Ways to browse Independent advisors serving Minnesota

Pick a specialty to browse more Independent advisors serving Minnesota.

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	1,468
Wealth management	1,109
Executive	949
Retirement plans for business owners (SEP, solo 401k)	731
Retirement income strategy	682
Options & derivatives strategies	675
Active portfolio management	552
Private / alternative investments	535
Retired	526
General retirement planning	463
College savings (529s, UTMA, etc.)	438
Tax-loss harvesting	370
Annuities	364
Income planning	353
Charitable giving & philanthropy	298
Concentrated stock management	287
General tax planning	268
General estate planning guidance	264
Cash flow / budgeting	261
Business exit / sale strategy	259
ESG / Sustainable investing	203
Real estate investing	188
Passive / index investing	166
Equity compensation tax strategy	142
Business succession planning	137
Business ownership considerations	117
Tax strategies for small businesses	89
Long-term care insurance	86
Retirement withdrawal strategies	77
Approaching retirement	71
Social Security optimization	58
Educators, Teachers, and Academics	57
Self-Employed	49
Debt management	48
Divorce financial planning	41
Factor investing / smart beta	35
Mid-Career Professionals	34
Multi-generational wealth transfer	27
HENRY (High Earners, Not Rich Yet)	26
Business sale tax planning	22
Established Professionals	22
Charitable giving tax strategies	21
Doctor or Medical Professional	20
Life insurance needs analysis	19
Religious/faith focused	19
Equity Recipients (RS/RSU, SOP, ESPP)	14
Young Professionals	13
Elder care planning	12
Family Business	12
Business Financial Management	9
Medicare planning	9
Planning for children with special needs	9
Stock option exercise strategy	9
Values-based investing	9
Disability insurance	7
Roth conversion strategy	7
Women Professionals	7
Trust structures (GRAT, IDGT, revocable)	5
Christian Faith Based	4
Financial Professional	4
Technology Professional	4
Young Families	4
Consultant	3
Immigrants	3

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