Top Financial Advisors in Minnetonka, Minnesota
Finding the right financial advisor in Minnetonka 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 Minnetonka, 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 Minnetonka, MN.
Find the Best Financial Advisor Firms in Minnetonka:
MERISTEM FAMILY WEALTH
CRD#: 109141
Address: 701 Carlson Parkway Suite 1400, Minnetonka, MN 55305
Clients: 195
Average Clients per Advisor: 9
AUM: $ 5.4B
MARKS GROUP WEALTH MANAGEMENT, INC.
CRD#: 148679
Address: 4350 Baker Road Suite 245, Minnetonka, MN 55343
Clients: 437
Average Clients per Advisor: 48
AUM: $ 1.5B
QUANTITATIVE ADVANTAGE, LLC
CRD#: 110575
Address: 10400 Yellow Circle Drive Suite 303, Minnetonka, MN 55343
Clients: 967
Average Clients per Advisor: 56
AUM: $ 758M
THE ADVOCATE GROUP, LLC
CRD#: 155270
Address: 601 Carlson Parkway Suite 1100, Minnetonka, MN 55305
Clients: 140
Average Clients per Advisor: 14
AUM: $ 591M
CHERRY TREE WEALTH MANAGEMENT, LLC
CRD#: 151406
Address: 301 Carlson Parkway Suite 103, Minnetonka, MN 55305
Clients: 142
Average Clients per Advisor: 17
AUM: $ 485M
FELTL ADVISORS
CRD#: 165244
Address: 10900 Wayzata Boulevard Suite 200, Minnetonka, MN 55305
Clients: 343
Average Clients per Advisor: 24
AUM: $ 100M
How We Chose the Top Financial Advisors in Minnetonka, Minnesota
To create this list of top financial advisor firms in Minnetonka, 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 Minnetonka has to offer.
Search Financial Advisors in Minnetonka, Minnesota
Michael Lee Erpenbach
Registered Affiliation(s):LPL FINANCIAL LLC
Mark Cortazzo
Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Thomas Moyer
Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Damien Saul Couture
Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Jean Marie Wolfe
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
John David Pitz
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
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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