TOP 10 Financial advisory firm in Minneapolis, Minnesota

Investors Financial Group Inc is a leading finance institution located at 9800 Shelard Parkway in Minneapolis, Minnesota, United States. With a strong reputation for providing expert financial advice and services, Investors Financial Group Inc caters to a wide range of clients seeking investment solutions, wealth management, and financial planning. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and innovative solutions. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Investors Financial Group Inc is committed to guiding you every step of the way.

Bernstein Financial Advisory, located at 501 Theodore Wirth Parkway in Minneapolis, Minnesota, is a finance institution with over 25 years of experience in sophisticated investment strategies. Our goal is to help individuals and families protect their portfolios from market corrections by creating better-balanced financial strategies. As an independent, fee-only, registered investment advisory firm, we prioritize the interests of our clients above all else. We serve as fiduciaries, meaning we are obligated to act in our clients' best interests and do not receive commissions from product sales.

The 401 Group at Focus Financial, located at 401 North 3rd Street, Minneapolis, Minnesota, is a finance and health institution that provides comprehensive wealth management through the highest standard of fiduciary advice. With a focus on meeting each client's personal financial goals, The 401 Group offers a concierge-level client service model and is committed to delivering objective advice without profit from the sale of proprietary products. The founders of The 401 Group hold esteemed Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ designations, bringing over 20 years of experience in financial advice to individuals, families, small businesses, and retirement plans. As part of Focus Financial, a leading independent financial advisory firm, The 401 Group is dedicated to putting clients first, earning trust, and delivering expertise. Specializing in retirement planning, business advisory services, and wealth management for corporate executives and young professionals, The 401 Group offers personalized financial planning tailored to each client's unique needs. With a commitment to building and preserving wealth while integrating the latest technology and financial tools, The 401 Group ensures that clients can achieve their long-term financial goals with confidence and peace of mind.

Bloomington, MN Accounting Firm is a reputable institution located at 7801 East Bush Lake Road in Minneapolis, Minnesota. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, our firm is here to assist you every step of the way. Trust Bloomington, MN Accounting Firm for all your financial needs.

Envoi LLC is a reputable finance institution located at 600 U.S. 169 in Minneapolis, Minnesota, United States. With a focus on providing top-notch financial services, Envoi LLC offers a wide range of financial solutions to individuals and businesses alike. Whether you are looking for investment advice, wealth management, or assistance with financial planning, Envoi LLC has a team of experienced professionals ready to help you achieve your financial goals. Trust Envoi LLC for all your financial needs in the Minneapolis area.

Elire Inc is a trusted consulting firm located in Minneapolis, Minnesota, United States. With over seventeen years of experience, we specialize in efficiently implementing, upgrading, and integrating enterprise HR, Finance, and Supply Chain software investments for our clients. Our proven methodologies and processes ensure that IT and Business Process problems are solved right the first time. Our services focus on five main product areas: Oracle Cloud, PeopleSoft, Treasury, Advisory Services, and Managed Services. We work with over 250 clients in various sectors such as Financial Services, Utilities, Government Laboratories, Healthcare, Education, and Professional Services.

Oakwood Capital Advisors, LLC is a finance institution located at 600 U.S. 169 in Minneapolis, Minnesota, United States. As a leading capital advisory firm, Oakwood provides expert financial guidance and investment strategies to individuals, businesses, and institutions. With a team of experienced professionals, Oakwood Capital Advisors, LLC offers personalized services to help clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, Oakwood Capital Advisors, LLC is dedicated to providing innovative solutions and exceptional service to meet your needs.

Barrington Capital Management, Inc. is a finance and insurance agency located at 3800 American Boulevard West in Minneapolis, Minnesota, United States. With a history dating back to 1988, Barrington Capital Management prides itself on being a trusted advisor and investment fiduciary. Their mission is to provide sound, objective, goals-based advice to clients, with a focus on transparency and communication. As an independent institution, Barrington Capital Management offers unbiased financial advice, personalized planning, and professional private wealth management services. They prioritize the best interests of their clients and aim to build long-term relationships based on trust. The institution offers Complimentary Financial Reviews for guidance on investments and retirement planning, with no obligation and an objective analysis of the client's financial situation.

