Laurels
Best Financial
Advisors in
Minneapolis
2017

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored financial advisors on more than 25 variables across five categories, and analysed the results to give you a hand-picked list of the best financial advisors in Minneapolis, MN.

ReviewedCuratedTop Picks1077220

Our Selection Criteria:

  • 1. Reputation

    A history of delighted customers and outstanding service.

  • 2. Credibility

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Experience

    Masters of their craft, based on years of practical experience and education.

  • 4. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Assured Retirement Group

Assured Retirement Group focuses on helping people live the retirement they desire and provide peace of mind. The Minneapolis-area firm specializes in empowering clients with the necessary information to prioritize savings, IRAs, and more. Assured Retirement Group features a team of Certified Financial Planning professionals with the knowledge and expertise to guide clients through the financial management process. Financial planning specialists are dedicated to steering clients in the right direction to ensure a smooth retirement process.

Bloomington, MN(952) 657-7470

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Aurochs Financial Group

Aurochs Financial Group offers clients the expertise and industry experience that provide sound strategies for financial independence. The client-centered, Minneapolis-area advisory firm helps uncover possibilities with strategic, consistently implemented plans. Aurochs specializes in working with couples nearing retirement to provide comprehensive financial plans, detailed investment advice, specific recommendations, and ongoing wealth management services. The fee-only firm employs a proprietary method that ensures a comprehensive, dynamic model for smart decision-making.

Wayzata, MN(952) 470-5049

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Boulay

Boulay focuses on protecting businesses, building wealth, and securing a comfortable financial future for every client. The Minneapolis-area firm works with individuals, closely-held businesses, and public companies to ensure financial success. Clients can rely on the trusted firm to deliver sound advice, invaluable insights, workable solutions, and thoughtful recommendations. Boulay maintains a team of financial professionals with expertise in a range of areas including wealth management, tax, accounting advisory, estate, trusts, business consulting, and more.

Minneapolis, MN(952) 893-9320

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Brown Wealth Management

Brown Wealth Management embraces a holistic, values approach to planning and investing. The Minneapolis-area firm welcomes individuals and families seeking a knowledgeable money management advocate. Brown Wealth Management commits to helping clients create wealth and peace of mind with sound strategies. The firm makes customer satisfaction a top priority by providing quality resources and personnel including CPAs, attorneys, insurance experts, and others to ensure plans are accurate from all perspectives.

Eden Prairie, MN(952) 303-6715

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Dorval & Chorne

Dorval & Chorne focuses on providing Minneapolis-area clients with independent, objective advice. The financial advisory firm maintains a team of top-notch financial advisors with a commitment to helping individuals achieve their financial goals. Dorval & Chrone offers financial planning for individual clients, as well as custom design and implementation of financial education programs for employers.

Maple Grove, MN(612) 436-3714

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Dunncreek Advisors

Dunncreek Advisors concentrates on providing clients with a range of services that address all aspects of a comprehensive financial plan. The Minneapolis-area financial advisory firm commits to providing the highest level of service and care that enables clients to achieve their financial goals. The fee-only, fiduciary practice offers retirement, estate, investment, insurance, and tax planning services through a respected network of financial planning and wealth management professionals.

Saint Paul, MN(612) 436-3770

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Echo Wealth Management

Echo Wealth Management features professionals with the expertise and tools necessary to help clients achieve financial goals. The Minneapolis-area firm has over 20 years of accounting and financial experience that helps take the complexity out of wealth management. Echo Wealth Management specializes in providing clients with unbiased, timely advice designed to achieve long-term investment results. The independent, focused firm commits to providing investment management and strategic wealth management services that yield results.

Plymouth, MN(763) 432-7875

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Ferguson Financial

Ferguson Financial commits to providing consistent, high-quality service to Minneapolis-area clients. The firm specializes in helping clients to understand their finances better and meet individual financial goals. Ferguson Financial has over 30 years of experience providing wealth and investment management, financial, and estate planning services that help clients achieve retirement goals.

Edina, MN(952) 406-8316

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Flourish Wealth Management

Flourish Wealth Management specializes in providing clients with sound financial advice to ensure the best possible preparation for their futures. The Minneapolis-area advisory firm serves individuals, families, and companies who value objectivity, professionalism, a balanced perspective, or seek a money management advocate. Flourish Wealth Management has over 20 years of experience in the financial industry as well as the expertise and necessary tools to help clients reach financial goals.

Edina, MN(952) 392-4474

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GT Financial Advisors

GT Financial Advisors has been providing objective advice in the best interest of its clients for over 25 years. The Minneapolis-area firm specializes in helping clients make solid financial decisions and developing strategies that maximize income to enjoy a comfortable retirement. GT Financial Advisors maintains a team of financial professionals with expertise in customizing strategies to meet individual planning needs. Clients can rely on the firm’s trusted advisors to maintain the highest degree of integrity and professionalism.

