Top 10 financial advisors in Minnesota
We've curated a list of the best financial advisors in Minnesota, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $117,569,820,349 Number of advisors 3940 advisors | |||
| 2 | Assets under management $50,048,466,768 Number of advisors 0 advisors | |||
| 3 | Assets under management $25,420,910,764 Number of advisors 450 advisors | |||
| 4 | Assets under management $24,763,945,023 Number of advisors 231 advisors | |||
| 5 | Assets under management $19,365,698,662 Number of advisors 203 advisors | |||
| 6 | Assets under management $19,180,445,119 Number of advisors 246 advisors | |||
| 7 | Assets under management $17,365,481,592 Number of advisors 39 advisors | |||
| 8 | Assets under management $11,735,667,481 Number of advisors 71 advisors | |||
| 9 | Assets under management $9,695,869,684 Number of advisors 44 advisors | |||
| 10 | Assets under management $9,519,581,000 Number of advisors 68 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To generate our top financial advisors list in Minnesota, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Minnesota. 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.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Thrivent Financial For Lutherans
Thrivent Financial For Lutherans is a financial advisory firm based in Minneapolis, Minnesota. It currently has approximately $117,569,820,349 of assets under management and employs about 3940 people. Thrivent Financial For Lutherans uses a fee structure of a percentage of assets under your management and performance-based fees.
$117,569,820,349 under management
3940 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
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)
Wealth Enhancement Advisory Services, LLC
Wealth Enhancement Advisory Services, LLC is a financial advisory firm based in Plymouth, Minnesota. It currently has approximately $50,048,466,768 of assets under management and employs about 0 people. Wealth Enhancement Advisory Services, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and fees received from third party investment advisors.
$50,048,466,768 under management
0 advisor
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
FEES RECEIVED FROM THIRD PARTY INVESTMENT ADVISORS
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Erisa 3(38) Investment Manager
Thrivent Asset Management, LLC
Thrivent Asset Management, LLC is a financial advisory firm based in Minneapolis, Minnesota. It currently has approximately $25,420,910,764 of assets under management and employs about 450 people. Thrivent Asset Management, LLC uses a fee structure of and a percentage of assets under your management.
$25,420,910,764 under management
450 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Investment Companies
Model Portfolios
Castlelake, L.p.
Castlelake, L.p. is a financial advisory firm based in Minneapolis, Minnesota. It currently has approximately $24,763,945,023 of assets under management and employs about 231 people. Castlelake, L.p. uses a fee structure of a percentage of assets under your management, performance-based fees and servicing fees.
$24,763,945,023 under management
231 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
SERVICING FEES
Services offered
Portfolio Management For Pooled Investment Vehicles
Ab Carval Investors, Lp
Ab Carval Investors, Lp is a financial advisory firm based in Minneapolis, Minnesota. It currently has approximately $19,365,698,662 of assets under management and employs about 203 people. Ab Carval Investors, Lp uses a fee structure of a percentage of assets under your management and performance-based fees.
$19,365,698,662 under management
203 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
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)
Varde Management, L.p.
Varde Management, L.p. is a financial advisory firm based in Minneapolis, Minnesota. It currently has approximately $19,180,445,119 of assets under management and employs about 246 people. Varde Management, L.p. uses a fee structure of a percentage of assets under your management and performance-based fees.
$19,180,445,119 under management
246 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
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)
Winslow Capital Management LLC
Winslow Capital Management LLC is a financial advisory firm based in Minneapolis, Minnesota. It currently has approximately $17,365,481,592 of assets under management and employs about 39 people. Winslow Capital Management LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$17,365,481,592 under management
39 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
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)
Sit Fixed Income Advisors Ii, LLC
Sit Fixed Income Advisors II, LLC is a privately owned independent investment adviser founded in 1984, managing clients' assets on a discretionary basis. Specializing in taxable and tax-exempt fixed income securities, the firm emphasizes interest income and principal value stability. Sit Fixed Income employs a bottom-up strategy to identify securities with strong risk/reward potential, aiming to outperform benchmarks and generate consistent returns. The firm's investment philosophy focuses on investment grade securities and tailored portfolios to meet client needs. As of December 31, 2022, Sit Fixed Income managed $11.9 billion in discretionary and non-discretionary assets. The firm charges management fees based on asset value, prorated for contributions or withdrawals during the quarter. Sit Fixed Income's fee schedules vary by strategy, with separate account management fees ranging from 0.20% to 0.75%. The firm also manages affiliated mutual funds and collective investment trusts. Sit Fixed Income's professionals, including Roger J. Sit, Bryce A. Doty, Mark H. Book, Paul J. Jungquist, Christopher M. Rasmussen, and Kurt van Kuller, hold professional designations such as CFA, CMA, and CPA. The firm's Business Continuation Plan ensures service resumption in case of interruptions, and a Privacy Policy safeguards clients' personal information. Sit Fixed Income's Brochure Supplement provides detailed information about key personnel, their educational backgrounds, business roles, and supervisory responsibilities.
$11,735,667,481 under management
71 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
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)
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.
$9,695,869,684 under management
44 advisors
Fee structure
A percentage of assets under your management
Fixed fees
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)
Whitebox Advisors LLC
Whitebox Advisors LLC is a financial advisory firm based in Minneapolis, Minnesota. It currently has approximately $9,519,581,000 of assets under management and employs about 68 people. Whitebox Advisors LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$9,519,581,000 under management
68 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To generate our top financial advisors list in Minnesota, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Minnesota. 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.
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