Ways to browse advisors serving Minnetonka, MN

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

By how they work

Type	Advisors
Large-firm	5,364
Flat-fee	3,884
Seasoned	2,383
Independent	1,884
CFP®-certified	1,413

By who they serve

Type	Advisors
High-net-worth	1,544
Baby Boomer	200
Millennial	10
Gen X	4

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	4,304
Retired	2,835
Executive	2,814
Wealth management	2,298
Approaching retirement	2,166
Retirement income strategy	1,860
Tax-loss harvesting	1,849
Retirement plans for business owners (SEP, solo 401k)	1,490
Income planning	1,326
Social Security optimization	1,112
HENRY (High Earners, Not Rich Yet)	1,047
Retirement withdrawal strategies	1,032
Private / alternative investments	910
General retirement planning	758
Active portfolio management	725
College savings (529s, UTMA, etc.)	715
ESG / Sustainable investing	700
Charitable giving & philanthropy	656
Cash flow / budgeting	587
General estate planning guidance	571
Concentrated stock management	554
Business ownership considerations	534
Business exit / sale strategy	532
Mid-Career Professionals	511
Annuities	479
Options & derivatives strategies	417
Financial Professional	406
Equity compensation tax strategy	228
General tax planning	219
Multi-generational wealth transfer	219
Divorce financial planning	196
Real estate investing	180
Passive / index investing	176
Business succession planning	173
Factor investing / smart beta	163
Self-Employed	139
Planning for children with special needs	83
Established Professionals	82
Married/Couples/Partners	79
Attorney	76
Long-term care insurance	76
Women Professionals	67
Debt management	54
Tax strategies for small businesses	51
Equity Recipients (RS/RSU, SOP, ESPP)	27
Values-based investing	27
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	24
Doctor or Medical Professional	21
Intergenerational Families	21
Liquidity event planning	18
Early retirement planning	17
Educators, Teachers, and Academics	16
LGBTQIA	16
Religious/faith focused	16
Young Families	14
Business sale tax planning	13
Women's Finance	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	6
Consultant	4
Trust structures (GRAT, IDGT, revocable)	4
Engineering Professional	3

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