Skip to content

Financial Advisors in Minneapolis, MN: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Minneapolis: Nuccio Group Accounting, RFA Score 78/100; 4.9★ from 178 Google reviews.

  2. 6

    Most-reviewed: Ramsay & Associates, Ltd - CPA, 233 Google reviews at 4.9★, the most of 440 ranked; ranked #6.

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

440 Minneapolis financial advisors are ranked here by RFA Score, from eight published factors. 50 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 4.9★ across 440 rated firms.

Top 10 financial advisors in Minneapolis 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 Minneapolis at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Nuccio Group Accounting784.9★ (178)Minneapolis—Top score
2Summit Investment Advisors765.0★ (152)Roseville, 5 mi away——
3Trading Academy - Minneapolis764.9★ (199)Bloomington, 9 mi awaySat—
4Hance Financial, LLC765.0★ (172)Bloomington, 9 mi away——
5Creative Planning754.9★ (174)Bloomington, 9 mi away——
6Ramsay & Associates, Ltd - CPA744.9★ (233)White Bear Lake, 16 mi away—Most reviews
7Van Winkle & Co. CPA Advisors (Formerly Jenson & Co.)735.0★ (105)Maple Grove, 11 mi away——
8Tonya Sample - New American Funding735.0★ (95)Maple Grove, 12 mi away——
9Dorval & Chorne Financial735.0★ (89)Maple Grove, 12 mi away——
10Savant Wealth Management734.9★ (76)Saint Paul, 9 mi away——

All 440 financial advisors in Minneapolis, 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 Minneapolis

    #1 Nuccio Group Accounting

    Based in Minneapolis

    78/100RFA Score

    Ranked #1 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

  4. #4 Hance Financial, LLC

    Based in Bloomington, 9 mi away

    76/100RFA Score

    Ranked #4 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

  5. #5 Creative Planning

    Based in Bloomington, 9 mi away

    75/100RFA Score

    Ranked #5 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 Savant Wealth Management

    Based in Saint Paul, 9 mi away

    73/100RFA Score

    Ranked #10 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

  11. #11 ThrivEdge Solutions, LLC

    Based in Saint Louis Park, 5 mi away

    73/100RFA Score

    Ranked #11 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

  12. #12 Quarry Hill Advisors

    Based in Saint Paul, 4 mi away

    72/100RFA Score

    Ranked #12 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

  13. #13 Legacy Capital Group

    Based in Edina, 9 mi away

    72/100RFA Score

    Ranked #13 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

  14. #14 Edward Jones - Financial Advisor: Nate Klauser, CFP®|ChFC®|CKA®

    Based in New Brighton, 8 mi away

    71/100RFA Score

    Ranked #14 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

  15. #15 Medicare Advisors

    Based in Blaine, 14 mi away

    71/100RFA Score

    Ranked #15 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

  17. #17 All Things Annuity

    Based in Plymouth, 10 mi away

    71/100RFA Score

    Ranked #17 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 American Senior Benefits

    Based in Maple Grove, 12 mi away

    71/100RFA Score

    Ranked #20 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

  21. #21 Paladin Financial

    Based in Blaine, 8 mi away

    71/100RFA Score

    Ranked #21 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

  22. #22 TruMix Advisors

    Based in Bloomington, 9 mi away

    71/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 4.8★ from 51 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 51 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    3800 American Blvd W STE 350, Bloomington, MN 55431
    View profile for TruMix Advisors(952) 222-8286

  25. #25 The Servion Group

    Based in New Brighton, 6 mi away

    70/100RFA Score

    Ranked #25 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 440 ranked financial advisors here; the rest are on their profiles.

