Top financial advisors in St Louis Park, MN
We’ve curated a list of the best financial advisors in St Louis Park, take a look at it below
Find an advisor in St Louis Park| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $762,177,792 | 21 advisors | ||
| 2 | $95,000,000 | 2 advisors | ||
| 3 | $17,786,586 | 20 advisors |
How we came up with this list
To generate our top financial advisors list in St Louis Park, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case St Louis Park. 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.
Affiance Financial LLC
Affiance Financial LLC is a financial advisory firm based in St. Louis Park, Minnesota. It currently has approximately $762,177,792 of assets under management and employs about 21 people. Affiance Financial LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$762,177,792
Headcount
21 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-78208
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)
Captar Private Wealth
Captar Private Wealth is a financial advisory firm based in St. Louis Park, Minnesota. It currently has approximately $95,000,000 of assets under management and employs about 2 people. Captar Private Wealth uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$95,000,000
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-127915
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Oakwood Capital, Inc.
Oakwood Capital, Inc. is a financial advisory firm based in St. Louis Park, Minnesota. It currently has approximately $17,786,586 of assets under management and employs about 20 people. Oakwood Capital, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and solicitor fees.
Assets under management
$17,786,586
Headcount
20 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SOLICITOR FEES
SEC number
801-120259
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
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