Minnesota · 3 advisers
Financial Advisors in White Bear Lake, Minnesota
Looking for a financial advisor in White Bear Lake, Minnesota? Falists indexes 3 SEC-registered and state-registered investment advisers in White Bear Lake — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $46.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$46.5M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in White Bear Lake
Ranked by AUM · Fees, team & specialties at a glance
THOMPSON FINANCIAL TRANSITIONS INC.
White Bear Lake, MN
AUM
$46.5M
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
651-328-6386
LIONS GATE SOVEREIGN CAPITAL, LLC
White Bear Lake, MN
AUM
$44.0M
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
651-634-8817
STANDARD VALUATIONS, INC.
White Bear Lake, MN
AUM
—
Team
3 advisors
Clients
—
Fees
Fixed fees
651-690-5441
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Common questions
- How many financial advisors are in White Bear Lake, Minnesota?
- 3 registered investment advisers are listed in our White Bear Lake directory, sourced from public SEC filings.
- What types of advisors are in White Bear Lake?
- 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 White Bear Lake?
- 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.