Top 10 financial advisors in Minnesota
We’ve curated a list of the best financial advisors in Minnesota, take a look at it below
Find an advisor in Minnesota| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $117,569,820,349 | 3940 advisors | ||
| 2 | $50,048,466,768 | 0 advisors | ||
| 3 | $25,420,910,764 | 450 advisors | ||
| 4 | $24,763,945,023 | 231 advisors | ||
| 5 | $19,365,698,662 | 203 advisors | ||
| 6 | $19,180,445,119 | 246 advisors | ||
| 7 | $17,365,481,592 | 39 advisors | ||
| 8 | $11,735,667,481 | 71 advisors | ||
| 9 | $9,695,869,684 | 44 advisors | ||
| 10 | $9,519,581,000 | 68 advisors |
How we came up with this list
To generate our top financial advisors list in Minnesota, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Minnesota. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Thrivent Financial For Lutherans
Thrivent Financial For Lutherans is a financial advisory firm based in Minneapolis, Minnesota. It currently has approximately $117,569,820,349 of assets under management and employs about 3940 people. Thrivent Financial For Lutherans uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$117,569,820,349
Headcount
3940 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-60701
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC is a financial advisory firm based in Plymouth, Minnesota. It currently has approximately $50,048,466,768 of assets under management and employs about 0 people. Wealth Enhancement Advisory Services, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and fees received from third party investment advisors.
Assets under management
$50,048,466,768
Headcount
0 advisor
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
FEES RECEIVED FROM THIRD PARTY INVESTMENT ADVISORS
SEC number
801-60749
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Erisa 3(38) Investment Manager
Thrivent Asset Management, LLC
Thrivent Asset Management, LLC is a financial advisory firm based in Minneapolis, Minnesota. It currently has approximately $25,420,910,764 of assets under management and employs about 450 people. Thrivent Asset Management, LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$25,420,910,764
Headcount
450 advisors
Fee structure
A percentage of assets under your management
SEC number
801-64988
Services offered
Portfolio Management For Investment Companies
Model Portfolios
Castlelake, L.p.
Castlelake, L.p. is a financial advisory firm based in Minneapolis, Minnesota. It currently has approximately $24,763,945,023 of assets under management and employs about 231 people. Castlelake, L.p. uses a fee structure of a percentage of assets under your management, performance-based fees and servicing fees.
Assets under management
$24,763,945,023
Headcount
231 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SERVICING FEES
SEC number
801-72310
Services offered
Portfolio Management For Pooled Investment Vehicles
Ab Carval Investors, Lp
Ab Carval Investors, Lp is a financial advisory firm based in Minneapolis, Minnesota. It currently has approximately $19,365,698,662 of assets under management and employs about 203 people. Ab Carval Investors, Lp uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$19,365,698,662
Headcount
203 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-71932
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Varde Management, L.p.
Varde Management, L.p. is a financial advisory firm based in Minneapolis, Minnesota. It currently has approximately $19,180,445,119 of assets under management and employs about 246 people. Varde Management, L.p. uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$19,180,445,119
Headcount
246 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-69821
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
Winslow Capital Management LLC
Winslow Capital Management LLC is a financial advisory firm based in Minneapolis, Minnesota. It currently has approximately $17,365,481,592 of assets under management and employs about 39 people. Winslow Capital Management LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$17,365,481,592
Headcount
39 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-41316
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
See full profileMeet the advisor
4400 Ids Center,
80 South Eighth Street,
Minneapolis,
Minnesota,
55402 Sit Fixed Income Advisors Ii, LLC
Sit Fixed Income Advisors Ii, LLC is a financial advisory firm based in Minneapolis, Minnesota. It currently has approximately $11,735,667,481 of assets under management and employs about 71 people. Sit Fixed Income Advisors Ii, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$11,735,667,481
Headcount
71 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-55201
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Mairs & Power
Mairs & Power is a financial advisory firm based in St. Paul, Minnesota. It currently has approximately $9,695,869,684 of assets under management and employs about 44 people. Mairs & Power uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$9,695,869,684
Headcount
44 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-2731
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
Whitebox Advisors LLC
Whitebox Advisors LLC is a financial advisory firm based in Minneapolis, Minnesota. It currently has approximately $9,519,581,000 of assets under management and employs about 68 people. Whitebox Advisors LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$9,519,581,000
Headcount
68 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-65882
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.