Top 9 Best Financial Advisors in Minneapolis, MN | 2017 Ranking | Minneapolis, Edina Area Wealth Managers


Finding the Top Financial Advisor in Minneapolis, St. Paul, and Edina (Minnesota)

Working with the right wealth manager, investment advisor, or financial planner in Minneapolis, St. Paul, Edina, or any other city in Minnesota, has become all the more important over the past several years.

Market volatility, an uncertain global economy, and a recovering U.S. economy make seeking professional advice about financial planning and portfolio management vital. 

The challenge, however, is that because of the diverse range of services clients require and the broad spectrum of financial strategies available today it has become increasingly challenging to identify financial planners in Minneapolis who fit the bill perfectly.

That’s where AdvisoryHQ comes in. We have provided a review of some of the top financial advisors in the Minnesota area to help you find the guidance and direction you need. 

Award Emblem: Top 9 Best Financial Advisors in Minneapolis, St. Paul, and Edina (Minnesota)

AdvisoryHQ's List of the Top 9 Best Financial Advisors in Minneapolis, St. Paul, and Edina

List is sorted alphabetically (click any of the names below to go directly to the detailed review section for that advisor)

Click here for 2016's "Top 10 Best Financial Advisors in Minnesota

Top 9 Best Financial Advisors in Minneapolis, St. Paul, and Edina (Minnesota) | Brief Comparison

Firm Highlighted Features
Berger Financial Group Income Tax Planning & Preparation
Birchwood Financial Partners Exceptions for Minimum Investment
Cahill Financial Advisors Inc. Employer Retirement Account Integration
FFB Wealth Management Tax Super SheetTM
Flourish Wealth Management Wealth Management for Women
Pitzl Financial  Your Personal Boardroom™
PrairieView Partners Integrated Planning Strategy
SilverOak Wealth Management Registered Investment Advisors
White Oaks Wealth Advisors A la carte pricing options

Table: Top 9 Best Financial Advisors in Minnesota | Above list is sorted alphabetically

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Detailed Review – Top Ranking Wealth Management Firms in Minneapolis

Below, please find the detailed review of each firm on our list of the best wealth management firms in Minneapolis. We have highlighted some of the factors that allowed these Minneapolis financial advisors to score so high in our selection ranking.

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Berger Financial Group Review

Berger Financial Group is committed to serving as a positive force in the financial lives of their clients. They are located a little outside of Minneapolis in Plymouth, Minnesota. Their highly specialized team consists of Minnesota financial planners boasting certifications in financial planning, investment strategy, and tax planning. Their staff includes CFP practitioners and a CFA. 

This firm does have a fee-based compensation structure, however, we have included them on our list of the top wealth management firms in Minnesota due to their highly specialized staff and quality services that they offer clients. 

Clients who may have some hesitations about working with a fee-based wealth management firm in Minnesota, but are interested in the services offered by Berger Financial Group, can always protect themselves by asking questions whenever a particular products is recommended. 

Image Source: Top Wealth Management Firm in Minneapolis

Key Factors That Enabled This Firm to Rank as a Top Wealth Management Firm in Minneapolis 

The following factors enabled Berger Financial Group to be included as one of this year's top wealth management firms in Minnesota.

This Minnesota wealth management firm offers a range of services for individuals interested in growing and preserving their wealth. 

Financial Planning

These financial planner in Minnesota provide the kind of financial planning that is proactive and well-informed. Their team of specialists go the extra mile to ensure clients are getting the best guidance possible even after a financial plan has been formulated by conducting reviews to see if there are better strategies that can be executed. 

The financial planning services offered by this firm include:

  • Portfolio management and income tax planning
  • Advanced multidisciplinary planning
  • Strategies for minimizing tax burdens
  • Broad knowledge of all relevant topics that extends beyond core areas like financial planning, tax planning, and investments
  • Regular searching for any opportunities that can benefit clients
  • Ethical and professional guidance

Portfolio Management

Despite their status as a fee-based firm, this wealth management firm in Minnesota describes themselves as independent. They claim that this frees them from restrictions typically imposed by non-independent financial firms. Additionally, they explain that their fee-based compensation plan provides them with added incentive to maximize gains and minimize losses for their clients. 

