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
James Shannon Knapp
Registered Affiliation(s):HERITAGE WEALTH ARCHITECTS, INC.
Lisa Johnson Kelly
Registered Affiliation(s):FORESIDE FUND SERVICES, LLC
Dana Rae Sandborgh
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Sara Marie Bodnar
Registered Affiliation(s):SECURIAN FINANCIAL SERVICES, INC.
Anthony J Cognetta
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Nathan David Graves
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Jennifer Deroche Brisbois
Registered Affiliation(s):CETERA ADVISOR NETWORKS LLC
Eileen Kaye Dvorak
Registered Affiliation(s):PFS INVESTMENTS INC.
Helen Genevieve Johnson
Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Eric Paul Ward
Registered Affiliation(s):U.S. BANCORP INVESTMENTS, INC.
Peter James Levi
Registered Affiliation(s):PIPER SANDLER & CO.
Ryan Patrick Fargen
Registered Affiliation(s):UNIONBANC INVESTMENT SERVICES, LLC
Shelly Guan Chia
Registered Affiliation(s):UNIONBANC INVESTMENT SERVICES, LLC
Leonard C Fox Jr
Registered Affiliation(s):SCARECROW ADVISORS
Chris Patrick Ahles
Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.
Daniel Michael Athmann
Registered Affiliation(s):THRIVENT INVESTMENT MANAGEMENT INC.
Amber Gwen Manning
Registered Affiliation(s):PFS INVESTMENTS INC.
Matthew John Merrick
Registered Affiliation(s):STRATEGIC WEALTH GROUP
Eric Wenger
Registered Affiliation(s):ALLSTATE FINANCIAL SERVICES, LLC
Brett Daryl Mcsparron
Registered Affiliation(s):STATE FARM VP MANAGEMENT CORP.
Brad Layne Nelson
Registered Affiliation(s):PFS INVESTMENTS INC.
Theresa Mary Priem
Registered Affiliation(s):PFS INVESTMENTS INC.
Brian Jeffrey Jass
Registered Affiliation(s):ADVISORNET WEALTH MANAGEMENT
James Michael Rogers
Registered Affiliation(s):WELLS FARGO CLEARING 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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