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Financial Planners in Rochester, MN: 2026 rankings

21 financial planners ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Rochester: Prinvest Advisors, RFA Score 79/100; 5.0★ from 97 Google reviews.

  2. 2

    Most-reviewed: Fortress Financial Group, 62 Google reviews at 5.0★, the most of 21 ranked after Prinvest Advisors; ranked #2.

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

21 Rochester financial planners are ranked here by RFA Score, from eight published factors. 3 open Saturdays, based on posted hours. The median Google rating is 5.0★ across 21 rated firms.

Top 10 financial planners in Rochester 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 planners in Rochester at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Prinvest Advisors795.0★ (97)Rochester—Top score
2Fortress Financial Group775.0★ (62)Rochester—Most reviews
3Strategic Tax and Retirement725.0★ (15)Rochester——
4Think Bank713.8★ (32)Rochester——
5Think Bank713.6★ (54)RochesterSat—
6Think Bank703.6★ (34)RochesterSat—
7Associated Bank704.7★ (10)RochesterSat—
8Associated Bank705.0★ (9)Rochester——
9Philip Reiter - Northwestern Mutual695.0★ (6)Rochester——
10Damien Westcott- COUNTRY Financial Representative695.0★ (6)Rochester——

All 21 financial planners in Rochester, 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 Rochester

    #1 Prinvest Advisors

    Based in Rochester

    79/100RFA Score

    Ranked #1 because of its Google rating and specialty focus: 5.0★ from 97 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 97 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    2774 Commerce Dr NW Ste A, Rochester, MN 55901
    View profile for Prinvest Advisors(507) 535-3542

  4. #4 Think Bank

    Based in Rochester

    71/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 3.8★ from 32 Google reviews, listed on Google as “Financial planner”.

    • 3.8★ from 32 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    221 1st Ave SW Ste 101, Rochester, MN 55902
    View profile for Think Bank(507) 288-3425

  5. #5 Think Bank

    Based in Rochester

    71/100RFA Score

    Ranked #5 because of its Google rating and specialty focus: 3.6★ from 54 Google reviews, listed on Google as “Financial planner”.

    • 3.6★ from 54 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat 9 AM–12:30 PM · Sun closed
    Address
    1698 Greenview Dr SW, Rochester, MN 55902
    View profile for Think Bank(507) 288-3425

  6. #6 Think Bank

    Based in Rochester

    70/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 3.6★ from 34 Google reviews, listed on Google as “Financial planner”.

    • 3.6★ from 34 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat 9 AM–12:30 PM · Sun closed
    Address
    253 Penny Ln NE, Rochester, MN 55906
    View profile for Think Bank(507) 288-3425

  7. #7 Associated Bank

    Based in Rochester

    70/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.7★ from 10 Google reviews, listed on Google as “Financial planner”.

    • 4.7★ from 10 Google reviews
    Hours
    Mon–Tue 9 AM–4:30 PM · Wed closed · Thu–Fri 9 AM–4:30 PM · Sat 9 AM–12 PM · Sun closed
    Address
    1985 Commerce Dr NW, Rochester, MN 55901
    View profile for Associated Bank(507) 424-3049

  8. #8 Associated Bank

    Based in Rochester

    70/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 5.0★ from 9 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 9 Google reviews
    Hours
    Mon–Tue 9 AM–5 PM · Wed closed · Thu–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    793 16th St SW Ste C, Rochester, MN 55902
    View profile for Associated Bank(507) 285-2626

  11. #11 ELOCINA LLC

    Based in Rochester

    68/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 5 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 5 Google reviews
    Hours
    Mon–Fri 9 AM–7 PM · Sat–Sun closed
    View profile for ELOCINA LLC

  16. #16 Associated Bank

    Based in Rochester

    67/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 3.5★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 3.5★ from 4 Google reviews
    Hours
    Mon–Tue 9 AM–4 PM · Wed closed · Thu–Fri 9 AM–4 PM · Sat–Sun closed
    Address
    206 Broadway Ave S, Rochester, MN 55904
    View profile for Associated Bank(507) 285-2600

  19. #19 Bankers Life

    Based in Rochester

    66/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 3.7★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 3.7★ from 3 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    1530 Greenview Dr SW #118, Rochester, MN 55902
    View profile for Bankers Life(507) 289-0160

  20. #20 Chad Durgin - Thrivent

    Based in Rochester

    66/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 2.7★ from 3 Google reviews, listed on Google as “Financial planner”.

