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Top 25 Wealth Management Giants in Minnesota

4
min read
Top 25 wealth management companies in Minnesota Main

Top 25 Wealth Management Giants in Minnesota

4
min read
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Top 25 wealth management companies in Minnesota Main
Top firms trust Inven to find niche companies

Wealth management firms in Minnesota provide key services to individuals, families, and businesses focused on reinforcing and growing their financial assets. These establishments offer personalized financial advice, investment management, retirement planning, risk management and estate planning services. They operate on a diverse scale -from large financial institutions to independent advisory firms. Minnesota's wealth management industry is poised for development due to technological advancements and changing demographics, leading to evolution in the delivery of advice and addition of innovative financial products.


Top 25 wealth management companies in Minnesota

1. Ameriprise Financial Services, LLC

  • Website: ameriprise.com
  • Headquarters: Minneapolis, Minnesota, United States
  • Founded: 1894
  • Headcount: 5001-10000
  • Latest funding type: Ipo
  • LinkedIn

Ameriprise is a trusted wealth management company that offers personalized financial advice and services to help clients reach their goals.


2. Wealth Enhancement Group

  • Website: wealthenhancement.com
  • Headquarters: Plymouth, Minnesota, United States
  • Founded: 1990
  • Headcount: 501-1000
  • Latest funding type: Undisclosed
  • LinkedIn

Wealth Enhancement Group is a company that specializes in providing financial planning and investment management services. They offer personalized advice and strategies to help individuals and families achieve their financial goals.


3. Carlson Capital Management

  • Website: carlsoncap.com
  • Headquarters: Northfield, Minnesota, United States
  • Founded: 1987
  • Headcount: 51-200
  • LinkedIn

Carlson Capital Management is an independent, fee-based investment advisory firm that offers integrated wealth management services. With a focus on objectivity, integrity, and fiduciary responsibility, they provide comprehensive financial solutions to help clients achieve their financial goals.


4. Meristem l Cresset

Meristem Family Wealth is a multi-family office that provides investment advisory, family office, and other services to individuals, families, and institutional clients. They have offices in Arizona, Florida, Minnesota, and South Dakota, and have been serving their clients for more than 20 years. The firm manages over $5.4 billion in assets and has recently merged with Cresset Asset Management to expand their reach nationwide.


5. Minneapolis Financial Group

Minneapolis Financial Group offers securities, investment advisory, and financial planning services through registered representatives of MML Investors Services. They specialize in individual and family financial management, retirement planning, wealth accumulation, and insurance solutions like disability income, life, and long-term care insurance. Their customer-centric approach focuses on understanding unique circumstances to provide tailored solutions. Potential customer groups could include individuals, families, and businesses seeking financial advice and protection. The company can be categorized as a financial services firm, insurance agency, and investment advisory firm. Offering keywords include financial planning, retirement planning, wealth management, insurance solutions. The business model can be described as a service provider, offering personalized consulting and advisory services. The company operates in the industry of financial services, with relevant categories including insurance, investment, and financial planning. Potential customers of Minneapolis Financial Group include individuals, families, and businesses seeking financial advice and insurance solutions. Other relevant keywords could be financial advisor, retirement advisor, investment management, and financial security.


6. Nepsis, Inc.

Invest With Clarity is a wealth management company that helps investors achieve better wealth and a better life by providing clarity in investment management. They believe in putting process before progress and offer a comprehensive planning process to fortify investments. Their philosophy is based on the Four Keys to Investing for Success, which are philosophy, strategy, flexibility, and transparency.


7. Tradition Wealth Management, LLC

Tradition Wealth Management is a financial planning and investment advisory firm that serves as a Personal CFO for its clients. They specialize in simplifying wealth management to allow clients to focus on their business and personal endeavors. The company operates as a fiduciary, providing unbiased wealth planning with no allegiances to any specific firm, product, or service. They tailor plans to fit the unique goals of each client and continuously monitor and modify the plan as needed.


8. Landmark Wealth Management Group

Landmark Wealth Management Group is an SEC registered investment adviser that provides customized financial guidance to individuals, families, business owners, and employees of Fortune 500 corporations. They aim to make the complex simple, bringing clarity and order to their clients' financial lives.


9. Affiance Financial

Affiance Financial is a registered investment adviser that offers comprehensive financial planning and investment services. They provide risk management planning, estate and legacy planning, and corporate retirement plans. With a team of knowledgeable professionals, they prioritize integrity and caring for their clients.


10. Intact Insurance Specialty Solutions

Intact Specialty is a company that offers various financial services and solutions to its clients. With a team of experienced professionals, they provide customized investment strategies and advisory services to help clients achieve their financial goals.


