Top financial advisors in St Cloud, MN
We've curated a list of the best financial advisors in St Cloud, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $1,066,272,104 Number of advisors 26 advisors | |||
| 2 | Assets under management $1,236,293,912 Number of advisors 29 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 St Cloud, 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.
Midwest Financial Partners
Midwest Financial Partners, established in 2014, offers a range of investment advisory services to individuals and various client types. Services include Comprehensive Portfolio Management, tailored to meet financial goals through asset management and financial planning, and Retirement Plan Consulting for employer-sponsored retirement plans. The firm, wholly owned by Thomas D. St. Hilaire, manages over $1.2 billion in assets. Fees for Comprehensive Portfolio Management range from 0.71% to 1.26% based on assets under management, billed quarterly. Retirement Plan Consulting fees do not exceed 1.00% of plan assets. The firm does not charge performance-based fees and acts as a fiduciary, prioritizing client interests. Investment strategies include long-term and short-term purchases, and trading. Midwest Financial Partners uses Pershing and Fidelity for brokerage services, with research services provided under Section 28(e) of the Securities Exchange Act of 1934. The firm does not accept soft dollars and does not provide client referral fees. Clients have the option to grant investment discretion, and the firm does not vote client securities. There are no material changes since the last annual update, and no disciplinary events have occurred.
$1,066,272,104 under management
26 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
Granite Partners
Granite Partners is a registered investment adviser founded in May 2002 in St. Cloud, Minnesota. The firm specializes in providing investment management and advisory services to private equity funds exempt from registration under the Investment Company Act of 1940. The Partners, with over four decades of combined experience, focus on investing in non-public operating entities, primarily in attractive industries with revenues of $10 to $100 million and EBITDA of $1 to $10 million. The firm's investment strategy includes leveraged buyouts, recapitalizations, and growth capital investments, aiming to enhance Portfolio Companies' value through strategic repositioning and deliberate exit strategies. Granite Partners manages assets totaling $1,563,634,259 as of December 31, 2024, on a discretionary basis. The firm charges management fees ranging from 1.00% to 1.50% based on the Fund's assets under management. Additionally, the Adviser may receive performance-based profit allocations of 10-20% of profits, subject to certain conditions. The firm operates with investment discretion, making decisions without consulting investors, and has implemented a Code of Ethics to ensure ethical conduct and transparency in personal securities trading. Granite Partners maintains custody of assets with a qualified custodian and has policies in place for voting client securities when necessary. The firm has no disciplinary events and provides detailed financial information to clients, including audited reports and financial statements.
$1,236,293,912 under management
29 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
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 St Cloud, 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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