Falists

Minnesota · 36 advisers

Financial Advisors in Bloomington, Minnesota

Looking for a financial advisor in Bloomington, Minnesota? Falists indexes 36 SEC-registered and state-registered investment advisers in Bloomington — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 36 firms list a website you can visit directly. Firms in this directory manage up to $12.99B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

36

With website

36

Largest AUM

$12.99B

Financial planning

26

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth33Planning26Trusts28Retirement7Institutional19

Top advisors in Bloomington

Ranked by AUM · Fees, team & specialties at a glance

View all 36 →

TRUMIX ADVISORS

Bloomington, MN

AUM

$169.9M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

952-222-8286

Full profileVisit site →

BOULEVARD

Bloomington, MN

AUM

$119.5M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

4 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +3 more

877-664-2583

Full profileVisit site →

BANE O'LEARY LLC

Bloomington, MN

AUM

$85.3M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

4 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

952-236-4213

Full profileVisit site →
View all 36 advisors in Bloomington

More cities in Minnesota

Minneapolis (109)Minnetonka (34)Edina (31)Plymouth (21)Wayzata (20)Eden Prairie (15)Maple Grove (10)St.. Paul (9)Woodbury (8)Arden Hills (7)Excelsior (6)Saint Paul (5)

Common questions

How many financial advisors are in Bloomington, Minnesota?
36 registered investment advisers are listed in our Bloomington directory, sourced from public SEC filings.
What types of advisors are in Bloomington?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Bloomington?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.