Ways to browse advisors serving Eagan, MN

Pick a specialty or descriptor to browse more advisors serving Eagan, MN.

By how they work

Type	Advisors
Large-firm	5,540
Flat-fee	4,004
Seasoned	2,461
Independent	1,904
CFP®-certified	1,460

By who they serve

Type	Advisors
High-net-worth	1,576
Baby Boomer	200
Millennial	10
Gen X	4

Browse by specialty

Find advisors serving Eagan, MN who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	4,431
Retired	2,923
Executive	2,700
Wealth management	2,405
Approaching retirement	2,197
Tax-loss harvesting	1,908
Retirement income strategy	1,887
Retirement plans for business owners (SEP, solo 401k)	1,528
Income planning	1,333
Social Security optimization	1,114
HENRY (High Earners, Not Rich Yet)	1,086
Retirement withdrawal strategies	1,034
Private / alternative investments	991
General retirement planning	768
Active portfolio management	753
ESG / Sustainable investing	742
College savings (529s, UTMA, etc.)	730
Charitable giving & philanthropy	690
Cash flow / budgeting	594
Concentrated stock management	577
General estate planning guidance	575
Business exit / sale strategy	561
Business ownership considerations	530
Mid-Career Professionals	518
Financial Professional	480
Annuities	465
Options & derivatives strategies	417
Passive / index investing	303
Equity compensation tax strategy	228
Multi-generational wealth transfer	218
General tax planning	216
Divorce financial planning	202
Business succession planning	195
Real estate investing	183
Factor investing / smart beta	164
Self-Employed	148
Planning for children with special needs	86
Established Professionals	85
Married/Couples/Partners	82
Attorney	78
Long-term care insurance	74
Women Professionals	66
Debt management	52
Tax strategies for small businesses	50
Equity Recipients (RS/RSU, SOP, ESPP)	30
Values-based investing	28
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	25
Doctor or Medical Professional	21
Intergenerational Families	21
Liquidity event planning	19
Early retirement planning	18
Religious/faith focused	16
Charitable giving tax strategies	15
LGBTQIA	15
Young Families	15
Business sale tax planning	13
Women's Finance	13
Educators, Teachers, and Academics	12
Elder care planning	12
Family Business	12
Business Financial Management	10
Life insurance needs analysis	10
Stock option exercise strategy	8
Technology Professional	7
Young Professionals	6
Trust structures (GRAT, IDGT, revocable)	5
Consultant	4
Engineering Professional	4

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