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Financial Advisors in New Brighton, MN: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in New Brighton: Summit Investment Advisors, RFA Score 77/100; 5.0★ from 152 Google reviews.

  2. 5

    Most-reviewed: Strategic Financial Group, 329 Google reviews at 5.0★, the most of 446 ranked; ranked #5.

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

446 New Brighton financial advisors are ranked here by RFA Score, from eight published factors. 49 open Saturdays and 4 open Sundays, based on posted hours. The median Google rating is 4.9★ across 446 rated firms.

Top 10 financial advisors in New Brighton 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 New Brighton at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Summit Investment Advisors775.0★ (152)Roseville, 2 mi away—Top score
2Ramsay & Associates, Ltd - CPA754.9★ (233)White Bear Lake, 12 mi away——
3Trading Academy - Minneapolis734.9★ (199)Bloomington, 14 mi awaySat—
4Hance Financial, LLC735.0★ (172)Bloomington, 16 mi away——
5Strategic Financial Group735.0★ (329)Otsego, 23 mi away—Most reviews
6Edward Jones - Financial Advisor: Nate Klauser, CFP®|ChFC®|CKA®735.0★ (46)New Brighton——
7Van Winkle & Co. CPA Advisors (Formerly Jenson & Co.)735.0★ (105)Maple Grove, 11 mi away——
8Creative Planning734.9★ (174)Bloomington, 16 mi away——
9Medicare Advisors735.0★ (69)Blaine, 7 mi away——
10Tonya Sample - New American Funding725.0★ (95)Maple Grove, 12 mi away——

All 446 financial advisors in New Brighton, 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 New Brighton

    #1 Summit Investment Advisors

    Based in Roseville, 2 mi away

    77/100RFA 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

  4. #4 Hance Financial, LLC

    Based in Bloomington, 16 mi away

    73/100RFA 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

  8. #8 Creative Planning

    Based in Bloomington, 16 mi away

    73/100RFA Score

    Ranked #8 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

  9. #9 Medicare Advisors

    Based in Blaine, 7 mi away

    73/100RFA Score

    Ranked #9 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

  12. #12 Nuccio Group Accounting

    Based in Minneapolis, 18 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

  13. #13 Paladin Financial

    Based in Blaine, 3 mi away

    72/100RFA Score

    Ranked #13 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 Savant Wealth Management

    Based in Saint Paul, 10 mi away

    72/100RFA Score

    Ranked #14 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

  15. #15 The Servion Group

    Based in New Brighton

    71/100RFA Score

    Ranked #15 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

  17. #17 Fundamental Wealth Designs

    Based in Blaine, 4 mi away

    71/100RFA Score

    Ranked #17 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

  18. #18 Quarry Hill Advisors

    Based in Saint Paul, 8 mi away

    71/100RFA Score

    Ranked #18 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

  20. #20 ThrivEdge Solutions, LLC

    Based in Saint Louis Park, 10 mi away

    71/100RFA Score

    Ranked #20 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

  22. #22 Reserve Advisors

    Based in Shoreview, 3 mi away

    70/100RFA Score

    Ranked #22 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

  24. #24 American Senior Benefits

    Based in Maple Grove, 12 mi away

    70/100RFA Score

    Ranked #24 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

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 446 ranked financial advisors here; the rest are on their profiles.

financial advisors in New Brighton, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26VALTINSON BRUNER FINANCIAL PLANNING704.8★ (21)In New Brighton
27All Things Annuity704.8★ (62)13 mi
28Legacy Capital Group705.0★ (56)15 mi
29One Life Financial Group695.0★ (37)12 mi
30360 Financial - Wayzata695.0★ (46)16 mi
31Pursuit Wealth Management694.9★ (44)15 mi
32Bear Market Financial Services694.8★ (47)14 mi
33Oak and Vine Capital695.0★ (26)10 mi
34Smart Life Financial695.0★ (40)15 mi
35Kyle Krusenstjerna - Northwestern Mutual694.9★ (45)15 mi
36Jupiter Wealth Planning LLC695.0★ (38)15 mi
37TruMix Advisors684.8★ (51)16 mi
38Apex Legacy Consultants685.0★ (15)4 mi
39Beacon Pointe Advisors685.0★ (39)16 mi
40Peter Fleming - Edelman Financial Engines685.0★ (29)12 mi
41Jake Clermont, CFP, ChFC - COUNTRY Financial684.9★ (29)12 mi
42Webb Financial Group - Wealth Management685.0★ (35)15 mi
43Affinity Plus Federal Credit Union683.6★ (160)3 mi
44Abundance Wealth Management685.0★ (32)15 mi
45Cerity Partners685.0★ (25)13 mi
46Clerestory Advisors, Inc.685.0★ (28)14 mi
47Five Star Financial Resources684.7★ (13)4 mi
48Ameriprise Financial: Krogh Elizabeth685.0★ (11)4 mi
49Endeavr Financial Planning & Wealth Management685.0★ (27)14 mi
50Great Waters Financial684.3★ (16)3 mi

Also serving New Brighton

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 New Brighton
BusinessGoogle ratingDistance
Ameriprise Financial5.0★ (2)In New Brighton
Amy M Twombly - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In New Brighton
Arlen Stern - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In New Brighton
Barry Oxton - Private Wealth Advisor, Ameriprise Financial Services, LLCIn New Brighton
Boreal Advisors5.0★ (2)In New Brighton
Bradley L Melby - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In New Brighton
Brooks Staples - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In New Brighton
Charles Braniff - Associate Financial Advisor, Ameriprise Financial Services, LLC5.0★ (1)In New Brighton
Delich Wealth Management5.0★ (1)In New Brighton
Dena DeGroat - Thrivent5.0★ (1)In New Brighton
Financial Dimension Group Inc5.0★ (1)In New Brighton
Glenn A Rusler - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In New Brighton
Gradient Advisors, LLC5.0★ (1)In New Brighton
Interlock Wealth Management - Ameriprise Financial Services, LLCIn New Brighton
Matthew Brewers - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In New Brighton
Michelle L Glood - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In New Brighton
Patrick Haspert - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In New Brighton
Shannon McGinnis - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (1)In New Brighton
Thrivent Financial - Journey Financial Consultants5.0★ (2)In New Brighton
Todd Johnson - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)In New Brighton

How we ranked New Brighton financial advisors

We scored 446 New Brighton 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 New Brighton 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 New Brighton: frequently asked questions

Which financial advisor has the highest RFA Score in New Brighton?

By RFA Score, the highest-ranked financial advisor in New Brighton, MN is Summit Investment Advisors with an RFA Score of 77/100. It has 5.0★ from 152 Google reviews. Ramsay & Associates, Ltd - CPA (#2) and Trading Academy - Minneapolis (#3) follow. We ranked 446 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in New Brighton?

RankedFinancialAdvisors ranks 446 financial advisors serving New Brighton, MN. 3 of them are based in New Brighton; 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 New Brighton work on weekends?

49 of 446 ranked financial advisors post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays are Trading Academy - Minneapolis (#3) and Edward Jones - Financial Advisor: Nathaniel Loge, AAMS® (#25). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do New Brighton financial advisors have?

The median Google rating among 446 rated financial advisors in New Brighton is 4.9★, with a median of 7 reviews. Strategic Financial Group has the most, 329 reviews, and ranks #5. 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 New Brighton count in this ranking?

Yes, if they are within 25 mi of the New Brighton 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 New Brighton 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 New Brighton 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 New Brighton

  1. November 2026: RFA Scores recalculated for 446 financial advisors serving New Brighton.
  2. November 2026: 6 duplicate listings merged.

More financial advisors and New Brighton pages