Top 10 advisors in Edina
We’ve curated a list of the best financial advisors in Edina, take a look at it below
Find an advisor in Edina| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,650,601,803 | 24 advisors | ||
| 2 | $1,285,365,674 | 19 advisors | ||
| 3 | $1,264,020,395 | 11 advisors | ||
| 4 | $1,078,842,790 | 26 advisors | ||
| 5 | $500,098,746 | 13 advisors | ||
| 6 | $355,605,415 | 4 advisors | ||
| 7 | $325,067,572 | 8 advisors | ||
| 8 | $311,597,568 | 11 advisors | ||
| 9 | $253,065,540 | 7 advisors | ||
| 10 | $133,242,000 | 5 advisors |
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.
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
- Not sure which one to choose?Use our smart matching tool
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
Your first meeting is free.