Wealth management companies in Minnesota play a crucial role in helping clients manage and grow their financial assets. They cater to a range of clients, from high-net-worth individuals to institutions, providing services such as investment management, financial planning, and estate strategies. The industry is evolving with advancements in technology, leading to enhanced client interactions and personalized advice. Clients increasingly seek services that integrate financial consulting with lifestyle planning. Innovation is key as firms position themselves to adapt to new economic realities, ensuring their value proposition remains relevant in a competitive market.

The listed companies operate throughout Minnesota, showcasing a mix of sizes and specialties. Founding years vary, with some established as far back as 1967, while others are more recent entries. Locations span cities from Minneapolis to Saint Paul and further, indicating a concentrated network of financial expertise. Services range from asset management to estate planning, responding to specific client needs across the wealth spectrum, including family offices and corporate entities.

Continue reading to explore the top wealth management companies in Minnesota.

Top 25 Wealth Management Companies in Minnesota

1. Abbot Downing

• Website: abbotdowning.com
• Ownership type: Private
• Headquarters: Minneapolis, Minnesota, United States (USA)
• Founded year: 2012
• Headcount: 201-500
• LinkedIn: abbot-downing

Abbot Downing is a wealth management firm based in Minneapolis, Minnesota, that specializes in providing tailored financial services to high-net-worth individuals and family offices. Established in 2012, the firm has built a reputation for its expertise in investment management and financial planning. Abbot Downing focuses on helping clients navigate the complexities of their financial landscapes, ensuring that they can achieve their financial goals effectively. The firm emphasizes personalized service, understanding that each client's needs are unique. Recently, Abbot Downing has been integrated into Wells Fargo Private Bank, which allows it to leverage the resources and capabilities of a larger financial institution while continuing to serve its clientele with a focus on wealth management solutions.

2. Northland Securities, Inc.

• Website: northlandsecurities.com
• Ownership type: Private
• Headquarters: Minneapolis, Minnesota, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2002
• Headcount: 51-200
• LinkedIn: northland-securities

Northland Securities, Inc., founded in 2002 and based in Minneapolis, Minnesota, is a private financial services firm that specializes in public finance, fixed income, equity capital markets, and wealth management. With a team of approximately 110 employees, Northland Securities provides tailored financial solutions to a variety of clients, including institutional investors, corporations, and individuals. Their wealth management services include customized investment plans, retirement and estate planning, and portfolio management solutions. The firm emphasizes a client-centric approach, ensuring that financial questions and challenges are addressed with integrity and personalized service. Northland Securities is also a member of FINRA and SIPC, and is registered with the SEC and MSRB, which underscores their commitment to regulatory compliance and client protection.

3. Meristem Family Wealth

• Website: meristemfw.com
• Ownership type: Family Owned
• Headquarters: Minnetonka, Minnesota, United States (USA)
• Founded year: 1999
• Headcount: 11-50
• LinkedIn: meristem-llp

Meristem Family Wealth, now integrated into Cresset, is a family-owned wealth management firm based in Minnetonka, Minnesota. Founded in 1999, the firm specializes in providing tailored financial services to ultra-high-net-worth families and entrepreneurs. Their comprehensive suite of services includes private wealth management, liquidity planning, tax strategies, and access to private investments. Meristem has built a reputation for its focus on family office services, catering to the unique needs of clients such as CEO founders, business owners, and entertainers. The firm emphasizes a fiduciary approach, ensuring that clients' interests are prioritized in all financial decisions. With a dedicated team of professionals, Meristem aims to guide clients through complex financial landscapes, helping them achieve their long-term financial goals. The firm has not reported any funding, indicating a stable, self-sustaining business model that relies on its expertise and client relationships.

4. Baune Financial

• Website: baunefinancial.nm.com
• Ownership type: Private
• Headquarters: Mendota Heights, Minnesota, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1983
• Headcount: 11-50
• LinkedIn: baunefinancial

Baune Financial, based in Mendota Heights, Minnesota, is a private wealth management firm founded in 1983. With a team of 17 professionals, the firm specializes in providing financial advisory services primarily to partners and principals of Big 4 professional service firms, as well as affluent individuals and families. Baune Financial emphasizes the importance of understanding clients' visions, values, and goals to create tailored financial strategies aimed at securing and growing wealth. The firm has been recognized by the Financial Times as one of the top advisors in the country, and its founder, Bradley Baune, has received accolades from Forbes, including being named a Top Financial Security Professional. This recognition highlights the firm's commitment to excellence in wealth management and its ability to navigate the complexities of financial planning for its specialized clientele.

