Top 10 financial advisors in Minneapolis, MN
We've curated a list of the best financial advisors in Minneapolis, 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 $17,365,481,592 Number of advisors 39 advisors | |||
| 3 | Assets under management $11,735,667,481 Number of advisors 71 advisors | |||
| 4 | Assets under management $4,090,619,513 Number of advisors 194 advisors | |||
| 5 | Assets under management $3,956,232,863 Number of advisors 131 advisors | |||
| 6 | Assets under management $3,183,307,550 Number of advisors 71 advisors | |||
| 7 | Assets under management $2,587,439,852 Number of advisors 12 advisors | |||
| 8 | Assets under management $1,889,017,724 Number of advisors 20 advisors | |||
| 9 | Assets under management $1,708,558,000 Number of advisors 0 advisors | |||
| 10 | Assets under management $1,379,933,990 Number of advisors 16 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 find the top financial advisors in Minneapolis, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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)
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)
Focus Financial
Focus Financial is a financial advisory firm based in Minneapolis, Minnesota. It currently has approximately $4,090,619,513 of assets under management and employs about 194 people. Focus Financial uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and percentage of assets under management with third party manager.
$4,090,619,513 under management
194 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
PERCENTAGE OF ASSETS UNDER MANAGEMENT WITH THIRD PARTY MANAGER
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
Northrock Partners, LLC
NorthRock Partners, LLC is an SEC registered investment adviser established in 2013, offering the NorthRock Partners Advisory Services Program as a wrap fee program. The firm provides investment advisory services, portfolio management, and financial planning tailored to clients' individual needs. Clients may receive services such as cash flow management, tax planning, estate administration, and retirement planning. The Program Fee ranges between 0.50% to 1.50% per annum based on assets under management. Clients may also incur additional fees related to pooled investment funds sponsored by NorthRock, potentially totaling up to 2.35% per annum. NorthRock may manage clients' investment portfolios on a discretionary or non-discretionary basis, allocating assets among various investment products. The firm evaluates and selects Independent Managers to manage client assets, monitoring their performance regularly. Clients have the option to invest in privately placed securities, REITs, mutual funds, ETFs, and other investment vehicles. NorthRock acts as a fiduciary, putting clients' interests first and maintaining a high standard of business conduct. The firm's Code of Ethics ensures compliance with securities laws and the prevention of conflicts of interest. Clients receive regular account reviews and reports, and the firm does not require prepayment exceeding $1,200 in fees. NorthRock compensates third parties for client referrals, with referral fees paid from the Program Fee. The firm's financial condition is stable, with no bankruptcy petitions involving owners or managers in the past ten years.
$3,956,232,863 under management
131 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 Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Educational Seminars/workshops
Consulting
Sit Investment Associates, Inc
Sit Investment Associates, Inc. is a registered investment adviser based in Minneapolis, Minnesota, founded in 1981. The firm specializes in managing domestic and international equity securities on a discretionary basis. Sit Investment's subsidiary, Sit Fixed Income Advisors II, LLC, focuses on managing fixed income securities. The firm's investment philosophy targets growth-oriented companies, emphasizing earnings growth as a primary determinant of superior long-term returns. Investment decisions are made by the Investment Committee, led by Roger J. Sit, the Chief Investment Officer. Sit Investment manages assets for various clients, including institutional investors, pension funds, corporations, and high net worth individuals, with $3.2 billion in assets under management as of December 31, 2022. Fees are calculated quarterly as a percentage of net asset value, with rates varying based on the type of portfolio managed. Sit Investment does not charge performance-based fees but may receive soft dollar benefits from broker-dealers. The firm acts as a fiduciary, providing investment discretion to clients and exercising voting authority over client securities unless instructed otherwise. Sit Investment has a Business Continuation Plan in place to ensure the continuity of services in case of interruptions. The firm's professionals, including Roger J. Sit, David A. Brown, Kent L. Johnson, and Ronald D. Sit, hold professional designations such as CFA and CPA, meeting the minimum qualifications for their roles. Clients' privacy is protected through strict confidentiality measures, and Sit Investment does not compensate for client referrals.
