Finding a Top Financial Advisor Firm in Arden Hills, Minnesota
Because finding the right financial advisor firm can often be difficult, we’ve formed a review of the top financial advisor firms in the Arden Hills area. Though we considered things like each firm’s advisory services, fee structure, investment strategies and client base, we ranked our results according to assets under management (AUM). You can also use SmartAsset’s free financial advisor matching tool to connect with up to three advisors who serve your area.
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| Rank | Financial Advisor | Assets Managed | Minimum Assets | Financial Services | More Information |
|---|---|---|---|---|---|
| 1 |
Financial Dimensions Group, Inc.
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$ 2,183,714,509 | Varies based on account type |
|
Minimum AssetsVaries based on account typeFinancial Services
|
| 2 |
Pitzl Financial
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|
$ 285,319,449 | No set account minimum |
|
Minimum AssetsNo set account minimumFinancial Services
|
What We Use in Our Methodology
To find the top financial advisors in Arden Hills, we first identified all firms registered with the SEC in the city. Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. The qualifying firms were then ranked according to the following criteria:
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AUMFirms with more total assets under management are ranked higher. -
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Individual Client CountFirms who serve more individual clients (as opposed to institutional clients) are ranked higher. -
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Clients Per AdvisorFirms with a lower ratio of clients per financial advisor are ranked higher. -
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Age of FirmFirms that have been in business longer are ranked higher.
All information is obtained through public records and is updated annually after the firms’ form ADV filing. This list may include firms that have a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. Such relationships have no impact on our rankings, and firms are included and ranked based strictly on the above criteria. SmartAsset is not a client of the aforementioned firms, and did not receive compensation for including any of the firms on the aforementioned list.
Financial Dimensions Group
Topping our list is a fee-based firm called Financial Dimensions Group (FDG). This firm's client base consists of mostly non-high-net-worth individuals, as well as high-net-worth individuals, retirement plans, charitable organizations and businesses. Each client must meet a minimum account size, with requirements typically ranging from $5,500 to $50,000, depending on the program or portfolio model.
In providing advisory services, this firm mainly charges asset-based fees, hourly fees and fixed fees, but some advisors can also earn commissions or additional compensation from investment or insurance products. This can create a potential conflict of interest, but the firm's fiduciary duty requires it to act in clients' best interests at all times.
The firm’s team offers various industry credentials, including the certified financial planner (CFP), certified fund specialist (CFS), chartered financial consultant (ChFC), chartered retirement planning counselor (CRPC), certified kingdom advisor (CKA) and certified divorce financial analyst (CDFA) designations.
Financial Dimensions Group Background
Financial Dimensions Group was founded in 1995, and its owners are Gregg R. Anderson and Gloria J. Pozzini. The duo still works at and manages the firm.
As for advisory services, the full-service financial firm provides portfolio management, financial planning, pension consulting, tax management, estate conservation and insurance and annuity products.
Financial Dimensions Group Investment Strategy
FDG says on its firm brochure that it focuses on strategic long-term investing. In analyzing securities and offering investment advice, the firm primarily uses fundamental analysis and technical analysis.
The firm mainly utilizes open-ended mutual funds and exchange-traded funds (ETFs). Its asset management services consist of the following three programs: VISION2020 Wealth Management Program – Advisor Managed Portfolios, VISION2020 Wealth Management Program – Genesis Model Portfolios Program and the VISION2020 Wealth Management Program – SMA and UMA Program.
Pitzl Financial
Fee-only firm Pitzl Financial is the final firm on our list. It serves a combination of non-high-net-worth and high-net-worth individuals, on top of retirement plans and businesses. The firm doesn’t specify an account minimum for prospective clients.
A trio of the advisors at Pitzl hold the certified financial planner (CFP) designation. Two other staffers hold the certified public accountant (CPA) designation.
Pitzl Financial Background
In 2014, Pitzl Financial began its operations under the ownership of managing partner Joseph D. Pitzl and partners John M. Pitzl and Daniel C. Pitzl. This group averages around 15 years of experience in the financial services industry.
Its primary advisory services include financial planning, portfolio management, pension consulting and advisor referral services. For prospective clients who have financial planning needs, the firm provides education, personal, risk, tax and cash flow, death and disability, retirement and investment planning advice.
Pitzl Financial Investment Strategy
Pitzl Financial believes in helping clients define and incorporate the appropriate amount of risk into their portfolios, capturing as much of the market returns as possible, minimizing costs, periodically rebalancing client portfolios and helping clients pursue their life’s interests, according to its website.
The firm mainly focuses on long-term investment strategies, and it works to limit risk by practicing broad diversification among asset classes. Many of the firm’s strategies incorporate modern portfolio theory (MPT).
