Ways to browse advisors serving Edina, MN

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

By how they work

Type	Advisors
Large-firm	5,486
Flat-fee	3,943
Seasoned	2,438
Independent	1,913
CFP®-certified	1,436

By who they serve

Type	Advisors
High-net-worth	1,554
Baby Boomer	200
Millennial	10
Gen X	4

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	3,849
Executive	2,665
Wealth management	2,370
Approaching retirement	2,185
Retirement income strategy	1,896
Tax-loss harvesting	1,886
Retired	1,847
Retirement plans for business owners (SEP, solo 401k)	1,525
Income planning	1,351
Social Security optimization	1,125
HENRY (High Earners, Not Rich Yet)	1,057
Retirement withdrawal strategies	1,048
Private / alternative investments	931
General retirement planning	773
Active portfolio management	742
College savings (529s, UTMA, etc.)	731
ESG / Sustainable investing	710
Charitable giving & philanthropy	671
Cash flow / budgeting	601
General estate planning guidance	570
Concentrated stock management	555
Business ownership considerations	549
Business exit / sale strategy	539
Mid-Career Professionals	513
Annuities	461
Financial Professional	444
Options & derivatives strategies	419
Equity compensation tax strategy	228
General tax planning	220
Multi-generational wealth transfer	218
Divorce financial planning	201
Passive / index investing	189
Real estate investing	183
Business succession planning	171
Factor investing / smart beta	163
Self-Employed	141
Planning for children with special needs	88
Established Professionals	85
Married/Couples/Partners	81
Attorney	78
Long-term care insurance	77
Women Professionals	67
Debt management	54
Tax strategies for small businesses	51
Equity Recipients (RS/RSU, SOP, ESPP)	29
Values-based investing	27
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	24
Doctor or Medical Professional	21
Intergenerational Families	20
Charitable giving tax strategies	19
Liquidity event planning	18
Early retirement planning	17
LGBTQIA	16
Life insurance needs analysis	16
Educators, Teachers, and Academics	15
Young Families	14
Business sale tax planning	13
Women's Finance	13
Elder care planning	12
Family Business	12
Business Financial Management	10
Stock option exercise strategy	8
Technology Professional	8
Young Professionals	6
Consultant	4
Trust structures (GRAT, IDGT, revocable)	4
Engineering Professional	3

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