Pine Grove Financial Group
“Jeff is very down to earth, listens well, and always has the answer when my wife has questions.”
Best Financial Advisors in Woodbury, MN
15 firms listed · 10 in Woodbury · 10 rated 4.5+ · 1 shows a license
Data verified October 21, 2026
Principal Preservation Services
“We would not hesitate to recommend Principal Preservation for your financial questions & needs.”
Brightpath Financial
“She is patient and willing to explain details of investment products and strategies until the client feels comfortable and has all their questions answered.”
Hammer Advisory Services
“David is a professional who truly cares about his clients financial futures.”
Bernicke Wealth Management
Innovative Planning Group
“The small monthly fee I pay is well worth having these guys in my corner because if my Robinhood app can tell me anything it is that I'm too easily influenced to be any good at trading stocks lol.”
The 15 firms listed for Woodbury, 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: Woodbury, MN
Of the 15 firms we list here, 10 are in Woodbury itself and 5 come from Saint Paul (3, 9 mi), Oakdale (1, 3 mi) and North St Paul (1, 8 mi). 11 of the firms on this page have a rating, from 4.4 to 5.0 across 162 reviews; 1 has 50 or more reviews and 10 are rated 4.5 or higher. 1 shows a license on its website and 4 have a BBB rating of A or A+. 12 have ten or more years of experience, the longest 31 years. We have a website on file for all 15 of the firms on this page; 14 publish a contact page; 12 list a public email and 1 takes 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 Woodbury listed here?
10 of the 15 firms are located in Woodbury. The others come from other towns within 10 mi. Advice is frequently given remotely now, so registration and services matter more than the drive. Distances are straight-line.
Waypoint Wealth Group
Minder Narusiewicz
St Croix Advisors
Lumitas Wealth Strategies
Prairieview Partners
“Prairie View Partners has a very knowledgeable and professional staff, always available to assist with any questions I have.”
G T Financial Advisors
“The folks at GT have been managing our portfolio for a good number of years and are now helping us to prepare for retirement.”
Gallagher Financial Services
“Tim is very knowledgeable in insurance and is really great and helpful”
GHJ Financial Group
Neighborhood Development Alliance
“I reached out to Alma at Ne DA and she was able to connect me to so many resources and down payment assistance.”
Why these companies made our list
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