Ways to browse advisors serving Minnesota

Pick a specialty or descriptor to browse more advisors serving Minnesota.

By how they work

Type	Advisors
Large-firm	9,053
Flat-fee	6,702
Seasoned	4,313
Independent	3,203
CFP®-certified	2,248

By who they serve

Type	Advisors
High-net-worth	2,011
Baby Boomer	205
Millennial	13
Gen X	4

Browse by city

Find advisors near a specific metro area in Minnesota.

City	Advisors
St. Paul, MN	7,528
Minneapolis, MN	7,482
St. Louis Park, MN	7,454
Eagan, MN	7,444
Edina, MN	7,399
Bloomington, MN	7,343
Minnetonka, MN	7,248
Burnsville, MN	7,211
Plymouth, MN	7,141
Eden Prairie, MN	7,019
Northfield, MN	446
Rochester, MN	296
St. Cloud, MN	258
Faribault, MN	194
Duluth, MN	194
Worthington, MN	165
Mankato, MN	131
Red Wing, MN	131
Winona, MN	88
Owatonna, MN	78
Brainerd, MN	72
Willmar, MN	71
Alexandria, MN	66
Hutchinson, MN	57
New Ulm, MN	50
Detroit Lakes, MN	41
Austin, MN	41
Albert Lea, MN	41
Fergus Falls, MN	40
Grand Rapids, MN	40
Bemidji, MN	32
Fairmont, MN	29
Marshall, MN	22

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	7,461
Retired	4,875
Executive	4,555
Wealth management	4,149
Tax-loss harvesting	3,749
Retirement income strategy	3,078
Approaching retirement	3,049
Retirement plans for business owners (SEP, solo 401k)	2,618
Income planning	2,022
Social Security optimization	1,625
Private / alternative investments	1,515
HENRY (High Earners, Not Rich Yet)	1,496
Retirement withdrawal strategies	1,492
College savings (529s, UTMA, etc.)	1,408
General retirement planning	1,403
ESG / Sustainable investing	1,322
Active portfolio management	1,269
Charitable giving & philanthropy	1,115
Annuities	1,024
Business exit / sale strategy	987
Concentrated stock management	925
General estate planning guidance	897
Cash flow / budgeting	879
Options & derivatives strategies	819
Business ownership considerations	800
Mid-Career Professionals	631
Financial Professional	604
Passive / index investing	544
Multi-generational wealth transfer	483
Self-Employed	467
Equity compensation tax strategy	393
Business succession planning	334
Divorce financial planning	314
General tax planning	280
Real estate investing	258
Factor investing / smart beta	167
Planning for children with special needs	160
Established Professionals	120
Women Professionals	102
Divorced	99
Married/Couples/Partners	97
Long-term care insurance	93
Tax strategies for small businesses	91
Attorney	90
Educators, Teachers, and Academics	79
Debt management	68
Values-based investing	50
Doctor or Medical Professional	43
Religious/faith focused	41
Intergenerational Families	37
Parents	37
Equity Recipients (RS/RSU, SOP, ESPP)	35
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	31
Women's Finance	31
Family Business	27
Business sale tax planning	26
Early retirement planning	24
Military & Veterans	24
Liquidity event planning	23
LGBTQIA	19
Charitable giving tax strategies	17
Young Families	17
Young Professionals	17
Business Financial Management	15
Elder care planning	14
Life insurance needs analysis	14
Stock option exercise strategy	12
Retired	11
Technology Professional	11
Medicare planning	10
Trust structures (GRAT, IDGT, revocable)	8
Disability insurance	7
10b5-1 plan design	6
Roth conversion strategy	6
Consultant	5
Engineering Professional	5
Exec comp design	5
Christian Faith Based	4
Immigrants	3
Veterinarian	3

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