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Financial Advisors in Richfield, MN: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Richfield: Hance Financial, LLC, RFA Score 77/100; 5.0★ from 172 Google reviews.

  2. 7

    Most-reviewed: Ramsay & Associates, Ltd - CPA, 233 Google reviews at 4.9★, the most of 435 ranked; ranked #7.

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

435 Richfield 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 435 rated firms.

Top 10 financial advisors in Richfield 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 Richfield at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Hance Financial, LLC775.0★ (172)Bloomington, 3 mi away—Top score
2Trading Academy - Minneapolis774.9★ (199)Bloomington, 3 mi awaySat—
3Creative Planning774.9★ (174)Bloomington, 3 mi away——
4Nuccio Group Accounting764.9★ (178)Minneapolis, 5 mi away——
5Summit Investment Advisors755.0★ (152)Roseville, 11 mi away——
6Legacy Capital Group745.0★ (56)Edina, 3 mi away——
7Ramsay & Associates, Ltd - CPA734.9★ (233)White Bear Lake, 21 mi away—Most reviews
8Kyle Krusenstjerna - Northwestern Mutual724.9★ (45)Edina, 3 mi away——
9TruMix Advisors724.8★ (51)Bloomington, 3 mi away——
10Van Winkle & Co. CPA Advisors (Formerly Jenson & Co.)725.0★ (105)Maple Grove, 16 mi away——

All 435 financial advisors in Richfield, 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 Richfield

    Based in Bloomington, 3 mi away

    77/100RFA Score

    Ranked #1 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
  2. Based in Bloomington, 3 mi away

    77/100RFA Score

    Ranked #3 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
  3. Based in Minneapolis, 5 mi away

    76/100RFA Score

    Ranked #4 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
  4. Based in Edina, 3 mi away

    74/100RFA Score

    Ranked #6 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
  5. Based in Bloomington, 3 mi away

    72/100RFA Score

    Ranked #9 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
  6. Based in Saint Paul, 10 mi away

    72/100RFA Score

    Ranked #11 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
  7. Based in Saint Louis Park, 7 mi away

    72/100RFA Score

    Ranked #12 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
  8. Based in Saint Paul, 7 mi away

    71/100RFA Score

    Ranked #17 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
  9. Based in Burnsville, 8 mi away

    70/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 4.9★ from 40 Google reviews, listed on Google as “Financial advisor”.

    • 4.9★ from 40 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    12940 Harriet Ave S Ste 102, Burnsville, MN 55337
  10. Based in Plymouth, 13 mi away

    70/100RFA Score

    Ranked #22 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

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

financial advisors in Richfield, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Edward Jones - Financial Advisor: Nate Klauser, CFP®|ChFC®|CKA®705.0★ (46)14 mi
27American Senior Benefits704.8★ (64)16 mi
28Medicare Advisors705.0★ (69)20 mi
29Clarity Financial705.0★ (26)7 mi
30Peter Fleming - Edelman Financial Engines695.0★ (29)9 mi
31Champion Brokerage Group695.0★ (44)15 mi
32Paladin Financial695.0★ (39)14 mi
33Mutual of Omaha Mortgage695.0★ (22)8 mi
34Mischke Financial Group695.0★ (20)7 mi
35Endeavr Financial Planning & Wealth Management695.0★ (27)11 mi
36First Command Financial Advisor - Travis Sundvall694.9★ (15)3 mi
37Pursuit Wealth Management694.9★ (44)17 mi
38Affiance Financial694.8★ (26)9 mi
39Fiat Wealth Management685.0★ (27)12 mi
40Flames Financial Planning685.0★ (18)7 mi
41The Servion Group683.9★ (222)13 mi
42Jupiter Wealth Planning LLC685.0★ (38)17 mi
43ECA Marketing Inc684.7★ (25)8 mi
44401k Plan Professionals685.0★ (13)4 mi
45Chris Bale - Financial Advisor, COUNTRY Financial684.9★ (32)14 mi
46Fundamental Wealth Designs684.8★ (42)16 mi
47Beacon Pointe Advisors685.0★ (39)18 mi
48Guide Financial Planning, LLC685.0★ (28)13 mi
49ClearPath Wealth Advisors685.0★ (22)11 mi
50Cerity Partners685.0★ (25)12 mi

How we ranked Richfield financial advisors

We scored 435 Richfield 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 Richfield 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 Richfield: frequently asked questions

Which financial advisor has the highest RFA Score in Richfield?

By RFA Score, the highest-ranked financial advisor in Richfield, MN is Hance Financial, LLC with an RFA Score of 77/100. It has 5.0★ from 172 Google reviews. Trading Academy - Minneapolis (#2) and Creative Planning (#3) follow. We ranked 435 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Richfield?

RankedFinancialAdvisors ranks 435 financial advisors serving Richfield, MN. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Richfield work on weekends?

50 of 435 ranked financial advisors post Saturday hours and 4 post Sunday hours. The highest-ranked open Saturdays is Trading Academy - Minneapolis (#2). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Richfield financial advisors have?

The median Google rating among 435 rated financial advisors in Richfield is 4.9★, with a median of 7 reviews. Ramsay & Associates, Ltd - CPA has the most, 233 reviews, and ranks #7. 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 Richfield count in this ranking?

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

  1. November 2026: RFA Scores recalculated for 435 financial advisors serving Richfield.
  2. November 2026: 6 duplicate listings merged.