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.

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.

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.

Ameriprise Financial Services, LLC, headquartered in Minneapolis, MN, is a prominent national investment advisory firm. With a team of 14,187 dedicated professionals, they offer a comprehensive range of financial services. A significant portion of their workforce, comprising 12,542 individuals, specializes in providing expert investment advisory services. Each investment advisor manages an average of approximately $15,310,000 in assets, showcasing their extensive expertise in asset management. Ameriprise Financial Services, LLC boasts an impressive clientele, serving over 1,096,990 individual clients. The firm oversees a substantial $414,380,098,000 in assets under management, demonstrating their ability to handle significant wealth portfolios. Notably, approximately 49% of the assets they manage are discretionary, highlighting their skill in making independent investment decisions. The compensation structure at Ameriprise Financial Services, LLC includes various types such as a percentage of assets under management, hourly charges, and fixed fees. This diverse approach ensures that clients can select the most suitable payment option for their specific needs. In addition to their investment advisory services, Ameriprise Financial Services, LLC extends its capabilities to areas such as commodity pool operation, commodity trading advising, and insurance brokerage. Their breadth of services underscores their commitment to offering comprehensive financial solutions. With 154 offices nationwide, Ameriprise Financial Services, LLC has established a robust presence throughout the United States. The firm takes pride in its team of experienced advisors, including notable professionals such as Sanda Bailey, David Heffernan, and James Tabak. Their longevity within the company exemplifies the deep expertise and trusted guidance clients can expect from Ameriprise Financial Services, LLC.

Planners Financial Services, Inc. is a reputable investment advisory firm headquartered in Mendota Heights, MN. With over 140 individual clients, they have successfully amassed an impressive $96,371,000 in assets under management. Operating from a single office, Planners Financial Services, Inc. offers a diverse range of financial solutions, including insurance brokerage services. While their focus extends beyond 401K and individual accounts, these categories constitute less than 30% of their overall managed assets. Notably, the firm possesses the expertise and capacity to handle employer funds, making them a reliable partner for businesses seeking investment management. Catering primarily to high-net-worth individuals, Planners Financial Services, Inc. distinguishes itself with a discretionary approach to managing 100% of the assets entrusted to their care. Their compensation structure encompasses various types, such as a percentage of assets under management and hourly charges, ensuring a flexible and customized experience for their clients. With a dedicated team of two employees, one of whom specializes in providing investment advisory services, Planners Financial Services, Inc. maintains a balanced workload while consistently delivering top-quality guidance. The firm's average assets under management per investment advisor stand at approximately $96,370,000, aligning closely with the industry average. Planners Financial Services, Inc. prides itself on its commitment to personalized financial solutions, meticulous attention to detail, and a deep understanding of the ever-evolving financial landscape. By offering a comprehensive suite of services, they empower their clients to make informed decisions and achieve their financial goals.

Great River Financial, a small investment advisory firm based in Golden Valley, MN, serves a select group of over 70 individual clients with a total of more than $119,810,000 in assets under management. With a focus on high net worth individuals, Great River Financial provides personalized financial solutions to meet their clients' unique needs. While 401K and individual accounts make up less than 30% of their assets under management, Great River Financial possesses the capability to manage employer funds, offering a comprehensive range of services to various client segments. The firm takes pride in its discretionary asset management approach, ensuring clients benefit from expert investment decisions, with 95% of the assets they oversee being discretionary. With a compensation structure that includes a percentage of assets under management, hourly charges, and fixed fees, Great River Financial aligns their interests with their clients' financial success. The firm operates with a dedicated team of three employees, with one providing specialized investment advisory services. Their average assets under management per investment advisor amount to approximately $119,810,000, in line with the industry average. Joshua Wolberg, one of the longest-tenured registered advisors, has been a part of the Great River Financial team since 2021. With his experience and expertise, combined with the firm's commitment to delivering exceptional service, Great River Financial aims to build lasting relationships with clients, guiding them towards their financial goals and aspirations. Located in Golden Valley, MN, Great River Financial remains committed to providing top-notch financial advice, tailored solutions, and personalized attention to their clients, ensuring a secure and prosperous financial future.

