Falists

Minnesota · 34 advisers

Financial Advisors in Minnetonka, Minnesota

Looking for a financial advisor in Minnetonka, Minnesota? Falists indexes 34 SEC-registered and state-registered investment advisers in Minnetonka — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 31 firms list a website you can visit directly. Firms in this directory manage up to $46.87B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

34

With website

31

Largest AUM

$46.87B

Financial planning

18

Filter by specialty

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

AllWealth29Planning18Trusts20Retirement11Institutional11

Top advisors in Minnetonka

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

View all 34 →

FIDERE ADVISORS

Minnetonka, MN

AUM

$24.5M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +3 more

833-234-3373

Full profileVisit site →
View all 34 advisors in Minnetonka

More cities in Minnesota

Minneapolis (109)Bloomington (36)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 Minnetonka, Minnesota?
34 registered investment advisers are listed in our Minnetonka directory, sourced from public SEC filings.
What types of advisors are in Minnetonka?
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 Minnetonka?
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.