A complete list of active advisors currently associated with Great River Financial
Warmer can help you find a great advisor at Great River Financial or one who fits your needs even better.
Great River Financial serves individual and high‑net‑worth clients with investment management and comprehensive financial planning, including business planning, retirement planning, estate and tax considerations, insurance review, and limited-scope hourly engagements. Services are commonly delivered as bundled investment management and planning arrangements tailored to household needs. The firm’s investment process emphasizes strategic asset allocation and diversification across active and passive strategies guided by modern portfolio theory, with portfolios built from ETFs and mutual funds selected for holdings, liquidity, tax efficiency and other smart/strategic‑beta factors. GRF provides discretionary management and additionally advises on assets held away from its recommended custodian by using a third‑party portfolio management and account aggregation provider to implement allocation changes and monitor those accounts. Distinctive aspects include a small advisory team managing roughly $202 million in client assets and an operational model that formally incorporates held‑away accounts into ongoing oversight via a third‑party platform rather than direct custody. The firm also discloses a preference for a specific independent custodian and participation in that custodian’s institutional support programs, which it considers when evaluating best execution and potential conflicts.
To learn more about the advisors currently working at Great River Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Plymouth, MN
| 18
|
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")