Top 10 financial advisors in Edina, MN
We’ve curated a list of the best financial advisors in Edina, take a look at it below
Find an advisor in Edina| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,650,601,803 | 24 advisors | ||
| 2 | $1,285,365,674 | 19 advisors | ||
| 3 | $1,264,020,395 | 11 advisors | ||
| 4 | $1,078,842,790 | 26 advisors | ||
| 5 | $500,098,746 | 13 advisors | ||
| 6 | $355,605,415 | 4 advisors | ||
| 7 | $325,067,572 | 8 advisors | ||
| 8 | $311,597,568 | 11 advisors | ||
| 9 | $253,065,540 | 7 advisors | ||
| 10 | $133,242,000 | 5 advisors |
How we came up with this list
To generate our top financial advisors list in Edina, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Edina. 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.
Punch & Associates Investment Management, Inc.
Punch & Associates Investment Management, Inc. is a financial advisory firm based in Edina, Minnesota. It currently has approximately $1,650,601,803 of assets under management and employs about 24 people. Punch & Associates Investment Management, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and performance-based fees.
Assets under management
$1,650,601,803
Headcount
24 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Performance-based fees
SEC number
801-61205
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
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)
Silveroak Wealth Management LLC
Silveroak Wealth Management LLC is a financial advisory firm based in Edina, Minnesota. It currently has approximately $1,285,365,674 of assets under management and employs about 19 people. Silveroak Wealth Management LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$1,285,365,674
Headcount
19 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-60208
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
First Light Asset Management, LLC
First Light Asset Management, LLC is a financial advisory firm based in Edina, Minnesota. It currently has approximately $1,264,020,395 of assets under management and employs about 11 people. First Light Asset Management, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$1,264,020,395
Headcount
11 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-78528
Services offered
Portfolio Management For Individuals And/or Small Businesses
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)
Tradition Wealth Management LLC
Tradition Wealth Management LLC is a financial advisory firm based in Edina, Minnesota. It currently has approximately $1,078,842,790 of assets under management and employs about 26 people. Tradition Wealth Management LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$1,078,842,790
Headcount
26 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-62666
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
1031 Exchange Consulting
Birchwood Financial Partners, Inc.
Birchwood Financial Partners, Inc. is a financial advisory firm based in Edina, Minnesota. It currently has approximately $500,098,746 of assets under management and employs about 13 people. Birchwood Financial Partners, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$500,098,746
Headcount
13 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-79443
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Cornerstone Wealth Advisors, Inc.
Cornerstone Wealth Advisors, Inc. is a financial advisory firm based in Edina, Minnesota. It currently has approximately $355,605,415 of assets under management and employs about 4 people. Cornerstone Wealth Advisors, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$355,605,415
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-61799
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
- Not sure which one to choose?Use our smart matching tool
Laurel Wealth Planning
Laurel Wealth Planning is a financial advisory firm based in Edina, Minnesota. It currently has approximately $325,067,572 of assets under management and employs about 8 people. Laurel Wealth Planning uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$325,067,572
Headcount
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-79116
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Stiles Financial Services, Inc.
Stiles Financial Services, Inc. is a financial advisory firm based in Edina, Minnesota. It currently has approximately $311,597,568 of assets under management and employs about 11 people. Stiles Financial Services, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.
Assets under management
$311,597,568
Headcount
11 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Commissions
SEC number
801-110176
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Flourish Wealth Management Inc.
Flourish Wealth Management Inc. is a financial advisory firm based in Edina, Minnesota. It currently has approximately $253,065,540 of assets under management and employs about 7 people. Flourish Wealth Management Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$253,065,540
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-113325
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Project-based Financial Consulting Services
- Not sure which one to choose?Use our smart matching tool
Contego Capital Group, Inc.
Contego Capital Group, Inc. is a financial advisory firm based in Edina, Minnesota. It currently has approximately $133,242,000 of assets under management and employs about 5 people. Contego Capital Group, Inc. uses a fee structure of a percentage of assets under your management, fixed fees and solicitor fees.
Assets under management
$133,242,000
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SOLICITOR FEES
SEC number
801-113844
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
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
Solicitor Fees
Your first meeting is free.