Top Financial Advisors in Minneapolis, MN

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Thrivent Advisor Network is a fee-based firm that provides investment advisory services to high-net-worth individuals, non-high-net-worth individuals, families, estates, businesses and retirement plans. Advisory representatives who are licensed insurance agents may receive commissions on the sale of insurance products. However, as an SEC-registered investment advisor, Thrivent Advisor Network operates under a fiduciary standard and must act in its clients' best interests at all times.

Professional designations among advisory personnel may vary by location and representative, but include designations such as Certified Financial Planner™ (CFP®) and certified public accountant (CPA).  The firm does not impose a firm-wide account minimum to engage its advisory services. However, certain investment strategies, annuity products or third-party managers may require their own minimum investment thresholds.

Thrivent Advisor Network delivers investment advice through a team of advisory representatives, many of whom operate under their own branding while offering services through the firm's platform. Advisory representatives construct customized portfolios based on a client’s financial goals, time horizon, risk tolerance and liquidity needs.

Investments may include mutual funds, ETFs, individual stocks and bonds, alternative assets, annuity sub-accounts and other vehicles. The firm’s investment philosophy generally favors long-term asset allocation strategies and may use internal management or third-party model portfolios depending on client objectives.

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NorthRock Partners is a large advisory firm with billions of dollars in client assets under management. It works with both high-net-worth and non-high-net-worth individuals, as well as charities and businesses.

The advisory team at NorthRock holds a range of certifications that include Certified Financial Planner (CFP®), certified private wealth advisor (CPWA), chartered financial analyst (CFA) and more.

This team also has members who can sell insurance products on a commission basis. While this presents a potential conflict of interest, the firm's fiduciary duty means it must act in clients' best interests.

This firm offers a wide range of advisory services, including retirement planning, investment management, tax prep and advice, estate planning, insurance planning and charitable gift planning, among others.

The advisory team at NorthRock Partners will work with clients on an individual basis to determine what kind of investor they are. This conversation will inform NorthRock in building a portfolio plan to help you achieve long- and short-term financial goals. Some important factors include risk tolerance, time horizon, income needs and liquidity.

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Advanced Capital Group works primarily with institutional clients, including retirement plans, pension plans, foundations, endowments, corporations, banks, insurance companies and Native American Tribal Councils. It also provides individual wealth management services. Advanced Capital Group does not disclose a minimum account size for institutional investment consulting, while individual wealth management generally requires a $5,000 initial minimum investment. Advanced Capital Group is a wholly owned subsidiary of Alera Group, Inc.

Advanced Capital Group offers investment management, institutional investment consulting and financial planning services. Its services include retirement plan consulting, plan benchmarking, endowment and foundation consulting, ERISA 3(21) and 3(38) fiduciary services, financial wellness programs and insurance consulting through DPL Financial Partners.

The firm’s investment approach may include Modern Portfolio Theory, efficient frontier portfolio construction, diversified risk-based portfolios, fixed-income portfolio management and manager selection and monitoring. For institutional clients, Advanced Capital Group may use strategies such as asset liability immunization, custom glide paths for pension de-risking, tactical reallocation and fixed-income duration adjustments based on market and economic conditions.

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Founded in 1980s, Riverbridge has provided investment management and financial planning services to high-net-worth individuals and institutions in Minnesota for more than 35 years.

The firm also works with institutional clients, including banks, investment companies, pooled investment vehicles, retirement plans, charities, government entities, insurance companies, businesses and Taft-Hartley plans.

Advisors at this fee-based firm hold multiple certifications like chartered financial analyst (CFA), Certified Financial Planner (CFP®), certified public accountant (CPA) and chartered financial consultant (ChFC).

The firm's main advisory service is investment management, diversification and asset allocation planning. Financial planning services are also available.

Riverbridge highlights building its investment strategies for long-term returns. Advisors are growth-oriented and have years of expertise. The firm looks for companies to invest in that have strong earnings power.

The firm evaluates specific investments based on five factors: sound culture and management, strong unit growth, differentiated market position, internally financed growth and conservative accounting. The firm believes that these factors provide strong insight into whether a company has earnings power and intrinsic value.

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Everest Financial Group works both non-high-net-worth and high-net-worth clients. 

The team of advisors here includes Certified Financial Planners (CFPs®) anong other designations.

Some of the firm's advisors may receive commissions from securities or insurance sales. Despite the potential conflict of interest this induces, the firm's fiduciary duty requires it to act in clients' best interests at all times.

Personalized investment management and financial planning are both available at this firm. Financial planning can cover topics like retirement planning, estate planning, business planning, college fund planning and more.

Everest Financial Group often uses model portfolios with its clients. That means the firm and your advisor will determine which model portfolio is best for you based your situation. That will involve your risk tolerance, time horizon, income needs and financial goals. Each model portfolio has its own asset allocation.

When it comes to trading investments, the firm may use long-term trading, short-term trading and short sales. Long-term trading involves holding assets for a year at a time, whereas short-term trading means trading before a calendar year has passed.

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Compass Capital Management's advisory staff holds multiple certifications, including chartered financial analysts (CFAs) and chartered alternative investment analysts (CAIAs), among other designations.

This is a fee-only firm, meaning all of its compensation comes from client-paid fees.

High-net-worth individuals are the most common clients at Compass Capital. Other clients the firm works with include non-high-net-worth individuals, retirement plans, charitable organizations and businesses.

The firm generally works with clients who have a minimum account size of $1 million.

