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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)
Theodore John Hamlin

Theodore John Hamlin

Ted Hamlin
IAR
RR
CRD#: 2738710
Location:
Edina, MN 55435-5999

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
30 years registered
Jonathan Stewart Liles

Jonathan Stewart Liles

IAR
RR
CRD#: 4304560
Location:
Charlotte, NC 28211

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

Disclosures:
Experience:
25 years registered
Tenielle Marie Shallman

Tenielle Marie Shallman

Tenielle Marie Kortan
IAR
RR
CRD#: 4352977
Location:
Plymouth, MN 55441

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

Disclosures:
Experience:
25 years registered
Roger Mcconnell

Roger Mcconnell

Roger James Mcconnell
IAR
RR
CRD#: 4380813
Location:
Lompoc, CA 93436

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

Disclosures:
Experience:
25 years registered
Steven Francis Petcovic

Steven Francis Petcovic

Steven F Petcovic
IAR
RR
CRD#: 4397453
Location:
Alpharetta, GA 30009

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

Disclosures:
Experience:
25 years registered
Shawn Michael Murray

Shawn Michael Murray

Shawn M Murray
IAR
RR
CRD#: 2689370
Location:
New Brighton, MN 55112

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
30 years registered
Glenn Mark Stewart

Glenn Mark Stewart

IAR
RR
CRD#: 2811183
Location:
New Brighton, MN 55112

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
30 years registered
Jay Edwin Rothmeier

Jay Edwin Rothmeier

IAR
RR
CRD#: 1401435
Location:
Minnetonka, MN 55305

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
27 years registered
Christina K Boyd

Christina K Boyd

Christina Kinnamon Benson
IAR
RR
CRD#: 2585094
Location:
Wayzata, MN 55391

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

Disclosures:
Experience:
30 years registered
Patrick G. Growe

Patrick G. Growe

Patrick Glen Growe, Patrick G Growe
IAR
RR
CRD#: 2775252
Location:
Forest Lake, MN 55025

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
30 years registered
Miriam Teresa Hobart

Miriam Teresa Hobart

IAR
RR
CRD#: 3154344
CFP®: Certified Financial Planner
Location:
Edina, MN 55435

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
27 years registered
Kevin Ross Bille

Kevin Ross Bille

IAR
RR
CRD#: 3247867
ChFC®: Chartered Financial Consultant
Location:
Edina, MN 55435

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
27 years registered
Scott Dennis Oeth

Scott Dennis Oeth

IAR
CRD#: 3077663
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Edina, MN 55439

Registered Affiliation(s):CAHILL FINANCIAL ADVISORS, INC.

Disclosures:
Experience:
27 years registered
John Edward Crosland

John Edward Crosland

IAR
RR
CRD#: 3240928
CFP®: Certified Financial Planner
Location:
Brooklyn Park, MN 55428

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
27 years registered
Jason Timothy Bauerly

Jason Timothy Bauerly

IAR
RR
CRD#: 3248219
CFP®: Certified Financial Planner
Location:
Maple Grove, MN

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
27 years registered
Timothy Jon Lapean

Timothy Jon Lapean

IAR
CRD#: 2882648
CFP®: Certified Financial Planner
Location:
Minneapolis, MN 55403

Registered Affiliation(s):THOUGHTFUL FINANCIAL PLANNING, LLC

Disclosures:
Experience:
29 years registered
Paul Joseph Rampetsreiter

Paul Joseph Rampetsreiter

IAR
RR
CRD#: 2672780
Location:
Golden Valley, MN 55426

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
29 years registered
Christopher Scott Norman

Christopher Scott Norman

Christopher S Norman
IAR
RR
CRD#: 2891593
Location:
Minneapolis, MN 55424

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
29 years registered
Brian Chapple Macdonald

Brian Chapple Macdonald

IAR
RR
CRD#: 4511591
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Edina, MN 55435

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
24 years registered
Donald Leavitt Mccoy

Donald Leavitt Mccoy

Mccoy
IAR
RR
CRD#: 2925876
Location:
Mendota Heights, MN 55120

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

Disclosures:
Experience:
29 years registered
Todd Paul Doroff

Todd Paul Doroff

Todd Doroff
IAR
RR
CRD#: 5295761
CFP®: Certified Financial Planner
Location:
Bloomington, MN 55437

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
19 years registered
Brett Robert Fenske

Brett Robert Fenske

IAR
RR
CRD#: 2844937
Location:
Wayzata, MN 55391

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

Disclosures:
Experience:
29 years registered
Annette Marie Funke-thompson

Annette Marie Funke-thompson

Annette Marie Funke, Annie Funke
IAR
RR
CRD#: 2896667
Location:
Maple Plain, MN 55359

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
29 years registered
Sheila Rae Allen

Sheila Rae Allen

Sheila Rae Olson
IAR
RR
CRD#: 1873767
Location:
St. Michael, MN 55376-4928

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

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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