This Minnesota wealth management firm's approach to portfolio management emphasizes the following things:

  • Effective risk management
  • Cost efficiency
  • Transparency
  • Modern Portfolio Theory (MPT)
  • Maximizing risk-reward ratio without predicting the future
  • Tailored portfolios for each unique client
  • A combination of their experience with the expertise of economists and portfolio strategists
  • Robust research

Income Tax Planning and Preparation

Preparing and filing your income taxes is already a hassle. Preparing and filing your income taxes when you have a complex portfolio as part of your financial planning strategy is an absolute nightmare if you are not familiar with the ropes. The possibility of doing it wrong or accidentally paying more in taxes than you need only adds to the stress. 

Fortunately, Berger Financial Group offer income tax planning and preparation as part of their services. This wealth management firm in Minnesota counts a number of experienced CPAs among its staff who can help clients prepare their income tax and minimize their tax burden. 

And if a client is uncomfortable completely handing over their tax preparation to this firm, that's not a problem. This Minnesota wealth management firm is happy to work alongside a client's existing CPA to help them prepare their taxes. Included with income tax preparation are the following services:

  • Income tax projections
  • Withholding analysis 
  • Estimated tax payment analysis
  • Year-round availability for any tax-related questions 

Birchwood Financial Partners Review

Have you saved enough for your retirement? Do you know if your family’s future is secure? How much do you need to save to fulfill a particular life goal?

If these are questions that you are currently struggling to answer, Birchwood Financial Partners may be the wealth management firm you need.

Co-founded in 1990 by Kay Kramer, Birchwood is a wealth management firm in Minnesota located in Edina, a suburb right outside of Minneapolis.

Their primary objective is to improve the quality of life among their clients. This Minneapolis wealth management firm does this by understanding a client's financial situation in relation to their lifestyle, goals, and ambitions. Once they've developed an understanding of these elements, these financial planners start to design personalized financial plans that complement a client's vision for their life. 

This Minneapolis wealth management firm and its advisors bring together a diverse set of experiences and skills to deliver a wide range of services to its clients, including:

  • Retirement planning
  • Legacy planning
  • Investment management
  • Cash flow and budgeting
  • Tax planning
  • Insurance review
  • Charitable giving strategies
  • Education planning

Birchwood’s advisory team comprises of individuals with industry certification that includes Certified Financial Planner™ professionals, a Chartered Advisor in Philanthropy® professional, and a Chartered Financial Analyst Program charterholder. 

As members of a top-performing team of financial planners in Minneapolis, individual advisors have been recognized by their peers and the industry as a whole through awards such as Five Star Professional and Finance & Commerce Top Women in Finance awards.

Key Factors That Enabled This Firm to Rank as a Top Wealth Management Firm in Minneapolis

The following factors enabled Birchwood Financial Partners to be included in this review of wealth management firms in Minneapolis.

Fee-Only Advisory

As a leading Minneapolis financial advisor, Edina-based Birchwood is a fee-only advisory firm. Their compensation is based on the value of the assets its advisors manage for each client. This means that, in order for the firm to be successful and generate more revenue, it must ensure that client portfolios are doing well and thriving. 

Support for High Net Worth Clients

As a general rule, Birchwood Financial Partners supports clients with investable assets of at least $1,000,000 or more. That being said, exceptions to this rule are sometimes made.

Holistic Financial Planning

Birchwood is a Minneapolis financial planner that believes in a holistic approach to financial planning. The company’s philosophy of “Whole Life Planning” encourages a much broader look, which includes looking at life goals, personal and family values, success, and security when building personalized financial plans for its clients.

Diverse Client Base

As a dynamic wealth manager in Edina and broader Minneapolis, Birchwood advises an ideologically diverse client base through an equally diverse and dynamic team of advisors. 

A Full-Service Firm

As a well-established financial advisor in Minneapolis, Birchwood Financial Partners extends the range of its services by helping clients communicate with other key professional service providers, where required, including lawyers, accountants, and insurance professionals. This approach ensures the consistent implementation of the clients’ financial plan.

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Cahill Financial Advisors, Inc. Review

Cahill Financial Advisors, Inc. was established in 1980, and they have been operating in the Minneapolis area since their opening. After spending over three decades operating in the same area, these Minnesota financial planner think of their clients as neighbors and are committed to being good to their neighbor. 

Key Factors That Enabled This Firm to Rank as a Top Wealth Management Firm in Minneapolis 

The following factors enabled Cahill Financial Advisors, Inc. to be included in this review of wealth management firms in Minneapolis.

