Intellicents Investment Solutions Inc is a reputable regional investment advisory firm headquartered in Albert Lea, MN. With a team of 61 dedicated professionals, 34 of whom specialize in investment advisory services, the company boasts a wealth of expertise in the field. Their average assets under management per investment advisor stand at approximately $114,110,000, which aligns with the industry average. Integrity and client satisfaction are core principles for Intellicents Investment Solutions Inc, which is evident from their extensive client base of over 1,310 individuals. These clients entrust the firm with a substantial amount of assets under management, totaling over $5,067,782,000. Of these assets, 55% are managed on a discretionary basis, reflecting the firm's ability to make informed decisions on behalf of their clients. In terms of compensation, Intellicents Investment Solutions Inc offers a range of options, including a percentage of assets under management. This structure ensures that the firm's interests are aligned with their clients' financial goals. With 10 offices spread across the region, Intellicents Investment Solutions Inc is well-positioned to serve its clients' needs. The company takes pride in its team of highly experienced advisors, with individuals such as Paul Wick, Bradley Arends, and Jeffery Englin among the longest-tenured professionals at the firm. In addition to investment advisory services, Intellicents Investment Solutions Inc also serves as a registered representative of a broker-dealer, offering a comprehensive range of financial solutions to cater to the diverse needs of their clients.

Excelsior Investors is a distinguished investment advisory firm based in Excelsior, MN. With a dedicated team of two employees, they provide expert financial guidance and management services to their esteemed clientele. One of their knowledgeable advisors, Jason Good, has been a valued member of the firm since 2013. Excelsior Investors boasts an impressive average of approximately $86,620,000 in assets under management per investment advisor, aligning with the industry standard. They have a diverse compensation structure that includes various types, such as a percentage of assets under management and hourly charges, ensuring flexibility and tailored solutions for their clients. With over 10 individual clients entrusting them with their financial portfolios, Excelsior Investors effectively manages assets totaling over $160,486,000. The firm primarily serves high-net-worth individuals, as the majority of the assets under their management cater to this discerning clientele. While 401K and individual accounts constitute less than 30% of their assets, Excelsior Investors possesses the expertise to manage employer funds, enhancing their comprehensive service offering. A hallmark of Excelsior Investors' approach is their discretion, as they manage 100% of their clients' assets on a discretionary basis. This ensures efficient decision-making and the ability to swiftly respond to market conditions, optimizing investment outcomes. Situated in Excelsior, MN, Excelsior Investors operates from a single office, reflecting their commitment to personalized service and close client relationships. With their solid track record, expertise, and dedication, Excelsior Investors remains a trusted partner for individuals seeking superior investment advisory services.

Woodbury Financial Services, Inc., headquartered in Oakdale, MN, is a prominent national investment advisory firm. With 3,002 employees, they have established themselves as a leading player in the financial services industry. A substantial portion of their workforce, 1,373 employees, specializes in offering expert investment advisory services. Woodbury Financial Services, Inc. boasts an impressive average of approximately $1,283,780,000 in assets under management per investment advisor, surpassing the industry average. The company's compensation structure is diverse, encompassing various types such as a percentage of assets under management, fixed fees, commissions, and performance-based fees. Their comprehensive approach enables them to cater to a wide range of client needs effectively. Woodbury Financial Services, Inc. serves a vast client base, with over 62,220 individual clients entrusting them with their financial management. The company manages a staggering $19,278,448,000 in assets, and nearly half of these assets are derived from employer 401Ks or individual accounts, showcasing their extensive experience and proficiency in this field. Notably, 84% of the assets managed by Woodbury Financial Services, Inc. are discretionary, signifying the level of trust placed in their expertise. In addition to investment advisory services, the company also operates as an insurance broker or agent, providing clients with comprehensive financial solutions. With a network of 1,039 offices, Woodbury Financial Services, Inc. maintains a robust presence nationwide. The firm prides itself on its team of seasoned advisors, including long-standing professionals like Lisa Lee, Todd Lively, and Steven Pipkin. Their experience and expertise contribute to the company's excellent reputation in the financial services industry. Woodbury Financial Services, Inc. stands as a trusted partner for individuals and organizations seeking comprehensive investment advisory and insurance brokerage services.

Hays Financial Group, LLC, based out of Minneapolis, MN, is a local investment advisory firm dedicated to providing comprehensive financial services. With a team of 9 highly skilled professionals, Hays Financial Group offers expert guidance and support to their diverse clientele. Each advisor specializes in investment advisory services, collectively managing an impressive $53,320,000 in assets per advisor, which aligns with the industry average. With over 180 individual clients, Hays Financial Group oversees a substantial portfolio of assets, boasting an impressive $3,155,995,000 in assets under management. Notably, 7% of these assets are managed on a discretionary basis, illustrating the trust and confidence clients place in the firm's expertise. Hays Financial Group operates from two offices in Minneapolis, ensuring convenient accessibility for their clients. The firm takes pride in its longstanding tradition of service excellence, with several of their most experienced advisors, including Gregory Klein, Brian Whinnery, and James Miley, providing trusted guidance and building lasting relationships with clients. The compensation structure at Hays Financial Group includes various types, such as a percentage of assets under management, aligning the firm's interests with those of their valued clients. By maintaining a balanced approach to compensation, the firm emphasizes transparency and aligns its success with the success of its clients. Hays Financial Group, LLC, sets itself apart through its commitment to personalized service, industry expertise, and a client-centric approach. Whether clients seek assistance with investment strategies, retirement planning, or wealth preservation, Hays Financial Group delivers tailored solutions to help clients achieve their financial goals.

