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Financial Advisors in Ham Lake, MN: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Ham Lake: Strategic Financial Group, RFA Score 75/100; 5.0★ from 329 Google reviews.

  2. 3

    Most-reviewed: Ramsay & Associates, Ltd - CPA, 233 Google reviews at 4.9★, the most of 274 ranked after Strategic Financial Group; ranked #3.

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

274 Ham Lake financial advisors are ranked here by RFA Score, from eight published factors. 23 open Saturdays and 2 open Sundays, based on posted hours. The median Google rating is 5.0★ across 274 rated firms.

Top 10 financial advisors in Ham Lake 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 Ham Lake at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Strategic Financial Group755.0★ (329)Otsego, 15 mi away—Top score
2Summit Investment Advisors735.0★ (152)Roseville, 15 mi away——
3Ramsay & Associates, Ltd - CPA734.9★ (233)White Bear Lake, 19 mi away—Most reviews
4Medicare Advisors735.0★ (69)Blaine, 7 mi away——
5Van Winkle & Co. CPA Advisors (Formerly Jenson & Co.)725.0★ (105)Maple Grove, 14 mi away——
6Dorval & Chorne Financial725.0★ (89)Maple Grove, 13 mi away——
7Tonya Sample - New American Funding725.0★ (95)Maple Grove, 14 mi away——
8Edward Jones - Financial Advisor: Nate Klauser, CFP®|ChFC®|CKA®705.0★ (46)New Brighton, 12 mi away——
9Edward Jones - Financial Advisor: Nathaniel Loge, AAMS®705.0★ (28)Blaine, 8 mi awaySat—
10Champion Brokerage Group705.0★ (44)Brooklyn Park, 13 mi away——

All 274 financial advisors in Ham Lake, 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 Ham Lake

    #1 Strategic Financial Group

    Based in Otsego, 15 mi away

    75/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 329 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 329 Google reviews
    Hours
    Mon–Fri 8 AM–4 PM · Sat–Sun closed
    Address
    9040 Quaday Ave NE Ste 205, Otsego, MN 55330
    View profile for Strategic Financial Group(763) 241-8197

  4. #4 Medicare Advisors

    Based in Blaine, 7 mi away

    73/100RFA Score

    Ranked #4 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

  8. #8 Edward Jones - Financial Advisor: Nate Klauser, CFP®|ChFC®|CKA®

    Based in New Brighton, 12 mi away

    70/100RFA Score

    Ranked #8 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

  11. #11 American Senior Benefits

    Based in Maple Grove, 15 mi away

    69/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.8★ from 64 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 64 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    7094 E Fish Lake Rd, Maple Grove, MN 55311
    View profile for American Senior Benefits(763) 559-8200

  12. #12 Paladin Financial

    Based in Blaine, 14 mi away

    69/100RFA Score

    Ranked #12 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

  14. #14 Fundamental Wealth Designs

    Based in Blaine, 14 mi away

    69/100RFA Score

    Ranked #14 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

  15. #15 Savant Wealth Management

    Based in Saint Paul, 22 mi away

    69/100RFA 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

  16. #16 All Things Annuity

    Based in Plymouth, 19 mi away

    68/100RFA Score

    Ranked #16 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

  17. #17 360 Financial - Elk River

    Based in Elk River, 16 mi away

    68/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 36 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 36 Google reviews
    Hours
    Mon–Thu 8:30 AM–4:30 PM · Fri 8:30 AM–3 PM · Sat–Sun closed
    Address
    510 Freeport Ave NW Suite A, Elk River, MN 55330
    View profile for 360 Financial - Elk River(763) 241-0841

  18. #18 One Life Financial Group

    Based in White Bear Lake, 16 mi away

    68/100RFA Score

    Ranked #18 because of its Google rating and specialty focus: 5.0★ from 37 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 37 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    6922 125th St N, White Bear Lake, MN 55110
    View profile for One Life Financial Group(763) 251-8040

  19. #19 ThrivEdge Solutions, LLC

    Based in Saint Louis Park, 20 mi away

    68/100RFA Score

    Ranked #19 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

  20. #20 Reserve Advisors

    Based in Shoreview, 13 mi away

    68/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    4570 Churchill St suite 310, Shoreview, MN 55126
    View profile for Reserve Advisors(800) 221-9882

  22. #22 The Servion Group

    Based in New Brighton, 14 mi away

    68/100RFA 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

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 274 ranked financial advisors here; the rest are on their profiles.

