Top 6 financial advisors in Eden Prairie, MN
We’ve curated a list of the best financial advisors in Eden Prairie, take a look at it below
Find an advisor in Eden Prairie| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,703,341,244 | 40 advisors | ||
| 2 | $559,690,286 | 9 advisors | ||
| 3 | $453,468,363 | 11 advisors | ||
| 4 | $192,566,654 | 12 advisors | ||
| 5 | $18,277,963 | 3 advisors | ||
| 6 | $4,720,424 | 5 advisors |
How we came up with this list
To generate our top financial advisors list in Eden Prairie, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Eden Prairie. 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.
Boulay Financial Advisors, LLC
Boulay Financial Advisors, LLC is a financial advisory firm based in Eden Prairie, Minnesota. It currently has approximately $1,703,341,244 of assets under management and employs about 40 people. Boulay Financial Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$1,703,341,244
Headcount
40 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-60141
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Selection Of Other Advisers For Tpm Platform
Murphy Pohlad Asset Management LLC
Murphy Pohlad Asset Management LLC is a financial advisory firm based in Eden Prairie, Minnesota. It currently has approximately $559,690,286 of assets under management and employs about 9 people. Murphy Pohlad Asset Management LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$559,690,286
Headcount
9 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-57329
Services offered
Portfolio Management For Individuals And/or Small Businesses
The Wealth Group - Austin B. Colby & Associates
The Wealth Group - Austin B. Colby & Associates is a financial advisory firm based in Eden Prairie, Minnesota. It currently has approximately $453,468,363 of assets under management and employs about 11 people. The Wealth Group - Austin B. Colby & Associates uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$453,468,363
Headcount
11 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-120158
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Abbey Street
Abbey Street is a financial advisory firm based in Eden Prairie, Minnesota. It currently has approximately $192,566,654 of assets under management and employs about 12 people. Abbey Street uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$192,566,654
Headcount
12 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-117454
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
Provenire Capital LLC
Provenire Capital LLC is a financial advisory firm based in Eden Prairie, Minnesota. It currently has approximately $18,277,963 of assets under management and employs about 3 people. Provenire Capital LLC uses a fee structure of a percentage of assets under your management, subscription fees and performance-based fees.
Assets under management
$18,277,963
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Subscription fees
Performance-based fees
SEC number
801-118136
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Data Sharing Agreements Related To Positions And Trade Activity
Christensen Group Financial, LLC
Christensen Group Financial, LLC is a financial advisory firm based in Eden Prairie, Minnesota. It currently has approximately $4,720,424 of assets under management and employs about 5 people. Christensen Group Financial, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$4,720,424
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-124781
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Your first meeting is free.