Larry Calhoun - Old National Investments
“He is kind, knowledgeable, has good communication, explains everything on my level and honestly helped me more than anyone else in other organizations when I ran into issues.”
Best Financial Advisors near Apple Valley, MN
We have 2 firms in Apple Valley on file, and both are on this list, along with 13 from towns including Bloomington (4, 8 mi), Edina (3, 13 mi) and Burnsville (2, 4 mi).
1 open weekends · 11 rated 4.5+ · 1 shows a license
Data verified October 18, 2026
Sterling Financial
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Clerestory Advisors
“Liz and Joe are very knowledgeable and have done an outstanding job in getting us ready for retirement and now being able to enjoy retirement and knowing we will be financially sound.”
Burns Brothers Financial Group
“Always very thorough and the people are personable and give great advice”
401k Plan Professionals
“In the litigious market we are currently in, it is awesome to have Jessica as a co-fiduciary in our corner.”
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Kusske Financial
“Kusske Financial hosts regular virtual educational opportunities which have included valuable information relative to today's changing economic environment.”
The 15 firms listed for Apple Valley, MN provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
Area overview: Apple Valley, MN
The 15 firms on this page are rated from 4.0 to 5.0 across 197 reviews; 11 are rated 4.5 or higher. 1 is open on Saturdays. The services the firms on this page list most often on their websites are estate planning (3), investment management (3), business services (2) and financial planning (2). 1 shows a license on its website and 9 have a BBB rating of A or A+. Domain records put 12 websites of the firms on this page at ten or more years old; the oldest dates from 1995. 2 offer payment plans; 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for 14 of the firms on this page; 12 publish a contact page; 12 list a public email and 2 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Apple Valley listed here?
2 of the 15 firms are located in Apple Valley. The others come from other towns within 15 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Boyum Barenscheer
“The amount of care for detail and ensure their clients are take care of, is truly outstanding..”
Steven H. Mangan, CPA
“I appreciate all of the hard work they do for me, my family, and my business.”
Tradition Wealth Management
“Brad Johnson has provided top rate professional advice dring this entire period.”
Webb Financial Group - Wealth Management
“They helped me get back on track and have made suggestions that also have been extremely helpful.”
DA Financial Advisors
Heimdal Tax & Financial Services
“Great group of people that I now consider friends!”
Nepsis
“I would recommend Nepsis to anyone who needs expert advice on portfolio management.”
Innovate Financial
Family Financial & Tax Services
“Cares about each client's financial situation.”
Why these companies made our list
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