Ways to browse advisors serving St. Paul, MN

Pick a specialty or descriptor to browse more advisors serving St. Paul, MN.

By how they work

Type	Advisors
Large-firm	5,599
Flat-fee	4,034
Seasoned	2,494
Independent	1,929
CFP®-certified	1,460

By who they serve

Type	Advisors
High-net-worth	1,552
Baby Boomer	199
Millennial	10
Gen X	3

Browse by specialty

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

Specialty	Advisors
Founder/Business Owner	4,473
Retired	2,976
Executive	2,899
Wealth management	2,451
Approaching retirement	2,219
Tax-loss harvesting	1,966
Retirement income strategy	1,905
Retirement plans for business owners (SEP, solo 401k)	1,553
Income planning	1,351
Social Security optimization	1,122
HENRY (High Earners, Not Rich Yet)	1,100
Retirement withdrawal strategies	1,045
Private / alternative investments	978
General retirement planning	783
Active portfolio management	757
ESG / Sustainable investing	753
College savings (529s, UTMA, etc.)	740
Charitable giving & philanthropy	682
Cash flow / budgeting	595
Concentrated stock management	588
General estate planning guidance	580
Business ownership considerations	552
Business exit / sale strategy	540
Mid-Career Professionals	520
Annuities	491
Financial Professional	479
Options & derivatives strategies	428
Passive / index investing	308
Multi-generational wealth transfer	232
Equity compensation tax strategy	228
General tax planning	221
Divorce financial planning	201
Real estate investing	184
Business succession planning	178
Factor investing / smart beta	164
Self-Employed	147
Established Professionals	97
Planning for children with special needs	86
Married/Couples/Partners	82
Attorney	78
Long-term care insurance	75
Women Professionals	66
Debt management	52
Tax strategies for small businesses	51
Equity Recipients (RS/RSU, SOP, ESPP)	28
Values-based investing	28
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	25
Doctor or Medical Professional	23
Intergenerational Families	21
Liquidity event planning	20
Early retirement planning	18
Religious/faith focused	17
LGBTQIA	16
Charitable giving tax strategies	15
Educators, Teachers, and Academics	15
Young Families	15
Business sale tax planning	13
Women's Finance	13
Elder care planning	12
Family Business	12
Business Financial Management	10
Life insurance needs analysis	10
Stock option exercise strategy	8
Technology Professional	7
Young Professionals	6
Trust structures (GRAT, IDGT, revocable)	5
Consultant	3
Engineering Professional	3

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