Fee-Only Advisory Services

Cahill Financial Advisors is a fee-only wealth management firm in Minneapolis. This means that they do not earn commissions, referral fees, or incentives for the sale of any products. Their sole source of compensation is from the fee they charge to the client. This means that their primary incentive is the success of their client and not a sales quota. 

There are also no hidden fees. All fees charged by this wealth management firm in Minneapolis are disclosed in the ADV Part 2A and the Advisory Agreement. Any additional fees for additional services are written in an addendum, and the client has to sign for those fees before they are charged. 

Financial Planning

This wealth management firm in Minneapolis employs a "grow smart" approach to investing. They choose to be a firm that develops strategies using expertise, analysis, and insight so that they make financial choices for their clients with the best possible information. This is the reason why they have a welcoming approach to innovation, collaboration, and teamwork. These values allow them to gain the insight of everyone on the team in order to provide the best possible outcomes for their clients. 

These Minnneapolis financial planners employ a client-centric approach to wealth management to provide their cleints with guidance in the following areas:

  • Cash flow modeling
  • Risk management and insurance planning
  • Benefits planning
  • Tax planning & strategy
  • Education planning
  • Retirement & distribution planning
  • Estate planning
  • Charitable and legacy planning

Asset Management

Asset management is one of the most important parts of financial planning. It's the area that will ensure you can meet those goals for your lifestyle, children's education, retirement, and philanthropic goals. This wealth management firm in Minnesota provides the following asset management guidance and services:

  • Goal oriented investment policy statements
  • Strategic & tactical asset allocation
  • Risk management & diversification
  • Tax considerations
  • Employer retirement account integration
  • Independent research

Potential clients who are interested in learning more about the services this Minneapolis wealth management firm offers can sit down with one of their financial advisors for an initial, no obligation consultation.

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FFB Wealth Management Review

FFB Wealth Management is a Minneapolis financial advisory firm that offers a staggering array of services.

In addition to providing assistance with everything from investing to will preparation and for everyone from pre-retirees to employees, this wealth management firm in Minneapolis offers educational seminars for folks interested in learning more about financial planning.

FFB Wealth Management does not explicitly say on their website that they are a fee-only firm, but they do say that they do not sell financial products.

Key Factors That Enabled This Firm to Rank as a Top Wealth Management Firm in Minneapolis 

The following factors enabled FFP Wealth Management to be included in this review of wealth management firms in Minneapolis. 

Tax Super SheetTM

Taxes are a huge consideration when you are trying to build your wealth and eventually pass it along to your family. Without proper planning from a Minneapolis financial advisor, you could be hit with some serious tax implications if you do not handle your investments strategically.

Moreover, if you do not have a proper financial plan, that money you try to pass along to your children and grandchildren could be significanly reduce by taxes. 

One way the team at FFP Wealth Management strive to help clients with this is by providing a proprietary tool known as the Tax Super SheetTM. This tool allows your financial advisors in Minneapolis to easily illustrate the tax implications of any investment choices you want to make.

It's one thing to have your financial planner tell you something is not a smart move. It's another thing entirely to see it for yourself, and this is something that the team at this wealth management firm in Minneapolis understands well. 

These are some of the questions that Tax Super SheetTM will help you answer:

  • Should a major purchase be financed or paid in cash?
  • Do I really benefit from a tax free bond?
  • How can I pay for my child's tuition while also saving for retirement?
  • What is most probable tax rate at retirement?
  • How can I receive more benefits from my charitable giving?
  • Do tax referrals save or cost me money?
  • How can I limit potential errors made by my heirs that could put most of their inheritance in the hands of the IRS?

Retirement Planning

This wealth management firm in Minneapolis recognizes that most Americans are looking for cookie-cutter advice. Questions like "Should I proritize debt repayment or retirement savings?" are expected to have standard answers. Unfortunately, it rarely works out this way. Everyone's financial situation is different, therefore everyone's best course of action will be different. 

The good news is that this firm offers retirement advice and planning including advice about 401(k) plans, IRAs, rollovers, and much more. A financial planner in Minneapolis can help you parse through your financial circumstances and provide expert advice on what your ideal strategy is. They can help you answer retirement planning questions like: 

  • How much should I invest in my retirement plans?
  • Should I keep my 401(k) or move my funds to an IRA?