    • 2.7★ from 3 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    975 34th Ave NW Suite 301, Rochester, MN 55901
    View profile for Chad Durgin - Thrivent(507) 424-2336

Also serving Rochester

20 more financial planners 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 planners serving Rochester
BusinessGoogle ratingDistance
Advanced Financial Consultants5.0★ (2)In Rochester
Bill Ferrie: Primerica - Financial Services4.0★ (5)In Rochester
CLA (CliftonLarsonAllen)3.0★ (2)In Rochester
Daryn Ruggeberg: Primerica - Financial Services5.0★ (2)In Rochester
Edward Jones - Financial Advisor: Andy Dunn5.0★ (8)In Rochester
Edward Jones - Financial Advisor: Don Charlson5.0★ (2)In Rochester
Edward Jones - Financial Advisor: John R Van Camp5.0★ (2)In Rochester
Edward Jones - Financial Advisor: Keegan J Schmidt, CFP®5.0★ (4)In Rochester
Edward Jones - Financial Advisor: Kirk B Boyum, AAMS®5.0★ (2)In Rochester
Edward Jones - Financial Advisor: Scott A Shull5.0★ (2)In Rochester
Full Circle Financial5.0★ (2)In Rochester
Hegland Mainz Financial5.0★ (11)In Rochester
MassMutual Central U.S. Rochester Office3.5★ (2)In Rochester
Morgan Stanley Financial Advisors4.3★ (6)In Rochester
Northwestern Mutual Financial2.0★ (1)In Rochester
SCORE1.0★ (1)In Rochester
Scott Dewitz - Private Wealth Advisor, Ameriprise Financial Services, LLC5.0★ (2)In Rochester
Sequoia Financial Group5.0★ (2)In Rochester
Stifel5.0★ (2)In Rochester
Wealth Management Associate - U.S. Bancorp Investments: Sherry Schied1.0★ (1)In Rochester

How we ranked Rochester financial planners

We scored 21 Rochester financial planners 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 Rochester 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 planner

  1. Confirm the financial planner 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 planner

  • 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 planner?
  • 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 planners in Rochester: frequently asked questions

Which financial planner has the highest RFA Score in Rochester?

By RFA Score, the highest-ranked financial planner in Rochester, MN is Prinvest Advisors with an RFA Score of 79/100. It has 5.0★ from 97 Google reviews. Fortress Financial Group (#2) and Strategic Tax and Retirement (#3) follow. We ranked 21 financial planners on eight factors, last updated November 9, 2026.

How many financial planners are there in Rochester?

RankedFinancialAdvisors ranks 21 financial planners serving Rochester, MN. 21 of them are based in Rochester; 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 planners in Rochester work on weekends?

3 of 21 ranked financial planners post Saturday hours. The highest-ranked open Saturdays are Think Bank (#5), Think Bank (#6) and Associated Bank (#7). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Rochester financial planners have?

The median Google rating among 21 rated financial planners in Rochester is 5.0★, with a median of 6 reviews. Prinvest Advisors has the most, 97 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 planners?

Each financial planner 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 planners outside Rochester count in this ranking?

Yes, if they are within 25 mi of the Rochester city center, our service radius for financial planners. 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 planners 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 planner do?

Financial planners build a written plan across a client’s goals: cash flow, savings, investments, insurance needs, taxes, retirement and estate. Many charge a flat or hourly fee for the plan, an ongoing retainer, or a share of the assets they manage.

How are financial planners in Rochester ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial planning 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 planner’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 planner in Rochester 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 planners 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 Rochester

  1. November 2026: RFA Scores recalculated for 21 financial planners serving Rochester.

More financial planners and Rochester pages