Top 10 financial advisors in Minnetonka, MN
We’ve curated a list of the best financial advisors in Minnetonka, take a look at it below
Find an advisor in Minnetonka| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $3,612,524,123 | 31 advisors | ||
| 2 | $2,560,113,140 | 123 advisors | ||
| 3 | $1,267,520,350 | 14 advisors | ||
| 4 | $767,398,791 | 8 advisors | ||
| 5 | $757,561,592 | 22 advisors | ||
| 6 | $624,419,670 | 5 advisors | ||
| 7 | $610,305,200 | 13 advisors | ||
| 8 | $592,874,310 | 39 advisors | ||
| 9 | $588,052,380 | 15 advisors | ||
| 10 | $504,000,000 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Minnetonka, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Minnetonka. 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.
Pine River Capital Management L.p.
Pine River Capital Management L.p. is a financial advisory firm based in Minnetonka, Minnesota. It currently has approximately $3,612,524,123 of assets under management and employs about 31 people. Pine River Capital Management L.p. uses a fee structure of a percentage of assets under your management, performance-based fees and pass through reimbursement.
Assets under management
$3,612,524,123
Headcount
31 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
PASS THROUGH REIMBURSEMENT
SEC number
801-65336
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)
Advisornet Wealth Partners
Advisornet Wealth Partners is a financial advisory firm based in Minnetonka, Minnesota. It currently has approximately $2,560,113,140 of assets under management and employs about 123 people. Advisornet Wealth Partners uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$2,560,113,140
Headcount
123 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-77035
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Periodic Investment Monitoring And Financial Consulting.
Marks Group Wealth Management, Inc.
Marks Group Wealth Management, Inc. is a financial advisory firm based in Minnetonka, Minnesota. It currently has approximately $1,267,520,350 of assets under management and employs about 14 people. Marks Group Wealth Management, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$1,267,520,350
Headcount
14 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-69685
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)
Selection Of Other Advisers
Dgv Solutions Lp
Dgv Solutions Lp is a financial advisory firm based in Minnetonka, Minnesota. It currently has approximately $767,398,791 of assets under management and employs about 8 people. Dgv Solutions Lp uses a fee structure of and a percentage of assets under your management.
Assets under management
$767,398,791
Headcount
8 advisors
Fee structure
A percentage of assets under your management
SEC number
801-101488
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)
Quantitative Advantage, LLC
Quantitative Advantage, LLC is a financial advisory firm based in Minnetonka, Minnesota. It currently has approximately $757,561,592 of assets under management and employs about 22 people. Quantitative Advantage, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$757,561,592
Headcount
22 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-57426
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)
Advice To Individuals Regarding Retirement Plan Investments
Twele Capital Management, Inc.
Twele Capital Management, Inc. is a financial advisory firm based in Minnetonka, Minnesota. It currently has approximately $624,419,670 of assets under management and employs about 5 people. Twele Capital Management, Inc. uses a fee structure of a percentage of assets under your management and hourly charges.
Assets under management
$624,419,670
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
SEC number
801-67477
Services offered
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)
- Not sure which one to choose?Use our smart matching tool
Merced Capital, L.p.
Merced Capital, L.p. is a financial advisory firm based in Minnetonka, Minnesota. It currently has approximately $610,305,200 of assets under management and employs about 13 people. Merced Capital, L.p. uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$610,305,200
Headcount
13 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-65966
Services offered
Portfolio Management For Pooled Investment Vehicles
Bluestem Wealth Partners, LLC
Bluestem Wealth Partners, LLC is a financial advisory firm based in Minnetonka, Minnesota. It currently has approximately $592,874,310 of assets under management and employs about 39 people. Bluestem Wealth Partners, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$592,874,310
Headcount
39 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-127198
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
The Advocate Group, LLC
The Advocate Group, LLC is a financial advisory firm based in Minnetonka, Minnesota. It currently has approximately $588,052,380 of assets under management and employs about 15 people. The Advocate Group, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$588,052,380
Headcount
15 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-72157
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
Speece Thorson Capital Group Inc
Speece Thorson Capital Group Inc is a financial advisory firm based in Minnetonka, Minnesota. It currently has approximately $504,000,000 of assets under management and employs about 4 people. Speece Thorson Capital Group Inc uses a fee structure of and a percentage of assets under your management.
Assets under management
$504,000,000
Headcount
4 advisors
Fee structure
A percentage of assets under your management
SEC number
801-39816
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)
Your first meeting is free.