Top Financial Advisors in Minnetonka, Minnesota
Finding the right financial advisor in Minnetonka 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 Minnetonka, 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 Minnetonka, MN.
Find the Best Financial Advisor Firms in Minnetonka:
ADVISORNET WEALTH PARTNERS
CRD#: 113074
Address: 110 Cheshire Lane Suite 200, Minnetonka, MN 55305
Clients: 1,860
Average Clients per Advisor: 25
AUM: $ 2.3B
MARKS GROUP WEALTH MANAGEMENT, INC.
CRD#: 148679
Address: 4350 Baker Road Suite 245, Minnetonka, MN 55343
Clients: 354
Average Clients per Advisor: 39
AUM: $ 2.0B
BLUESTEM WEALTH PARTNERS, LLC
CRD#: 324489
Address: 13100 Wayzata Blvd. Suite #140, Minnetonka, MN 55305
Clients: 1,278
Average Clients per Advisor: 38
AUM: $ 968M
THE ADVOCATE GROUP, LLC
CRD#: 155270
Address: 601 Carlson Parkway Suite 1100, Minnetonka, MN 55305
Clients: 124
Average Clients per Advisor: 11
AUM: $ 810M
NAVISTA WEALTH MANAGEMENT, INC.
CRD#: 332373
Address: 10900 Wayzata Blvd. Suite 720, Minnetonka, MN 55305
Clients: 275
Average Clients per Advisor: 91
AUM: $ 633M
CHERRY TREE WEALTH MANAGEMENT, LLC
CRD#: 151406
Address: 301 Carlson Parkway Suite 103, Minnetonka, MN 55305
Clients: 264
Average Clients per Advisor: 29
AUM: $ 593M
How We Chose the Top Financial Advisors in Minnetonka, Minnesota
To create this list of top financial advisor firms in Minnetonka, 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 Minnetonka has to offer.
Search Financial Advisors in Minnetonka, Minnesota
Michael Lee Erpenbach
Registered Affiliation(s):LPL FINANCIAL LLC
Timothy Robert Jirak
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
John Anthony Steel
Registered Affiliation(s):ROBERT W. BAIRD & CO. INCORPORATED
Amir Aquino Abdelwahed
Registered Affiliation(s):&PARTNERS
Patrick Roger Haspert
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Terrie Amundson
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
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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