Advice for Employers

Employers and business owners spend a lot of time thinking about their employees. They also have to provide attractive retirement benefits while also making sure their business is sustainable. This wealth management firm in Minneapolis helps employers answer questions like:

  • My largest expense is my taxes. How can I reduce them without buying things I don't need?
  • Will my retirement plans pass the new DOL rules? 

Flourish Wealth Management Review

Flourish Wealth Management is an Edina-based wealth management firm in Minneapolis. 

The company’s primary objective is to offer clients a holistic planning environment, where its advisors can deliver personalized investment and wealth management solutions by aligning clients’ financial resources with their goals and values.

Operating as an SEC-registered investment advisory firm to clients in Minneapolis and nearby suburbs, Flourish Wealth Management delivers wealth management and investment advisory services primarily to individuals and families.

Flourish Wealth Management is a fee-only wealth management firm in Minneapolis. 

Clients generally have a minimum of $1,000,000 in investable assets to receive comprehensive investment and wealth management services.

The company’s fees start at 1% of the value of the invested portfolio, with a declining rate as the value of the assets increase. The minimum annual advisory fee charged is $10,000.

Key Factors That Enabled This Firm to Rank as a Top Wealth Management Firm in Minneapolis

The following characteristics enabled Flourish Wealth Management to be ranked as one of the top Minneapolis financial advisory firms. 

Independent Fee-Only Advisor

Edina-based Flourish Wealth Management is an independent, fee-only wealth management firm in Minneapolis and nearby suburbs.

As such, the firm’s advisors do not receive referral fees, commissions or other forms of compensation from third-parties, which lets the company independently evaluate the merits of products and services it recommends to its clients.

Registered Investment Advisor

As an SEC-registered investment advisory firm in Minneapolis, Flourish Wealth Management acts as an investment fiduciary to its clients. This puts a binding legal responsibility on the firm and its advisors to always act in the best interest of clients.

Focus on Women’s Wealth Management Needs

The firm offers a unique set of investment and wealth management and advisory services that focuses on the needs of female clients.

From women in transition (separations, divorce, loss of a loved one), to female executives and independent business owners, Flourish Wealth Management has built its advisory capabilities to address distinctive financial needs of women.

Strong Alliances/Partnerships

As a top-ranked financial advisor in the Minneapolis area, Edina-based Flourish Wealth Management leverages its strategic alliance with BAM Advisor Services, LLC to deliver value-added benefits to its clients.

As part of a 140+ member network, the BMA partnership allows the company to operate independently while taking advantage of collective synergies—including cost-effective investment products and services, cutting-edge technology, and highly effective back-office support—for its clients. 

Pitzl Financial Review

Pitzl Financial is a wealth manager and financial advisor in Minnesota, that believes in blending objective financial planning with investment management discipline to help clients preserve, protect, and enhance their wealth through various stages of their lives.

As one of the top teams of financial advisors in Minnesota, the Pitzl team believes that money should not be the central focus of financial decision-making. Rather, the achievement of one’s life aspirations should drive the planning process.

While operating as an independent wealth advisory firm, Pitzl Financial is part of the BAM Alliance, a network of like-minded, independent advisors who collectively manage over $26 billion in client assets. This alliance enables Pitzl clients to benefit from a wealth of synergies which result in evidence-based, holistic, and transparent advice.

Key Factors That Enabled This Firm to Rank as a Top Wealth Management Firm in Minnesota

The following key considerations allowed Pitzl Financial to make it into our list of top wealth management firms in Minnesota. 

Independent, Fee-Only Advisors

As a fee-only investment manager and financial planner, the company holds itself fully accountable to its clients for fees charged to them. The firm does not sell any products, nor does it receive any referral fees from other professionals.


As a top-rated wealth management firm, Pitzl Financial acts as fiduciaries to its clients. This means the advice rendered by the firm and its team of advisors is always in the best interest of the client, without any conflict of interest or personal gain by any other parties (especially the firm and its advisors).

Unique “Your Personal Boardroom™” Approach

Pitzl Financial takes a unique, corporate board-like approach to governing and managing their clients’ wealth.  “Your Personal Boardroom™” is their answer to empowering clients with CEO/Chairperson-like status, while the firm and its advisors are accountable to help accomplish the goals and objectives the client has set out for the Board.

