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.

USADVISORS WEALTH MANAGEMENT, LLC, headquartered in Eden Prairie, MN, is a reputable investment advisory firm specializing in personalized wealth management solutions. With a solid track record and extensive experience in the industry, they have established themselves as a trusted partner for over 1,020 individual clients, managing a staggering $360,891,000 in assets. As a local firm, USADVISORS operates 12 offices strategically positioned to serve their clientele effectively. They have built a strong presence in the market, thanks to their expertise in managing employer 401Ks and individual investments, which account for approximately half of their total assets under management. USADVISORS takes pride in their commitment to discretion, as 100% of the assets they manage are under their discretionary control. The firm offers a flexible compensation structure, including options such as a percentage of assets under management, fixed fees, and hourly charges, ensuring clients have choices that align with their needs. With a team of 19 dedicated employees, 17 of whom provide investment advisory services, USADVISORS offers personalized attention to their clients. Each investment advisor at the firm manages an average of $21,230,000 in assets, showcasing their ability to handle substantial portfolios effectively. Notably, USADVISORS is recognized for its seasoned advisors, with professionals like Craig Binsfield, James Morton, and Walter Billodeaux among the firm's longest-tenured team members. Their experience and expertise further solidify the firm's position as a trusted advisor in the wealth management industry.

Trutina Financial is a local investment advisory firm based out of Bellevue, WA. With a single office, they have established themselves as a trusted financial partner in the region. Comprising a team of 16 dedicated professionals, 11 of whom specialize in providing comprehensive investment advisory services, Trutina Financial delivers personalized solutions to meet the unique financial goals of their clients. With an average assets under management (AUM) of approximately $85,590,000 per investment advisor, Trutina Financial maintains a competitive position within the industry. Their compensation structure encompasses various types, including a percentage of AUM and fixed fees, ensuring transparency and alignment of interests with their clients. Although 401K and individual accounts constitute less than 30% of their AUM, Trutina Financial possesses the expertise to effectively manage employer funds. Impressively, 93% of the assets they manage are under their discretionary control, reflecting the confidence their clients place in their investment strategies. In addition to their investment advisory services, Trutina Financial extends its expertise as an insurance broker or agent, providing comprehensive coverage options to safeguard their clients' financial well-being. Boasting a diverse clientele of over 330 individual clients, Trutina Financial oversees a substantial AUM of more than $941,532,000. The firm takes pride in their experienced team, with notable advisors like Geoffrey Schock, Kyle Hauge, and Matthew Myers who have contributed significantly to the firm's long-standing success. Trutina Financial's commitment to exceptional service, tailored financial solutions, and extensive industry experience positions them as a prominent player in the Bellevue area, dedicated to helping their clients achieve their financial objectives with confidence.

Cherry Tree Wealth Management, LLC is a reputable local investment advisory firm based in Minnetonka, MN. With a single office, the company boasts a team of 11 dedicated professionals, 8 of whom specialize in providing exceptional investment advisory services. Their average assets under management per investment advisor stand at an impressive $60,610,000, aligning closely with the industry average. Cherry Tree Wealth Management, LLC offers a diversified compensation structure that includes various options such as a percentage of assets under management and hourly charges. While the firm manages a small portion (less than 30%) of their assets under management through 401K and individual accounts, they possess the expertise to effectively oversee employer funds. An astounding 94% of the assets they manage are discretionary, demonstrating their clients' trust in their investment decisions. Catering primarily to high net worth individuals, Cherry Tree Wealth Management, LLC handles over $484,875,000 in assets under management for more than 140 individual clients. Their comprehensive range of services extends beyond investment advisory, as they also act as an insurance broker or agent. Notably, Cherry Tree Wealth Management, LLC takes pride in the extensive experience of its advisors. Longevity and expertise are hallmarks of the firm, with notable names such as Anton Christianson, Kevin O'Connor, and Janet Pollish serving as some of the most tenured professionals on their team. Overall, Cherry Tree Wealth Management, LLC exemplifies excellence in providing tailored investment advisory services to affluent individuals, while maintaining a commitment to transparent and comprehensive financial management strategies.

