Top financial advisors in Saint Louis Park, MN
We've curated a list of the best financial advisors in Saint Louis Park, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $498,260,382 Number of advisors 12 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 Saint Louis Park, 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.
Bond & Devick Wealth Partners
Bond & Devick Wealth Partners, established in Saint Louis Park, MN, offers comprehensive financial services to individuals, high net worth individuals, trusts, estates, charitable organizations, and various business entities. Acting as a fiduciary, the firm prioritizes clients' best interests, maintaining open communication and tailored advisory services. The Wrap Comprehensive Portfolio Management service includes asset management, financial planning, and consultation, with a maximum annual fee of 1.25% of assets under management. Clients pay a single fee covering advisory services and custodial transaction costs, with an emphasis on minimizing trading activities to reduce costs. The firm uses fundamental and quantitative analysis, cyclical analysis, and ESG research in investment decision-making. Investment strategies include long-term purchases, short-term purchases, and trading, with a minimum account balance requirement of $1,000,000. Clients have control over investment restrictions and receive regular account reviews. Bond & Devick recommends Charles Schwab as a custodian, offering a range of investment products and services. The firm discloses potential conflicts of interest related to third-party advisors and compensation structures. Bond & Devick does not provide performance-based fees and does not accept proxy authority for client securities. Clients have direct contact with portfolio managers and are encouraged to review the firm's Code of Ethics for transparency.
$498,260,382 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
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
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 Saint Louis Park, 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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