Christensen Group Financial, LLC is a highly regarded investment advisory firm based in Eden Prairie, MN. With a team of five dedicated professionals, they provide comprehensive financial guidance and investment strategies to a diverse range of clients. With four of their employees specializing in investment advisory services, the firm boasts a high level of expertise and personalized attention. Impressively, Christensen Group Financial, LLC manages an average of approximately $174,320,000 in assets per investment advisor, surpassing the industry average. Their compensation structure is designed to align their interests with their clients', incorporating a percentage of assets under management and performance-based fees. With over 10 individual clients entrusting them with more than $4,720,000 in assets, Christensen Group Financial, LLC has established a strong track record of success. Notably, they excel in managing assets from employer 401Ks and individuals, which account for roughly half of their total assets under management. Their extensive experience in this area has solidified their expertise in navigating the complexities of retirement planning and investment management. As a small investment advisory firm, Christensen Group Financial, LLC operates from a single office in Eden Prairie, MN. Among their accomplished team, Ross Dahlof and Spencer Rose stand out as the firm's longest-tenured registered advisors. Their commitment to delivering exceptional client service, combined with their wealth of experience, positions Christensen Group Financial, LLC as a trusted partner in achieving financial goals and securing a prosperous future.

Caissa Wealth Strategies, based out of Bloomington, MN, is a local investment advisory firm with a strong focus on providing comprehensive wealth management solutions. With a team of 10 dedicated professionals, including 7 experienced investment advisors, they offer expert guidance to individuals seeking to grow and protect their assets. On average, each investment advisor oversees approximately $70,180,000 in assets under management, which aligns with industry standards. Their compensation structure is flexible, incorporating various methods such as a percentage of assets under management and commissions. With over 60 individual clients, Caissa Wealth Strategies manages a substantial portfolio of over $220,745,000 in assets. Primarily catering to high-net-worth individuals, the firm has extensive experience in effectively managing sizeable assets. While the majority of their managed assets are discretionary, they also possess the capability to oversee employer funds, although 401K and individual accounts constitute less than 30% of their assets under management. With one office located in Bloomington, Caissa Wealth Strategies operates with a local approach, fostering strong relationships with clients and offering personalized services. The firm takes pride in the longevity of its advisors, some of whom have been with the company for an extended period. Merissa Perkins, Julie Betchwars, and Kelly Pedersen are among the highly tenured advisors who contribute their expertise and commitment to serving clients' financial needs. Caissa Wealth Strategies strives to deliver tailored investment strategies and a high level of client satisfaction to support their clients' long-term financial goals.

Acumen Financial Advisors, LLC is a small investment advisory firm based out of Edina, MN, with one office. With a team of four employees, one of whom provides investment advisory services, Acumen Financial Advisors offers expertise and guidance in managing clients' financial assets. Their impressive average of approximately $306,080,000 in assets under management per investment advisor sets them apart from industry averages. The firm's compensation structure includes various options, such as a percentage of assets under management, hourly charges, and fixed fees, allowing clients flexibility in choosing the arrangement that best suits their needs. While 401K and individual accounts make up less than 30% of their assets under management, Acumen Financial Advisors possesses the capacity to effectively manage employer funds. Their primary focus lies in catering to high-net-worth individuals, overseeing their substantial assets. Boasting an impressive client base of over 90 individuals, Acumen Financial Advisors manages a total of $306,075,000 in assets under management. Todd Steger, a highly experienced registered advisor, has been with the firm since 2021, providing clients with his extensive knowledge and expertise in the field. Acumen Financial Advisors combines personalized attention, comprehensive services, and a dedication to helping clients achieve their financial goals, establishing themselves as a trusted partner in navigating the complex world of investments and financial planning.

