Top 10 financial advisors in Minnetonka, MN
We've curated a list of the best financial advisors in Minnetonka, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $2,560,113,140 Number of advisors 123 advisors | |||
| 2 | Assets under management $1,267,520,350 Number of advisors 14 advisors | |||
| 3 | Assets under management $757,561,592 Number of advisors 22 advisors | |||
| 4 | Assets under management $624,419,670 Number of advisors 5 advisors | |||
| 5 | Assets under management $592,874,310 Number of advisors 39 advisors | |||
| 6 | Assets under management $588,052,380 Number of advisors 15 advisors | |||
| 7 | Assets under management $504,000,000 Number of advisors 4 advisors | |||
| 8 | Assets under management $456,244,911 Number of advisors 11 advisors | |||
| 9 | Assets under management $59,390,851 Number of advisors 3 advisors | |||
| 10 | Assets under management $20,108,064 Number of advisors 4 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 Minnetonka, 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.
Advisornet Wealth Partners
AdvisorNet Wealth Partners, established in Minnetonka, MN, offers discretionary and non-discretionary investment management services through their Wrap Fee Program. Clients pay a negotiable annual fee based on a percentage of assets under management, inclusive of various services. The firm acts as the portfolio manager, providing services tailored to each client's investment objectives. Investment strategies include technical analysis, behavioral finance, fundamental analysis, and Modern Portfolio Theory. Clients have access to a wide range of investments, including mutual funds, securities, and fixed income securities. The firm discloses potential conflicts of interest, such as recommending specific broker-dealers and receiving benefits from custodians. Clients are encouraged to review financial planning issues annually and can contact the Chief Compliance Officer with any questions. The firm does not accept performance-based fees and maintains a Code of Ethics to prevent the misuse of material non-public information. Clients are provided with regular account statements and transaction confirmations. For any inquiries, clients can contact the Chief Compliance Officer at AdvisorNet Wealth Partners.
$2,560,113,140 under management
123 advisors
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
Periodic Investment Monitoring And Financial Consulting.
Marks Group Wealth Management, Inc.
Marks Group Wealth Management, Inc. is an SEC-registered investment adviser established in November 2008, with Bennett E. Marks as the principal shareholder. The firm offers the Marks Group Wealth Management Wrap Program, providing clients with the ability to trade certain investment products without separate brokerage commissions. Clients must complete an investor profile, an investment advisory wrap fee agreement, and open a securities brokerage account with approved institutions. MGWM manages client portfolios with discretionary authority, recommending Independent Managers based on client objectives. The Program Fee, charged quarterly in advance, ranges from 0.15% to 2.00% based on assets under management. Clients may incur additional charges from third parties. The firm acts as a fiduciary for ERISA accounts, subject to specific duties and obligations. MGWM's investment strategies include Core Equity, Tactical Equity, Equity Income, International Equity, Fixed Income, and Mutual Funds, employing fundamental and technical analysis methods. Clients must meet a minimum portfolio size of $1,000,000 to participate. The firm discloses relationships with insurance agents, referral fees, and arrangements with SmartAsset Advisors. MGWM receives software and support from Financial Institutions to monitor client accounts. Clients may contact MGWM for a copy of its Code of Ethics. The firm discloses potential conflicts of interest related to brokerage practices and receipt of economic benefits.
$1,267,520,350 under management
14 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
Quantitative Advantage, LLC
Quantitative Advantage, LLC is a financial advisory firm based in Minnetonka, Minnesota. It currently has approximately $757,561,592 of assets under management and employs about 22 people. Quantitative Advantage, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$757,561,592 under management
22 advisors
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)
Advice To Individuals Regarding Retirement Plan Investments
Twele Capital Management, Inc.
Twele Capital Management, Inc. is a financial advisory firm based in Minnetonka, Minnesota. It currently has approximately $624,419,670 of assets under management and employs about 5 people. Twele Capital Management, Inc. uses a fee structure of a percentage of assets under your management and hourly charges.
$624,419,670 under management
5 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
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)
Bluestem Wealth Partners, LLC
BlueStem Wealth Partners, LLC is a registered investment adviser established in Minnesota, owned by Jill Lawrence and Scott Marquardt. The firm offers personalized financial planning and investment advisory services to individuals, high net worth individuals, and entities like family offices, trusts, and retirement plans. Financial planning services include retirement, education, estate, cash flow, tax planning, and insurance analysis. Investment management services are offered on a discretionary and non-discretionary basis, with a focus on customized portfolio asset allocation using various securities. BlueStem may recommend external money managers for client portfolios. The firm charges fees based on a percentage of assets under management and fixed fees for financial planning services. Clients are responsible for fees charged by other financial institutions. BlueStem does not charge performance-based fees or participate in side-by-side management. Clients have the option to grant investment discretion to BlueStem. The firm does not vote proxies on behalf of clients. BlueStem does not receive benefits for providing investment advice or compensation for client referrals. The firm does not disclose financial information as it does not require prepayment exceeding $1,200, has a stable financial condition, and has not been subject to bankruptcy.