Evidence-based Investment Philosophy

pitzl chart-min

Image Source: Pitzl Financial

Pitzl Financial uses an evidence-based, passively-managed philosophy, grounded in Modern Portfolio Theory (MPT), to invest and manage client wealth. This approach is based on academic research and backed by hard facts about the behavior of markets and individual client behavior as well as how individuals react to market behavior.

The company uses this evidence to build diversified portfolios, manage risk tolerance, and reduce investment costs to enhance overall portfolio returns

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PrairieView Partners Review

PrairieView Partners is a top-rated financial advisor in the St. Paul area, dedicated to delivering superior, highly-integrated wealth planning services to its clients.

The company was co-founded in 2007 by a group of professionals who are highly experienced and formally qualified in various aspects of financial planning and wealth management.

As a Minneapolis financial planner offering diverse services to its clients, the team comprises of Certified Public Accountants (CPA), Certified Financial Planners (CFP®), an Estate Planning Attorney, and a Chartered Financial Analyst (CFA).

PrairieView Partners has a broad-based service portfolio that includes:

  • Retirement planning
  • Portfolio management
  • Estate planning
  • Tax planning
  • Trust & estate administration
  • Stock option compensation
  • Risk management
  • Charitable planning

As a well-regarded wealth management firm in St. Paul, the company’s service delivery revolves around its core values of Competence, Objectivity and Integrity. This core philosophy guides each of the firm’s interactions with its clients. 

Key Factors That Enabled This Firm to Rank as a Top Wealth Management Firm in Minnesota

The following factors influenced our decision to include PrairieView Partners as one of the top wealth management firms in Minnesota.

Registered Investment Advisor (RIA)

PrairieView Partners is a registered investment advisory firm in the Minneapolis-St. Paul metropolitan area. As an RIA, the firm and its advisors are regulated by the U.S. Securities and Exchange Commission (SEC) and are required to provide a higher standard of service to their clients than would non-RIA firms.

Fiduciary Responsibility

The company is legally and professionally bound to act as fiduciaries to its clients. All recommendations and advice provided therefore must be solely in the interest of the client, with no conflict of interest whatsoever.

Fee-Only Advisors

This wealth management firm in Minnesota is fee-only. They do not receive fees or commissions for selling invesments or insurance products. The fees charged are based on a percentage of the value of the portfolio being managed, with a minimum annual fee agreed upon based on the level of service required.

Integrated Strategy

Unlike many other financial advisors in St. Paul and broader Minneapolis area, PrairieView’s business model is based on an integrated approach to financial planning.

Using this strategy, expertise from a multi-disciplined team of lawyers, accountants, tax specialists, insurance experts and stock brokers is drawn upon to deliver both “big picture” and detailed advice to clients.

Broad-Based Professional Services

PrairieView provides its clients a broad array of professional services, from portfolio management and retirement planning, to smart tax planning strategies and charitable planning and more. This allows clients to receive comprehensive financial planning and wealth management solutions under one window. 

SilverOak Wealth Management LLC Review

Edina-based SilverOak Wealth Management is an independent, fee-only boutique wealth manager in the Minneapolis/St. Paul area whose goal is to deliver life-enrichment to its clients through the successful attainment of their business, financial, and personal goals.

Working with a highly qualified, experienced, and multi-disciplinary team, the firm brings over 50 years of combined financial experience to bear at every client engagement. SilverOaks’ clients come from a diverse set of society, and include:

  • Individuals
  • Business owners
  • Professionals
  • Corporate executives

As a dynamic wealth management firm in Minneapolis/St. Paul, the company’s philosophy revolves around the “Circle of Life". This idea seeks to take the best of what was and align it with opportunities that exist today, while also positioning clients to leverage the endless possibilities of tomorrow.

As one of the top financial advisors in Minneapolis/St. Paul, the company has earned a number of awards, recognitions and accolades over the years, including:

  • Being ranked #8 on CNBC’s 2014 Digital Inaugural list of the Top 100 Fee-Only Wealth Management Firms
  • Recognized as one of Wealth Manager’s “Top Wealth Managers” in the July/August 2009, 2010 and 2011 issues
  • Getting listed in FA’s 2011 RIA Ranking
  • Named in the Minneapolis/St.Paul Business Journal (February 18, 2011 issue) as a “Top Wealth Manager”

Individual advisors on the SilverOak team have proved their credentials as top wealth managers in Minneapolis by earning the coveted Five Star Professional award multiple times, from 2012 to 2015 consecutively.

