Top advisors in Rochester

Top advisors in Rochester

We’ve curated a list of the best financial advisors in Rochester, take a look at it below

Find an advisor in Rochester
# Financial advisor Assets under management Number of advisors
1 $163,232,703 7 advisors
2 $103,667,970 7 advisors

How we came up with this list

To generate our top financial advisors list in Rochester, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Rochester. 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.

  • Fortress Financial Group, LLC

    Fortress Financial Group, LLC is a financial advisory firm based in Rochester, Minnesota. It currently has approximately $163,232,703 of assets under management and employs about 7 people. Fortress Financial Group, LLC uses a fee structure of a percentage of assets under your management and fixed fees.

    Assets under management

    $163,232,703

    Headcount

    7 advisors

    Fee structure

    A percentage of assets under your management

    Fixed fees

    SEC number

    801-122032

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    See full profile

    Meet the advisor

    1610 14th Street Nw,
    Suite 100,
    Rochester,
    Minnesota,
    55901

  • Strategic Asset Management Llc.

    Strategic Asset Management Llc. is a financial advisory firm based in Rochester, Minnesota. It currently has approximately $103,667,970 of assets under management and employs about 7 people. Strategic Asset Management Llc. uses a fee structure of a percentage of assets under your management and fixed fees.

    Assets under management

    $103,667,970

    Headcount

    7 advisors

    Fee structure

    A percentage of assets under your management

    Fixed fees

    SEC number

    801-120401

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    See full profile

    Meet the advisor

    2434 Superior Drive Nw,
    Suite 101,
    Rochester,
    Minnesota,
    55901

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Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact contact@unbiased.com.

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