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	546
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
Business exit / sale strategy	259
Cash flow / budgeting	246
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
Factor investing / smart beta	46
Divorce financial planning	41
Mid-Career Professionals	34
Multi-generational wealth transfer	27
HENRY (High Earners, Not Rich Yet)	26
Business sale tax planning	22
Established Professionals	22
Doctor or Medical Professional	20
Religious/faith focused	19
Charitable giving tax strategies	17
Equity Recipients (RS/RSU, SOP, ESPP)	14
Young Professionals	13
Elder care planning	12
Family Business	12
Life insurance needs analysis	11
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
Women Professionals	7
Roth conversion strategy	5
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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