Best Financial Advisors in Minneapolis, MN

The highest-rated Financial Planning & Wealth Management companies out of 119 vetted & reviewed in the Minneapolis area.

Atticus Capital

Atticus Capital

(5)
“The team at Atticus is professional and responsive, and they offer a wide variety of portfolios to choose from based on your personal needs and interests.”
Transparent Fees & Pricing
Coupons & Offers
In Business Since 2020
3847 N Aldrich Ave, Minneapolis, MN
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Accredited Investors Wealth Management

Accredited Investors Wealth Management

(1)
“It was great”
Licensed, BBB Rating: A+
Remote Consultations Available
In Business Since 1995
5200 W 73rd St, Minneapolis, MN
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Income Planning Group

Income Planning Group

(1)
Disclosures & Privacy Policies, Blog
“Mike provided excellent assistance significantly even though my transaction had finished a while ago.”
Licensed, BBB Rating: A+
Accepts Cash
In Business Since 2006
15600 36th Ave N, Minneapolis, MN
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Guardian Wealth Strategies Fiduciary & Financial Planning

Guardian Wealth Strategies Fiduciary & Financial Planning

(11)
Nonprofits, Tax Planning, Individuals
“I've met with quite a few different financial advisors and the system of integrity Guardian Wealth Strategies utilizes really works in everyone's best interest.”
Remote Consultations Available
In Business Since 2002
6465 Wayzata Blvd Suite 230, Minneapolis, MN
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Element Squared

Element Squared

(10)
Public and Private Investments, Retirement Planning, Charitable Giving
“Drew and his team were very helpful from the decision to move my retirement over to them right up to today in keeping me in the loop on milestones met.”
In Business Since 2020
RBC Plaza, 60 South 6th St, Minneapolis, MN
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Smith Schafer & Associates Cpas

Smith Schafer & Associates Cpas

(10)
Technology Consulting, Wealth Management, Audit & Assurance
“Smith Schafer publishes frequent e-mail blasts as the rules change that keeps me up to date and has the added benefit of helping me keep my clients up to date.”
In Business Since 1998
7500 Hwy 55 Suite 350, Minneapolis, MN
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Mti Financial Advisors

Mti Financial Advisors

(1)
Financial & Insurance Planning Process, Fee-Based Portfolio Analysis & Financial Plan, Planning & Advisory Fees
“I am retiring early thanks to MTI!”
Transparent Fees & Pricing
In Business Since 2000
7300 Metro Blvd # 200, Minneapolis, MN
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National Debt Consultants

National Debt Consultants

Credit Improvement, Debt Settlement
“Over the past 20 years National Debt Consultants, Inc. has helped thousands with their debt and financial troubles. We pride ourselves in taking the time to get to know every client we work with. We care about your unique situation and your particula...”
Free Initial Consultation
In Business Since 2003
13055 Riverdale Dr NW #5309, Minneapolis, MN
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Simma Flottemesch & Orenstein

Simma Flottemesch & Orenstein

(2)
Accounting Services, Business Advisory, Netsuite & ERP
“Great team of experts at SFO”
In Business Since 2015
901 S Marquette Ave Suite 2800, Minneapolis, MN
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Kowalski Financial

Kowalski Financial

(6)
  • Team
“The Kowalski Financial team has always exceeded our expectations on every front, and the advice they have given us over the years has always been individualized and unique to our lifestyle and financial situation.”
In Business Since 2018
600 Highway 169 South, Suite 655, Minneapolis, MN
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Box Financial Advisors

Box Financial Advisors

(2)
Helpful Links, Client Resources
“Everyone involved displays high integrity and exemplary care.”
In Business Since 2005
701 S 4th Ave #1710, Minneapolis, MN
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Abens Financial Services

Abens Financial Services

(1)
   business Consulting,    employee Benefit Consulting,    financial Planning
“It took me three years to grasp the depth of the wisdom that Mr.”
In Business Since 1996
4926 Lincoln Dr, Minneapolis, MN
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Watersedge Wealth Management

Watersedge Wealth Management

(1)
“I know she cares about me and my long-term financial goals and I know she puts clients needs first before what she would make off the portfolio.”
Transparent Fees & Pricing
In Business Since 2018
2124 Dupont Ave S Suite 103, Minneapolis, MN
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Gifford Financial, the MD & DDS Specialists

Gifford Financial, the MD & DDS Specialists

(1)
Service Relationships, Resources, Financial Health Plan Process™
“They are always friendly and helpful, even walking into the office is a treat.”
In Business Since 2016
2701 University Ave SE, Minneapolis, MN
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Ferguson Financial

Ferguson Financial

Financial Planning, Estate Planning, Investment Management
“I was very happy with the financial plan that I received from Greg. Greg was very patient and asked questions that would assist him in providing us with a very helpful plan. Greg uses software that is very interactive and can be changed as life change...”
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
In Business Since 2011
5100 Eden Ave #311, Minneapolis, MN
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Investors Financial Group

Investors Financial Group

Financial Planning, Investment Management, Institutional Consulting & Advisory Services
“Investors Financial Group is an independently owned and privately managed investment services firm. The partners and associates of Investors Financial Group are experienced, credentialed and well respected within our community. Our goal is to serve a...”
Licensed, BBB Rating: A+
In Business Since 1997
9800 Shelard Pkwy UNIT 220, Minneapolis, MN
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M & E Catalyst Group

M & E Catalyst Group

Corporate Client Services, Private Client Services
“Through our unique operating model, we deliver expertise and personalized advice, which comes from highly qualified financial planners, working alongside our experienced staff, serving clients from the heartland to the big city.”
Remote Consultations Available
In Business Since 2014
100 S 5th St #2450, Minneapolis, MN
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Integrity 1st Professional Services

Integrity 1st Professional Services

(2)
“Highly recommend doing all ypur taxes here👍👍👍”
In Business Since 2016
3251 Nicollet Ave, Minneapolis, MN
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Doreen E Schmidt Investments & Insurance

Doreen E Schmidt Investments & Insurance

(2)
“Amazing staff & services.”
Accepts All Major Credit Cards
In Business Since 2001
7362 University Ave NE #115, Minneapolis, MN
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Sullivancotter

Sullivancotter

(1)
“Enjoy working here, smart folks supported by a strong and growing firm.”
In Business Since 1996
100 S Washington Ave Suite 510, Minneapolis, MN
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Advanced Retirement Resources

Advanced Retirement Resources

(1)
“Great people with professional resources and experienced advice.”
STEIN, NELSON, BARRETT, HOWE, OPTIONS Certified
In Business Since 2006
701 S 4th Ave, Minneapolis, MN
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Leuthold Group

Leuthold Group

(1)
“I highly recommend James Paulson's research and and any of Steve's old books and interviews you can find.”
In Business Since 1999
150 S 5th St, Minneapolis, MN
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Angus Bennett

Angus Bennett

(1)
“Absolutely HUGE”
In Business Since 2001
401 N 3rd St, Minneapolis, MN
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Mertz Wealth Strategies

Mertz Wealth Strategies

(1)
“Jim gave very helpful and comprehensive information.”
In Business Since 2011
8100 Penn Ave S # 175, Minneapolis, MN
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Retirement Planning and Investment Management Services in Minneapolis, MN Cost Estimates

Minimum cost
$1237
Maximum cost
$10515
National Average
$3711
Avg Per Hour Rates
$372
$2474
$6804
Average price range is based on 546 cost profiles
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Average Cost $3711
Minimum cost $1237
Maximum cost $10515
Avg Per Hour Rates $372

Average range $2474 to $6804 is based on 546 cost profiles.

Why these companies made our list

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