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Top Financial Advisors in Minneapolis, Minnesota

Finding the right financial advisor in Minneapolis 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 Minneapolis, 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 Minneapolis, MN.


Find the Best Financial Advisor Firms in Minneapolis:

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

BD
RIA

Address: 9013rd Avenue South, Minneapolis, MN 55402

Clients: 1,169,233

In Business for: 55 Years

Average Clients per Advisor: 92

AUM: $ 564.6B

Disclosures: 183

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ADVANCED CAPITAL GROUP

CRD#: 109673

RIA

Address: 50 South Sixth Street Suite 975, Minneapolis, MN 55402

Clients: 87

Average Clients per Advisor: 7

AUM: $ 30.0B

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

BD
RIA

Address: 600 Portland Avenue South, Minneapolis, MN 55415

Clients: 63,756

In Business for: 39 Years

Average Clients per Advisor: 22

AUM: $ 17.5B

Disclosures: 8

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

CRD#: 38357

BD
RIA

Address: 220 S. Sixth Street Suite 300, Minneapolis, MN 55402-1418

Clients: 4,181

In Business for: 31 Years

Average Clients per Advisor: 43

AUM: $ 13.3B

Disclosures: 3

THRIVENT ADVISOR NETWORK, LLC

CRD#: 304569

RIA

Address: 600 Portland Avenue South, Minneapolis, MN 55415

Clients: 9,295

Average Clients per Advisor: 66

AUM: $ 6.6B

NORTHROCK PARTNERS, LLC

CRD#: 167908

RIA

Address: 225 South Sixth Street Suite 1400, Minneapolis, MN 55402

Clients: 1,302

Average Clients per Advisor: 26

AUM: $ 6.6B

How We Chose the Top Financial Advisors in Minneapolis, Minnesota

To create this list of top financial advisor firms in Minneapolis, 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 Minneapolis has to offer.

Search Financial Advisors in Minneapolis, Minnesota


Name or CRD#
Location:
Firm name (optional)
Michael Lee Erpenbach
AdvisorCheck Check Mark

Michael Lee Erpenbach

Michael Erpenbach, Erpenbach Mike
IAR
RR
CRD#: 3123908
CFP®: Certified Financial Planner
Location:
Lake Elmo, MN 55042

Registered Affiliation(s):LPL FINANCIAL LLC

Disclosures:
Experience:
27 years
Bruce Andrew Hennen

Bruce Andrew Hennen

IAR
RR
CRD#: 2574595
CFP®: Certified Financial PlannerChFC®: Chartered Financial ConsultantCLU®: Chartered Life Underwriter
Location:
Eagan, MN 55121

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
31 years
John Anthony Steel

John Anthony Steel

IAR
RR
CRD#: 2722911
CFP®: Certified Financial PlannerCPWA®: Certified Private Wealth Advisor
Location:
Edina, MN 55435

Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED

Disclosures:
Experience:
30 years
Timothy Robert Jirak

Timothy Robert Jirak

Tim Eckman
IAR
RR
CRD#: 2576067
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Minnetonka, MN 55305

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
30 years
Amir Aquino Abdelwahed

Amir Aquino Abdelwahed

A J Abdelwahed, Amir Aquino Abdelwaheo
IAR
RR
CRD#: 2652775
CFP®: Certified Financial PlannerCIMA®: Certified Investment Management Analyst
Location:
Bloomington, MN 55431

Registered Affiliation(s):&PARTNERS

Disclosures:
Experience:
30 years
Patrick Roger Haspert

Patrick Roger Haspert

IAR
RR
CRD#: 2891173
CFP®: Certified Financial PlannerChFC®: Chartered Financial Consultant
Location:
Arden Hills, MN 55112

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
29 years

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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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