Top financial advisors in St Louis Park, MN
We’ve curated a list of the best financial advisors in St Louis Park, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$762,177,792
Number of advisors
21 advisors
| $762,177,792 | 21 advisors | |
| 2 |
Assets under management
$95,000,000
Number of advisors
2 advisors
| $95,000,000 | 2 advisors | |
| 3 |
Assets under management
$17,786,586
Number of advisors
20 advisors
| $17,786,586 | 20 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 St Louis Park, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case St Louis Park. 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.
Affiance Financial LLC
Affiance Financial LLC is a financial advisory firm based in St. Louis Park, Minnesota. It currently has approximately $762,177,792 of assets under management and employs about 21 people. Affiance Financial LLC uses a fee structure of a percentage of assets under your management and fixed fees.
$762,177,792 under management
21 advisors
Fee structure
A percentage of assets under your management
Fixed fees
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)Captar Private Wealth
Dedeker Financial, LLC is a Limited Liability Company based in Minnesota, established in August 2022 by Kenneth Dedeker and Todd Kelzenberg. The firm specializes in portfolio management services tailored to individual client goals, risk tolerance, and time horizons. They create Investment Policy Statements for each client, covering investment strategy, asset allocation, and risk tolerance. Dedeker Financial seeks discretionary authority from clients to make investment decisions in line with fiduciary duties. The firm's investment strategies include long-term trading and options trading, with a focus on risk management and fair allocation of opportunities among clients. Dedeker Financial acts as a fiduciary, committed to providing advice in the client's best interest. They offer financial planning services covering various aspects such as investment, tax, retirement, and debt planning. The firm's fee structure includes asset-based management fees up to 1.75% annually, with fees paid quarterly. Dedeker Financial does not participate in wrap fee programs and has assets under management of $130 million for discretionary amounts and $7 million for non-discretionary amounts as of December 2024. Dedeker Financial serves individuals and high-net-worth individuals with no minimum account size requirement. The firm's investment analysis methods include charting, cyclical, fundamental, quantitative, and technical analysis, with a focus on managing risks associated with various securities, including mutual funds, fixed income securities, equities, and ETFs. Dedeker Financial's Code of Ethics ensures compliance with regulations, transparency in recommendations, and fair trading practices. The firm does not accept performance-based fees, and clients have the option to terminate agreements within specified periods without penalties. Dedeker Financial does not have a history of disciplinary actions, bankruptcy petitions, or financial conditions that could impair client commitments.
$95,000,000 under management
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other AdvisersOakwood Capital, Inc.
Oakwood Capital, Inc. is a financial advisory firm based in St. Louis Park, Minnesota. It currently has approximately $17,786,586 of assets under management and employs about 20 people. Oakwood Capital, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and solicitor fees.
$17,786,586 under management
20 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SOLICITOR FEES
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)Pension Consulting ServicesSelection 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.
Methodology
To generate our top financial advisors list in St Louis Park, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case St Louis Park. 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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