Ways to browse Independent advisors serving Minneapolis, MN

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

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	883
Wealth management	652
Executive	630
Retirement plans for business owners (SEP, solo 401k)	409
Retirement income strategy	398
Business exit / sale strategy	363
Private / alternative investments	345
Options & derivatives strategies	333
Active portfolio management	290
College savings (529s, UTMA, etc.)	269
Retired	264
General retirement planning	245
Tax-loss harvesting	215
General tax planning	208
Income planning	190
Charitable giving & philanthropy	181
General estate planning guidance	179
Cash flow / budgeting	176
ESG / Sustainable investing	163
Annuities	159
Real estate investing	129
Concentrated stock management	127
Passive / index investing	90
Business succession planning	85
Business ownership considerations	83
Long-term care insurance	69
Approaching retirement	56
Tax strategies for small businesses	49
Debt management	43
Equity compensation tax strategy	43
Self-Employed	35
Retirement withdrawal strategies	26
Mid-Career Professionals	24
Divorce financial planning	22
Multi-generational wealth transfer	21
HENRY (High Earners, Not Rich Yet)	20
Social Security optimization	20
Established Professionals	19
Charitable giving tax strategies	18
Factor investing / smart beta	15
Doctor or Medical Professional	13
Equity Recipients (RS/RSU, SOP, ESPP)	13
Life insurance needs analysis	13
Elder care planning	11
Business sale tax planning	9
Business Financial Management	6
Family Business	6
Technology Professional	4
Young Professionals	4
Consultant	3
Educators, Teachers, and Academics	3

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