Browse all advisors in Minnesota

Every advisor below is licensed to work with clients in Minnesota. Narrow by specialty or by the type of advisor you want.

Browse by type

Filter these advisors by firm type, credential, fee structure, or the kinds of clients they work with.

Browse by specialty

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

Specialty
Advisors
Founder/Business Owner
7,433
Retired
4,871
Executive
4,535
Wealth management
4,133
Tax-loss harvesting
3,736
Retirement income strategy
3,070
Approaching retirement
3,049
Retirement plans for business owners (SEP, solo 401k)
2,619
Income planning
2,018
Social Security optimization
1,627
Private / alternative investments
1,507
HENRY (High Earners, Not Rich Yet)
1,495
Retirement withdrawal strategies
1,489
College savings (529s, UTMA, etc.)
1,409
General retirement planning
1,404
ESG / Sustainable investing
1,315
Active portfolio management
1,262
Charitable giving & philanthropy
1,118
Annuities
1,024
Business exit / sale strategy
984
Concentrated stock management
925
General estate planning guidance
887
Cash flow / budgeting
878
Options & derivatives strategies
819
Business ownership considerations
800
Mid-Career Professionals
632
Financial Professional
603
Passive / index investing
539
Multi-generational wealth transfer
480
Self-Employed
465
Equity compensation tax strategy
394
Business succession planning
331
Divorce financial planning
312
General tax planning
278
Real estate investing
257
Factor investing / smart beta
166
Planning for children with special needs
159
Established Professionals
117
Women Professionals
101
Divorced
96
Married/Couples/Partners
95
Long-term care insurance
92
Tax strategies for small businesses
90
Attorney
88
Educators, Teachers, and Academics
79
Debt management
71
Values-based investing
49
Doctor or Medical Professional
42
Religious/faith focused
40
Intergenerational Families
37
Parents
37
Equity Recipients (RS/RSU, SOP, ESPP)
35
Family Business
31
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
31
Women's Finance
31
Business sale tax planning
27
Early retirement planning
24
Military & Veterans
24
Liquidity event planning
23
LGBTQIA
19
Stock option exercise strategy
17
Young Families
17
Young Professionals
17
Charitable giving tax strategies
16
Elder care planning
15
Life insurance needs analysis
14
Retired
14
Business Financial Management
13
Technology Professional
11
Medicare planning
9
Trust structures (GRAT, IDGT, revocable)
9
10b5-1 plan design
6
Disability insurance
6
Roth conversion strategy
6
Consultant
5
Engineering Professional
5
Exec comp design
5
Real Estate Professional
4
Christian Faith Based
3
Immigrants
3
Student loan debt
3
Veterinarian
3
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