financial advisors in Ham Lake, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Quarry Hill Advisors674.9★ (46)20 mi
27Norris Lake Retirement Planning675.0★ (14)8 mi
28360 Financial - Wayzata675.0★ (46)23 mi
29The Bank of Elk River - Main Street Office674.3★ (68)16 mi
30The Bank of Elk River - School Street Office674.8★ (31)16 mi
31Oak and Vine Capital675.0★ (26)16 mi
32Freedom Strategy Group675.0★ (49)24 mi
33Bear Market Financial Services674.8★ (47)21 mi
34Drost Financial675.0★ (10)7 mi
35Legendary Capital Solutions675.0★ (10)8 mi
36BMO Bank N.A Branches663.8★ (24)6 mi
37VALTINSON BRUNER FINANCIAL PLANNING664.8★ (21)15 mi
38Solange Kolie: Primerica - Financial Services665.0★ (12)10 mi
39Smart Life Financial665.0★ (40)25 mi
40Cerity Partners665.0★ (25)19 mi
41Edward Jones - Financial Advisor: Daniel M Chrzanowski665.0★ (15)13 mi
42Peter Fleming - Edelman Financial Engines665.0★ (29)21 mi
43Endeavr Financial Planning & Wealth Management665.0★ (27)22 mi
44Edward Jones - Financial Advisor: Scott D Summerbell, AAMS®665.0★ (3)In Ham Lake
45Fiat Wealth Management665.0★ (27)22 mi
46Affiance Financial654.8★ (26)20 mi
47Bank of America (with Drive-thru ATM)653.4★ (19)6 mi
48ClearPath Wealth Advisors655.0★ (22)21 mi
49Apex Legacy Consultants655.0★ (15)17 mi
50M2 Financial Group655.0★ (9)13 mi

Also serving Ham Lake

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Ham Lake
BusinessGoogle ratingDistance
Ameriprise Financial5.0★ (2)13 mi
Benjamin Wedell - Thrivent5.0★ (2)14 mi
Boreal Advisors5.0★ (2)13 mi
Casselia Major-Goodlin: Primerica - Financial Services5.0★ (2)12 mi
Edward Jones - Financial Advisor4.0★ (2)9 mi
Edward Jones - Financial Advisor: Andrew J Fish, CFP®5.0★ (2)13 mi
Edward Jones - Financial Advisor: Daniel M Elo5.0★ (2)7 mi
Edward Jones - Financial Advisor: LeAnne M Morris, CFP®|ChFC®5.0★ (2)14 mi
Edward Jones - Financial Advisor: Patrick G Growe3.0★ (2)13 mi
Edward Sachs - Thrivent5.0★ (2)14 mi
Freedom Wealth Management5.0★ (2)6 mi
Jason Moehring - Thrivent5.0★ (2)4 mi
John Gamer - COUNTRY Financial Representative5.0★ (2)8 mi
Mark A Gabriel - Private Wealth Advisor, Ameriprise Financial Services, LLC3.0★ (2)6 mi
New Generation Wealth Management, LLC3.0★ (2)12 mi
Robert Jackson - Thrivent5.0★ (2)4 mi
StoneBridge Group - Focus Financial5.0★ (2)9 mi
Terry Struzyk - Prudential Financial3.0★ (2)3 mi
Thrivent Financial - Journey Financial Consultants5.0★ (2)13 mi
Todd Johnson - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)13 mi

How we ranked Ham Lake financial advisors

We scored 274 Ham Lake 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 Ham Lake 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 Ham Lake: frequently asked questions

Which financial advisor has the highest RFA Score in Ham Lake?

By RFA Score, the highest-ranked financial advisor in Ham Lake, MN is Strategic Financial Group with an RFA Score of 75/100. It has 5.0★ from 329 Google reviews. Summit Investment Advisors (#2) and Ramsay & Associates, Ltd - CPA (#3) follow. We ranked 274 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Ham Lake?

RankedFinancialAdvisors ranks 274 financial advisors serving Ham Lake, MN. 1 of them is based in Ham Lake; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Ham Lake work on weekends?

23 of 274 ranked financial advisors post Saturday hours and 2 post Sunday hours. The highest-ranked open Saturdays are Edward Jones - Financial Advisor: Nathaniel Loge, AAMS® (#9) and Bank of America (with Drive-thru ATM) (#13). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Ham Lake financial advisors have?

The median Google rating among 274 rated financial advisors in Ham Lake is 5.0★, with a median of 7 reviews. Strategic Financial Group has the most, 329 reviews, and ranks #1. 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 Ham Lake count in this ranking?

Yes, if they are within 25 mi of the Ham Lake 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 Ham Lake 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 Ham Lake 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 Ham Lake

  1. November 2026: RFA Scores recalculated for 274 financial advisors serving Ham Lake.
  2. November 2026: 5 duplicate listings merged.

More financial advisors and Ham Lake pages