Top financial advisors in Roseville, MN
We’ve curated a list of the best financial advisors in Roseville, take a look at it below
Find an advisor in Roseville| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $556,730,911 | 12 advisors | ||
| 2 | $82,284,000 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Roseville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Roseville. 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.
Summit Investment Advisory Services
Summit Investment Advisory Services is a financial advisory firm based in Roseville, Minnesota. It currently has approximately $556,730,911 of assets under management and employs about 12 people. Summit Investment Advisory Services uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$556,730,911
Headcount
12 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-110650
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Doxa Advisors, LLC
Doxa Advisors, LLC is a financial advisory firm based in Roseville, Minnesota. It currently has approximately $82,284,000 of assets under management and employs about 2 people. Doxa Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$82,284,000
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-72692
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
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