11. TruChoice Financial

TruChoice Financial Group is a financial services company that offers a wide range of personalized solutions and advice to help individuals and businesses achieve their financial goals.


12. NorthRock Partners

NorthRock Partners is a financial advisory firm that specializes in serving the unique needs of corporate executives, athletes, and entertainers. They provide personalized advice and services to help clients make a positive impact on the world.


13. intellicents

Intellicents is a financial advisory firm that aims to help the 99% of Americans by providing retirement plan consulting, group insurance consulting, personal financial management, worksite financial wellness, and participant financial advice.


14. AdvisorNet Financial Partners

AdvisorNet Financial Partners is an investment services firm that offers financial planning, investment management, insurance & risk management, and tax services. They also provide company retirement plans and help clients identify opportunities that align with their personal values.


15. Sawmill Trust Company

Sawmill Trust is a private multi-family office dedicated to supporting the financial well-being of families from generation to generation.


16. The Advocate Group

The Advocate Group is a financial planning and investment management company. They offer concierge financial planning services and help clients achieve their wealth goals. With a team of experienced advisors, they provide personalized advice and investment solutions.


17. Tealwood Asset Management

  • Website: tealwood.com
  • Headquarters: Minneapolis, Minnesota, United States
  • Founded: 1987
  • Headcount: 11-50
  • LinkedIn

Tealwood Asset Management is a financial advisory firm providing personalized attention and tailored investment advice to help clients achieve their financial goals. They focus on aligning investment strategies with clients' values and priorities, ensuring a lifetime of success.


18. Crossroads Financial Group

Crossroads Financial Group is a part of Thrivent Advisor Network, LLC and provides comprehensive financial planning solutions. They offer investment advisory and related services for clients nationally, helping them achieve their goals with a principled approach to investing and retirement planning.


19. The Parr McKnight Wealth Management Group

Parr McKnight Wealth Management Group is a trusted advisor with over 140 years of combined experience, offering effective financial planning and investment management services to families and institutions. They prioritize their clients' needs and aim to enhance their quality of life through wise investing and mapping realistic future goals.


20. Parable Wealth Partners

Parable Wealth Partners is an independent practice of Thrivent, a not-for-profit membership organization of Christians. They provide investment advisory and related services for clients nationally, helping people achieve financial clarity and live lives full of meaning and gratitude.


21. Peninsula Financial Group

Peninsula Financial Group is a financial services company offering securities and investment advisory services. They provide resources for business succession planning, asset allocation, retirement planning, insurance, and charitable giving.


22. Sweet Financial Partners

Sweet Financial is a firm that specializes in providing personalized asset and wealth management services. As professional financial advisors, they help clients achieve their long-term financial goals by offering guidance and innovative strategies. With a passion for service, they simplify their clients' lives and inspire them to build a bigger future.


23. Guardian Wealth Strategies

  • Website: gwealth.com
  • Headquarters: Minneapolis, Minnesota, United States
  • Founded: 2013
  • Headcount: 11-50
  • LinkedIn

Guardian Wealth Strategies is a financial advisory firm based in Minneapolis that offers wealth management services to individuals and non-profits. They provide independent and conflict-free advice and prioritize transparency and trust in their professional partnerships. Their team of financial consultants specializes in tax planning, investment strategies, and fiduciary responsibilities.


24. Berger Financial Group, Inc

Berger Financial Group is a wealth management company that focuses on creating customized portfolios to help clients achieve their financial goals. They offer a range of services including financial planning, retirement planning, income tax planning, and generational wealth planning. The company is dedicated to empowering women and practicing socially responsible investing. With a people-centered approach, they prioritize the needs and aspirations of their clients.


25. Winslow Capital

  • Website: winslowcapital.com
  • Headquarters: Minneapolis, Minnesota, United States
  • Founded: 1992
  • Headcount: 11-50
  • Latest funding type: Series Unknown
  • LinkedIn

Winslow Capital is an investment management firm that provides growth equity investment strategies. They offer a range of investment solutions tailored to meet the objectives and circumstances of individual investors. Their services include portfolio management, financial advice, and investment strategies. They prioritize transparency and client satisfaction, providing information and services with integrity and expertise.


Want to find more wealth management companies?


If you want to find more companies that offer services such as personalized financial advice and investment management you can do so with Inven. This list was built with Inven and there are hundreds of companies like these globally.


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


  • Ownership: Which of these are private equity backed? Which are family-owned?
  • Contact data: Who are the owners 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!

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