Top 10 advisors in Edina

Top 10 advisors in Edina

We’ve curated a list of the best financial advisors in Edina, take a look at it below

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  • 1. Punch & Associates Investment Management, Inc.

    Assets under management

    $1,650,601,803

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    Performance-based fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    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)

  • 2. Silveroak Wealth Management LLC

    Assets under management

    $1,285,365,674

    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

    Selection Of Other Advisers

  • 3. First Light Asset Management, LLC

    Assets under management

    $1,264,020,395

    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 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)

  • 4. Tradition Wealth Management LLC

    Assets under management

    $1,078,842,790

    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

    Selection Of Other Advisers

    1031 Exchange Consulting

  • 5. Birchwood Financial Partners, Inc.

    Assets under management

    $500,098,746

    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

    Selection Of Other Advisers

  • 6. Cornerstone Wealth Advisors, Inc.

    Assets under management

    $355,605,415

    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

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    7. Laurel Wealth Planning

    Assets under management

    $325,067,572

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

  • 8. Stiles Financial Services, Inc.

    Assets under management

    $311,597,568

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    Commissions

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Pension Consulting Services

  • 9. Flourish Wealth Management Inc.

    Assets under management

    $253,065,540

    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

    Project-based Financial Consulting Services

  • Not sure which one to choose?
    Use our smart matching tool

    10. Contego Capital Group, Inc.

    Assets under management

    $133,242,000

    Fee structure

    A percentage of assets under your management

    Fixed fees

    SOLICITOR FEES

    Services offered

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Investment Companies

    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

    Solicitor Fees

How we came up with this list

To generate our top financial advisors list in Edina, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Edina. 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.

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Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].