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Financial Advisors in Fridley, MN: 2026 rankings

437 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Fridley: Summit Investment Advisors, RFA Score 76/100; 5.0★ from 152 Google reviews.

  2. 2

    Most-reviewed: Strategic Financial Group, 329 Google reviews at 5.0★, the most of 437 ranked; ranked #2.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

437 Fridley financial advisors are ranked here by RFA Score, from eight published factors. 47 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 4.9★ across 437 rated firms.

Most of this list also appears on the Financial advisors in Minneapolis ranking. See Financial advisors in Minneapolis

Top 10 financial advisors in Fridley at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Fridley at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Summit Investment Advisors765.0★ (152)Roseville, 5 mi away—Top score
2Strategic Financial Group745.0★ (329)Otsego, 20 mi away—Most reviews
3Ramsay & Associates, Ltd - CPA744.9★ (233)White Bear Lake, 15 mi away——
4Van Winkle & Co. CPA Advisors (Formerly Jenson & Co.)745.0★ (105)Maple Grove, 8 mi away——
5Hance Financial, LLC735.0★ (172)Bloomington, 16 mi away——
6Tonya Sample - New American Funding735.0★ (95)Maple Grove, 9 mi away——
7Dorval & Chorne Financial735.0★ (89)Maple Grove, 8 mi away——
8Trading Academy - Minneapolis734.9★ (199)Bloomington, 16 mi awaySat—
9Creative Planning734.9★ (174)Bloomington, 16 mi away——
10Medicare Advisors735.0★ (69)Blaine, 7 mi away——

All 437 financial advisors in Fridley, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  1. Ranked #1 in Fridley

    #1 Summit Investment Advisors

    Based in Roseville, 5 mi away

    76/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 152 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 152 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    3065 Centre Pointe Dr #2, Roseville, MN 55113
    View profile for Summit Investment Advisors(651) 490-2939

  5. #5 Hance Financial, LLC

    Based in Bloomington, 16 mi away

    73/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 5.0★ from 172 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 172 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    3600 American Blvd W #120, Bloomington, MN 55431
    View profile for Hance Financial, LLC(952) 445-6482

  9. #9 Creative Planning

    Based in Bloomington, 16 mi away

    73/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.9★ from 174 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 174 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    3800 American Blvd W #1000, Bloomington, MN 55431
    View profile for Creative Planning(952) 563-6800

  10. #10 Medicare Advisors

    Based in Blaine, 7 mi away

    73/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 69 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 69 Google reviews
    Hours
    Mon–Thu 9 AM–6 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    4325 Pheasant Ridge Dr NE Suite 610, Blaine, MN 55449
    View profile for Medicare Advisors(612) 470-0150

  11. #11 Edward Jones - Financial Advisor: Nate Klauser, CFP®|ChFC®|CKA®

    Based in New Brighton, 2 mi away

    73/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 46 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 46 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    2197 Silver Lake Rd NW, New Brighton, MN 55112
    View profile for Edward Jones - Financial Advisor: Nate Klauser, CFP®|ChFC®|CKA®(651) 631-0900

  12. #12 Nuccio Group Accounting

    Based in Minneapolis, 19 mi away

    72/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 4.9★ from 178 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 178 Google reviews
    Hours
    Mon–Tue 10:30 AM–6 PM · Wed closed · Thu–Fri 10:30 AM–6 PM · Sat–Sun closed
    Address
    2120 W Old Shakopee Rd, Minneapolis, MN 55431
    View profile for Nuccio Group Accounting(612) 261-7487

  14. #14 Paladin Financial

    Based in Blaine, 6 mi away

    71/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 39 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 39 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    4105 Lexington Ave N, Arden Hills, MN 55126
    View profile for Paladin Financial(651) 842-8406

  15. #15 Savant Wealth Management

    Based in Saint Paul, 13 mi away

    71/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.9★ from 76 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 76 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    2250 Town Square Tower, 445 Minnesota St, St Paul, MN 55101
    View profile for Savant Wealth Management(651) 233-1100

  17. #17 ThrivEdge Solutions, LLC

    Based in Saint Louis Park, 9 mi away

    71/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 49 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 49 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5775 Wayzata Blvd Suite 700, St Louis Park, MN 55416
    View profile for ThrivEdge Solutions, LLC(763) 501-3843

  19. #19 All Things Annuity

    Based in Plymouth, 11 mi away

    70/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 4.8★ from 62 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 62 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    3350 Annapolis Ln N Ste C, Plymouth, MN 55447
    View profile for All Things Annuity(800) 501-1984

  20. #20 Quarry Hill Advisors

    Based in Saint Paul, 10 mi away

    70/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 4.9★ from 46 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 46 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    550 Vandalia St Ste 311, St Paul, MN 55114
    View profile for Quarry Hill Advisors(612) 440-0318

  21. #21 Fundamental Wealth Designs

    Based in Blaine, 7 mi away

    70/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.8★ from 42 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 42 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    100 Village Center Dr Ste 244, North Oaks, MN 55127
    View profile for Fundamental Wealth Designs(651) 461-6151

  22. #22 The Servion Group

    Based in New Brighton, 4 mi away

    70/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 3.9★ from 222 Google reviews, listed on Google as “Financial planner”.

    • 3.9★ from 222 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    500 Main St, New Brighton, MN 55112
    View profile for The Servion Group(651) 631-3111

  25. #25 Legacy Capital Group

    Based in Edina, 16 mi away

    70/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 56 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 56 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    3600 Minnesota Dr Ste 600, Edina, MN 55435
    View profile for Legacy Capital Group(952) 806-9684

How we ranked Fridley financial advisors

We scored 437 Fridley financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Fridley data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Fridley: frequently asked questions

Which financial advisor has the highest RFA Score in Fridley?

By RFA Score, the highest-ranked financial advisor in Fridley, MN is Summit Investment Advisors with an RFA Score of 76/100. It has 5.0★ from 152 Google reviews. Strategic Financial Group (#2) and Ramsay & Associates, Ltd - CPA (#3) follow. We ranked 437 financial advisors on eight factors, last updated November 9, 2026.

Which financial advisors in Fridley work on weekends?

47 of 437 ranked financial advisors post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays are Trading Academy - Minneapolis (#8) and Edward Jones - Financial Advisor: Nathaniel Loge, AAMS® (#18). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Fridley financial advisors have?

The median Google rating among 437 rated financial advisors in Fridley is 4.9★, with a median of 7 reviews. Strategic Financial Group has the most, 329 reviews, and ranks #2. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Fridley count in this ranking?

Yes, if they are within 25 mi of the Fridley city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Fridley ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Fridley a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Fridley

  1. November 2026: RFA Scores recalculated for 437 financial advisors serving Fridley.
  2. November 2026: 6 duplicate listings merged.

More financial advisors and Fridley pages