SEC-registered financial advisors in Edina, MN

Showing 19 of 19

• Abens Financial Services Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
• Accredited Investors Wealth Management$1B or moreSEC recordPercentage of assetsFixed or flat fee
• Acumen Financial Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
• Cahill Financial Advisors, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
• CFG Retirement$100M to $500MSEC recordPercentage of assetsHourly
• Contego Capital Group, Inc.$25M to $100MSEC recordPercentage of assetsFixed or flat fee
• Cornerstone Wealth Advisors, Inc.$500M to $1BSEC recordPercentage of assetsFixed or flat fee
• DSG Capital Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
• First Light Asset Management, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
• Flourish Wealth Management Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
• Josh Arnold Investment Consultant, LLC$100M to $500MSEC recordPercentage of assetsHourly
• Laurel Wealth Planning$100M to $500MSEC recordPercentage of assetsHourly
• Punch & Associates Investment Management, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
• Silveroak Wealth Management LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
• Star Capital Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat feeOther
• Stiles Financial Services, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feeCommissions
• Tradition Wealth Management LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
• Trailhead Planners, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
• Vera Lake Capital, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee