Lundeen Abrams Advisors
“Suzanne has successfully helped me find appropriate alternative investments for well over ten years.”
Best Financial Advisors in Minnetonka, MN
22 firms listed · all 22 in Minnetonka · 1 open weekends · 5 rated 4.5+
Data verified October 21, 2026
Prosperwell Financial
“Nicole helps her clients to understand that the decisions they make today will impact their financial future.”
J E Kerr Tax Service
Clearpath Wealth Advisors
Bluestem Wealth Partners
Chaffee & Associates
The 22 firms listed for Minnetonka, 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: Minnetonka, MN
All 22 firms we list here are in Minnetonka itself. 7 of the firms on this page have a rating, from 4.0 to 5.0 across 39 reviews; 5 are rated 4.5 or higher. 1 is open on Saturdays. 1 has a BBB rating of A or A+. Domain records put 14 websites of the firms on this page at ten or more years old; the oldest dates from 1997. We have a website on file for all 22 of the firms on this page; 20 publish a contact page; 15 list a public email and 6 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 Minnetonka take financial planning bookings online?
6 of the 22 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.
Sandvold Financial Group
“I have already recommended Blake and his team to all of my family and would recommend him to anyone who wants to have their finances well managed.”
Hemingway Wealth Management
Tondryk Wealth Management
“Dale was eager to get to work crunching the numbers and customizing a plan to grow our portfolio.”
UAK Diversified
Nora Pettinger
Wealth Planning Group
Kristi L. Andersen Financial Partners
Aligned Wealth Planning Group
Karen Wehner & Associates
Money Health Solutions
Northwestern Mutual Wealth Management Company :brian R Kelly
Nash Meland - Investment Advisor Representative
David Klein - Northwestern Mutual
Cherry Tree Wealth Management
Fidere Advisors
The Advocate Group
Why these companies made our list
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