Phillip James Financial Co. is a small investment advisory firm based out of Plymouth, MN, with a single office. With a team of four dedicated professionals, including two investment advisors, they offer comprehensive financial guidance and strive to help their clients achieve their financial goals. With an average of approximately $67,500,000 in assets under management per investment advisor, Phillip James Financial Co. maintains an industry-average standing. Their compensation structure includes various types, such as a percentage of assets under management and fixed fees, ensuring a flexible approach to meet their clients' needs. While 401K and individual accounts represent less than 30% of their assets under management, Phillip James Financial Co. possesses the expertise and capability to effectively manage employer funds. Notably, all the assets they manage are discretionary, demonstrating their clients' trust in their decision-making abilities. Catering predominantly to high-net-worth individuals, Phillip James Financial Co. has garnered a reputation for providing exceptional service. Their client base consists of over 80 individual clients, collectively entrusting them with more than $135,006,000 in assets under management. Among the firm's registered advisors, James Sexton and Phillip Christenson stand as two of the longest-tenured professionals, contributing their extensive experience and knowledge to the success of Phillip James Financial Co. In addition to their investment advisory services, Phillip James Financial Co. offers the expertise of an accountant or accounting firm, further enhancing their clients' financial strategies and ensuring comprehensive financial planning and management.

Strong Tower Advisory Services, a small investment advisory firm based out of Minneapolis, MN, is committed to delivering comprehensive financial solutions to its valued clients. With over 110 individual clients and an impressive $341,381,000 in assets under management, the firm has established itself as a trusted partner in wealth management. Operating from a single office, Strong Tower Advisory Services possesses the expertise and capability to effectively manage employer funds, in addition to their focus on 401Ks and individual accounts, which collectively represent less than 30% of their assets under management. Their discretionary management approach ensures that 71% of the assets they oversee benefit from informed investment decisions. The firm's compensation structure encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees, offering flexibility to meet the diverse needs of their clients. With a team of six dedicated employees, including three investment advisory professionals, Strong Tower Advisory Services achieves an average of approximately $113,790,000 in assets under management per investment advisor, aligning with the industry average. Aaron Peloquin, Troy Winegarner, and Gregory Molle are among the longest tenured advisors at Strong Tower Advisory Services, bringing extensive experience and expertise to the firm. Through their personalized approach and commitment to client satisfaction, the firm continues to deliver tailored financial strategies that help clients achieve their financial goals. Strong Tower Advisory Services stands as a reliable and experienced partner in navigating the complexities of wealth management. By providing comprehensive services and fostering enduring relationships, the firm strives to empower clients on their financial journey and guide them towards a secure and prosperous future.

Advanced Advisor Group, LLC is a reputable investment advisory firm based in Cambridge, MN. With a robust presence of 7 offices, the company offers comprehensive investment advisory services to a diverse clientele. Boasting a team of 8 dedicated professionals, all employees at Advanced Advisor Group, LLC specialize in providing expert guidance for investment decisions. With an impressive average of approximately $1,430,000 in assets under management per investment advisor, Advanced Advisor Group, LLC demonstrates their ability to handle substantial portfolios effectively. The firm employs a flexible compensation structure that encompasses various methods, including a percentage of assets under management and hourly charges, ensuring transparency and tailored solutions for their clients. Distinguishing themselves in the industry, over 80% of Advanced Advisor Group's assets under management are derived from employer 401K plans and individual investors. Their expertise and qualifications make them particularly well-suited to effectively manage 401K plans for both employers and employees. Furthermore, all the assets managed by Advanced Advisor Group, LLC are discretionary, allowing the firm to make informed investment decisions on behalf of their clients. With a vast client base comprising over 60 individuals, Advanced Advisor Group, LLC currently oversees an impressive $11,460,000 in assets under management. Their commitment to personalized service and wealth management expertise positions them as a trusted partner for individuals and organizations seeking to optimize their financial future.

Stevens Foster Financial Advisors is a local investment advisory firm based out of Bloomington, MN, with one office serving clients in the area. With a total of 25 employees, including 8 dedicated investment advisors, the firm offers a comprehensive range of financial advisory services. The average assets under management per investment advisor at Stevens Foster Financial Advisors is approximately $72,060,000, which aligns with the industry average. The firm's compensation structure is diverse, encompassing various methods such as a percentage of assets under management, hourly charges, fixed fees, and commissions. While the firm manages less than 30% of its assets under management in 401K and individual accounts, they possess the capability to oversee employer funds. Impressively, 74% of the assets they manage are discretionary, reflecting the trust placed in their expertise by their clients. Stevens Foster Financial Advisors predominantly serves high-net-worth individuals, as evidenced by the majority of the assets under their management. Additionally, they extend their services to accountants or accounting firms seeking professional financial guidance. The firm boasts a sizable client base, with over 230 individual clients entrusting them with a total of $576,450,000 in assets under management. Noteworthy among the team are the long-tenured advisors, Daniel Holmberg, Jann Mauri, and William Stevens, who contribute their expertise to the success of the firm. With a strong presence in Bloomington, MN, Stevens Foster Financial Advisors has established itself as a reliable and capable partner for individuals and businesses seeking sound financial advice and management.