Top 10 financial advisors in Plymouth, MN
We’ve curated a list of the best financial advisors in Plymouth, take a look at it below
Find an advisor in Plymouth| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $50,048,466,768 | 0 advisors | ||
| 2 | $2,665,614,428 | 0 advisors | ||
| 3 | $927,123,557 | 9 advisors | ||
| 4 | $644,393,169 | 7 advisors | ||
| 5 | $379,068,800 | 4 advisors | ||
| 6 | $252,796,876 | 15 advisors | ||
| 7 | $147,421,429 | 3 advisors | ||
| 8 | $142,702,603 | 7 advisors | ||
| 9 | $135,006,000 | 4 advisors | ||
| 10 | $125,944,930 | 4 advisors |
How we came up with this list
To generate our top financial advisors list in Plymouth, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Plymouth. 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.
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
Northcrest Asset Management
Northcrest Asset Management is a financial advisory firm based in Plymouth, Minnesota. It currently has approximately $2,665,614,428 of assets under management and employs about 0 people. Northcrest Asset Management uses a fee structure of and a percentage of assets under your management.
Assets under management
$2,665,614,428
Headcount
0 advisor
Fee structure
A percentage of assets under your management
SEC number
801-121227
Services offered
Portfolio Management For Individuals And/or Small Businesses
Next Century Growth Investors LLC
Next Century Growth Investors LLC is a financial advisory firm based in Plymouth, Minnesota. It currently has approximately $927,123,557 of assets under management and employs about 9 people. Next Century Growth Investors LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$927,123,557
Headcount
9 advisors
Fee structure
A percentage of assets under your management
SEC number
801-56049
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)
Wayzata Investment Partners LLC
Wayzata Investment Partners LLC is a financial advisory firm based in Plymouth, Minnesota. It currently has approximately $644,393,169 of assets under management and employs about 7 people. Wayzata Investment Partners LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$644,393,169
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-63304
Services offered
Portfolio Management For Pooled Investment Vehicles
Gen Financial Management Inc.
Gen Financial Management Inc. is a financial advisory firm based in Plymouth, Minnesota. It currently has approximately $379,068,800 of assets under management and employs about 4 people. Gen Financial Management Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$379,068,800
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-57823
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Publication Of Periodicals Or Newsletters
Vpwm Advisors, LLC
Vpwm Advisors, LLC is a financial advisory firm based in Plymouth, Minnesota. It currently has approximately $252,796,876 of assets under management and employs about 15 people. Vpwm Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$252,796,876
Headcount
15 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-99343
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
Echo Wealth Management, LLC
Echo Wealth Management, LLC is a financial advisory firm based in Plymouth, Minnesota. It currently has approximately $147,421,429 of assets under management and employs about 3 people. Echo Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$147,421,429
Headcount
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-117873
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Kure Advisory, LLC
Kure Advisory, LLC is a financial advisory firm based in Plymouth, Minnesota. It currently has approximately $142,702,603 of assets under management and employs about 7 people. Kure Advisory, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$142,702,603
Headcount
7 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-120058
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
Phillip James Financial Co.
Phillip James Financial Co. is a financial advisory firm based in Plymouth, Minnesota. It currently has approximately $135,006,000 of assets under management and employs about 4 people. Phillip James Financial Co. uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$135,006,000
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-120327
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
- Not sure which one to choose?Use our smart matching tool
Rossjohnson & Associates, LLC
Rossjohnson & Associates, LLC is a financial advisory firm based in Plymouth, Minnesota. It currently has approximately $125,944,930 of assets under management and employs about 4 people. Rossjohnson & Associates, LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$125,944,930
Headcount
4 advisors
Fee structure
A percentage of assets under your management
SEC number
801-118296
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
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