$3,183,307,550 under management
71 advisors
Fee structure
A percentage of assets under your management
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)
Envoi LLC
Envoi, LLC is a registered investment adviser based in Minneapolis, MN, established on February 5, 2009. The firm specializes in providing advice to families with multi-generational wealth, offering services such as financial planning, investment management, tax planning, risk management, and wealth transfer planning. Envoi operates as a family office, collaborating with client families' advisory teams to tailor strategies to each family's financial situation. The firm is committed to providing independent, objective, and sophisticated wealth counsel sourced from third-party providers to avoid conflicts of interest. Envoi offers discretionary portfolio management services, granting the firm authority to manage client accounts and make investment decisions on their behalf. The firm's fee structure is based on a percentage of assets under management, with a minimum annual fee of $150,000. Envoi manages $2.84 billion in client assets under management as of December 31, 2023. Envoi's investment philosophy focuses on diversification to mitigate risks associated with investing substantial wealth. The firm conducts due diligence on sub-advisors and investment products, evaluating factors such as investment performance, management team quality, and risk control. Envoi's investment process includes establishing a portfolio strategy, developing asset allocation plans, and selecting investment products tailored to each client's financial goals. Envoi does not accept performance-based fees or engage in side-by-side management. The firm acts as a fiduciary, committed to acting in clients' best interests and providing transparent, non-conflicted advice. Envoi does not have any disciplinary disclosures, financial industry affiliations, or soft dollar arrangements. Clients' accounts are held in custody by qualified custodians, with Envoi having limited custody to manage assets and deduct fees directly from client accounts.
$2,587,439,852 under management
12 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Foundry Partners, LLC
Foundry Partners LLC is an investment advisory firm established in September 2012, based in Cleveland, OH. The firm specializes in discretionary management of client assets, primarily investing in domestic and international securities. They cater to high net worth individuals, investment companies, pension plans, corporations, and other entities. Foundry Partners also acts as a non-discretionary sub-advisor for model-based programs. As of December 31, 2024, the firm manages over $2 billion in assets under management. Clients are charged fees based on a percentage of assets under management, with fees prorated for significant withdrawals or contributions. Foundry Partners invoices clients quarterly and imposes a minimum annual fee, which can be negotiated. Clients may terminate agreements at any time. The firm's investment strategies include Large Cap Value, All Cap Value, Micro Cap Value Plus, Micro Cap Value, Small Cap Value, All Cap Core, Mid Cap Growth, and SMID Cap Core. Foundry Partners aims to act in clients' best interests and has not been involved in any disciplinary events in the past 10 years. The firm does not have custody of client assets, and accounts are held by unaffiliated custodians. Clients receive regular performance reports and have the option to vote on proxies. For more detailed information, clients can request specific policies and procedures from the firm.
$1,889,017,724 under management
20 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
Asa Managed Account Managers LLC
ASA Managed Account Managers LLC, along with Relying Advisers and TF Managers LLC, is an investment advisory firm based in Minneapolis, MN. The firm's team includes experienced professionals like Robert D. Albright Jr., Roland A. Jacobus, Timothy W. Stevens, and Susan P. Peters. Albright, Jacobus, and Stevens have extensive backgrounds in finance and have managed various investment entities over the years. The firm offers investment opportunities through Alternative Strategy Advisers LLC, which provides administrative and support services to individuals and institutions. Clients can expect a comprehensive set of policies and procedures, including a code of ethics, personal and insider trading guidelines, and trade allocation policies. The advisors are required to act in compliance with these standards. The minimum initial investment or account size, fee structure, and specific investment strategies are not explicitly mentioned in the brochure. However, clients can contact Tim Stevens for further information or if they have any questions regarding the firm's services. The advisors at ASA Managed Account Managers LLC and Relying Advisers are committed to providing professional and ethical investment advice to their clients, ensuring transparency and compliance with industry regulations.
$1,708,558,000 under management
0 advisor
Fee structure
A percentage of assets under your management
Fixed fees
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)
Okabena Investment Services Inc
Okabena Investment Services Inc is a financial advisory firm based in Minneapolis, Minnesota. It currently has approximately $1,379,933,990 of assets under management and employs about 16 people. Okabena Investment Services Inc uses a fee structure of and a percentage of assets under your management.
$1,379,933,990 under management
16 advisors
Fee structure
A percentage of assets under your management
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)
Selection Of Other Advisers
Portfolio Management For Family Llcs And Lps
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 find the top financial advisors in Minneapolis, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
It's quick and easy to find the right financial advisor for you
Answer a few questions about your needs.
Match with an advisor Connect with your perfectly matched financial advisor.
Your first meeting is free.