Best Financial Advisors in Edina, MN

The highest-rated Financial Planning & Wealth Management companies out of 164 vetted & reviewed in the Edina area.

401k Plan Professionals

401k Plan Professionals

(14)
  • Company's
  • Investment
  • Work
“They have helped us with everything as it pertains to our company's retirement plan: our plan design, adoption agreement, vendor selection, investment selection, and employee education & enrollment.”
In Business Since 2009
Licensed, BBB Rating: A+
7400 Metro Blvd UNIT 213, Edina, MN
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DA Financial Advisors

DA Financial Advisors

Home, Your Accounts, Resources
“We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of t...”
In Business Since 2006
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
3300 Edinborough Way # 490, Edina, MN
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Waterfront Financial Group

Waterfront Financial Group

(2)
ESG Investing For Impact, Charitable Giving Solutions, Business Succession
“Steps I took years ago, ones that were foreign to me until I learned over time from the mentoring of people like Mark Hegstrom, have made a significant difference in my life as I think of moving towards retirement.”
In Business Since 2014
Accepts All Major Credit Cards
8000 W 78th St Suite 415, Edina, MN
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Arazon Financial Group

Arazon Financial Group

Socially Responsible Investing, Wealth Accumulation, Retirement Income Strategies
“No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why we regularly review portfolios, insuring your financi...”
In Business Since 2009
8000 W 78th St #150, Edina, MN
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Cardinal Wealth Advisors

Cardinal Wealth Advisors

(1)
“It was awesome”
In Business Since 2009
Remote Consultations Available
7201 Ohms Ln Suite 175, Edina, MN
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Cahill Financial Advisors

Cahill Financial Advisors

“You are now leaving the Cahill Financial Advisors, Inc. website and will be entering the SEI Investmensts Website.”
In Business Since 2007
7261 Ohms Ln, Edina, MN
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North Country Wealth Management

North Country Wealth Management

“I studied finance at Minnesota State University and graduated in 2004. During my time at MNSU, I served as vice president of the finance club and captain of the Maverick baseball team. From 2004 to 2018, I worked under the umbrella of North Star Reso...”
In Business Since 2018
CFP Certified
200 Southdale Center, Edina, MN
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Laurel Wealth Planning

Laurel Wealth Planning

(1)
Meet the Team
“Not only are their actual planning services very tailored to you personally, but they really know what they are doing and can answer any question.”
In Business Since 2015
3300 Edinborough Way Suite 790, Edina, MN
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Grandview Square Financial

Grandview Square Financial

Education Funding, Risk Management Solutions, Retirement Planning
“John Michael Rusciano uses Grandview Square Financial as a marketing name for doing business as a representative of Northwestern Mutual. Grandview Square Financial is not a registered investment adviser, broker-dealer, insurance agency or federal sav...”
In Business Since 2020
5201 Eden Ave Ste 200, Edina, MN
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Josh Arnold Investment Management

Josh Arnold Investment Management

“In 1981 Mr. Arnold started the Money Talk radio show. Listen to Mr. Money Talk to learn about stocks, bonds, mutual funds and retirement accounts, and how what is happening in the economy will affect your investments. Mr. Money Talk will give you str...”
In Business Since 2016
Licensed, BBB Rating: A+
6800 France Ave S # 325, Edina, MN
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Twin Cities Wealth Advisors

Twin Cities Wealth Advisors

“Hard work got you where you are. But who do you rely on to help you go even further? As your financial advisors, it's our job to get to know your goals and priorities as well as we know the markets. We're proud to be financial advisors and have made ...”
In Business Since 2005
3600 Minnesota Dr #550, Edina, MN
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Punch & Associates Investment Management

Punch & Associates Investment Management

In Business Since 2003
7701 France Ave S STE 300, Edina, MN
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Wealth Strategist Designs

Wealth Strategist Designs

Fiduciary Life Insurance Reviews & Placement, Business Continuation & Exit Planning, Nonqualified Plan Design & Funding
In Business Since 2016
Family Business
5201 Eden Ave, Edina, MN
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Flourish Wealth Management

