Top 10 financial advisors in St Paul, MN
We’ve curated a list of the best financial advisors in St Paul, take a look at it below
Find an advisor in St Paul| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $9,695,869,684 | 44 advisors | ||
| 2 | $3,663,659,470 | 311 advisors | ||
| 3 | $3,258,150,053 | 84 advisors | ||
| 4 | $1,706,180,526 | 28 advisors | ||
| 5 | $825,242,269 | 18 advisors | ||
| 6 | $455,189,477 | 8 advisors | ||
| 7 | $398,546,308 | 6 advisors | ||
| 8 | $172,666,764 | 4 advisors | ||
| 9 | $66,870,837 | 5 advisors | ||
| 10 | $19,155,000 | 44 advisors |
How we came up with this list
To generate our top financial advisors list in St Paul, 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 Paul. 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.
Mairs & Power
Mairs & Power is a financial advisory firm based in St. Paul, Minnesota. It currently has approximately $9,695,869,684 of assets under management and employs about 44 people. Mairs & Power uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$9,695,869,684
Headcount
44 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-2731
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
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)
Transamerica Retirement Advisors, LLC
Transamerica Retirement Advisors, LLC is a financial advisory firm based in St Paul, Minnesota. It currently has approximately $3,663,659,470 of assets under management and employs about 311 people. Transamerica Retirement Advisors, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$3,663,659,470
Headcount
311 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-42910
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)
Pension Consulting Services
Educational Seminars/workshops
Fiduciary Counselling Inc
Fiduciary Counselling Inc is a financial advisory firm based in St Paul, Minnesota. It currently has approximately $3,258,150,053 of assets under management and employs about 84 people. Fiduciary Counselling Inc uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$3,258,150,053
Headcount
84 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-4158
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
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
Educational Seminars/workshops
Strategy/allocation Advice For Investment Companies And Private Funds; Investment Recommendations For Private Funds
Stonebridge Capital Advisors LLC
Stonebridge Capital Advisors LLC is a financial advisory firm based in St. Paul, Minnesota. It currently has approximately $1,706,180,526 of assets under management and employs about 28 people. Stonebridge Capital Advisors LLC uses a fee structure of and a percentage of assets under your management.
Assets under management
$1,706,180,526
Headcount
28 advisors
Fee structure
A percentage of assets under your management
SEC number
801-53760
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
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
Publication Of Periodicals Or Newsletters
Educational Seminars/workshops
Prairieview Partners, LLC
Prairieview Partners, LLC is a financial advisory firm based in St. Paul, Minnesota. It currently has approximately $825,242,269 of assets under management and employs about 18 people. Prairieview Partners, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$825,242,269
Headcount
18 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-68588
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
See full profileMeet the advisor
2250 Town Square Tower,
445 Minnesota Street,
St. Paul,
Minnesota,
55101Trunorth Wealth Partners
Trunorth Wealth Partners is a financial advisory firm based in St. Paul, Minnesota. It currently has approximately $455,189,477 of assets under management and employs about 8 people. Trunorth Wealth Partners uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$455,189,477
Headcount
8 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-108277
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
Investment Consultations
See full profileMeet the advisor
3050 Wells Fargo Place,
30 East 7th Street,
St. Paul,
Minnesota,
55101- Not sure which one to choose?Use our smart matching tool
Highmark Wealth Management LLC
Highmark Wealth Management LLC is a financial advisory firm based in St. Paul, Minnesota. It currently has approximately $398,546,308 of assets under management and employs about 6 people. Highmark Wealth Management LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and percentage of retirement plan assets under advisement.
Assets under management
$398,546,308
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT
SEC number
801-76896
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Bright Angel Advisors LLC
Bright Angel Advisors LLC is a financial advisory firm based in St. Paul, Minnesota. It currently has approximately $172,666,764 of assets under management and employs about 4 people. Bright Angel Advisors LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$172,666,764
Headcount
4 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-120036
Services offered
Portfolio Management For Individuals And/or Small Businesses
Heritage Capital Advisors, LLC
Heritage Capital Advisors, LLC is a financial advisory firm based in St Paul, Minnesota. It currently has approximately $66,870,837 of assets under management and employs about 5 people. Heritage Capital Advisors, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$66,870,837
Headcount
5 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-60796
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
Mairs & Power Venture Capital
Mairs & Power Venture Capital is a financial advisory firm based in St. Paul, Minnesota. It currently has approximately $19,155,000 of assets under management and employs about 44 people. Mairs & Power Venture Capital uses a fee structure of a percentage of assets under your management and performance-based fees.
Assets under management
$19,155,000
Headcount
44 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SEC number
801-121812
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.