Ways to browse advisors serving Eden Prairie, MN

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

By how they work

Type	Advisors
Large-firm	5,202
Flat-fee	3,744
Seasoned	2,297
Independent	1,817
CFP®-certified	1,356

By who they serve

Type	Advisors
High-net-worth	1,537
Baby Boomer	199
Millennial	10
Gen X	3

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	4,152
Executive	2,719
Retired	2,719
Wealth management	2,206
Approaching retirement	2,143
Retirement income strategy	1,798
Tax-loss harvesting	1,758
Retirement plans for business owners (SEP, solo 401k)	1,411
Income planning	1,297
Social Security optimization	1,100
HENRY (High Earners, Not Rich Yet)	1,035
Retirement withdrawal strategies	1,024
Private / alternative investments	896
General retirement planning	724
Active portfolio management	714
College savings (529s, UTMA, etc.)	691
ESG / Sustainable investing	678
Charitable giving & philanthropy	629
Cash flow / budgeting	581
General estate planning guidance	553
Concentrated stock management	544
Business exit / sale strategy	520
Mid-Career Professionals	511
Business ownership considerations	508
Annuities	450
Financial Professional	405
Options & derivatives strategies	404
Equity compensation tax strategy	222
General tax planning	217
Multi-generational wealth transfer	199
Divorce financial planning	191
Real estate investing	177
Passive / index investing	167
Business succession planning	164
Factor investing / smart beta	163
Self-Employed	136
Planning for children with special needs	84
Established Professionals	80
Married/Couples/Partners	78
Attorney	75
Long-term care insurance	73
Women Professionals	66
Debt management	54
Tax strategies for small businesses	50
Values-based investing	27
Equity Recipients (RS/RSU, SOP, ESPP)	26
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	24
Doctor or Medical Professional	20
Intergenerational Families	19
Early retirement planning	17
Liquidity event planning	17
LGBTQIA	15
Educators, Teachers, and Academics	14
Young Families	14
Business sale tax planning	13
Elder care planning	12
Charitable giving tax strategies	11
Family Business	11
Business Financial Management	10
Life insurance needs analysis	10
Stock option exercise strategy	8
Technology Professional	8
Young Professionals	7
Trust structures (GRAT, IDGT, revocable)	4
Consultant	3
Engineering Professional	3

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