Flourish Wealth Management

Wealth Management, Investment Management, ESG Investing
“Kathy Longo brings over 25 years of expertise and experience to Flourish Wealth Management. Kathy is wholly dedicated to improving the life of each client and finds joy in making complex matters simple and easy to understand. She excels at asking the...”
In Business Since 2020
3300 Edinborough Way UNIT 420, Edina, MN
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Iluma Financial Partners

Iluma Financial Partners

“Investment advisory services offered through Redhawk Wealth Advisors,Inc., an SEC Registered Investment Advisor. iluma Financial and Redhawkare not affiliated.”
In Business Since 2017
Offers Financing Options
7701 France Ave S #325, Edina, MN
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Knox Avenue Financial Corp.

Knox Avenue Financial Corp.

Business Succession Planning, Back, Products & Services
“Separate from the investment advisory services and Joe Brill's role as a financial advisor with Knox Avenue Financial Corp., Joe Brill is also an independent insurance agent licensed in the states of Minnesota, Alaska, Colorado, Florida, Michigan, Ne...”
In Business Since 2017
7400 Metro Blvd #155, Edina, MN
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Stone Arch Advisory Group

Stone Arch Advisory Group

Philanthropy
“Northwestern Mutual Private Client Group is a select group of Northwestern Mutual advisors and representatives. Northwestern Mutual Private Client Group is not a registered investment adviser, broker-dealer, insurance agency, federal savings bank or ...”
In Business Since 2021
CFP Certified
3600 Minnesota Dr Ste 600, Edina, MN
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Torchlight Advisors

Torchlight Advisors

(2)
“The fee-only structure allows us to use Torchlight to confirm major decisions we make with financial planning - without the influence of commissions or sales pitches.”
5201 Eden Ave #300, Edina, MN
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Birchwood Financial Partners

Birchwood Financial Partners

“Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photog...”
In Business Since 2013
3300 Edinborough Way #610, Edina, MN
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Promus Financial Group

Promus Financial Group

“We love serving people who care about their families, communities, and others around them. They want to do what's best not only for themselves, but for anyone they have an impact on. No matter your age or stage of life, or how much planning you have ...”
In Business Since 2010
Licensed
3600 Minnesota Dr STE 100, Edina, MN
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Pathway Financial Advisors

Pathway Financial Advisors

“As independent advisers, we strive to be your valued partner, connecting your investment plan to your overall life plan. We provide you with guidance, counseling, monitoring, and discipline with dedication to helping you reach your goals. We strongly...”
In Business Since 2012
7241 Ohms Ln #200, Edina, MN
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Generation Group

Generation Group

“We believe in giving our knowledge and developing the highest level of trust between our firm and our clients. Our system is designed to find out how we can help our clients on all levels of their financial, personal, and professional lives.”
In Business Since 2013
7625 Metro Blvd UNIT 325, Edina, MN
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Minnesota Financial Resources

Minnesota Financial Resources

Insurance Protection, College Planning, Estate Planning
“Built on over 30 years of experience, Minnesota Financial Resources assists individuals and small businesses through customized financial and insurance services. Our team of professionals offers a hands-on approach through the use of tailored program...”
In Business Since 2007
5200 Willson Rd # 402, Edina, MN
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The Hatlesad Group

The Hatlesad Group

“Hatlestad Enterprises, LLC, dba The Hatlestad Group is a Minnesota State registered investment advisor. The Hatlestad Group may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individu...”
In Business Since 2017
CFP Certified
5201 Eden Ave Suite 300, Edina, MN
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Retirement Planning and Investment Management Services in Edina, MN Cost Estimates

Minimum cost
$1037
Maximum cost
$8809
National Average
$3109
Avg Per Hour Rates
$311
$2073
$5700
Fair price range is based on 401 cost profiles
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Average Cost $3109
Minimum cost $1037
Maximum cost $8809
Avg Per Hour Rates $311

Fair range $2073 to $5700 is based on 401 cost profiles.

Why these companies made our list

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