5. Marks Group Wealth Management

• Website: marksgroup.com
• Ownership type: Private
• Headquarters: Minnetonka, Minnesota, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2008
• Headcount: 11-50
• LinkedIn: marks-group-wealth-management

Marks Group Wealth Management, based in Minnetonka, Minnesota, is a private wealth management firm founded in 2008. The company specializes in investment management and financial planning services, primarily catering to high-net-worth families and institutional clients. With a team of 15 professionals, Marks Group emphasizes a client-centric approach, ensuring that each strategy is tailored to meet the unique financial complexities faced by their clients. The firm operates as a fiduciary, prioritizing honesty, integrity, and disciplined decision-making in all client interactions. Their services include comprehensive financial planning, active investment management, and consulting services for corporate and nonprofit organizations. Marks Group has garnered significant recognition in the industry, being ranked by Forbes and Barron’s among the top financial advisors in Minnesota. This acknowledgment reflects their commitment to excellence and their ability to navigate the evolving financial landscape effectively.

6. The Parr McKnight Wealth Management Group

• Website: parrmcknightwmg.com
• Ownership type: Private
• Headquarters: Minneapolis, Minnesota, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2018
• Headcount: 11-50
• LinkedIn: the-parr-mcknight-wealth-management-group

The Parr McKnight Wealth Management Group, based in Minneapolis, Minnesota, is a private wealth management firm founded in 2018. With a team boasting over 180 years of combined experience, the firm specializes in comprehensive financial planning, investment management, and advisory services tailored to individuals, families, and businesses. Their approach is centered on helping clients achieve clarity, confidence, and structure in their financial affairs. The firm addresses a wide range of financial needs, including retirement planning, legacy management, and corporate benefits. Notably, several partners have been recognized by Forbes as Best-In-State Wealth Advisors, highlighting their expertise and commitment to excellence in the industry. The firm operates with a strong emphasis on client-first values, trust, and integrity, aiming to enhance the quality of life for those they serve.

7. PrairieView Partners

• Website: prairieviewpartners.com
• Ownership type: Private
• Headquarters: Saint Paul, Minnesota, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2008
• Headcount: 11-50
• LinkedIn: prairieview-partners

PrairieView Partners is a financial advisory firm based in Saint Paul, Minnesota, established in 2008. The firm specializes in wealth management and financial planning, providing a range of services that include portfolio management, retirement planning, tax planning, estate planning, and risk management. With a team of experienced professionals, including CPAs and CFPs, PrairieView Partners focuses on delivering personalized financial advice and comprehensive strategies to help clients navigate their financial journeys. The firm emphasizes a client-centric approach, ensuring that each financial plan is tailored to the unique needs and goals of individuals and families. Their commitment to ongoing support and adjustment of financial plans as circumstances change further highlights their dedication to client success.

8. Berger Financial Group, Inc

• Website: bergerfinancialgroup.com
• Ownership type: Family Owned
• Headquarters: Plymouth, Minnesota, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1981
• Headcount: 51-200
• LinkedIn: berger-financial-group-inc

Berger Financial Group, Inc., based in Plymouth, Minnesota, is a family-owned financial advisory firm founded in 1981. Initially starting as an income tax preparation service, the firm has evolved to specialize in wealth management and financial planning. They cater to individuals and families, providing customized solutions that include investment management, tax planning, and generational wealth strategies. The firm prides itself on a holistic approach to financial success, supported by a team of experienced professionals. Berger Financial Group has a unique employee stock ownership plan (ESOP), which ensures that every employee is invested in the financial well-being of their clients. This model not only enhances the firm's culture but also aligns the interests of the advisors with those of their clients. With over 42 years of experience, Berger Financial Group continues to thrive, adapting to the changing needs of their clientele while maintaining a strong focus on tax-efficient strategies and personalized service.

