Top advisors in Mendota Heights
We’ve curated a list of the best financial advisors in Mendota Heights, take a look at it below
Find an advisor in Mendota Heights| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $163,409,150 | 3 advisors | ||
| 2 | $155,824,329 | 5 advisors | ||
| 3 | $96,370,898 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Mendota Heights, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Mendota Heights. 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. Wold Financial Group
Assets under management
$163,409,150
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Finanacial Consulting Not Resulting In A Financial Plan
2. Heritage Wealth Architects, Inc.
Assets under management
$155,824,329
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
Educational Seminars/workshops
3. Planners Financial Services, Inc.
Assets under management
$96,370,898
Fee structure
A percentage of assets under your management
Hourly charges
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)
Your first meeting is free.