401k Plan Professionals
“401K Plan Professionals has done a wonderful job advising us on our defined benefit plan.”
Best Financial Advisors in Edina, MN
24 firms listed · all 24 in Edina · 1 open weekends · 14 rated 4.5+ · 2 show a license
Data verified October 21, 2026
Tradition Wealth Management
“Brad Johnson has provided top rate professional advice dring this entire period.”
DA Financial Advisors
Cody Riesterer, Wealth Advisor - Promus Financial Group
“We have had a great experience with him as our financial planner and would highly recommend working with him.”
Arazon Financial Group
Trailhead Planners
“Bill Mulvahill and his partners at Trailhead Planners have provided my financial services for over five years.”
The 24 firms listed for Edina, 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: Edina, MN
All 24 firms we list here are in Edina itself. We have 36 firms in Edina on file; this page shows the highest-rated 24. 16 of the firms on this page have a rating, from 4.0 to 5.0 across 74 reviews; 14 are rated 4.5 or higher. 1 is open on Saturdays. 2 show a license on their websites; 1 lists staff certifications (CFP) and 4 have a BBB rating of A or A+. 14 have ten or more years of experience, the longest 23 years. 1 offers payment plans and 2 are family- or locally-owned. We have a website on file for 23 of the firms on this page; 18 publish a contact page; 17 list a public email and 4 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 Edina take financial planning bookings online?
4 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.
CFG Retirement
Twin Cities Wealth Advisors
Cahill Financial Advisors
North Country Wealth Management
Luebeck Geisler Hamm Wealth Management
“He treats his clients like gold and puts their best interest first.”
DSB Rock Island Wealth Management
“Waterfront Financial Group does a great job working with clients to develop strategies that are consistent with their clients' risk tolerances.”
Laurel Wealth Planning
“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.”
Sona Wealth Advisors
“He is proactive, always available, and I appreciate the meeting summaries and follow up.”
AJW Financial
“I feel truly blessed to be in their care over things I never understood.”
Punch & Associates Investment Management
Knox Avenue Financial Corp.
Business Owner Succession Strategies
Wealth Strategist Designs
Silveroak Wealth Management
Courtney Ruiz, Financial Advisor - Veritas Financial Strategies
Iluma Financial Partners
Torchlight Advisors
“She cares about her clients and is a very knowledgeable advisor.”
Stone Arch Advisory Group
Why these companies made our list
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