Key Factors That Enabled This Firm to Rank as a Top Wealth Management Firm in Minneapolis

The following factors enabled SilverOak Wealth Management LLC to be included as one the top wealth management firms in Minneapolis.

Independent, Fee-Only Advisor

SilverOak is a fee-only wealth manager and financial planner in Minneapolis. The company operates independent of any other service providers and does not sell any third-party product or service to its clients. All of its revenue is derived from providing unbiased service and advice to clients.

Registered Investment Advisor (RIA)

As an RIA, SilverOak and its advisory team are legally and professionally bound to offer conflict-of-interest free advice to their clients. This means that all advice delivered by this Minneapolis wealth management firm must always put the clients’ interest before anything else – even before the firm and its individual advisors.

This fiduciary responsibility also fosters greater trust in the advisor-client relationship.

Numerous Awards & Accolades

As a top Minneapolis wealth manager, SilverOak has received numerous awards and recognitions from leading financial publications and industry watchers, including CNBC, Wealth Manager, Five Star, Financial Advisor (FA) and the Minneapolis/St.Paul Business Journal.

Value-Added Services

SilverOak is a full-service wealth manager in Minneapolis, providing a wide range of services to its clients. In addition, the firm also adds value to clients by cooperating and coordinating its own services with those of other professionals (bankers, lawyers, insurance agents) that clients may work with. 

White Oaks Wealth Advisors Review

White Oaks Wealth Advisors, Inc., an independent financial advisor in Minneapolis with offices also in Florida, was founded by financial industry veteran Robert Klosterman, CFP®. Mr. Klosterman has been affiliated with the financial industry since 1975 and has been a Certified Financial Planner since 1989.

Like its predecessor firm R.J. Klosterman & Co, Inc., White Oaks has a clear vision to provide its clients with independent, expert financial planning and wealth management advisory services.

As a top wealth manager in Minneapolis and Florida, the firm provides a diverse set of personalized services to its clients, including:

  • Wealth management
  • Family office
  • Financial planning
  • Investment management
  • Trust services

White Oaks has been recognized as one of the top-ranking wealth management firms in Minneapolis through individual and company-wide awards and accolades, including from some of the most respected sources in the financial industry. Some of these recognitions include:

  • Being listed as one of the Top 250 Financial Advisors in the United States by Worth Magazine
  • Recognition as one of the top 150 Financial Advisors by Mutual Fund magazine, Medical Economics and Bloomberg’s Wealth Manager magazine.
  • Listed in CNBC’s chart of the Top 100 fee-only wealth management firms

As a Minneapolis wealth manager whose views and opinions are well regarded in the industry, Mr. Klosterman is frequently quoted and published in mainstream financial media, including CFP Today, The New York Times, USA Today, Minneapolis Star Tribune, Barron’s and Fortune.

Key Factors That Enabled This Firm to Rank as a Top Wealth Management Firm in Minnesota

As a result of the following factors, White Oaks Wealth Advisors was ranked as one of this year's top wealth management firms in Minnesota.

Fee-Only Advisory

White Oaks have been operating as fee-only wealth managers in Minneapolis since 1996. As such, the company does not charge transaction fees, sell products to its clients, or receive commissions or other remuneration from third-parties.

All fees charged by these Minneapolis financial advisors are transparent, and there is no conflict of interest in any of the advice or recommendations offered to clients.

Source: Pexels

Focused Clientele

White Oaks Wealth Advisors is focused on providing financial planning and wealth management services to a select group of clientel: high net-worth and ultra-high net-worth individuals and families.

 A La Carte Pricing Options

As a top-ranked Minneapolis wealth management firm, White Oaks offers its clients a wide range of pricing models to choose from. This allows clients to select the services they require, from an a la carte menu, knowing exactly what it will cost them up-front.

Track Record of Satisfied Clients

Most of the firm’s new clients join the White Oaks family as a result of referrals from existing clients and other industry professionals. This validates the company’s standing as top-ranked wealth managers in Minneapolis.

Conclusion – Top 9 Wealth Management Firms in Minnesota

The above list of investment advisors, wealth managers, and financial planners in Minneapolis, St. Paul, Edina, and other cities within Minnesota is by no means exhaustive.

Nevertheless, the resources offered here could serve a great start in your search for the perfect financial advisor in Minneapolis that can meet, and even exceed, your financial planning needs.

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