AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
AdvisorCheck > By State > Minnesota > Minneapolis

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)
Kyle William Kuehner

Kyle William Kuehner

IAR
RR
CRD#: 4909488
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
New Prague, MN 56071-0337

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
21 years registered
Anthony Lee Schuster

Anthony Lee Schuster

Tony Lee Schuster
IAR
RR
CRD#: 4607377
CFP®: Certified Financial Planner
Location:
Minnetonka, MN 55305

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
23 years registered
Michael David Schall

Michael David Schall

Michael Schall
IAR
RR
CRD#: 4282820
CLU®: Chartered Life Underwriter
Location:
Minnetonka, MN 55345

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
26 years registered
Grant Ronald Fjosne

Grant Ronald Fjosne

IAR
RR
CRD#: 4171799
ChFC®: Chartered Financial Consultant
Location:
Minnetonka, MN 55305

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
26 years registered
Kelly Kafka Schrempp

Kelly Kafka Schrempp

Kelly R Kafka, Kelly Rae Kafka Schrempp
IAR
RR
CRD#: 4621787
CFP®: Certified Financial Planner
Location:
Chaska, MN 55318

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
23 years registered
William Nathan Ellis

William Nathan Ellis

IAR
RR
CRD#: 2891222
Location:
Minneapolis, MN 55402

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
28 years registered
Eric John Meyer

Eric John Meyer

IAR
RR
CRD#: 3124620
Location:
Minneapolis, MN 55402

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
28 years registered
Tamara Kay Sorsoleil

Tamara Kay Sorsoleil

Tamara Kay Minaya, Tamara Kay Sorsoleil Minaya, Tamara Kay Sorsoleil
IAR
RR
CRD#: 2534096
Location:
Minneapolis, MN 55474-0007

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
28 years registered
Dana Marie Brewer

Dana Marie Brewer

Dana Marie Comstock
IAR
CRD#: 2955532
CFP®: Certified Financial Planner
Location:
Edina, MN 55435

Registered Affiliation(s):BIRCHWOOD FINANCIAL PARTNERS, INC.

Disclosures:
Experience:
28 years registered
Troy Alan Kurth

Troy Alan Kurth

Troy A Kurth
IAR
RR
CRD#: 3022211
Location:
Edina, MN 55435-5968

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
28 years registered
David Alvin Olson

David Alvin Olson

IAR
RR
CRD#: 3113112
Location:
Edina, MN 55435

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
28 years registered
Arlen Glenn Stern II

Arlen Glenn Stern II

Arlen G Stern Ii
IAR
RR
CRD#: 5581091
CFP®: Certified Financial Planner
Location:
Edina, MN 55435-5999

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
18 years registered
Katy Chase

Katy Chase

Katy Lynn Chase, Katy Lynn Hartz
IAR
RR
CRD#: 6152219
CFP®: Certified Financial Planner
Location:
New Market, MD 21774

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

Disclosures:
Experience:
13 years registered
John William Wing

John William Wing

John W Wing
IAR
CRD#: 1769183
Location:
Minnetonka, MN 55343

Registered Affiliation(s):QUANTITATIVE ADVANTAGE, LLC

Disclosures:
Experience:
39 years registered
Mark Donald Cheeley

Mark Donald Cheeley

Mark D Cheeley
IAR
RR
CRD#: 2966997
Location:
Minnetonka, MN 55305

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
28 years registered
Matthew David Osendorf

Matthew David Osendorf

IAR
RR
CRD#: 3097955
Location:
Minnetonka, MN 55305

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
28 years registered
John Kennedy Murphy

John Kennedy Murphy

IAR
RR
CRD#: 3104692
Location:
Eagan, MN 55121

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
28 years registered
Joseph Brian Downes

Joseph Brian Downes

Joe B Downes
IAR
RR
CRD#: 5426740
CFP®: Certified Financial Planner
Location:
Eden Prairie, MN 55344

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

Disclosures:
Experience:
19 years registered
Paul August Alegi

Paul August Alegi

IAR
RR
CRD#: 2861479
Location:
Wayzata, MN 55391

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

Disclosures:
Experience:
28 years registered
Stacey Lynn Bartelson

Stacey Lynn Bartelson

Stacey Lynn Bartelson, Stacey Lynn Brown, Stacey Lynn Rumph
IAR
RR
CRD#: 5487171
CFP®: Certified Financial Planner
Location:
Eagan, MN 55123

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
18 years registered
John Clinton Ryder

John Clinton Ryder

Jr Ryder
IAR
RR
CRD#: 3062296
Location:
Oakdale, MN 55128-5439

Registered Affiliation(s):STRATEGIC ADVISERS LLC

Disclosures:
Experience:
28 years registered
Troy Leigh Lemer

Troy Leigh Lemer

Troy L Lemer
IAR
RR
CRD#: 3111002
Location:
Oakdale, MN 55128

Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS

Disclosures:
Experience:
28 years registered
Daniel Stanton Peterson

Daniel Stanton Peterson

Dan Peterson, Daniel S Peterson
IAR
RR
CRD#: 2919745
Location:
Inver Grove Heights, MN 55076

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
28 years registered
Ronald J. Jenkins

Ronald J. Jenkins

Ronald Joseph Jenkins
IAR
RR
CRD#: 1802657
Location:
Hudson, WI 54016

Registered Affiliation(s):EDWARD JONES

Disclosures:
Experience:
28 years registered

Latest Blog Articles


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.

Subscribe to our newsletter

Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.

Newsletter