Woodbury, MN(651) 633-9131

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Larson & Larson Financial

Larson & Larson Financial commits to providing Minneapolis-area clients with the tools and strategies necessary for financial independence. The firm specializes in working with individuals and families seeking a trusted money management advocate. Larson & Larson also works with small businesses and non-profit endowments to ensure the highest level of financial understanding possible.

Minneapolis, MN(952) 641-6741

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MTI Financial Advisors

MTI Financial Advisors commits to empowering clients with the education, tools, and strategies necessary to meet individual financial goals. The Minneapolis-area advisory firm features a team of dedicated professionals with a wealth of experience providing sound, objective, and independent financial advice. MTI Financial Advisors offers a range of services to keep clients on the path to financial security including financial and insurance planning, portfolio analysis, corporate retirement services, and investment advisory services.

Edina, MN(952) 835-7445

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North East Asset Management

North East Asset Management focuses on providing clients with the highest level of education, experience, and knowledge for tangible results. The Minneapolis-area advisory firm has been serving a limited clientele for over 25 years to ensure a high degree of personal service. North East Asset Management specializes in a range of services that help clients achieve their financial goals including retirement planning, advice, and guidance. Clients can rely on the trusted firm to pay meticulous attention to detail and maintain an ethical delivery of services.

Minneapolis, MN(763) 785-9541

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Phillip James Financial

Phillip James Financial provides exceptional financial planning and investment management services that help Minneapolis-area clients grow wealth. The independent, fee-only advisory firm specializes in a range of services that ensure clients stay on the path to financial independence. Phillip James Financial features a team of professionals with many years of experience in wealth management, financial planning, and investment management that yield results.

Plymouth, MN(763) 432-0852

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Schwarz | Dygos | Wheeler

Schwarz | Dygos | Wheeler has been providing Minneapolis-area clients with the highest level of service and expertise for nearly a decade. The firm features seasoned, objective financial professionals with a wealth of experience in providing exceptional portfolio management services and financial advice. Schwarz | Dygos | Wheeler enjoy a reputation as excellent professional managers of assets and investments who bring clarity and transparency to every situation.

Minneapolis, MN(612) 355-4360

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Secured Retirement Financial

Secured Retirement Financial specializes in helping retirees preserve and protect wealth through comprehensive financial planning. The Minneapolis-area advisory firm employs a team of financial specialists who work in concert with tax and legal professionals to advise on specific aspects of financial strategies. Clients can rely on Secured Retirement Financial to provide the highest level of expertise while developing customized strategies for optimizing Social Security benefits, tax, estate, and income planning.

St. Louis Park, MN(952) 460-3260

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Summit Investment Advisors

Summit Investment Advisors concentrates on developing personalized plans that empower clients to realize their financial goals. Clients with goals of preparing for retirement, college savings, or estate strategies can rely on the Minneapolis-area firm’s expertise to deliver advice that yields results. Summit Investment Advisors maintains a team of professionals with many years of experience in portfolio management, wealth, estate, tax planning, and risk management. The firm commits to delivering the highest level of personalized service that exceeds customer expectations.

Roseville, MN(651) 490-2939

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Thoughtful Financial Planning

Thoughtful Financial Planning specializes in providing expert advisory services that embody the values, concerns, and goals of each client. The Minneapolis-area firm concentrates on helping clients to clarify, simplify, and align goals to synchronize a comprehensive financial plan. The fee-only financial advisory firm specializes in coaching women, members of the LGBT community, and their loved ones. Thoughtful Financial Planning has expertise in a number of areas including retirement, education, social security, employee benefits, LGBT planning to ensure partners’ rights, and more.

Minneapolis, MN(612) 460-7355

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Varno + Company

Varno + Company concentrates on finding a balance between protecting against the unexpected while growing wealth. The Minneapolis-area firm specifically serves business owners, professionals, and families who care about financial security. Varno + Company employs state-of-the-art technology to provide clients with a clear, easy-to-understand picture of their finances. Individuals and businesses can rely on knowledgeable, experienced financial professionals to help uncover goals and identify stumbling blocks to financial independence.

Minneapolis, MN(612) 746-2267

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Waterfront Financial Group

Waterfront Financial Group specializes in helping clients in transition to become financially organized for the future. The Minneapolis-area firm employs a team of professionals with many decades of combined expertise providing objective financial guidance. Waterfront Financial Group offers an array of tools and resources to help clients reach financial goals including retirement, financial planning, investment advisory services, insurance, and risk management, and more.

Minneapolis, MN(952) 236-1755

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