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Clerestory Advisors
“We have received thorough and timely responses from Clerestory as we navigate the necessary financial changes needed for a growing family.”
Best Financial Advisors in Bloomington, MN
24 firms listed · all 24 in Bloomington · 4 open weekends · 15 rated 4.5+ · 2 show a license
Data verified October 21, 2026
Burns Brothers Financial Group
“She was thorough yet had me on my way in 35 or minutes!”
Webb Financial Group - Wealth Management
“I wholeheartedly recommend Webb for anyone who is looking for a solid firm to manage their assets, these guys are incredible, they will go to bat for you any time you need help untangling financial messes and sorting your investments.”
Innovate Financial
Boulevard Wealth Management
“Amazing company overall and the workers are extremely knowledgeable individuals that knows how to make your money grow!”
BGM
The 24 firms listed for Bloomington, 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: Bloomington, MN
All 24 firms we list here are in Bloomington itself. We have 32 firms in Bloomington on file; this page shows the highest-rated 24. 16 of the firms on this page have a rating, from 4.2 to 5.0 across 120 reviews; 15 are rated 4.5 or higher. 4 are open on Saturdays and 1 on Sundays. 2 show a license on their websites; 2 list staff certifications (CFP) and 6 have a BBB rating of A or A+. 19 have ten or more years of experience, the longest 74 years. 1 offers remote or virtual consultations and 1 offers a free initial consultation. We have a website on file for 22 of the firms on this page; 20 publish a contact page; 16 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Bloomington take financial planning bookings online?
3 of the 24 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
Peak Financial Consulting
“We are by no means rich but a middle class family of 6 and they have never made us feel like we are not welcome.”
Stevens Foster Financial Advisors
“Excellent place to discover how to invest, save on taxes, investigate /acquire insurance and develop a long term financial plan.”
Fiduciary Wealth
“We feel very well taken care having our investments in trusted hands.”
Legacy Financial Advisors
Betty J. Albitz Finance
Carlson Capital Management
“Really appreciate some of the various ideas they've put forward in terms of planning our finances.”
Cedar Cove Wealth Partners
“Good Christian based financial services firm.”
Kruger Wealth Management
“He has been in contact with me and has updated me on every step of my financial journey.”
Rydell Financial
David Denniston
Haukedahl Financial Services
Superior Financing
Guardian Wealth Advisors
Financial Resources Solutions
Construction Money Management
LGM Wealth Management
“It is not about the money she can make but what her clients feel comfortable with.”
Vinar Financial Group
Riverlink Financial Advisors
Why these companies made our list
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