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
Scott Timothy Leverenz
Registered Affiliation(s):CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Douglas John Faust
Registered Affiliation(s):NEXT FINANCIAL GROUP, INC.
David Douglas Arndt
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Benjamin Stuart Fife
Registered Affiliation(s):CHARLES SCHWAB & CO., INC.
Lori Lee Tauring
Registered Affiliation(s):LPL FINANCIAL LLC
David Allen Weingartner
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Gary Hasse
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Nicholas Peter Bednarczyk
Registered Affiliation(s):RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
Neal Edward Doty
Registered Affiliation(s):LPL FINANCIAL LLC
David Scott Chisholm
Registered Affiliation(s):MORGAN STANLEY
Michael Patrick Lynch
Registered Affiliation(s):CETERA ADVISOR NETWORKS LLC
Dana Court Stoudt
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Vanessa Toms Glass
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Michael James Nakashima
Registered Affiliation(s):CONCOURSE FINANCIAL GROUP SECURITIES, INC.
Catherine Ann Peters
Registered Affiliation(s):GRADIENT ADVISORS, LLC
David Paul Olson
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Jamie Lee Jochum
Registered Affiliation(s):GRADIENT SECURITIES, LLC
Donna M B Herem
Registered Affiliation(s):MORGAN STANLEY
Richard Kenneth Swenson
Registered Affiliation(s):TRANSAMERICA RETIREMENT ADVISORS, LLC
Jean Marie Jackson
Registered Affiliation(s):OSAIC WEALTH, INC.
Mark Culligan Rachac
Registered Affiliation(s):CETERA ADVISOR NETWORKS LLC
Mary Jane Johnson
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Kim Deanne Jadwin
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Anthony Martins
Registered Affiliation(s):CETERA INVESTMENT ADVISERS 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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