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:
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CRD#: 116407
Address: 505 N Highway 169 Suite 900, Plymouth, MN 55441
Clients: 59,341
Average Clients per Advisor: 81
AUM: $ 94.6B
BERGER FINANCIAL GROUP
CRD#: 308174
Address: 1695 State Hwy 169, Plymouth, MN 55441
Clients: 3,346
Average Clients per Advisor: 61
AUM: $ 2.5B
GEN FINANCIAL MANAGEMENT INC.
CRD#: 110179
Address: 10810 Old County Road 15 Suite 200, Plymouth, MN 55441
Clients: 280
Average Clients per Advisor: 70
AUM: $ 497M
VANTAGE POINT WEALTH MANAGEMENT
CRD#: 167886
Address: 505 North Highway 169 Suite 260, Plymouth, MN 55441
Clients: 663
Average Clients per Advisor: 44
AUM: $ 277M
ECHO WEALTH MANAGEMENT, LLC
CRD#: 174136
Address: 3033 Campus Drive Suite N145, Plymouth, MN 55441-2651
Clients: 59
Average Clients per Advisor: 19
AUM: $ 245M
PHILLIP JAMES FINANCIAL CO.
CRD#: 168228
Address: 3675 Plymouth Boulevard Suite 110, Plymouth, MN 55446
Clients: 65
Average Clients per Advisor: 32
AUM: $ 197M
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
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
Thomas Moyer
Registered Affiliation(s):WEALTH ENHANCEMENT ADVISORY 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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