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Investment Advisors in Rogers, MN: 2026 rankings

115 investment advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Rogers: Summit Investment Advisors, RFA Score 67/100; 5.0★ from 152 Google reviews.

  2. 21

    Most-reviewed: Timberland Partners, 170 Google reviews at 4.1★, the most of 115 ranked; ranked #21.

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

115 Rogers investment advisors are ranked here by RFA Score, from eight published factors. 6 open Saturdays and 1 open Sundays, based on posted hours. The median Google rating is 5.0★ across 115 rated firms.

Top 10 investment advisors in Rogers 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 investment advisors in Rogers at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Summit Investment Advisors675.0★ (152)Roseville, 21 mi awayTop score
2Brait Capital665.0★ (24)Edina, 24 mi away—
3Element Squared664.8★ (17)Minneapolis, 20 mi away—
4Kurt Marple - Prudential Financial655.0★ (9)Saint Louis Park, 17 mi away—
5Tonya Sample - New American Funding655.0★ (95)Maple Grove, 8 mi away—
6Barking Sands Capital635.0★ (4)Minnetonka Mills, 16 mi away—
7Doreen E Schmidt Investments & Insurance635.0★ (3)Minneapolis, 15 mi away—
8Western & Southern Life634.6★ (7)Roseville, 22 mi away—
9Värde Partners, Inc.624.2★ (5)Minneapolis, 20 mi away—
10Vincent Companies624.2★ (9)Eden Prairie, 24 mi away—

All 115 investment advisors in Rogers, 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 Rogers

    #1 Summit Investment Advisors

    Based in Roseville, 21 mi away

    67/100RFA 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

  2. #2 Brait Capital

    Based in Edina, 24 mi away

    66/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 5.0★ from 24 Google reviews, listed on Google as “Investment company”.

    • 5.0★ from 24 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    5325 W 74th St Ste 9, Edina, MN 55439
    View profile for Brait Capital(952) 444-6060

  3. #3 Element Squared

    Based in Minneapolis, 20 mi away

    66/100RFA Score

    Ranked #3 because of its Google rating and specialty focus: 4.8★ from 17 Google reviews, listed on Google as “Investment company”.

    • 4.8★ from 17 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    60 South 6th St Ste 2900, Minneapolis, MN 55402
    View profile for Element Squared(612) 429-0424

  6. #6 Barking Sands Capital

    Based in Minnetonka Mills, 16 mi away

    63/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    601 Carlson Parkway; Ste. 1050 Minnetonka, MN 553051850, Wayzata Blvd #150, Long Lake, MN 55356
    View profile for Barking Sands Capital(952) 500-8854

  9. #9 Värde Partners, Inc.

    Based in Minneapolis, 20 mi away

    62/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.2★ from 5 Google reviews, listed on Google as “Investment service”.

    • 4.2★ from 5 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    350 N 5th St, Minneapolis, MN 55401
    View profile for Värde Partners, Inc.(952) 893-1554

  10. #10 Vincent Companies

    Based in Eden Prairie, 24 mi away

    62/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.2★ from 9 Google reviews, listed on Google as “Investment company”.

    • 4.2★ from 9 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    250 Prairie Center Dr Ste 335, Eden Prairie, MN 55344
    View profile for Vincent Companies(612) 424-8650

  12. #12 RIA Registrar Llc

    Based in Shoreview, 22 mi away

    62/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    4105 Lexington Ave N #150, Arden Hills, MN 55126
    View profile for RIA Registrar Llc(800) 441-1219

  13. #13 360 Financial - Elk River

    Based in Elk River, 8 mi away

    62/100RFA Score

    Ranked #13 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

  14. #14 Goff Investment Group

    Based in Edina, 22 mi away

    61/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 3 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 3 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    5201 Eden Ave #130, Edina, MN 55436
    View profile for Goff Investment Group(952) 836-2745

  16. #16 Edward Jones - Financial Advisor: Nate Klauser, CFP®|ChFC®|CKA®

    Based in New Brighton, 18 mi away

    60/100RFA Score

    Ranked #16 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

  17. #17 Cerity Partners

    Based in Plymouth, 13 mi away

    59/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 25 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    3033 Campus Dr n145, Plymouth, MN 55441
    View profile for Cerity Partners(763) 432-7875

  21. #21 Timberland Partners

    Based in Hopkins, 20 mi away

    58/100RFA Score

    Ranked #21 because of its Google rating and review volume: 4.1★ from 170 Google reviews, the most in Rogers.

    • 4.1★ from 170 Google reviews
    Hours
    Mon–Fri 8 AM–4:30 PM · Sat–Sun closed
    Address
    9320 Excelsior Blvd Suite 300, Hopkins, MN 55343
    View profile for Timberland Partners(952) 893-1216

  22. #22 Quarry Hill Advisors

    Based in Saint Paul, 24 mi away

    58/100RFA Score

    Ranked #22 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

  23. #23 Clarity Financial

    Based in Hopkins, 20 mi away

    58/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 26 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 26 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    10417 Excelsior Blvd Suite #1, Hopkins, MN 55343
    View profile for Clarity Financial(952) 314-8444

  24. #24 M2 Financial Group

    Based in Maple Grove, 8 mi away

    57/100RFA Score

    Ranked #24 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–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    11272 86th Ave N Ste b, Maple Grove, MN 55369
    View profile for M2 Financial Group(763) 416-8206

Investment 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 115 ranked investment advisors here; the rest are on their profiles.

