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Wealth Managers in Shoreview, MN: 2026 rankings

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

The short answer

  1. 1

    Highest RFA Score in Shoreview: Savant Wealth Management, RFA Score 71/100; 4.9★ from 76 Google reviews.

  2. 3

    Most-reviewed: Pursuit Wealth Management, 44 Google reviews at 4.9★, the most of 72 ranked after Savant Wealth Management; ranked #3.

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

72 Shoreview wealth managers are ranked here by RFA Score, from eight published factors. The median Google rating is 5.0★ across 72 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 Shoreview 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 Shoreview at a glance
RankBusinessRFA ScoreGoogle ratingBased inNotable for
1Savant Wealth Management714.9★ (76)Saint Paul, 9 mi awayTop score
2Fundamental Wealth Designs704.8★ (42)Blaine, 2 mi away—
3Pursuit Wealth Management694.9★ (44)Woodbury, 13 mi awayMost reviews
4Jupiter Wealth Planning LLC695.0★ (38)Woodbury, 13 mi away—
5Webb Financial Group - Wealth Management685.0★ (35)Bloomington, 17 mi away—
6Abundance Wealth Management685.0★ (32)Bloomington, 17 mi away—
7Endeavr Financial Planning & Wealth Management675.0★ (27)Minnetonka, 17 mi away—
8Fiat Wealth Management675.0★ (27)Minnetonka Mills, 18 mi away—
9Boulevard Wealth Management675.0★ (26)Edina, 20 mi away—
10ClearPath Wealth Advisors675.0★ (22)Minnetonka, 17 mi away—

All 72 wealth managers in Shoreview, 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 Shoreview

    #1 Savant Wealth Management

    Based in Saint Paul, 9 mi away

    71/100RFA 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

  2. #2 Fundamental Wealth Designs

    Based in Blaine, 2 mi away

    70/100RFA Score

    Ranked #2 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

  8. #8 Fiat Wealth Management

    Based in Minnetonka Mills, 18 mi away

    67/100RFA Score

    Ranked #8 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

  10. #10 ClearPath Wealth Advisors

    Based in Minnetonka, 17 mi away

    67/100RFA Score

    Ranked #10 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

  11. #11 North Oaks Wealth Management

    Based in White Bear Lake, 6 mi away

    67/100RFA Score

    Ranked #11 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

  12. #12 Lion's Wealth Management

    Based in Saint Louis Park, 13 mi away

    66/100RFA Score

    Ranked #12 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

  15. #15 Tailwinds Wealth

    Based in Vadnais Heights, 5 mi away

    65/100RFA Score

    Ranked #15 because of its Google rating and specialty focus: 4.6★ from 9 Google reviews, listed on Google as “Financial advisor”.

    • 4.6★ from 9 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–1 PM · Sat–Sun closed
    Address
    3640 Talmage Cir #100, Vadnais Heights, MN 55110
    View profile for Tailwinds Wealth(651) 243-0535

  16. #16 EQUAL VOICES Wealth

    Based in Minneapolis, 9 mi away

    65/100RFA Score

    Ranked #16 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

  19. #19 Strategic Wealth Group

    Based in Eden Prairie, 22 mi away

    65/100RFA Score

    Ranked #19 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

  21. #21 FortiFi Wealth

    Based in Shoreview

    64/100RFA Score

    Ranked #21 because of its Google rating and specialty focus: 5.0★ from 4 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 4 Google reviews
    Hours
    Mon–Thu 9 AM–4 PM · Fri 9 AM–2 PM · Sat–Sun closed
    Address
    500 Hwy 96 W Ste 300, Shoreview, MN 55126
    View profile for FortiFi Wealth(651) 426-1694

  22. #22 LGH Wealth Management

    Based in Edina, 18 mi away

    64/100RFA Score

    Ranked #22 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

  25. #25 ARA Wealth Strategies

    Based in Minneapolis, 12 mi away

    64/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 5.0★ from 7 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 7 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    701 Xenia Ave S Ste 600, Minneapolis, MN 55416
    View profile for ARA Wealth Strategies(952) 698-7000

How we ranked Shoreview wealth managers

We scored 72 Shoreview 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 Shoreview 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 Shoreview: frequently asked questions

Which wealth manager has the highest RFA Score in Shoreview?

By RFA Score, the highest-ranked wealth manager in Shoreview, MN is Savant Wealth Management with an RFA Score of 71/100. It has 4.9★ from 76 Google reviews. Fundamental Wealth Designs (#2) and Pursuit Wealth Management (#3) follow. We ranked 72 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Shoreview?

RankedFinancialAdvisors ranks 72 wealth managers serving Shoreview, MN. 1 of them is based in Shoreview; the rest serve it from nearby towns. Counts are as of November 2026.

What Google rating do Shoreview wealth managers have?

The median Google rating among 72 rated wealth managers in Shoreview 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 Shoreview count in this ranking?

Yes, if they are within 40 mi of the Shoreview 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 Shoreview 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 Shoreview 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 Shoreview

  1. November 2026: RFA Scores recalculated for 72 wealth managers serving Shoreview.
  2. November 2026: 2 duplicate listings merged.

More wealth managers and Shoreview pages