Heritage Wealth Architects, Inc., based out of Mendota Heights, MN, is a reputable investment advisory firm catering to high net worth individuals. With over 100 individual clients, they currently manage an impressive $207,853,000 in assets. The firm operates from a single office and offers a range of services, including investment advice and insurance brokerage. While employer funds constitute a significant portion of their asset management, they also handle 401K and individual accounts, accounting for less than 30% of their total assets under management. As a discretionary manager, Heritage Wealth Architects, Inc. has the autonomy to make investment decisions on behalf of their clients. The firm's compensation structure is diverse, encompassing various models such as a percentage of assets under management, hourly charges, and fixed fees. With a team of four dedicated employees, including two investment advisors, they ensure personalized attention and quality service to each client. Heritage Wealth Architects, Inc. boasts an average of approximately $103,930,000 in assets under management per investment advisor, aligning with industry standards. The firm takes pride in the expertise and experience of their team, with James Knapp and Tyler Rudek being among the longest-tenured registered advisors. Their commitment to delivering sound financial advice and exceptional service has solidified their position as a trusted wealth management partner for their discerning clientele.

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.

PSC Financial LLC is a small investment advisory firm based out of Bloomington, MN, with over a decade of experience in the financial industry. With a total of three dedicated employees, including two experienced investment advisors, PSC Financial provides personalized and comprehensive financial services to a diverse clientele. With an impressive average of approximately $113,150,000 in assets under management per investment advisor, PSC Financial demonstrates a solid track record of managing clients' investments effectively. Their compensation structure includes various types, such as a percentage of assets under management and performance-based fees, ensuring alignment of interests between the firm and its clients. PSC Financial LLC currently serves a wide range of individual clients, numbering over 70, and manages assets worth more than $114,232,000. While 401K and individual accounts comprise less than 30% of their assets under management, PSC Financial has the expertise and capability to effectively manage employer funds as well. With a commitment to providing discretionary portfolio management, PSC Financial ensures that all the assets they oversee are managed in accordance with their clients' individual financial goals and risk preferences. The firm's sole office in Bloomington, MN serves as the hub for their operations and client interactions. Leading the way at PSC Financial are Howard Pakola and Tracy Torland, two of the firm's longest-tenured registered advisors. With their wealth of knowledge and experience, they bring stability and expertise to the advisory services provided by PSC Financial LLC.

Portfolio Design Services, LLC is a highly reputable investment advisory firm located in River Falls, WI. With a vast portfolio of over 290 individual clients, they oversee an impressive $107,200,000 in assets under management. Catering to both personal and corporate needs, Portfolio Design Services offers comprehensive investment solutions and sound financial advice. Operating from two offices in River Falls, Portfolio Design Services is well-positioned to serve a diverse range of clients throughout the region. While their expertise extends to managing 401K and individual accounts, these represent less than 30% of their extensive assets under management. However, the firm possesses the capability to efficiently handle employer funds, ensuring comprehensive and well-rounded financial management. With a commitment to delivering exceptional service, Portfolio Design Services employs a team of five dedicated professionals, all of whom provide expert investment advisory services. On average, each investment advisor oversees an impressive $21,440,000 in assets under management, reflecting their expertise and skill in navigating the complex world of finance. The firm's compensation structure is flexible and tailored to the needs of their clients. It includes various options such as a percentage of assets under management, hourly charges, and fixed fees. This ensures transparency and aligns their interests with those of their clients, fostering a strong and trust-based relationship. At Portfolio Design Services, clients benefit from the experience of their longest tenured advisors, including John Cummins, Bradley Olson, and Bruce Swanson. Their unwavering commitment to delivering exceptional investment solutions has solidified the firm's reputation as a trusted partner in achieving financial goals.