9. QA Wealth Management

• Website: qawealthmanagement.com
• Ownership type: Private
• Headquarters: Minnetonka, Minnesota, United States (USA)
• Founded year: 2000
• Headcount: 11-50
• LinkedIn: qa-wealth-management

QA Wealth Management, established in 2000, is a private financial advisory firm located in Minnetonka, Minnesota. The company focuses on providing wealth management and investment advisory services tailored to the unique needs of its clients. They cater to a variety of clients, including individual investors, retirement plan sponsors, and nonprofit organizations. QA Wealth Management emphasizes fiduciary responsibility, ensuring that their clients' best interests are at the forefront of their financial strategies. The firm offers a range of services, including investment management and risk management, aimed at helping clients achieve their financial goals. With a dedicated team of professionals, QA Wealth Management is committed to delivering personalized financial solutions and maintaining strong client relationships.

10. Ascent Private Capital Management of U.S. Bank

• Website: ascent.usbank.com
• Ownership type: Family Owned
• Headquarters: Minneapolis, Minnesota, United States (USA)
• Employee distribution: United States (USA) 98%, Canada 2%
• Founded year: 2011
• Headcount: 51-200
• LinkedIn: ascent-private-capital-management

Ascent Private Capital Management of U.S. Bank, founded in 2011 and based in Minneapolis, Minnesota, is a wealth management firm dedicated to serving families with significant financial resources. The firm offers a range of services including family office solutions, investment consulting, private banking, and trust and estate planning. Ascent emphasizes a personalized approach, tailoring their services to meet the unique needs and goals of each client. Their clientele primarily consists of business founders, C-suite executives, and families looking to manage and grow their wealth across generations. Ascent's commitment to understanding family dynamics and values is central to their strategy, ensuring that wealth management is not just about financial assets but also about creating a lasting legacy. With a team of experienced professionals, Ascent integrates financial expertise with a deep understanding of family needs, positioning itself as a trusted partner in wealth management.

11. Okabena Co.

• Website: okabena.com
• Ownership type: Family Owned
• Headquarters: Minneapolis, Minnesota, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1967
• Headcount: 11-50
• LinkedIn: okabena-co.

Okabena Co. is a family-owned wealth management firm based in Minneapolis, Minnesota, with a focus on providing comprehensive family office services and investment management. Established in 1967, Okabena has built a reputation for helping families and tax-exempt institutions navigate complex financial landscapes. The firm specializes in wealth preservation and legacy building, offering tailored financial strategies that address the unique needs of each client. Their services include estate planning, tax accounting, investment management, and lifestyle management, all designed to simplify financial lives and facilitate effective wealth transfer across generations. With a dedicated team of experienced professionals, Okabena emphasizes a high level of personal attention and care, ensuring that clients receive customized solutions that align with their values and goals. The firm operates with a fiduciary commitment, prioritizing the interests of its clients above all else, and has maintained a strong client retention rate, reflecting their effectiveness in delivering value over time.

12. Stevens Foster Financial Advisors

• Website: stevensfoster.com
• Ownership type: Private
• Headquarters: Bloomington, Minnesota, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1988
• Headcount: 11-50
• LinkedIn: stevens-foster

Stevens Foster Financial Advisors, based in Bloomington, Minnesota, is a financial advisory firm that specializes in comprehensive wealth management services. Established in 1988, the firm caters primarily to high-net-worth individuals and corporate executives, offering personalized financial planning, investment management, and tax planning. Their approach integrates various financial disciplines to help clients optimize their wealth and navigate complex financial landscapes. The firm prides itself on its team of professionals, which includes financial planners, analysts, and tax preparers, who work collaboratively to design and implement tailored financial strategies. Stevens Foster has received accolades from Barron's, being named one of the top financial advisors in the United States, and has consistently ranked among the top wealth management firms by the Minneapolis/St. Paul Business Journal. This recognition underscores their commitment to delivering quality financial services and their expertise in managing the unique financial needs of their clients.

