Ways to browse Independent advisors serving St. Paul, MN

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

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	897
Wealth management	658
Executive	636
Retirement plans for business owners (SEP, solo 401k)	419
Retirement income strategy	402
Private / alternative investments	355
Options & derivatives strategies	337
Active portfolio management	290
Retired	273
College savings (529s, UTMA, etc.)	265
General retirement planning	241
Tax-loss harvesting	223
Business exit / sale strategy	217
General tax planning	208
Income planning	188
Charitable giving & philanthropy	184
General estate planning guidance	178
Cash flow / budgeting	173
Annuities	158
ESG / Sustainable investing	148
Concentrated stock management	130
Real estate investing	113
Passive / index investing	92
Business succession planning	87
Business ownership considerations	83
Long-term care insurance	69
Approaching retirement	57
Tax strategies for small businesses	49
Equity compensation tax strategy	43
Debt management	42
Self-Employed	36
Factor investing / smart beta	31
Retirement withdrawal strategies	26
Mid-Career Professionals	24
Divorce financial planning	22
Multi-generational wealth transfer	21
Social Security optimization	21
HENRY (High Earners, Not Rich Yet)	20
Established Professionals	19
Charitable giving tax strategies	18
Doctor or Medical Professional	14
Life insurance needs analysis	13
Equity Recipients (RS/RSU, SOP, ESPP)	12
Elder care planning	11
Business sale tax planning	9
Religious/faith focused	8
Business Financial Management	6
Family Business	6
Young Professionals	4
Educators, Teachers, and Academics	3
Technology Professional	3

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support