Creative Planning is a top-ranked independent advisory firm located at 3800 American Boulevard West, Bloomington, Minnesota. Specializing in accounting and finance, Creative Planning offers comprehensive and customized wealth management services to provide financial peace of mind to clients worldwide. As the No. 1 Independent Advisory Firm, Creative Planning is fiercely committed to helping individuals achieve their financial goals and enjoy a richer way to wealth. By providing personal information to Creative Planning, clients can rest assured that their information will not be shared with third parties. Contact Creative Planning for a free, no-obligation consultation with a wealth manager in the Minneapolis-Saint Paul Area within one business day.

Located at 333 South 7th Street in Minneapolis, Minnesota, CAPTRUST is a finance institution that offers comprehensive wealth management and investment advisory services to clients of all types. Our team of financial advisors is available Monday through Thursday from 8:00 am to 5:00 pm and on Fridays from 8:00 am to 4:00 pm. Whether you need help with wealth planning, portfolio management, family governance, philanthropic strategies, or other financial services, our advisors are ready to assist you. We provide support to thousands of employer organizations through various services such as fiduciary partnerships, plan design optimization, and financial wellness programs.

INVSTLY, LLC is a focused growth partner for private equity, venture capital, and wealth advisory firms located at 200 Southdale Center in Minneapolis, Minnesota, United States. Specializing in being the voice of marketing for firms without dedicated departments, we develop tailored marketing strategies and plans to solve business challenges and goals. Our unique approach involves understanding the essence of your brand in relation to client and company culture experiences, aligning with business objectives and challenges. We work with clients to create, modernize, or evolve their brand identity, while operationalizing their brand ecosystem within their firm. Our team creates high-quality content and utilizes digital marketing tools to help clients reach their target audience and drive conversions. As a full-service resource, we project manage, produce, and execute strategic tactics. As an advisory partner, we create meaningful experiences to help wealth management firms invest and grow their brand, whether they are looking to grow or sell their book of business. We focus on brand and marketing throughout the investor and fund lifecycles, establishing foundations rooted in purpose and authenticity. We respect your privacy and promise not to share your information with third parties. Stay connected with Invstly for updates without constant inbox filling.

Pension Consultants Inc is a finance institution located at 120 South 6th Street in Minneapolis, Minnesota, United States. Specializing in pension consulting services, they provide expert advice and guidance to help individuals and organizations effectively manage their retirement funds. With a team of experienced professionals, Pension Consultants Inc offers personalized solutions tailored to meet the unique needs and goals of each client. Whether you are planning for retirement or looking to optimize your pension investments, they are dedicated to helping you achieve financial security and peace of mind for the future.

Cresset is a finance institution located at 701 Carlson Parkway in Minnetonka, Minnesota, United States. They specialize in reinventing family office and private wealth management, offering goals-based financial planning, investment advisory, tax-efficient portfolios, asset protection strategies, risk management, and wealth strategy. As an independent firm, Cresset adheres to strict SEC regulations and operates with True Fiduciary® Standards, ensuring that client interests come first. They provide direct access to institutional-quality private investments and do not have hidden costs or fees. Cresset has received recognition for their services from Barron's and SHOOK Research, showcasing their commitment to excellence. Cresset Capital Management, along with its subsidiaries and affiliates, offers investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services for investment vehicles focusing on private equity, real estate, and other opportunities.

Creative Planning, located at 5811 Cedar Lake Road South in Minneapolis, Minnesota, is a leading finance institution dedicated to providing financial peace of mind to clients around the world. As the No. 1 Independent Advisory Firm, Creative Planning offers comprehensive and personalized wealth management services tailored to individual financial goals. Our team of wealth managers in the Minneapolis-Saint Paul Area are committed to helping clients achieve financial success and a richer way to wealth. By agreeing to provide personal information, clients can rest assured that Creative Planning will not share this information with third parties. Clients can expect a free, no-obligation consultation within one business day of submitting an inquiry.

Sona Wealth Advisors is a finance institution located at 1600 Utica Avenue South in St. Louis Park, Minnesota, United States. We provide Fee-Only Financial Planning & Investing services for clients in Chanhassen, MN, the greater metro area of Minneapolis, and virtually. Our testimonials are provided by current clients who have given permission for their feedback to be published. We do not compensate clients for testimonials, and each client's outcomes are personal and unique. Sona Financial, LLC is a registered investment adviser offering advisory services in Minnesota and other exempt jurisdictions. Our website is not a solicitation for investment advisory services in other jurisdictions unless permitted by law. We provide personalized investment advice only after complying with jurisdiction requirements. Our firm believes in providing accurate and reliable information, and we recommend discussing all information with a financial advisor, accountant, or legal counsel before implementation.

