Minnesota · 2 advisers
Financial Advisors in Mendota Heights, Minnesota
Looking for a financial advisor in Mendota Heights, Minnesota? Falists indexes 2 SEC-registered and state-registered investment advisers in Mendota Heights — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $182.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
2
Largest AUM
$182.5M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Mendota Heights
Ranked by AUM · Fees, team & specialties at a glance
WOLD FINANCIAL GROUP
Mendota Heights, MN
AUM
$182.5M
Team
3 advisors
Clients
0
Fees
Percentage of AUM
612-347-7825
CASTLE ROCK FINANCIAL PLANNING, INC.
Mendota Heights, MN
AUM
$49.3M
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
651-294-0013
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Common questions
- How many financial advisors are in Mendota Heights, Minnesota?
- 2 registered investment advisers are listed in our Mendota Heights directory, sourced from public SEC filings.
- What types of advisors are in Mendota Heights?
- 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 Mendota Heights?
- 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.