Falists

Minnesota · 21 advisers

Financial Advisors in Plymouth, Minnesota

Looking for a financial advisor in Plymouth, Minnesota? Falists indexes 21 SEC-registered and state-registered investment advisers in Plymouth — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 20 firms list a website you can visit directly. Firms in this directory manage up to $122.19B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

21

With website

20

Largest AUM

$122.19B

Financial planning

16

Filter by specialty

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

AllWealth19Planning16Trusts17Retirement8Institutional7

Top advisors in Plymouth

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

View all 21 →

RLN WEALTH

Plymouth, MN

AUM

$20.1M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

612-499-1501

Full profileVisit site →

More cities in Minnesota

Minneapolis (109)Bloomington (36)Minnetonka (34)Edina (31)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 Plymouth, Minnesota?
21 registered investment advisers are listed in our Plymouth directory, sourced from public SEC filings.
What types of advisors are in Plymouth?
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 Plymouth?
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.