Advisors at Compass Capital will alter the firm's financial planning and investment management services to your specific needs.

The basis for every client portfolio managed by Compass Capital Management is an asset allocation plan based around your personal needs and situation. This will cover things like your risk tolerance, financial goals, income needs and time horizon. The firm will put all of this guiding information into a document called an investment policy statement (IPS).

Some of the portfolio strategies the firm uses include:

• Equity: generally consists of 25 or more mid- to large-cap growth stock companies
• Fixed-Income: focuses on high-quality intermediate-term taxable and non-taxable bonds
• Balanced portfolios: combines stocks, bonds and cash into a single portfolio
• External mutual fund managers: involves the selection of a handful of mutual fund managers

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Financial Perspectives does not have a specified asset minimum.

The firm works with both non-high-net-worth and high-net-worth individuals, as well as retirement plans and charities.

Some advisors at the fee-based firm are also broker-dealer representatives and insurance agents, and they can earn commissions if clients purchase certain securities or insurance products. This creates the potential for a conflict of interest. That said, the firm is bound by its fiduciary duty to always act in clients' best interests.

Financial Perspectives is a full-service wealth management firm, and its team describes themselves as financial planners. The firm's financial planning process, which strives to address the accumulation, preservation and passing on of wealth, strives to “simplify the complexity.” The firm offers services related to investments, insurance, taxes, retirement, estate planning and philanthropy. 

Financial Perspectives considers investment advice part of its comprehensive financial planning process. Rather than take a one-size-fits-all approach, the firm tailors clients' portfolios to all aspects of their financial lives, including their unique goals and objectives, risk tolerance, income needs and generational and philanthropic desires. The firm says that a number of its strategies also take into account clients' estate planning and tax needs.

The practice says that it will use a variety of investment strategies across domestic and international markets. It primarily recommends mutual funds, but it may also utilize exchange-traded funds (ETFs), stocks, bonds, real estate investment trusts, managed investment programs, variable annuities, retirement plans, separately managed accounts and alternative investments.

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Schwarz Dygos Wheeler Investment Advisors LLC is a fee-only financial advisor firm providing portfolio management and financial planning services to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, corporations and other business entities. The firm generally requires a $200,000 minimum to open and maintain an advisory account. It may waive this requirement at its discretion, and related family accounts may be combined to meet the minimum.

Schwarz Dygos Wheeler offers portfolio management on either a discretionary or non-discretionary basis. Services may include customized portfolios, predetermined strategies, model portfolios, ongoing monitoring and rebalancing.

Financial planning services can cover portfolio allocation reviews, tax planning, charitable giving strategies, risk and insurance analysis, estate planning, retirement planning, family wealth planning and preparation for life transitions. The firm also offers modular planning and hourly consulting for more specific planning needs.

Schwarz Dygos Wheeler uses fundamental and technical analysis in developing investment recommendations. Its strategies may include long-term purchases, short-term purchases, trading, covered options, margin transactions and short sales.

Client portfolios may include equities, ETFs, mutual funds, corporate securities, municipal securities, U.S. government securities and investment-related limited partnerships, depending on client objectives.

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Van Clemens Wealth Management, LLC is a fee-based advisory firm headquartered in Minneapolis, Minnesota, with additional offices in Edina, Minnesota and Frisco, Texas. The firm works with individuals, trusts, estates, institutions, businesses, foundations and ERISA retirement plan clients.

Some advisory representatives are also registered representatives of Van Clemens & Co., Inc., a broker-dealer, and may receive securities commissions. Insurance-related compensation may also be earned through Van Clemens Insurance Associates LLC. While this creates a potential conflict of interest, the firm's fiduciary duty requires it to act in clients' best interests.

Van Clemens Wealth Management does not require a minimum account size to establish an advisory relationship. However, certain third-party managers used by the firm may have their own account minimums.

The firm offers portfolio management, financial planning, ongoing planning services, estate planning support, retirement plan consulting, IRA rollover recommendations and held-away account management through Pontera. It also provides access to third-party asset management programs through platforms such as Fidelity, RBC, Schwab, SEI, 55ip, Orion and Vise. Financial planning services may address retirement, cash flow, debt, education, estate, insurance, tax and business planning.

Client portfolios may include alternative investments, structured products, REITs, private placements, hedge funds, margin lending and fee-based insurance products, depending on client objectives. The firm's Growth Opportunities Model focuses on micro- and small-cap stocks and may use concentrated positions.

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Nepsis is a fee-based financial advisory firm headquartered in Minneapolis, Minnesota. The firm provides discretionary portfolio management through a wrap fee program, as well as financial planning, consulting, tax planning, estate planning, insurance and risk services, accounting services, business advisory services, sub-advisory services and research services for other financial advisors.

The firm works with individuals, high-net-worth individuals and families, business owners, C-suite executives, retirement accounts, trusts, estates, charitable organizations and other businesses.

Some advisors at the fee-based firm may also act as licensed insurance agents through an affiliated insurance entity. They can earn commissions if clients purchase certain insurance products. This creates the potential for a conflict of interest. That said, the firm is bound by its fiduciary duty to always act in clients' best interests.

Nepsis generally requires a minimum account size of $500,000 to open and maintain an advisory account, though it may waive this requirement at its discretion.

Financial planning services can cover retirement planning, tax planning, estate planning and education planning. These services may be provided through written financial plans, one-time consultations or as-needed consultations. The firm also offers portfolio management, advanced tax planning, insurance and risk planning, individual accounting services, business advisory services, sub-advisory services and advisor research services.