Cardinal Wealth Advisors LLC is a registered investment advisor located in Edina, Minnesota, serving clients in the greater Twin Cities area of Minneapolis and St. Paul. Since 2005, we have been assisting individuals and families in managing their financial goals, whether they are experienced professionals, nearing retirement, planning for their children's education, or just starting out. Our small firm offers a personalized approach with a wide range of resources and knowledge, without the impersonal feel of a larger firm. We provide personal financial planning and investment strategies tailored to each client's needs and goals. From introductory meetings to plan implementation and monitoring, we work closely with our clients in an open collaboration of ideas to help them feel more secure about their financial future. We also offer options for clients interested in incorporating environmental, social, and corporate governance screens into their portfolios.

EisnerAmper, LLP is a leading accounting and finance institution located at 2501 South Wayzata Boulevard in Minneapolis, Minnesota, United States. They offer a wide range of services including accounting, audit, tax, advisory, and outsourcing to help businesses, government organizations, and individuals navigate through challenges and achieve long-term growth and profitability. EisnerAmper's team of professionals provide industry-specific expertise and cutting-edge technologies to deliver custom-tailored solutions to clients. They stay informed about the latest business insights and perspectives to help clients respond quickly to urgent issues and anticipate opportunities. Whether it's tax planning, cybersecurity, or employment and compensation outlook, EisnerAmper is committed to helping clients strengthen their organizations and achieve success. With a focus on talent, knowledge, reasonable rates, and problem-solving commitment, EisnerAmper is dedicated to being part of the solution for their clients.

Wipfli, located at 150 South 5th Street in Minneapolis, Minnesota, is a top 20 national accounting and finance firm that offers a wide range of services to clients in various industries. With a focus on assurance, accounting, tax, and consulting services tailored to individual needs, Wipfli helps clients overcome challenges, achieve goals, and plan for future success. Specializing in industries such as construction, dealerships, financial institutions, healthcare, manufacturing, nonprofits, real estate, and private equity, the Minneapolis office of Wipfli provides industry-specific solutions and in-depth knowledge to clients.

McDonald CPA LLC is a reputable accounting and finance institution located at 10000 Highway 55 in Minneapolis, Minnesota, United States. With a team of highly skilled certified public accountants, they provide a wide range of financial services including tax preparation, bookkeeping, auditing, and financial planning. Their dedication to client satisfaction and attention to detail sets them apart in the industry. Trust McDonald CPA LLC for all your accounting and finance needs.

Smith Schafer is a highly respected accounting and finance institution located at 7500 Highway 55 in Minneapolis, Minnesota, United States. Our award-winning firm is committed to providing thoughtful advisory relationships to local business clients, helping them grow with our accounting, tax, and consulting solutions. Known as a helpful business advisor, we offer proactive solutions, industry expertise, and personal relationships to support our clients in achieving their goals. Our team of industry experts stays ahead of changing trends and regulations, leveraging years of experience, relationships, and continuing education to provide tailored services to meet our clients' needs. With a focus on industry specialization, we are able to effectively and efficiently serve our clients in a variety of industries and specialties.

Schleiss Accounting LLC is a reputable accounting and finance institution located at 277 Coon Rapids Boulevard Northwest in Minneapolis, Minnesota. With a team of experienced professionals, they provide a wide range of accounting services to individuals and businesses in the area. From bookkeeping and tax preparation to financial planning and consulting, Schleiss Accounting LLC is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart as a trusted partner in managing finances effectively.

Veloce Accountants is a reputable accounting and finance institution located at 15 South 9th Street in Minneapolis, Minnesota. Our team of experienced accountants and financial experts provide a wide range of services including tax preparation, bookkeeping, financial planning, and more. We are committed to helping individuals and businesses achieve their financial goals with precision and efficiency. Visit us today to experience our top-notch services and personalized approach to accounting.

Kevin L. Applequist CPA is a reputable accounting and finance institution located at 2500 County Road 88 in Minneapolis, Minnesota, United States. With years of experience and expertise in the field, Kevin L. Applequist CPA offers a wide range of services to individuals and businesses alike. From tax preparation to financial planning, their team of professionals is dedicated to providing top-notch services tailored to meet the unique needs of each client. Trust Kevin L. Applequist CPA for all your accounting and finance needs.