Falists

Minnesota · 8 advisers

Financial Advisors in Woodbury, Minnesota

Looking for a financial advisor in Woodbury, Minnesota? Falists indexes 8 SEC-registered and state-registered investment advisers in Woodbury — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 8 firms list a website you can visit directly. Firms in this directory manage up to $1.49B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

8

With website

8

Largest AUM

$1.49B

Financial planning

8

Filter by specialty

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

AllWealth8Planning8Trusts8Retirement2Institutional1

Top advisors in Woodbury

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

View all 8 →

More cities in Minnesota

Minneapolis (109)Bloomington (36)Minnetonka (34)Edina (31)Plymouth (21)Wayzata (20)Eden Prairie (15)Maple Grove (10)St.. Paul (9)Arden Hills (7)Excelsior (6)Saint Paul (5)

Common questions

How many financial advisors are in Woodbury, Minnesota?
8 registered investment advisers are listed in our Woodbury directory, sourced from public SEC filings.
What types of advisors are in Woodbury?
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 Woodbury?
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.