Ways to browse advisors serving Minneapolis, MN

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

By how they work

Type	Advisors
Large-firm	5,566
Flat-fee	4,008
Seasoned	2,483
Independent	1,916
CFP®-certified	1,449

By who they serve

Type	Advisors
High-net-worth	1,518
Baby Boomer	199
Millennial	10
Gen X	4

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	4,442
Retired	2,946
Executive	2,884
Wealth management	2,424
Approaching retirement	2,225
Tax-loss harvesting	1,938
Retirement income strategy	1,906
Retirement plans for business owners (SEP, solo 401k)	1,541
Income planning	1,353
Social Security optimization	1,127
HENRY (High Earners, Not Rich Yet)	1,101
Retirement withdrawal strategies	1,074
Private / alternative investments	969
General retirement planning	783
Active portfolio management	758
ESG / Sustainable investing	747
College savings (529s, UTMA, etc.)	737
Charitable giving & philanthropy	677
Concentrated stock management	588
General estate planning guidance	579
Cash flow / budgeting	568
Business exit / sale strategy	538
Business ownership considerations	533
Mid-Career Professionals	521
Annuities	485
Financial Professional	480
Options & derivatives strategies	428
Equity compensation tax strategy	230
General tax planning	221
Multi-generational wealth transfer	219
Divorce financial planning	199
Passive / index investing	189
Real estate investing	184
Business succession planning	173
Factor investing / smart beta	163
Self-Employed	106
Established Professionals	98
Planning for children with special needs	86
Married/Couples/Partners	82
Attorney	78
Long-term care insurance	76
Women Professionals	66
Debt management	53
Tax strategies for small businesses	51
Equity Recipients (RS/RSU, SOP, ESPP)	29
Values-based investing	28
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	25
Doctor or Medical Professional	22
Intergenerational Families	21
Liquidity event planning	19
Early retirement planning	18
LGBTQIA	16
Charitable giving tax strategies	15
Educators, Teachers, and Academics	15
Religious/faith focused	15
Young Families	15
Business sale tax planning	13
Women's Finance	13
Elder care planning	12
Family Business	12
Business Financial Management	10
Life insurance needs analysis	10
Stock option exercise strategy	8
Technology Professional	8
Young Professionals	6
Trust structures (GRAT, IDGT, revocable)	5
Consultant	4
Engineering Professional	4

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