Top financial advisors in Woodbury, MN
We’ve curated a list of the best financial advisors in Woodbury, take a look at it below
Find an advisor in Woodbury| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $455,182,233 | 14 advisors | ||
| 2 | $394,000,000 | 10 advisors | ||
| 3 | $200,014,043 | 6 advisors | ||
| 4 | $139,830,154 | 8 advisors | ||
| 5 | $137,937,993 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Woodbury, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Woodbury. 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.
Ballast Advisors, LLC
Ballast Advisors, LLC is a financial advisory firm based in Woodbury, Minnesota. It currently has approximately $455,182,233 of assets under management and employs about 14 people. Ballast Advisors, LLC uses a fee structure of a percentage of assets under your management, fixed fees and commissions.
Assets under management
$455,182,233
Headcount
14 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Commissions
SEC number
801-108984
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
Legacy Wealth
Legacy Wealth is a financial advisory firm based in Woodbury, Minnesota. It currently has approximately $394,000,000 of assets under management and employs about 10 people. Legacy Wealth uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$394,000,000
Headcount
10 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-118042
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
True Vision Financial Advisors
True Vision Financial Advisors is a financial advisory firm based in Woodbury, Minnesota. It currently has approximately $200,014,043 of assets under management and employs about 6 people. True Vision Financial Advisors uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$200,014,043
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-126424
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Releve Financial Group
Releve Financial Group is a financial advisory firm based in Woodbury, Minnesota. It currently has approximately $139,830,154 of assets under management and employs about 8 people. Releve Financial Group uses a fee structure of a percentage of assets under your management and fixed fees.
Assets under management
$139,830,154
Headcount
8 advisors
Fee structure
A percentage of assets under your management
Fixed fees
SEC number
801-108540
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Enspyre Wealth Advisors, Inc.
Enspyre Wealth Advisors, Inc. is a financial advisory firm based in Woodbury, Minnesota. It currently has approximately $137,937,993 of assets under management and employs about 2 people. Enspyre Wealth Advisors, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$137,937,993
Headcount
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-115080
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
Your first meeting is free.