 years registered
Erika Culwell

Erika Culwell

Erika Anjanette Culwell, Erika Anjanette Mercer
IAR
RR
CRD#: 2943521
CFP®: Certified Financial Planner
Location:
Lompoc, CA 93436

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

Disclosures:
Experience:
27 years registered
Lauri Penney Salverda

Lauri Penney Salverda

Lauri Kay Penney
IAR
CRD#: 1974014
AIF®: Accredited Investment FiduciaryCFA: Chartered Financial AnalystCFP®: Certified Financial Planner
Location:
Mendota Heights, MN 55120

Registered Affiliation(s):CASTLE ROCK FINANCIAL PLANNING, INC.

Disclosures:
Experience:
37 years registered
Brian Kuhn

Brian Kuhn

Brian Patrick Kuhn
IAR
RR
CRD#: 4474832
CFP®: Certified Financial PlannerCLU®: Chartered Life Underwriter
Location:
Fulton, MD 20759

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

Disclosures:
Experience:
24 years registered
Thomas Alvin Rishovd

Thomas Alvin Rishovd

Tom Rishovd Ii
IAR
RR
CRD#: 2572728
CFP®: Certified Financial Planner
Location:
Minneapolis, MN 55402

Registered Affiliation(s):MORGAN STANLEY

Disclosures:
Experience:
31 years registered
Wendy L Gillespie

Wendy L Gillespie

Wendy Lee Judson
IAR
RR
CRD#: 2478690
CFP®: Certified Financial Planner
Location:
Plymouth, MN 55447

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
31 years registered
Nathan Alan Kerkow

Nathan Alan Kerkow

IAR
RR
CRD#: 2652808
CFP®: Certified Financial Planner
Location:
Forest Lake, MN 55025-1114

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
31 years registered
Peter Hedge King

Peter Hedge King

Peter H King
IAR
RR
CRD#: 2785160
CFP®: Certified Financial Planner
Location:
Minneapolis, MN 55402

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

Disclosures:
Experience:
30 years registered
Anita Buerkle

Anita Buerkle

Anita M Buerkle, Anita Marie Buerkle
IAR
RR
CRD#: 2148313
Location:
Greensburg, PA 15601

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

Disclosures:
Experience:
35 years registered
Terrie Amundson

Terrie Amundson

Terance Joseph Amundson, Terrie Joe Amundson
IAR
RR
CRD#: 2699220
CFP®: Certified Financial Planner
Location:
Inver Grove Heights, MN 55076

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
30 years registered
Christopher Paul Burque

Christopher Paul Burque

IAR
RR
CRD#: 3270335
CFP®: Certified Financial PlannerCIMA®: Certified Investment Management Analyst
Location:
Minneapolis, MN 55402

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

Disclosures:
Experience:
27 years registered
Patrick John Hagan

Patrick John Hagan

IAR
RR
CRD#: 1905637
CFP®: Certified Financial Planner
Location:
Golden Valley, MN 55426

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
37 years registered
Paul Daniel Woolfrey

Paul Daniel Woolfrey

IAR
RR
CRD#: 1928727
AIF®: Accredited Investment Fiduciary
Location:
Minnetonka, MN 55343

Registered Affiliation(s):ARBOR POINT ADVISORS

Disclosures:
Experience:
37 years registered
Lisa Kim Mulcare

Lisa Kim Mulcare

IAR
RR
CRD#: 2186432
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Edina, MN 55435-7925

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
34 years registered
Robert Joseph Ray

Robert Joseph Ray

IAR
RR
CRD#: 2200750
ChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Edina, MN 55435-3210

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
34 years registered
Elizabeth Karen Kietzman

Elizabeth Karen Kietzman

Elizabeth Karen Abel, Beth Krogh, Elizabeth Karen Krogh, Elizabeth Krogh
IAR
RR
CRD#: 2742708
CFP®: Certified Financial Planner
Location:
New Brighton, MN 55112

Registered Affiliation(s):COMMONWEALTH FINANCIAL NETWORK

Disclosures:
Experience:
29 years registered
Mark Albert Adkins

Mark Albert Adkins

IAR
RR
CRD#: 1421362
CFP®: Certified Financial Planner
Location:
Bloomington, MN 55437

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

Disclosures:
Experience:
26 years registered
Thomas John Brandt

Thomas John Brandt

Thomas Brandt
IAR
RR
CRD#: 2270610
CIMA®: Certified Investment Management AnalystCPWA®: Certified Private Wealth Advisor
Location:
Wayzata, MN 55391-1773

Registered Affiliation(s):RBC CAPITAL MARKETS, LLC

Disclosures:
Experience:
34 years registered
Amy Rose Holewa

Amy Rose Holewa

Amy Rose Soderstrom, Amy Rose Soderstrom, Amy Rose Soderstrom-Holewa, Amy Rose Soderstrom-Holewa
IAR
RR
CRD#: 2781727
CFP®: Certified Financial Planner
Location:
Maple Grove, MN 55369

Registered Affiliation(s):FINANCIAL DIMENSIONS GROUP, INC.

Disclosures:
Experience:
29 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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