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Top Financial Advisors in Minneapolis, Minnesota

Finding the right financial advisor in Minneapolis 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 Minneapolis, 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 Minneapolis, MN.


Find the Best Financial Advisor Firms in Minneapolis:

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

BD
RIA

Address: 9013rd Avenue South, Minneapolis, MN 55402

Clients: 1,169,233

In Business for: 55 Years

Average Clients per Advisor: 92

AUM: $ 564.6B

Disclosures: 183

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ADVANCED CAPITAL GROUP

CRD#: 109673

RIA

Address: 50 South Sixth Street Suite 975, Minneapolis, MN 55402

Clients: 88

Average Clients per Advisor: 8

AUM: $ 27.8B

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

BD
RIA

Address: 600 Portland Avenue South, Minneapolis, MN 55415

Clients: 63,756

In Business for: 39 Years

Average Clients per Advisor: 22

AUM: $ 17.5B

Disclosures: 8

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

CRD#: 38357

BD
RIA

Address: 220 S. Sixth Street Suite 300, Minneapolis, MN 55402-1418

Clients: 4,142

In Business for: 31 Years

Average Clients per Advisor: 42

AUM: $ 12.3B

Disclosures: 3

RIVERBRIDGE

CRD#: 108074

RIA

Address: 80 South Eighth Street Suite 1500, Minneapolis, MN 55402

AUM: $ 6.9B

THRIVENT ADVISOR NETWORK, LLC

CRD#: 304569

RIA

Address: 600 Portland Avenue South, Minneapolis, MN 55415

Clients: 9,295

Average Clients per Advisor: 66

AUM: $ 6.6B

How We Chose the Top Financial Advisors in Minneapolis, Minnesota

To create this list of top financial advisor firms in Minneapolis, 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 Minneapolis has to offer.

Search Financial Advisors in Minneapolis, Minnesota


Name or CRD#
Location:
Firm name (optional)
MJ
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Mary Jane Johnson

Mary Jane Bednarek
IAR
RR
CRD#: 1588712
Location:
St. Paul, MN 55101-2027
Business Name:
Johnson Capital

Registered Affiliation(s):RBC CAPITAL MARKETS, LLC

Disclosures:
Experience:
33 years
Mark Cortazzo

Mark Cortazzo

Mark Anthony Cortazzo
IAR
RR
CRD#: 1995986
CFP®: Certified Financial PlannerCIMA®: Certified Investment Management Analyst
Location:
Parsippany, NJ 07054

Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Disclosures:
Experience:
36 years
Damien Couture

Damien Saul Couture

IAR
RR
CRD#: 2148606
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Walnut Creek, CA 94596

Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Disclosures:
Experience:
35 years
James Walsh

James Harold Walsh

Jim Walsh
IAR
RR
CRD#: 1842414
CFP®: Certified Financial Planner
Location:
Minneapolis, MN 55426

Registered Affiliation(s):OSAIC WEALTH, INC.

Disclosures:
Experience:
38 years
Jean Wolfe

Jean Marie Wolfe

Jean Marie Bennek
IAR
RR
CRD#: 1781291
CFP®: Certified Financial PlannerCIMA®: Certified Investment Management AnalystCPWA®: Certified Private Wealth Advisor
Location:
Minnetonka, MN 55305

Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED

Disclosures:
Experience:
37 years
Charles Moore

Charles M Moore

Charles Martin Moore, Marty Moore
IAR
RR
CRD#: 2052624
CFP®: Certified Financial Planner
Location:
Charlotte, NC 28211

Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Disclosures:
Experience:
36 years

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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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