financial advisors in Minneapolis, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Webb Financial Group - Wealth Management705.0★ (35)9 mi
27Peter Fleming - Edelman Financial Engines705.0★ (29)8 mi
28Abundance Wealth Management705.0★ (32)9 mi
29Guide Financial Planning, LLC705.0★ (28)8 mi
30Fundamental Wealth Designs704.8★ (42)10 mi
31Portage Financial Group705.0★ (15)In Minneapolis
32Chris Bale - Financial Advisor, COUNTRY Financial704.9★ (32)9 mi
33Clerestory Advisors, Inc.695.0★ (28)9 mi
34Clarity Financial695.0★ (26)8 mi
35Inspire Financial Services695.0★ (26)9 mi
36Flames Financial Planning695.0★ (18)4 mi
37Reserve Advisors695.0★ (26)9 mi
38Affiance Financial694.8★ (26)7 mi
39Endeavr Financial Planning & Wealth Management695.0★ (27)10 mi
40Invested Interests695.0★ (12)In Minneapolis
41Pursuit Wealth Management694.9★ (44)15 mi
42Edward Jones - Financial Advisor: Nathaniel Loge, AAMS®695.0★ (28)11 mi
43Cerity Partners695.0★ (25)10 mi
44VALTINSON BRUNER FINANCIAL PLANNING694.8★ (21)6 mi
45Haven Financial Group694.9★ (40)15 mi
46Jupiter Wealth Planning LLC695.0★ (38)15 mi
47Boulevard Wealth Management695.0★ (26)11 mi
48Fiat Wealth Management695.0★ (27)11 mi
49NorthRock Partners, Marc Kowalski695.0★ (11)In Minneapolis
50Guardian Wealth Strategies Fiduciary & Financial Planning695.0★ (11)In Minneapolis

Also serving Minneapolis

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 Minneapolis
BusinessGoogle ratingDistance
Advanced Retirement Resources3.0★ (2)In Minneapolis
Arete Wealth Strategists, LLC.3.0★ (2)In Minneapolis
Box Financial Advisors Inc5.0★ (2)In Minneapolis
Brick By Brick Financial Group - Ameriprise Financial Services, Inc.5.0★ (2)In Minneapolis
Ehlers3.0★ (2)In Minneapolis
Equitable Advisors3.0★ (2)In Minneapolis
Gifford Financial, The MD & DDS Specialists5.0★ (2)In Minneapolis
LaLonde Wealth Advisor Group5.0★ (2)In Minneapolis
Lederfine Wealth Management - UBS Financial Services Inc.3.0★ (2)In Minneapolis
M & E Catalyst Group5.0★ (2)In Minneapolis
Merrill Lynch Financial Advisor Patricia Savre5.0★ (2)In Minneapolis
Merrill Lynch Wealth Management4.5★ (2)In Minneapolis
Northland Securities, Inc.2.5★ (2)In Minneapolis
RBC Global Asset Management US4.5★ (2)In Minneapolis
Rohlik Financial Group5.0★ (2)In Minneapolis
Rothschild Capital Partners4.5★ (2)In Minneapolis
Salus Financial Advisors Minneapolis3.0★ (2)In Minneapolis
TruCourse Advisors - Ameriprise Financial Services, LLC5.0★ (2)In Minneapolis
Wipfli5.0★ (2)In Minneapolis
Wolters Kluwer - Financial Services Solutions4.5★ (2)In Minneapolis

How we ranked Minneapolis financial advisors

We scored 440 Minneapolis 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 Minneapolis 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 Minneapolis: frequently asked questions

Which financial advisor has the highest RFA Score in Minneapolis?

By RFA Score, the highest-ranked financial advisor in Minneapolis, MN is Nuccio Group Accounting with an RFA Score of 78/100. It has 4.9★ from 178 Google reviews. Summit Investment Advisors (#2) and Trading Academy - Minneapolis (#3) follow. We ranked 440 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Minneapolis?

RankedFinancialAdvisors ranks 440 financial advisors serving Minneapolis, MN. 5 of them are based in Minneapolis; 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 Minneapolis work on weekends?

50 of 440 ranked financial advisors post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays is Trading Academy - Minneapolis (#3). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Minneapolis financial advisors have?

The median Google rating among 440 rated financial advisors in Minneapolis is 4.9★, with a median of 7 reviews. Ramsay & Associates, Ltd - CPA has the most, 233 reviews, and ranks #6. 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 Minneapolis count in this ranking?

Yes, if they are within 25 mi of the Minneapolis 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 Minneapolis 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 Minneapolis 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 Minneapolis

  1. November 2026: RFA Scores recalculated for 440 financial advisors serving Minneapolis.
  2. November 2026: 6 duplicate listings merged.

More financial advisors and Minneapolis pages