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.

Winter & Associates, Inc. is a reputable investment advisory firm headquartered in Saint Paul, MN. With a total of four dedicated professionals, three of whom specialize in providing investment advisory services, they offer expert financial guidance to their clients. With an impressive average of approximately $130,280,000 in assets under management per investment advisor, Winter & Associates, Inc. surpasses the industry average, demonstrating their competence in handling significant portfolios. Their compensation structure is versatile, incorporating various types such as a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients can select the payment option that best suits their needs and preferences. Winter & Associates, Inc. boasts a diverse client base, consisting of over 170 individuals who entrust them with their financial management. The firm manages over $98,384,000 in assets, with approximately half originating from employer 401Ks and individuals, showcasing their extensive experience in this domain. Notably, a remarkable 97% of the assets they oversee are under their discretionary management, exemplifying their clients' confidence in their expertise. In addition to their investment advisory services, Winter & Associates, Inc. also serves as an insurance broker or agent, further expanding their capabilities and providing holistic financial solutions to their clients. Operating from their main office in Saint Paul, MN, Winter & Associates, Inc. has cultivated a dedicated team of professionals, including some of the firm's longest-tenured advisors, such as Taylor Floren, Nicole Tietel, and Hailey Melander Crimmins. Their collective experience and commitment to client success contribute to the firm's strong reputation within the industry.

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.

Thrivent Investment Management Inc., headquartered in Minneapolis, MN, is a prominent national investment advisory firm with a workforce of 3,548 employees. Among them, 3,005 professionals specialize in providing comprehensive investment advisory services to clients. With an impressive average of approximately $8,390,000 in assets under management per investment advisor, Thrivent Investment Management Inc. demonstrates their commitment to delivering exceptional financial guidance. The firm's compensation structure encompasses various methods, such as hourly charges and fixed fees, ensuring flexibility and transparency in client engagements. Boasting a vast clientele, Thrivent Investment Management Inc. serves over 47,640 individual clients, expertly managing their assets, which total over $12,490,023,000. With an extensive track record in the employer 401K and individual asset management sector, Thrivent Investment Management Inc. garners widespread recognition for their expertise. Nearly half of their assets under management originate from employer 401K plans or individual investors, a testament to their proficiency in this space. Additionally, 32% of the assets they manage are under their discretionary authority, showcasing their depth of experience and trustworthiness. The firm's nationwide presence is reinforced by their network of 1,107 offices strategically located across the country. Thrivent Investment Management Inc. prides itself on fostering enduring relationships with their clients, aided by the expertise of their seasoned advisors. Notable individuals among their long-serving advisors include Delana Romenesko, Christopher Howard, and Gerald Roth. Thrivent Investment Management Inc. stands as a distinguished investment advisory firm, offering comprehensive financial solutions and managing substantial assets on behalf of their diverse client base.

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.

True Vision Financial Advisors is a small investment advisory firm based out of Woodbury, MN, boasting two office locations. With a total of four dedicated professionals, including two investment advisors, the firm is committed to providing exceptional financial guidance. They handle an impressive average of approximately $84,200,000 in assets under management per investment advisor, aligning with the industry average. The firm's compensation structure encompasses various types, such as a percentage of assets under management, ensuring their interests are closely tied to the success of their clients' portfolios. True Vision Financial Advisors demonstrates substantial expertise in managing employer 401Ks and individual investments, with approximately half of their assets under management originating from these sources. An impressive feat, the firm manages 100% of the assets under their care on a discretionary basis, granting clients peace of mind and allowing for agile decision-making in response to market dynamics. With over 240 individual clients, True Vision Financial Advisors oversees a substantial $168,396,000 in assets under management, affirming their trustworthiness and competence. Darin Pilacinski and Nathan Pribyl, two of the firm's longest tenured registered advisors, contribute their extensive experience and expertise to support clients in achieving their financial goals. True Vision Financial Advisors is renowned for their personalized approach, leveraging their knowledge and skills to tailor investment strategies to each client's unique circumstances and aspirations. With a strong track record and a commitment to client satisfaction, True Vision Financial Advisors remains a trusted partner in Woodbury, MN, guiding individuals and organizations toward a prosperous financial future.

CHOREO, LLC, a regional investment advisory firm based out of Minneapolis, MN, is dedicated to delivering exceptional financial management services to its clients. With over 2,220 individual clients and an impressive $12,190,108,000 in assets under management, CHOREO, LLC has established itself as a trusted partner in wealth management. Operating through their 32 offices, CHOREO, LLC offers a comprehensive range of services, including serving as a registered representative of a broker-dealer. While they have the capability to manage employer funds, 401K and individual accounts comprise less than 30% of their total assets under management. Notably, 99% of the assets they manage are discretionary, indicating a high level of trust placed in their expertise. Catering primarily to high net worth individuals, CHOREO, LLC focuses on maintaining long-term relationships and delivering personalized financial strategies. The firm's compensation structure is flexible, offering multiple options such as a percentage of assets under management, hourly charges, and fixed fees. With a dedicated team of 189 employees, including 105 investment advisors, CHOREO, LLC ensures that each client receives individual attention and expert guidance. On average, each investment advisor manages approximately $116,100,000 in assets under management, in line with industry standards. Notable for their expertise and experience, advisors like Timothy Gianos, Keith Mayhew, and Michael Nicolini contribute to the firm's success and long-standing reputation in the industry. As CHOREO, LLC continues to grow and provide exceptional financial services, their commitment to client satisfaction remains unwavering, making them a trusted choice for individuals seeking comprehensive wealth management solutions.

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.

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.