Ways to browse Independent advisors serving Minnetonka, MN

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

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	866
Wealth management	632
Executive	628
Retirement plans for business owners (SEP, solo 401k)	396
Retirement income strategy	378
Private / alternative investments	333
Options & derivatives strategies	328
Active portfolio management	281
College savings (529s, UTMA, etc.)	272
Retired	248
General retirement planning	241
Tax-loss harvesting	215
Business exit / sale strategy	211
General tax planning	209
Income planning	189
Charitable giving & philanthropy	182
General estate planning guidance	181
Cash flow / budgeting	176
ESG / Sustainable investing	150
Annuities	148
Concentrated stock management	127
Real estate investing	127
Business succession planning	86
Business ownership considerations	85
Passive / index investing	84
Long-term care insurance	70
Approaching retirement	56
Tax strategies for small businesses	49
Equity compensation tax strategy	43
Debt management	38
Self-Employed	35
Factor investing / smart beta	31
Mid-Career Professionals	25
Retirement withdrawal strategies	25
Divorce financial planning	22
Multi-generational wealth transfer	21
Social Security optimization	21
HENRY (High Earners, Not Rich Yet)	20
Established Professionals	19
Charitable giving tax strategies	14
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	5
Technology Professional	4
Young Professionals	4
Consultant	3
Educators, Teachers, and Academics	3

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