investment advisors in Rogers, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Edward Jones - Financial Advisor: Jeff Raiche575.0★ (6)6 mi
27Nick Christoff, CDFA®, ChFC® - Thrivent Financial Advisor565.0★ (7)9 mi
28Portage Financial Group565.0★ (15)18 mi
29Prosperwell Financial564.8★ (19)19 mi
30Income Planning Group564.7★ (10)12 mi
31Carson Wealth565.0★ (6)9 mi
32Thrivent Financial New Hope Group564.6★ (9)12 mi
33Edward Jones - Financial Advisor: Matthew N Finn, CFP®|CRPC™565.0★ (4)7 mi
34Phillip James Financial565.0★ (7)12 mi
35Edward Jones - Financial Advisor: Tony Kieffer, CFP®564.6★ (11)15 mi
36Edward Jones - Financial Advisor: Matt Kruse555.0★ (3)6 mi
37Guardian Wealth Strategies Fiduciary & Financial Planning555.0★ (11)18 mi
38Edward Jones - Financial Advisor: Becky Bratulich553.7★ (6)8 mi
39Strategic Wealth Group554.8★ (18)23 mi
40Edward Jones - Financial Advisor: Ryan Wipf554.0★ (4)7 mi
41Edward Jones - Financial Advisor: Lisa J Middagh555.0★ (3)6 mi
42Edward Jones - Financial Advisor: Tim Suchy, CFP®|CRPC™554.5★ (8)13 mi
43Edward Jones - Financial Advisor: Cole R Dahl, CFP®|CRPC™555.0★ (3)7 mi
44Bernicke Wealth Management554.9★ (8)16 mi
45Perspective 6 Wealth Advisors555.0★ (8)16 mi
46Mullins Financial555.0★ (6)14 mi
47NorthRock Partners, Marc Kowalski555.0★ (11)20 mi
48Carlson Asset Management553.8★ (4)23 mi
49Edward Jones - Financial Advisor: Bill Tollerud545.0★ (3)9 mi
50Edward Jones - Financial Advisor: Travis Peterson, CRPC™545.0★ (3)9 mi

Also serving Rogers

20 more investment 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 investment advisors serving Rogers
BusinessGoogle ratingDistance
Baird Private Wealth Management5.0★ (2)16 mi
Chris DeVries - COUNTRY Financial Representative5.0★ (11)In Rogers
Edward Jones - Financial Advisor: Annie Funke-Thompson5.0★ (2)15 mi
Edward Jones - Financial Advisor: Brent B Bunne, CFP®5.0★ (2)9 mi
Edward Jones - Financial Advisor: Chad L Fullington, CFP®|AAMS®5.0★ (2)13 mi
Edward Jones - Financial Advisor: Doug Prahl, CFP®|ChFC®|CLU®|AAMS®5.0★ (2)14 mi
Edward Jones - Financial Advisor: Neil P Greenwaldt, AAMS®In Rogers
Edward Jones - Tarun Bhatia Financial Advisor5.0★ (8)In Rogers
Freedom Wealth Management5.0★ (2)10 mi
Jason Holt - Associate Manager, Ameriprise Financial Services, LLC5.0★ (2)15 mi
Jon Deckenbach - RBC Wealth Management Financial Advisor5.0★ (2)15 mi
Journey Well Financial Partners - Ameriprise Financial Services, LLC5.0★ (2)13 mi
Mark A Gabriel - Private Wealth Advisor, Ameriprise Financial Services, LLC3.0★ (2)10 mi
New Generation Wealth Management, LLC3.0★ (2)9 mi
Orgel Wealth Management5.0★ (2)16 mi
Raymond James Financial ServicesIn Rogers
Reed Pawelk - Financial Advisor, Ameriprise Financial Services, LLC5.0★ (2)9 mi
Synergy Wealth Management - Ameriprise Financial Services, LLC5.0★ (2)9 mi
Terry Struzyk - Prudential Financial3.0★ (2)13 mi
Wells Fargo AdvisorsIn Rogers

How we ranked Rogers investment advisors

We scored 115 Rogers investment 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 Rogers 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 an investment advisor

  1. Confirm the investment 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 an investment 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 investment 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.

Investment advisors in Rogers: frequently asked questions

Which investment advisor has the highest RFA Score in Rogers?

By RFA Score, the highest-ranked investment advisor in Rogers, MN is Summit Investment Advisors with an RFA Score of 67/100. It has 5.0★ from 152 Google reviews. Brait Capital (#2) and Element Squared (#3) follow. We ranked 115 investment advisors on eight factors, last updated November 9, 2026.

How many investment advisors are there in Rogers?

RankedFinancialAdvisors ranks 115 investment advisors serving Rogers, MN. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which investment advisors in Rogers work on weekends?

6 of 115 ranked investment advisors post Saturday hours and 1 post Sunday hours. The highest-ranked open Saturdays are Edge Home Finance : Thomas Johannsen (#18) and Edward Jones - Financial Advisor: Nathaniel Loge, AAMS® (#19). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Rogers investment advisors have?

The median Google rating among 115 rated investment advisors in Rogers is 5.0★, with a median of 6 reviews. Timberland Partners has the most, 170 reviews, and ranks #21. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank investment advisors?

Each investment 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 investment advisors outside Rogers count in this ranking?

Yes, if they are within 25 mi of the Rogers city center, our service radius for investment 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 investment 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 an investment advisor do?

Investment advisors manage portfolios and give advice about securities for a fee. In the US, firms register with the SEC or a state securities regulator and file a Form ADV brochure; in Canada, portfolio managers and dealers register with the provincial securities regulator.

How are investment advisors in Rogers ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers investment advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check an investment 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 investment advisor in Rogers 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 investment 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 Rogers

  1. November 2026: RFA Scores recalculated for 115 investment advisors serving Rogers.

More investment advisors and Rogers pages