Top financial advisors in Virginia, MN
We’ve curated a list of the best financial advisors in Virginia, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$155,398,970
Number of advisors
6 advisors
| $155,398,970 | 6 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 Virginia, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Virginia. 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.
Northland Capital Management
Northland Capital Management LLC is a fee-only investment advisory firm established in June 2008, based in Duluth, MN, and Virginia, MN. The firm serves as fiduciaries for clients' investment advisory accounts, offering tailored services based on individual needs. They manage portfolios with discretionary trading authority, utilizing model portfolios ranging from "Conservative" to "All Equity" based on asset allocation and diversification principles. The firm primarily uses ETFs and mutual funds for diversification across various financial markets. Clients have the option to limit certain securities in their portfolios. Northland Capital Management charges a 1.00% annual fee for discretionary portfolio management, deducted quarterly in advance. The firm does not receive compensation from other financial industry sources and operates under a fiduciary standard. They do not charge performance-based fees and primarily serve individuals, trusts, and pension plans. The firm's investment strategies focus on diversified investments across multiple asset classes, countries, and industries, with a preference for value-style stocks. Northland Capital Management does not have any legal or disciplinary events to disclose and maintains a Privacy Policy to protect clients' nonpublic personal information.
$155,398,970 under management
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
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 Virginia, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Virginia. 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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