Find a Financial Advisor in Minneapolis, MN

 

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We did the hard work of finding trustworthy partners in Minneapolis, MN.

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We Only Work With The Best Minneapolis Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Minneapolis, MN


  • Financial Advisor Close to Minneapolis, MN

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Minneapolis, MN


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Minneapolis, MN

We evaluated over 13,000 RIA firms to bring you the best of the best Minneapolis financial advisors.
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How Retirement-Friendly is Minneapolis, MN?

  • Population: 420,324
  • % of Population 62 Years and Over: 12.8%
  • Average Home Value: $256,500
  • Average Monthly Housing Cost: $1,194
  • Average Household Income: $89,282
  • Minnesota Total Tax Burden: 9.99% (6th Highest in U.S.)
  • Minnesota Property Tax: 2.86% (23rd Highest in U.S.)
  • Minnesota Individual Income Tax: 3.68% (5th Highest in U.S.)
  • Minnesota Sales and Excise Tax: 3.45% (20th Highest in U.S.)



The Top Financial Advisor Firms in Minneapolis, MN

 

SPEECE THORSON CAPITAL GROUP INC

Website

(612) 338-4649

225 South 6th Street
Suite 2575
Minneapolis, MN 55402

SEC#: 801-39816
Years in Business: 29 years

COMPASS CAPITAL MANAGEMENT INC

Website

(612) 338-4051

706 Second Avenue South
Suite 400
Minneapolis, MN 55402

SEC#: 801-32238
Years in Business: 33 years

WHITE PINE CAPITAL LLC

Website

(612) 376-9765

120 South 6th Street
Suite 1200
Minneapolis, MN 55402

SEC#: 801-57154
Years in Business: 21 years

THOMAS LEO ADVISORY, LLC

Website

(612) 208-1641

4353 Upton Avenue South

Minneapolis, MN 55410

SEC#: 801-112656
Years in Business: 3 years

NEPSIS ADVISOR SERVICES, INC.

Website

(952) 746-2003

8674 Eagle Creek Circle

Minneapolis, MN 55378

SEC#: 801-74765
Years in Business: 9 years

NORTHROCK PARTNERS, LLC

Website

(612) 367-8800

225 South Sixth Street
Suite 1400
Minneapolis, MN 55402

SEC#: 801-78194
Years in Business: 8 years

360 FINANCIAL

Website

(952) 542-8900

849 Lake Street East

Minneapolis, MN 55391

SEC#: 801-78425
Years in Business: 8 years

PGI WEALTH MANAGEMENT

Website

(612) 333-9102

220 South 6th Street
Suite 2125
Minneapolis, MN 55402

SEC#: 801-119808
Years in Business: 1 years

PIPER SANDLER FINANCE MANAGEMENT, LLC

Website

(612) 303-6000

800 Nicollet Mall

Minneapolis, MN 55402

SEC#: 801-118908
Years in Business: 1 years

 


Minneapolis, MN Financial Advisor FAQs

A financial advisor provides financial advice such as investment management, retirement planning, estate planning, and tax assistance.
The most common way of paying financial advisors is by way of commission. Depending on the agreement between the advisor and their employer, they can collect commissions paid to them by showing people how to buy, sell or otherwise act on stocks, bonds and other securities.
In general, investing involves a high degree of risk, and investors should understand those risks before they invest. A financial advisor can help you avoid mistakes as you learn the ropes. Your savings may grow faster as a result by asking your advisor thoughtful questions, simplifying your portfolio to fewer investments with higher returns and lower volatility, and ensuring that everything is properly diversified for the goals you have established.
There are many financial advisors to choose from, it can be challenging figuring out which advisor is the right one for your needs. Some of the factors to consider when choosing a financial advisor are whether the advisor has experience in my specific field or industry niche, whether they have won any awards for excellence in their practice, if they've had any legal issues recently, and what type of continuing education they routinely supplement the practice with.