Top Financial Advisors in Plymouth, Minnesota
Finding the right financial advisor in Plymouth 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 Plymouth, 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 Plymouth, MN.
Find the Best Financial Advisor Firms in Plymouth:
BERGER FINANCIAL GROUP
CRD#: 308174
Address: 1695 State Hwy 169, Plymouth, MN 55441
Clients: 2,296
Average Clients per Advisor: 45
AUM: $ 1.4B
INVESTORS FINANCIAL GROUP
CRD#: 154168
Address: 9800 Shelard Parkway Suite 220, Plymouth, MN 55441
Clients: 1,218
Average Clients per Advisor: 55
AUM: $ 1.3B
GEN FINANCIAL MANAGEMENT INC.
CRD#: 110179
Address: 10810 Old County Road 15 Suite 200, Plymouth, MN 55441
Clients: 317
Average Clients per Advisor: 79
AUM: $ 409M
VPWM ADVISORS, LLC
CRD#: 167886
Address: 505 North Highway 169 Suite 260, Plymouth, MN 55441
Clients: 1,346
Average Clients per Advisor: 96
AUM: $ 303M
KURE ADVISORY, LLC
CRD#: 311320
Address: 15600 36th Avenue North Suite 200, Plymouth, MN 55446
Clients: 484
Average Clients per Advisor: 96
AUM: $ 241M
WORK OPTIONAL, INC.
CRD#: 143430
Address: 3360 B Annapolis Lane North, Plymouth, MN 55447
Clients: 267
Average Clients per Advisor: 89
AUM: $ 173M
How We Chose the Top Financial Advisors in Plymouth, Minnesota
To create this list of top financial advisor firms in Plymouth, 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 Plymouth has to offer.
Search Financial Advisors in Plymouth, Minnesota
Joshua A Oertli
Registered Affiliation(s):NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
Anthony D Bumgarner
Registered Affiliation(s):LPL FINANCIAL LLC
Mitchell Jacob Thompson
Registered Affiliation(s):MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.
Joel D Spry
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
David Dennis Doyea
Registered Affiliation(s):STATE FARM INVESTMENT MANAGEMENT CORP.
Greg William Hohenstern
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Mary Jo Gubbin
Registered Affiliation(s):MORGAN STANLEY
Rebecca Ann Janisch
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Geri Ann Paquette
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Jenny C Hetland
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Tina Geha Steger
Registered Affiliation(s):OSAIC WEALTH, INC.
Brian John Klecan
Registered Affiliation(s):MORGAN STANLEY
Douglas Merle Dirks
Jose Luis Marrujo
Registered Affiliation(s):MORGAN STANLEY
Aleksandra V Munson
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Thomas Matthew Hawley
Nathan Wayne Rolstad
Registered Affiliation(s):MORGAN STANLEY
Todd Joseph Morris
Registered Affiliation(s):THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
Dustin Chiaramonte Wolff
Registered Affiliation(s):MORGAN STANLEY
Jason Thomas Collins
Registered Affiliation(s):MORGAN STANLEY
Michael George Bischoff
Registered Affiliation(s):WEBB FINANCIAL GROUP
Charmaine Lee Ouellette
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Adam Ira Dveris
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Scott Michael Burns
Registered Affiliation(s):LPL FINANCIAL 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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