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AdvisorCheck > By State > Minnesota > Eden Prairie

Top Financial Advisors in Eden Prairie, Minnesota

Finding the right financial advisor in Eden Prairie is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Eden Prairie, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.

To start, here are some of the top financial advisor firms in Eden Prairie, MN.


Find the Best Financial Advisor Firms in Eden Prairie:

BOULAY WEALTH

CRD#: 111334

RIA

Address: 11095 Viking Drive Suite 500, Eden Prairie, MN 55344

Clients: 572

Average Clients per Advisor: 17

AUM: $ 2.4B

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STRATEGIC WEALTH GROUP

CRD#: 284430

RIA

Address: 7820 Terrey Pine Ct, #200, Eden Prairie, MN 55347

Clients: 1,901

Average Clients per Advisor: 79

AUM: $ 1.0B

THE WEALTH GROUP - AUSTIN B. COLBY & ASSOCIATES

CRD#: 311385

RIA

Address: 14850 Scenic Heights Road Suite #100, Eden Prairie, MN 55344

Clients: 334

Average Clients per Advisor: 33

AUM: $ 567M

USADVISORS WEALTH MANAGEMENT, LLC

CRD#: 158108

RIA

Address: 15750 Venture Lane, Eden Prairie, MN 55344

Clients: 1,504

Average Clients per Advisor: 107

AUM: $ 488M

ABBEY STREET

CRD#: 305107

RIA

Address: 11095 Viking Drive Suite 410, Eden Prairie, MN 55344

Clients: 104

Average Clients per Advisor: 14

AUM: $ 315M

ELEVATION WEALTH MANAGEMENT

CRD#: 314604

RIA

Address: Eden Prairie, MN

Clients: 79

Average Clients per Advisor: 26

AUM: $ 175M

How We Chose the Top Financial Advisors in Eden Prairie, Minnesota

To create this list of top financial advisor firms in Eden Prairie, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Eden Prairie has to offer.

Search Financial Advisors in Eden Prairie, Minnesota


Name or CRD#
Location:
Firm name (optional)
Chad Jonathan Rusten
AdvisorCheck Check Mark

Chad Jonathan Rusten

Chad J Rusten, Chad Jonathon Rusten, Chad Rusten
IAR
CRD#: 2357867
ChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Minneapolis, MN 55402
Company:
ELEMENT SQUARED PRIVATE WEALTH
Disclosures:
Experience:
32 years
Brian Todd Niemann
AdvisorCheck Check Mark

Brian Todd Niemann

IAR
RR
CRD#: 1849649
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Stillwater, MN 55082
Company:
LPL FINANCIAL LLC
Disclosures:
Experience:
37 years
Michael Lee Erpenbach
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Michael Lee Erpenbach

Michael Erpenbach, Erpenbach Mike
IAR
RR
CRD#: 3123908
CFP®: Certified Financial Planner
Location:
Lake Elmo, MN 55042
Company:
LPL FINANCIAL LLC
Disclosures:
Experience:
27 years
Thomas Stanchfield Lee

Thomas Stanchfield Lee

Thomas Stonchfield Lee, Tom Lee
IAR
RR
CRD#: 1211066
CFP®: Certified Financial Planner
Location:
Golden Valley, MN 55416
Company:
STIFEL, NICOLAUS & COMPANY, INCORPORATED
Disclosures:
Experience:
42 years
Angela Jo Kiefer

Angela Jo Kiefer

IAR
RR
CRD#: 1178114
CFP®: Certified Financial Planner
Location:
Wayzata, MN 55391-1773
Company:
RBC CAPITAL MARKETS, LLC
Disclosures:
Experience:
42 years
Jeffrey Curt Adamson

Jeffrey Curt Adamson

Jeff Adamson
IAR
RR
CRD#: 1326517
CFP®: Certified Financial Planner
Location:
Wayzata, MN 55391
Company:
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclosures:
Experience:
41 years

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Disclaimers


AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.

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