Top financial advisors in Saint Paul, MN
We’ve curated a list of the best financial advisors in Saint Paul, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$5,099,147,747
Number of advisors
1987 advisors
| $5,099,147,747 | 1987 advisors | |
| 2 |
Assets under management
$201,738,278
Number of advisors
4 advisors
| $201,738,278 | 4 advisors | |
| 3 |
Assets under management
$95,647,743
Number of advisors
4 advisors
| $95,647,743 | 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.
Methodology
To generate our top financial advisors list in Saint Paul, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Saint Paul. 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.
U.s. Bancorp Investments, Inc.
U.S. Bancorp Investments, Inc. (USBI) offers financial planning services and other advisory services, operating as a registered investment adviser and broker-dealer. Established in 1974, USBI became SEC registered in 2007 and is a member of FINRA and SIPC. The firm provides financial planning services to help clients meet their investment goals and objectives, creating a fiduciary relationship where client interests are prioritized. Financial planning services are provided without a separate fee, but clients may incur charges for implementing the plan. USBI offers goal-based analysis, asset allocation strategies, and tools for retirement, education funding, and estate planning. The firm's investment strategies are based on client objectives and risk tolerance, with a focus on asset allocation and long-term purchases. USBI does not use performance-based fees and does not manage client assets on a discretionary basis. The firm's financial advisors are registered as broker-dealer and investment adviser representatives, tailoring services to individual client needs. USBI has disclosed disciplinary information related to mutual fund share class selection practices and options positions reporting. The firm's financial advisors are subject to a Code of Ethics and are prohibited from using material non-public information for personal trading. USBI does not provide ongoing advice or review of accounts for financial planning services. Clients may be referred to affiliates, and financial advisors may receive compensation for referrals and participation in incentive programs. The firm does not provide proxy voting services and has no financial condition impairments affecting client commitments.
$5,099,147,747 under management
1987 advisors
Fee structure
A percentage of assets under your management
12B-1,NETWORKING&SHAREHOLDER SERV,PRODUCT PARTNER ARRANGEMENTS
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other AdvisersPublication Of Periodicals Or NewslettersQuarry Hill Advisors
Quarry Hill Advisors is a registered Investment Adviser with the Securities and Exchange Commission, founded in March 2017 by Kyle Moore and Bjorn Amundson. The firm reports approximately $271.9 million in discretionary assets under management and $20.5 million in non-discretionary assets under management as of December 31, 2024. Quarry Hill Advisors specializes in providing investment management services, retirement plan services, and financial planning. They offer tailored investment portfolios based on client needs, with account supervision guided by client objectives and tax considerations. The firm may utilize the Schwab Intelligent Portfolios Program for certain clients, providing automated investment management services. Quarry Hill Advisors charges fees based on a percentage of assets under management, with a quarterly minimum. Financial planning services are offered on a fixed fee or hourly rate basis. The firm operates under a fiduciary duty, acting in the best interests of clients. Clients have the option to choose their custodian and may grant investment discretion to the firm. Quarry Hill Advisors does not vote client securities proxies and does not participate in wrap fee programs. The firm maintains a Code of Ethics and provides detailed information on investment strategies, risks, and financial disclosures.
$201,738,278 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesWinter & Associates, Inc.
Winter & Associates, Inc. is a registered investment adviser based in St. Paul, MN, established by Nicole Winter Tietel. The firm specializes in providing asset management services, financial planning, consulting, and retirement plan consulting to individuals, families, trusts, estates, and businesses. Winter & Associates acts as a fiduciary, committed to acting in the best interests of clients, providing impartial advice, making appropriate recommendations, and disclosing any conflicts of interest. The firm requires a minimum household investable asset of $500,000 for engaging in an asset management relationship, with exceptions at their discretion. Investment advisory services are provided on a discretionary basis, allowing Winter & Associates to manage client portfolios without preapproval. The firm uses fundamental analysis to develop individual investment portfolios, primarily recommending no-load mutual and exchange-traded funds for strategic asset allocation. Fees for asset management services are charged quarterly based on assets under management, with rates ranging from 1.00% to 0.11% depending on the asset level. Financial planning and consulting services are offered at a flat project fee ranging from $3,500 to $6,500, or an hourly fee ranging from $350 to $400. Retirement plan consulting fees are based on plan assets and are negotiable based on various factors. Winter & Associates does not engage in performance-based fees or side-by-side management. The firm does not receive soft dollars, products, or services acquired with client brokerage commissions. Clients receive regular account reviews, and custodial statements are provided at least quarterly. The firm's employees, including Nicole Winter Tietel, Taylor J. Floren, Stephanie S. Morgart, Shelby A. Tietel, and Edward J. Anderson, have the necessary educational background and experience to provide investment advice. No disciplinary actions have been taken against any of the employees.
$95,647,743 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other AdvisersEducational Seminars/workshops
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.
Methodology
To generate our top financial advisors list in Saint Paul, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Saint Paul. 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.
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