Top Financial Advisors in Bloomington, Minnesota
Finding the right financial advisor in Bloomington 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 Bloomington, 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 Bloomington, MN.
Find the Best Financial Advisor Firms in Bloomington:
BPS CAPITAL MANAGEMENT, INC.
CRD#: 120006
Address: 7900 International Drive Suite 1050, Bloomington, MN 55425
AUM: $ 3.5B
REDHAWK WEALTH ADVISORS, INC.
CRD#: 146616
Address: 8500 Normandale Lake Blvd Suite 960, Bloomington, MN 55437
Clients: 2,885
Average Clients per Advisor: 61
AUM: $ 1.8B
JNBA FINANCIAL ADVISORS, LLC
CRD#: 106550
Address: 8500 Normandale Lake Blvd Suite 450, Bloomington, MN 55437
Clients: 637
Average Clients per Advisor: 21
AUM: $ 1.7B
BEARING POINT CAPITAL
CRD#: 332023
Address: 3800 American Blvd. West Suite 935, Bloomington, MN 55431
Clients: 116
Average Clients per Advisor: 23
AUM: $ 907M
BIRCHWOOD FINANCIAL PARTNERS, INC.
CRD#: 169962
Address: 5601 Green Valley Dr. Suite 600, Bloomington, MN 55437
Clients: 346
Average Clients per Advisor: 34
AUM: $ 744M
STEVENS FOSTER FINANCIAL ADVISORS
CRD#: 115752
Address: 7900 Xerxes Avenue South Suite 1800, Bloomington, MN 55431
Clients: 171
Average Clients per Advisor: 34
AUM: $ 661M
How We Chose the Top Financial Advisors in Bloomington, Minnesota
To create this list of top financial advisor firms in Bloomington, 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 Bloomington has to offer.
Search Financial Advisors in Bloomington, Minnesota
Mary Jane Johnson
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Kristin Elizabeth Harper
Registered Affiliation(s):MORGAN STANLEY
Jenny C Hetland
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Mark Cortazzo
Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Paul Donald Drach
Registered Affiliation(s):CETERA WEALTH SERVICES, LLC
James Harold Walsh
Registered Affiliation(s):OSAIC WEALTH, INC.
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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