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Wealth Managers in Apple Valley, MN: 2026 rankings

74 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Apple Valley: Savant Wealth Management, RFA Score 70/100; 4.9★ from 76 Google reviews.

  2. 4

    Most-reviewed: Pursuit Wealth Management, 44 Google reviews at 4.9★, the most of 74 ranked after Savant Wealth Management; ranked #4.

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

74 Apple Valley wealth managers are ranked here by RFA Score, from eight published factors. The median Google rating is 5.0★ across 74 rated firms.

Most of this list also appears on the Wealth managers in Minneapolis ranking. See Wealth managers in Minneapolis

Top 10 wealth managers in Apple Valley 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 wealth managers in Apple Valley at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Savant Wealth Management704.9★ (76)Saint Paul, 16 mi awayTop score
2Webb Financial Group - Wealth Management695.0★ (35)Bloomington, 10 mi away—
3Abundance Wealth Management695.0★ (32)Bloomington, 10 mi away—
4Pursuit Wealth Management684.9★ (44)Woodbury, 19 mi awayMost reviews
5Jupiter Wealth Planning LLC685.0★ (38)Woodbury, 19 mi away—
6Boulevard Wealth Management685.0★ (26)Edina, 13 mi away—
7Fundamental Wealth Designs674.8★ (42)Blaine, 25 mi away—
8Endeavr Financial Planning & Wealth Management675.0★ (27)Minnetonka, 21 mi away—
9Wealthshield Capital Management675.0★ (16)Anoka, 11 mi away—
10Fiat Wealth Management665.0★ (27)Minnetonka Mills, 21 mi away—

All 74 wealth managers in Apple Valley, 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 Apple Valley

    #1 Savant Wealth Management

    Based in Saint Paul, 16 mi away

    70/100RFA Score

    Ranked #1 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

  7. #7 Fundamental Wealth Designs

    Based in Blaine, 25 mi away

    67/100RFA Score

    Ranked #7 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

  10. #10 Fiat Wealth Management

    Based in Minnetonka Mills, 21 mi away

    66/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 5.0★ from 27 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 27 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    1905 Wayzata Blvd E Ste 320, Wayzata, MN 55391
    View profile for Fiat Wealth Management(952) 426-9116

  11. #11 Sentient Wealth Group

    Based in Burnsville, 4 mi away

    66/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 5.0★ from 10 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 10 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    768 Southcross Dr W, Burnsville, MN 55306
    View profile for Sentient Wealth Group(952) 229-4123

  12. #12 ClearPath Wealth Advisors

    Based in Minnetonka, 21 mi away

    66/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 22 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 22 Google reviews
    Hours
    Mon–Thu 8 AM–5 PM · Fri 8 AM–4 PM · Sat–Sun closed
    Address
    130 Cheshire Ln Ste. 130, Minnetonka, MN 55305
    View profile for ClearPath Wealth Advisors(952) 406-8011

  13. #13 Strategic Wealth Group

    Based in Eden Prairie, 16 mi away

    66/100RFA Score

    Ranked #13 because of its Google rating and specialty focus: 4.8★ from 18 Google reviews, listed on Google as “Financial planner”.

    • 4.8★ from 18 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    7820 Terrey Pine Ct #200, Eden Prairie, MN 55347
    View profile for Strategic Wealth Group(952) 843-4944

  14. #14 LGH Wealth Management

    Based in Edina, 12 mi away

    65/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 11 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 11 Google reviews
    Hours
    Mon–Fri 7:30 AM–5:30 PM · Sat–Sun closed
    Address
    7400 Metro Blvd #475, Edina, MN 55439
    View profile for LGH Wealth Management(952) 491-9911

  16. #16 Lion's Wealth Management

    Based in Saint Louis Park, 17 mi away

    65/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 14 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 14 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    1600 Utica Ave S #900, St Louis Park, MN 55416
    View profile for Lion's Wealth Management(612) 790-7975

  20. #20 Thomas J Asenbrenner - Private Wealth Advisor, Ameriprise Financial Services, LLC

    Based in Burnsville, 5 mi away

    64/100RFA Score

    Ranked #20 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 8 AM–5 PM · Sat–Sun closed
    Address
    12280 Nicollet Ave Ste 101, Burnsville, MN 55337
    View profile for Thomas J Asenbrenner - Private Wealth Advisor, Ameriprise Financial Services, LLC(952) 808-5425

  22. #22 EQUAL VOICES Wealth

    Based in Minneapolis, 18 mi away

    64/100RFA Score

    Ranked #22 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
    121 N Washington Ave 2nd Floor, Minneapolis, MN 55401
    View profile for EQUAL VOICES Wealth(507) 564-2298

  23. #23 North Oaks Wealth Management

    Based in White Bear Lake, 26 mi away

    63/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 5.0★ from 13 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 13 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    4524 Hwy 61 N, White Bear Lake, MN 55110
    View profile for North Oaks Wealth Management

  24. #24 Laurel Wealth Planning

    Based in Edina, 10 mi away

    63/100RFA Score

    Ranked #24 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 8 AM–4:30 PM · Sat–Sun closed
    Address
    3300 Edinborough Way #790, Edina, MN 55435
    View profile for Laurel Wealth Planning(952) 854-6250

  25. #25 Cedar Cove Wealth Partners

    Based in Bloomington, 10 mi away

    63/100RFA Score

    Ranked #25 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–Thu 8:30 AM–5 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    Wells Fargo Plaza, 7900 Xerxes Ave S Ste. 1750, Bloomington, MN 55431
    View profile for Cedar Cove Wealth Partners(952) 358-3456

How we ranked Apple Valley wealth managers

We scored 74 Apple Valley wealth managers 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 Apple Valley 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 wealth manager

  1. Confirm the wealth manager 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 wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in Apple Valley: frequently asked questions

Which wealth manager has the highest RFA Score in Apple Valley?

By RFA Score, the highest-ranked wealth manager in Apple Valley, MN is Savant Wealth Management with an RFA Score of 70/100. It has 4.9★ from 76 Google reviews. Webb Financial Group - Wealth Management (#2) and Abundance Wealth Management (#3) follow. We ranked 74 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Apple Valley?

RankedFinancialAdvisors ranks 74 wealth managers serving Apple Valley, MN. Counts are as of November 2026.

What Google rating do Apple Valley wealth managers have?

The median Google rating among 74 rated wealth managers in Apple Valley is 5.0★, with a median of 5 reviews. Savant Wealth Management has the most, 76 reviews, and ranks #1. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside Apple Valley count in this ranking?

Yes, if they are within 40 mi of the Apple Valley city center, our service radius for wealth managers. 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 wealth managers 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 wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Apple Valley ranked?

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

How do I check a wealth manager’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 wealth manager in Apple Valley 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 wealth managers 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 Apple Valley

  1. November 2026: RFA Scores recalculated for 74 wealth managers serving Apple Valley.
  2. November 2026: 2 duplicate listings merged.

More wealth managers and Apple Valley pages