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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)
Tyler John Mattson

Tyler John Mattson

IAR
RR
CRD#: 1926101
CFP®: Certified Financial Planner
Location:
Edina, MN 55435-7925

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
26 years registered
Mark Williams

Mark Williams

Mark Alan Williams
IAR
RR
CRD#: 2100256
Location:
Edina, MN 55435

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
36 years registered
Jason Adam Lane

Jason Adam Lane

IAR
RR
CRD#: 4210895
CFP®: Certified Financial Planner
Location:
Edina, MN 55435-7925

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
26 years registered
Benjamin David Johnshoy

Benjamin David Johnshoy

IAR
RR
CRD#: 4070631
CFP®: Certified Financial Planner
Location:
Plymouth, MN 55446

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
26 years registered
David William Beissler

David William Beissler

IAR
RR
CRD#: 4177136
CFP®: Certified Financial Planner
Location:
Woodbury, MN 55125

Registered Affiliation(s):FOCUS FINANCIAL

Disclosures:
Experience:
26 years registered
Seymour Jerome Loving

Seymour Jerome Loving

IAR
RR
CRD#: 4059703
CFP®: Certified Financial Planner
Location:
Woodbury, MN

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
26 years registered
Reese Joel Lang

Reese Joel Lang

IAR
RR
CRD#: 2180350
ChFC®: Chartered Financial Consultant
Location:
Minnetonka, MN 55305

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
33 years registered
John Robert Klapperich

John Robert Klapperich

IAR
RR
CRD#: 2132330
Location:
Minneapolis, MN 55474-0007

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
35 years registered
Cathy Marie Prose

Cathy Marie Prose

Cathy Prose Chamberlain
IAR
RR
CRD#: 2034760
Location:
Edina, MN 55435-3210

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
36 years registered
John Cote

John Cote

John Charles Cote
IAR
RR
CRD#: 2673142
Location:
Atlanta, GA 30350

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

Disclosures:
Experience:
31 years registered
Michael Scott Ross

Michael Scott Ross

Mike Ross
IAR
RR
CRD#: 2708310
Location:
Alpharetta, GA 30009

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

Disclosures:
Experience:
30 years registered
Geoffrey Allen Lanceley

Geoffrey Allen Lanceley

IAR
RR
CRD#: 2788079
Location:
Houston, TX 77027

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

Disclosures:
Experience:
30 years registered
Deborah Lynn Pursey

Deborah Lynn Pursey

Debbia Lynn Basehore, Debbie Lynn Huntley
IAR
RR
CRD#: 5128243
CFP®: Certified Financial Planner
Location:
Walnut Creek, CA 94596

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

Disclosures:
Experience:
20 years registered
Christopher John Hampl

Christopher John Hampl

IAR
RR
CRD#: 2151846
Location:
Arden Hills, MN 55112

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
35 years registered
Matthew Allen Showalter

Matthew Allen Showalter

IAR
RR
CRD#: 2104827
Location:
Saint Paul, MN 55101

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

Disclosures:
Experience:
35 years registered
Stacey Marie Nelson

Stacey Marie Nelson

Stacey Marie Johnson, Stacey Marie Lukes, Stacey Marie Nelson
IAR
RR
CRD#: 4607050
CFP®: Certified Financial Planner
Location:
Bloomington, MN 55431

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
23 years registered
Christine Antoni Ebert

Christine Antoni Ebert

Christine Antoni Hayward
IAR
RR
CRD#: 2166006
Location:
Plymouth, MN 55447

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
35 years registered
Joshua Marc Mancell

Joshua Marc Mancell

Joshua Marc Mancell
IAR
RR
CRD#: 4311172
CFP®: Certified Financial Planner
Location:
Ham Lake, MN

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
25 years registered
Thomas David Pink

Thomas David Pink

IAR
RR
CRD#: 4291749
CFP®: Certified Financial Planner
Location:
Stillwater, MN 55082-7055

Registered Affiliation(s):RBC CAPITAL MARKETS, LLC

Disclosures:
Experience:
25 years registered
Troy Gregory Bigalke

Troy Gregory Bigalke

IAR
RR
CRD#: 4458535
CFP®: Certified Financial Planner
Location:
Monticello, MN 55362

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
25 years registered
Roya Anise Dolezal Moltaji

Roya Anise Dolezal Moltaji

Roya Anise Moltaji
IAR
RR
CRD#: 4661966
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Minneapolis, MN 55402

Registered Affiliation(s):MML INVESTORS SERVICES, LLC

Disclosures:
Experience:
23 years registered
David Adam Auerbach

David Adam Auerbach

David A Auerbach
IAR
RR
CRD#: 2076043
Location:
Edina, MN 55435-5281

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
32 years registered
Robert Thomas Rae

Robert Thomas Rae

Robert T Raejr
IAR
RR
CRD#: 2258865
Location:
Edina, MN 55435-5999

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
34 years registered
John Martin Guidotti

John Martin Guidotti

IAR
RR
CRD#: 2713406
Location:
Malvern, PA 19355

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

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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