13. Tradition Wealth Management, LLC

• Website: traditionwealthmanagement.com
• Ownership type: Private
• Headquarters: Edina, Minnesota, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2003
• Headcount: 11-50
• LinkedIn: tradition-wealth-management-llc

Tradition Wealth Management, LLC, based in Edina, Minnesota, is a financial advisory firm that specializes in comprehensive wealth management and financial planning services. Established in 2003, the firm has grown to manage over $1 billion in assets, catering to individuals, families, and businesses. Their service offerings include investment management, retirement planning, estate planning, and business financial services, among others. Notably, they also provide specialized services for athletes, helping them navigate the unique financial challenges associated with their careers. Tradition Wealth Management prides itself on its independent approach, ensuring that client interests are prioritized. The firm is registered as an investment advisor and complies with SEC regulations, reflecting its commitment to maintaining high industry standards.

14. Carlson Capital Management

• Website: carlsoncap.com
• Ownership type: Corporate
• Headquarters: Northfield, Minnesota, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: January 2025
• Founded year: 1987
• Headcount: 51-200
• LinkedIn: carlson-capital-management

Carlson Capital Management, based in Northfield, Minnesota, is a wealth management firm that has been providing integrated financial services since its inception in 1987. The firm specializes in investment management, retirement planning, tax planning, estate planning, risk management, and philanthropic planning. With a team of approximately 40 professionals, Carlson Capital Management serves a broad clientele, including individuals, families, businesses, and institutions. They adhere to a fiduciary standard, ensuring that their clients' best interests are at the forefront of their services. The firm has been recognized for its commitment to excellence, having been included in Financial Advisor magazine's 2024 RIA Ranking. Additionally, Carlson Capital Management is actively involved in community initiatives, such as the American Center for Philanthropy and the CCM Circle of Care, which reflect their dedication to social responsibility and client engagement.

15. Focus Financial Network, Inc.

• Website: focusfinancial.com
• Ownership type: Private
• Headquarters: Minneapolis, Minnesota, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1993
• Headcount: 201-500
• LinkedIn: focus-financial-network-inc-

Focus Financial Network, Inc., based in Minneapolis, Minnesota, is a private financial advisory firm founded in 1993. The company specializes in providing tailored financial planning, asset management, and financial education services to both individuals and businesses. With a team of over 100 independent financial advisors, Focus Financial emphasizes a client-centric approach, ensuring that financial strategies align with the unique goals and circumstances of each client. Their advisors leverage years of experience to offer insights and guidance, helping clients navigate the complexities of financial management. The firm is also active in community involvement, reflecting a commitment to social responsibility. Focus Financial operates across multiple locations in Minnesota, serving a broad client base and fostering long-term relationships built on trust and expertise.

16. Cahill Financial Advisors, Inc.

• Website: cahillfa.com
• Ownership type: Private
• Headquarters: Edina, Minnesota, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1980
• Headcount: 11-50
• LinkedIn: cahill-financial-advisors-inc-

Cahill Financial Advisors, Inc. is a financial advisory firm based in Edina, Minnesota, founded in 1980. The company specializes in providing comprehensive wealth management services, including investment management, financial planning, and estate planning. They serve a clientele that includes individuals, families, and small businesses, helping them navigate their financial journeys. Operating independently, Cahill employs a fee-only model, ensuring that their interests align with those of their clients. This approach allows them to act as fiduciaries, prioritizing client needs without the influence of commission-based incentives. The firm boasts a team of professionals with various certifications, including Certified Financial Planner™ and Certified Public Accountant, which underscores their expertise in the field. Cahill Financial Advisors has built a reputation for its collaborative approach, enabling knowledge sharing among its advisors to better serve clients. Their commitment to client-centered service and ethical practices positions them as a relevant entity in the wealth management sector.