$592,874,310 under management
39 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)
Pension Consulting Services
Selection Of Other Advisers
The Advocate Group, LLC
The Advocate Group, LLC, established in 2002, specializes in providing investment advisory services primarily to senior officers of large companies and individuals. The firm, registered with the SEC since 2011, offers financial planning and investment management services tailored to each client's needs. Financial planning services cover various areas such as investment management, tax planning, retirement modeling, and risk management. The firm manages client assets totaling $713,330,620, with $710,227,117 under discretionary management. Fees are based on a percentage of assets under management, ranging from 0.35% to 0.95%, with negotiable annual financial planning fees typically ranging from $2,500 to $20,000. The Advocate Group acts as a fiduciary, ensuring full disclosure and acting in the best interests of clients. Clients can grant discretionary trading authority, allowing the firm to make trades without prior approval. The firm does not charge performance-based fees and provides investment recommendations based on individual client objectives and risk tolerance. Clients receive account statements quarterly and have the option to review and update their financial plans regularly. The Advocate Group does not engage in proxy voting on behalf of clients and does not require prepayment of fees.
$588,052,380 under management
15 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
Speece Thorson Capital Group Inc
ST Capital, founded in 1992, is a registered investment adviser specializing in mid to small cap value equity account management for institutions and high net worth families. The firm employs fundamental analysis to identify well-managed companies meeting high standards for value investing. ST Capital offers separate account management with a $5 million minimum, commingled management with a $1 million minimum, and sub-advisory management on a discretionary basis. The firm acts as a fiduciary under the Investment Advisers Act of 1940 and the Internal Revenue Code for individual retirement accounts. ST Capital's investment strategy focuses on long-term value investing in companies meeting specific criteria. The firm incorporates Environmental, Social, and Governance (ESG) factors into its research process and uses a bottom-up approach to assess companies. ST Capital's fee structure for separately managed and sub-advisory accounts opened after January 1, 2025, is 0.7% for the first $25 million, 0.6% for the next $25 million, and 0.5% for assets over $50 million. The firm does not charge performance-based fees and serves various types of clients, including corporate pension plans and family offices. ST Capital has a comprehensive Code of Ethics and complies with the CFA Institute Asset Manager Code of Professional Conduct. The firm does not accept physical custody of client assets and has established policies to manage cybersecurity risks effectively. ST Capital claims compliance with the Global Investment Performance Standards (GIPS) and does not currently utilize Artificial Intelligence (AI) in its operations.
$504,000,000 under management
4 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)
Cherry Tree Wealth Management, LLC
Cherry Tree Wealth Management, LLC is a SEC-registered investment adviser established in 2009, located in Minnesota. The firm offers individual portfolio management, employee benefit retirement plan consulting services, and financial planning. They manage client funds based on individual needs, with a focus on asset allocation, fundamental analysis, and long-term purchases. Clients have discretion over their investments, with the ability to impose restrictions if needed. The firm manages over $593 million in assets, charging fees based on a percentage of assets under management. Minimum initial investment for portfolio management is $500,000, negotiable under certain circumstances. The firm acts as a fiduciary, providing services to individuals, high net worth individuals, pension and profit-sharing plans, estates, trusts, charitable organizations, and government entities. Cherry Tree Wealth Management, LLC does not vote proxies and does not require prepayment of fees exceeding $1,200 per client. The firm has no reportable disciplinary events and provides regular account reviews and reports to clients. Clients have the option to custody assets with recommended brokers like Schwab or Fidelity.
$456,244,911 under management
11 advisors
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)
Pension Consulting Services
Selection Of Other Advisers
Adams-hansen & Associates
Adams-Hansen & Associates is an independent financial advisory firm established in Minnetonka, MN. The firm specializes in designing and implementing intelligent income plans to minimize taxes and fees while controlling risk. They utilize Modern Portfolio Theory (MPT) to monitor, rebalance, and reallocate portfolios. The firm offers investment supervisory services on a discretionary basis, tailored to client objectives such as capital preservation, income, growth, or a combination. Adams-Hansen manages client accounts primarily through a brokerage account established with a custodian. The firm charges fees based on a percentage of assets under management, with a negotiable fee schedule. Clients may impose restrictions on investments, and there is no specific account minimum, although new accounts are generally advised to be over $25,000. Investment strategies include utilizing mutual funds, ETFs, bonds, and CDs based on risk tolerance and financial goals. The firm does not engage in performance-based fees and does not receive external compensation for the sale of securities to clients. Adams-Hansen acts as a fiduciary and does not have any disciplinary actions against them. Clients are encouraged to review the full brochure for detailed information on the firm's practices and services.
$59,390,851 under management
3 advisors
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
Symmetric Advisors Inc
Symmetric Advisors, Inc. is a Minnesota Registered Investment Advisor founded in 2000, offering personalized asset management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides investment supervisory services, investment advisory accounts, and financial planning services. They operate as fiduciaries for retirement accounts, ensuring advice is in the client's best interest. Managed assets total approximately $20 million across 144 accounts, with a minimum investment of $100,000. Fees are based on a percentage of assets under management, with annual advisory fees ranging from 1.68% to 1.92%. The firm does not receive commissions or referral fees and does not engage in performance-based fees. Investment strategies include equities, mutual funds, ETFs, and structured portfolios like PRISM Equity Grid and PRISM Balance Grid. The firm's investment approach considers various risks such as interest-rate, market, inflation, and liquidity risks. The firm's employees hold professional certifications, including Certified Financial Planner® (CFP®). The firm maintains a Code of Ethics, provides investment discretion, and does not vote proxies on client securities. Client referrals are a significant source of new business, and the firm upholds strict privacy and information security standards.
$20,108,064 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
INCEPTION FEE
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
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 Minnetonka, 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.
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