Browse all Independent advisors in Minnesota

Every advisor below is licensed to work with clients in Minnesota. Narrow by specialty to find someone who focuses on your situation.

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
1,460
Wealth management
1,101
Executive
946
Retirement plans for business owners (SEP, solo 401k)
732
Retirement income strategy
681
Options & derivatives strategies
676
Active portfolio management
544
Private / alternative investments
532
Retired
524
General retirement planning
457
College savings (529s, UTMA, etc.)
438
Tax-loss harvesting
366
Annuities
364
Income planning
350
Concentrated stock management
300
Charitable giving & philanthropy
299
General tax planning
266
General estate planning guidance
263
Business exit / sale strategy
258
Cash flow / budgeting
247
ESG / Sustainable investing
201
Real estate investing
188
Passive / index investing
170
Equity compensation tax strategy
142
Business succession planning
138
Business ownership considerations
133
Tax strategies for small businesses
88
Long-term care insurance
85
Retirement withdrawal strategies
76
Approaching retirement
70
Educators, Teachers, and Academics
57
Social Security optimization
57
Debt management
55
Self-Employed
49
Factor investing / smart beta
45
Divorce financial planning
40
Mid-Career Professionals
34
Multi-generational wealth transfer
27
HENRY (High Earners, Not Rich Yet)
26
Business sale tax planning
23
Established Professionals
22
Doctor or Medical Professional
19
Religious/faith focused
19
Charitable giving tax strategies
16
Family Business
15
Equity Recipients (RS/RSU, SOP, ESPP)
14
Stock option exercise strategy
13
Young Professionals
13
Elder care planning
12
Life insurance needs analysis
11
Medicare planning
9
Values-based investing
9
Planning for children with special needs
8
Business Financial Management
7
Women Professionals
7
Disability insurance
6
Trust structures (GRAT, IDGT, revocable)
6
Roth conversion strategy
5
Financial Professional
4
Technology Professional
4
Young Families
4
Christian Faith Based
3
Consultant
3
Immigrants
3
Student loan debt
3
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