Top financial advisors in Roseville, MN
We've curated a list of the best financial advisors in Roseville, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $556,730,911 Number of advisors 12 advisors | |||
| 2 | Assets under management $82,284,000 Number of advisors 2 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 Roseville, 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.
Summit Investment Advisory Services
Summit Investment Advisory Services, LLC (SIAS) is a financial advisory firm established in September 2013, based in Roseville, MN. The firm offers portfolio management services tailored to individual client goals, financial planning, and limited investment types advice. SIAS acts as a fiduciary, prioritizing clients' interests and avoiding conflicts of interest in investment decisions. The firm's assets under management as of December 31, 2024, were $627,693,514 for discretionary amounts and $4,816,511 for non-discretionary amounts. For fees, SIAS charges a flat fee of up to 1.50% for portfolio management services, with negotiable rates based on factors like account value and services complexity. Financial planning fees range from $250 to $2500 for fixed fees and $125 to $250 per hour for hourly fees. Clients are responsible for third-party fees, and SIAS may receive compensation from LPL Financial for sponsored programs. The firm does not accept performance-based fees and primarily serves individuals and high-net-worth individuals with no minimum account requirement. SIAS employs fundamental, technical, cyclical, and quantitative analysis, along with modern portfolio theory, in its investment strategies. The firm discloses risks associated with various investment types, including mutual funds, equities, fixed income securities, ETFs, real estate funds, hedge funds, and options trading. SIAS does not have any disciplinary history and maintains a Code of Ethics covering various aspects of ethical conduct.
$556,730,911 under management
12 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
Selection Of Other Advisers
Doxa Advisors, LLC
Doxa Advisors, LLC is a financial advisory firm based in Roseville, Minnesota. It currently has approximately $82,284,000 of assets under management and employs about 2 people. Doxa Advisors, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$82,284,000 under management
2 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
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 Roseville, 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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