17. Dougherty

• Website: doughertywealth.com
• Ownership type: Private
• Headquarters: Wayzata, Minnesota, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1977
• Headcount: 11-50
• LinkedIn: dougherty-wealth-advisers-llc

Dougherty is a private wealth management firm based in Wayzata, Minnesota, with an additional office in Sioux Falls, South Dakota. Founded in 1977, the firm specializes in providing comprehensive financial services tailored to high-net-worth families. Their offerings include investment management, estate planning, tax planning, and fiduciary services, all designed to help clients build and preserve wealth across generations. Dougherty emphasizes a values-oriented approach, focusing on family governance and personalized service. They collaborate with other advisors to ensure that their clients receive the best possible outcomes. The firm also operates a trust company, which allows them to provide specialized trust services, leveraging South Dakota's favorable trust laws to enhance their clients' financial strategies. Dougherty's team consists of experienced professionals with backgrounds in accounting, law, and finance, ensuring a well-rounded approach to wealth management.

18. Piller Financial Group

• Website: pfingroup.com
• Ownership type: Private
• Headquarters: Plymouth, Minnesota, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2008
• Headcount: 11-50
• LinkedIn: piller-financial-group

Piller Financial Group, based in Plymouth, Minnesota, is a financial services firm that specializes in comprehensive financial planning, investment management, insurance, and trust services. Established in 2008, the company serves a range of clients, including individuals, families, and businesses, helping them achieve their financial goals through tailored strategies. The firm prides itself on its client-first philosophy, focusing on building strong relationships and understanding what matters most to its clients. Piller Financial Group offers a variety of services, including estate planning, business succession strategies, investment strategies, retirement planning, risk management, and tax planning. Their team of skilled professionals collaborates closely with clients to create, preserve, and distribute wealth effectively. With a commitment to ongoing support and adaptation to clients' changing needs, Piller Financial Group remains relevant in the financial services industry.

19. Silveroak Wealth Management

• Website: silveroakwealth.com
• Ownership type: Private
• Headquarters: Minneapolis, Minnesota, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2004
• Headcount: 11-50
• LinkedIn: silveroak-wealth-management

Silveroak Wealth Management LLC, based in Edina, Minnesota, is a private wealth management firm founded in 2004. The company specializes in providing comprehensive financial planning and investment advisory services tailored to the unique needs of individuals and families. With a team of experienced advisors holding various professional designations, Silveroak emphasizes a fiduciary standard, ensuring that client interests are always prioritized. Their service offerings include investment advisory, tax planning, estate management, risk management, and charitable giving, among others. Silveroak has received recognition for its excellence in the industry, including being named a Five Star Wealth Manager and ranking in the Financial Times' Top 300 Investment Advisors. The firm is also committed to community involvement, participating in various charitable activities. This blend of professional expertise and community engagement positions Silveroak as a noteworthy player in the wealth management industry.

20. All Star Financial, LLC

• Website: allstarfinancial.com
• Ownership type: Private
• Headquarters: Minneapolis, Minnesota, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1990
• Headcount: 11-50
• LinkedIn: all-star-financial

All Star Financial, LLC, based in Minneapolis, Minnesota, is a private financial advisory firm founded in 1990. With a team of 26 employees, the firm specializes in wealth management and tax services, providing tailored financial planning and investment management solutions to individuals and families. All Star Financial operates on a fee-only basis, ensuring that their interests are aligned with those of their clients. This approach fosters trust and transparency, which are crucial in the financial advisory industry. The firm has built a reputation for delivering personalized service and has a proven process designed to identify and meet clients' unique financial goals. Their services extend beyond wealth management to include tax planning and business solutions, making them a comprehensive resource for clients seeking to navigate their financial journeys.

21. Stone Arch Advisory Group

• Website: stonearchadvisorygroup.com
• Ownership type: Private
• Headquarters: Edina, Minnesota, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2000
• Headcount: 11-50
• LinkedIn: volk-associates-wealth-management

Stone Arch Advisory Group, based in Edina, Minnesota, is a financial advisory firm founded in 2000. With a team of 17 professionals, the firm specializes in wealth management, financial planning, and investment solutions tailored for individuals and families. Their services include estate planning, risk management, and investment strategies, all designed to help clients grow and protect their assets across generations. The firm emphasizes a personalized approach, ensuring that each client receives a strategy that aligns with their unique financial goals. Stone Arch Advisory Group has gained recognition in the industry, with its principals, Craig Volk and Alex Wieme, being featured on Forbes' lists of top wealth advisors. Their affiliation with Northwestern Mutual provides a solid foundation for their operations, enhancing their credibility and service offerings.

