Top 6 advisors in Eden Prairie
We’ve curated a list of the best financial advisors in Eden Prairie, take a look at it below
Find an advisor in Eden Prairie| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,703,341,244 | 40 advisors | ||
| 2 | $559,690,286 | 9 advisors | ||
| 3 | $453,468,363 | 11 advisors | ||
| 4 | $192,566,654 | 12 advisors | ||
| 5 | $18,277,963 | 3 advisors | ||
| 6 | $4,720,424 | 5 advisors |
How we came up with this list
To generate our top financial advisors list in Eden Prairie, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Eden Prairie. 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.
1. Boulay Financial Advisors, LLC
Assets under management
$1,703,341,244
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
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
Selection Of Other Advisers
Educational Seminars/workshops
Selection Of Other Advisers For Tpm Platform
2. Murphy Pohlad Asset Management LLC
Assets under management
$559,690,286
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
3. The Wealth Group - Austin B. Colby & Associates
Assets under management
$453,468,363
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
4. Abbey Street
Assets under management
$192,566,654
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Educational Seminars/workshops
5. Provenire Capital LLC
Assets under management
$18,277,963
Fee structure
A percentage of assets under your management
Subscription fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Data Sharing Agreements Related To Positions And Trade Activity
6. Christensen Group Financial, LLC
Assets under management
$4,720,424
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Your first meeting is free.