NBS Financial Services, Inc. is a reputable investment advisory firm located in Westlake Village, CA. With a single office, this local firm has established itself as a trusted partner for individuals seeking expert financial guidance. The company employs a dedicated team of five professionals who specialize in providing comprehensive investment advisory services to their clients. NBS Financial Services, Inc. prides itself on managing a substantial amount of assets, averaging approximately $45,070,000 per investment advisor. This figure falls within the industry average, highlighting the firm's competence in handling client portfolios effectively. Their compensation structure is flexible, incorporating various methods such as a percentage of assets under management, hourly charges, and fixed fees to cater to individual client needs. Although 401K and individual accounts make up less than 30% of their total assets under management, NBS Financial Services, Inc. possesses the necessary expertise to manage employer funds, demonstrating their ability to handle diverse investment requirements. An impressive 99% of the assets they manage are discretionary, emphasizing their proficiency in making informed investment decisions on behalf of their clients. With over 100 individual clients and an impressive $225,358,000 in assets under management, NBS Financial Services, Inc. primarily caters to high net worth individuals. The firm's long-standing success can be attributed to the extensive experience of their advisors, including notable individuals such as Kenneth Butler, Robert Johanson, and Joseph Crossan. As a local investment advisory firm, NBS Financial Services, Inc. offers personalized and expert financial guidance to their clients, ensuring their portfolios are managed with utmost care and professionalism.

Flourish Wealth Management Inc. is a small investment advisory firm based out of Edina, MN, boasting a single office location. With a team of seven dedicated professionals, two of whom specialize in providing comprehensive investment advisory services, Flourish Wealth Management Inc. prides itself on delivering personalized financial solutions to its esteemed clientele. With an impressive average of approximately $129,430,000 in assets under management per investment advisor, Flourish Wealth Management Inc. outperforms industry standards. Their compensation structure reflects their commitment to client satisfaction, encompassing a range of options such as a percentage of assets under management, fixed fees, and hourly charges. Distinguishing itself in the field, Flourish Wealth Management Inc. exercises discretionary management over an impressive 98% of the assets entrusted to their care. Catering primarily to high-net-worth individuals, the firm adeptly manages over $258,856,000 in assets for more than 20 individual clients. Boasting a team of experienced professionals, Flourish Wealth Management Inc. has nurtured a cadre of long-serving advisors. Among the notable individuals are Stephanie Temporiti, Jay Pluimer, and Kathleen Longo, whose tenure and expertise bring added value to the firm's client-focused approach. With a commitment to personalized service, a track record of superior asset management, and a team of seasoned professionals, Flourish Wealth Management Inc. continues to excel in providing comprehensive investment advisory services, helping clients prosper and achieve their financial goals.

Pack Private Wealth, LLC, headquartered in Wayzata, MN, is a small investment advisory firm that specializes in providing comprehensive wealth management services. With a single office location, Pack Private Wealth, LLC is dedicated to serving its clients with personalized attention and tailored investment strategies. Led by a team of three experienced professionals, including two dedicated investment advisors, Pack Private Wealth, LLC manages an average of $85,980,000 in assets under management per advisor. This figure aligns with the industry average, highlighting the firm's commitment to delivering competitive results for its clients. As a discretionary asset manager, Pack Private Wealth, LLC exercises full authority over 100% of the assets it manages. This discretionary approach allows the firm to make investment decisions on behalf of its clients, ensuring a streamlined and efficient investment process. The firm primarily caters to high net worth individuals, managing a significant portion of their assets. With over 20 individual clients and more than $171,954,000 in assets under management, Pack Private Wealth, LLC has developed a reputation for providing sophisticated financial solutions to meet the unique needs of affluent clients. In addition to investment advisory services, Pack Private Wealth, LLC offers insurance brokerage and agency services. This comprehensive approach allows clients to consolidate their financial needs under one roof, benefiting from seamless coordination and a holistic perspective on their financial well-being. Derek Swedberg and Jason Lennartson, two of the firm's longest-tenured registered advisors, contribute their extensive expertise to the success of Pack Private Wealth, LLC. Their commitment to building long-term client relationships is a cornerstone of the firm's philosophy, ensuring that clients receive the highest level of personalized service and strategic guidance.

Financial Perspectives, based out of Minneapolis, MN, is a leading local investment advisory firm. With over 400 individual clients and a remarkable $744,093,000 in assets under management, the company has established itself as a trusted partner in financial planning and wealth management. With two offices, Financial Perspectives caters to a diverse range of clients, including high net worth individuals and employers seeking expert guidance for their funds. While 401K and individual accounts make up less than 30% of their assets under management, Financial Perspectives possesses the expertise and resources to effectively manage employer funds. An impressive 99% of the assets they handle are under their discretionary management, reflecting the trust and confidence placed in their investment strategies. The firm's compensation structure is comprehensive, incorporating various methods such as a percentage of assets under management, hourly charges, and fixed fees. This ensures that clients have flexible options tailored to their specific needs and objectives. Financial Perspectives boasts a dedicated team of 13 employees, all of whom provide exceptional investment advisory services. With an average of approximately $57,240,000 in assets under management per investment advisor, the firm's advisors maintain a solid industry average. Notably, Financial Perspectives takes pride in its experienced professionals, including Nicole Wilken, David Dugan, and Lisa Johnson, who have served as some of the firm's longest tenured advisors. Their expertise, coupled with the collective knowledge and skills of the team, positions Financial Perspectives as a reliable partner in achieving financial success.