22. intellicents

• Website: intellicents.com
• Ownership type: Private
• Headquarters: Albert Lea, Minnesota, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1974
• Headcount: 51-200
• LinkedIn: intellicents

intellicents, founded in 1974 and based in Albert Lea, Minnesota, is a private financial advisory firm with a workforce of approximately 71 employees. The company specializes in wealth management, retirement plan consulting, and insurance consulting. Their approach is centered on assisting American workers and employers, particularly those who may not have access to traditional financial services. By focusing on the financial needs of the 99% of Americans, intellicents aims to help clients navigate their financial journeys through personalized advice and planning. They have developed various services, including participant financial advice and innovative financial planning tools, to enhance the financial wellness of their clients. The firm operates under the belief that financial management should be accessible to all, not just the affluent. Their commitment to this mission is reflected in their core values and the services they provide, which are designed to empower individuals and organizations alike.

23. Marquette Wealth Management

• Website: marquettewm.com
• Ownership type: Private
• Headquarters: Minneapolis, Minnesota, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2005
• Headcount: 1-10
• LinkedIn: marquette-asset-management

Marquette Wealth Management, based in Minneapolis, Minnesota, is a private wealth management firm that has been operational since 2005. The company provides a wide range of financial services, including financial planning, investment management, retirement planning, and estate planning. They cater to a variety of clients, including individuals, families, entrepreneurs, and multi-generational families, focusing on helping them achieve their financial goals. Marquette prides itself on its client-centric approach, emphasizing the importance of understanding each client's unique circumstances and aspirations. The firm operates under a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients. With approximately $712 million in assets under administration, Marquette has built a reputation for delivering transparent and unbiased financial advice. Their team includes certified professionals, ensuring that clients receive knowledgeable guidance tailored to their specific needs. Marquette Wealth Management has evolved from its origins as a subsidiary of Marquette Financial Companies to an independent entity, maintaining a strong commitment to community engagement and client advocacy.

24. Redhawk Wealth Advisors, Inc.

• Website: redhawkwa.com
• Ownership type: Private
• Headquarters: Minneapolis, Minnesota, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2005
• Headcount: 51-200
• LinkedIn: redhawk-wealth-advisors

Redhawk Wealth Advisors, Inc. is a financial advisory firm based in Minneapolis, Minnesota, founded in 2005. The company specializes in providing investment advisory services, technology solutions, and marketing support tailored to the needs of individual investors and businesses. With a strong emphasis on helping clients navigate financial markets, Redhawk aims to achieve better financial outcomes through customized investment strategies. The firm operates as an SEC Registered Investment Advisor and has built a reputation for its fiduciary promise, ensuring that client interests are prioritized. As of December 31, 2023, Redhawk manages over $2.5 billion in assets and services more than 20,000 client accounts annually, showcasing its significant presence in the wealth management industry. The firm also supports over 275 retirement plans each year, further solidifying its role in the financial advisory landscape.

25. Accredited Investors Wealth Management

• Website: accredited.com
• Ownership type: Private
• Headquarters: Edina, Minnesota, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1987
• Headcount: 51-200
• LinkedIn: accredited-investors-inc-

Accredited Investors Wealth Management, based in Edina, Minnesota, is a private wealth management firm that has been operational since 1987. The company specializes in a range of financial services, including personalized financial planning, investment management, and legacy planning. With a team of approximately 64 professionals, Accredited Investors emphasizes a fiduciary standard, ensuring that clients' interests are always prioritized. Their approach includes dynamic wealth scenario planning and custom portfolio management, tailored to meet the unique needs of individuals and families. The firm is also known for its community involvement, supporting various charitable organizations and hosting educational events through their WiseLife® Speaker Series. This commitment to both client service and community engagement underscores their role in the wealth management industry.

Wealth Management Insights: Key Companies in Minnesota

Want to Find More Wealth Management Companies?

With Inven you'll also get to know the company's:

• Detailed Ownership: Who owns the company? Is it a public or private company? What is the ownership structure?
• Contact data: Who are the founders and CEO's? What are their emails and phone numbers?
• Financials: How do these companies perform financially? What are their revenues and profit margins?

...and a lot more!