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.

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.

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.

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.

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.

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.

Heritage Capital Advisors, LLC is a reputable investment advisory firm based in St. Paul, Minnesota. With over 10 individual clients and a staggering $66,745,000 in assets under management, the firm has established itself as a trusted partner in wealth management. Despite being a small firm with one office, Heritage Capital Advisors offers a comprehensive range of financial services. While the majority of their assets under management cater to high-net-worth individuals, Heritage Capital Advisors also possesses the expertise to manage employer funds, although such accounts represent less than 30% of their portfolio. Notably, all assets under their management are handled on a discretionary basis, ensuring that clients benefit from their professional judgment and strategic decision-making. Heritage Capital Advisors employs a diverse compensation structure, including a percentage of assets under management and fixed fees. With a total of four dedicated employees, one of whom provides investment advisory services, the firm maintains a focused team to deliver personalized and attentive service to each client. Scott Moller, one of the firm's registered advisors, holds an esteemed position as one of the longest-tenured professionals, having been with Heritage Capital Advisors since 2017. His extensive experience and commitment to delivering exceptional results contribute to the firm's success. Overall, Heritage Capital Advisors, LLC is committed to providing expert financial guidance and wealth management solutions tailored to their clients' individual needs. Their solid track record, coupled with their client-centric approach, positions them as a trusted partner in helping individuals and businesses achieve their financial goals.

First Light Asset Management, LLC is a leading local investment advisory firm headquartered in Edina, MN, with two offices. With a total of 11 dedicated professionals, they specialize in providing comprehensive investment advisory services to their clients. Five of their highly skilled employees specifically focus on delivering exceptional investment guidance. Setting themselves apart from the industry, First Light Asset Management, LLC boasts an impressive average of approximately $252,800,000 in assets under management per investment advisor. This figure demonstrates their ability to handle substantial portfolios and highlights their expertise in generating optimal returns for their clients. When it comes to compensation, First Light Asset Management, LLC offers a range of structures tailored to meet their clients' needs. These include a percentage of assets under management as well as performance-based fees, ensuring alignment of interests between the firm and its valued clients. Notably, all the assets managed by First Light Asset Management, LLC are discretionary, showcasing their trusted and autonomous decision-making process. In addition to their core investment advisory services, First Light Asset Management, LLC extends their expertise as a commodity pool operator or commodity trading advisor, whether registered or exempt from registration. This expanded service offering demonstrates their versatility in navigating diverse investment landscapes. With an impressive roster of over 210 individual clients, First Light Asset Management, LLC oversees a substantial $1,264,020,000 in assets under management. The firm takes pride in its long-tenured advisors, including Mathew Arens, Brett Johnson, and Charles Kretschmer, who contribute their extensive experience and knowledge to ensure the continued success of the firm.

Quantitative Advantage, LLC is a highly regarded local investment advisory firm headquartered in Minnetonka, MN. With a single office location, the company employs a dedicated team of 22 professionals, 17 of whom specialize in providing comprehensive investment advisory services. Demonstrating their expertise, the firm maintains an average of approximately $44,560,000 in assets under management per investment advisor, aligning closely with the industry average. When it comes to compensation, Quantitative Advantage, LLC employs a flexible structure, incorporating various methods such as a percentage of assets under management, hourly charges, and fixed fees. While their portfolio includes less than 30% allocation to 401K and individual accounts, the firm possesses the capabilities to effectively manage employer funds. Notably, all of the assets managed by the firm are discretionary, enabling them to make investment decisions on behalf of their clients. Catering predominantly to high-net-worth individuals, Quantitative Advantage, LLC boasts an extensive client base of over 970 individual clients, representing a substantial total of $757,562,000 in assets under management. The firm takes pride in its experienced team, with notable advisors such as Theodore Ecker, Kyle Olson, and Ronald Evans, who have amassed considerable tenure within the company. Quantitative Advantage, LLC has built a solid reputation in the industry for their comprehensive investment advisory services, leveraging their expertise to assist clients in achieving their financial goals. With a focus on quantitative analysis and a commitment to personalized strategies, the firm strives to deliver superior results and establish long-lasting partnerships with their valued clients.

Financial Dimensions Group, Inc. is a regional investment advisory firm based out of Arden Hills, MN, operating through 11 offices. With a team of 51 dedicated employees, the firm exclusively focuses on providing comprehensive investment advisory services. Their collective expertise enables them to effectively manage an average of approximately $42,820,000 in assets under management per investment advisor. The compensation structure at Financial Dimensions Group, Inc. encompasses various types, including a percentage of assets under management, fixed fees, and hourly charges. Notably, their proficiency in managing employer 401Ks and individual investments has contributed to approximately half of their assets under management. This demonstrates their extensive experience and success in this particular domain. Impressively, 79% of the assets they manage are discretionary, reflecting the high level of trust clients place in Financial Dimensions Group, Inc.'s investment strategies. The firm boasts an extensive client base, serving over 3,270 individual clients with a staggering $2,183,715,000 in assets under management. The company takes pride in its team of seasoned advisors, including Joseph Westrup, Adam Gilmore, and Eric Kajer, who have remained dedicated to Financial Dimensions Group, Inc. for an extended period. Their longevity underscores the firm's commitment to fostering long-term relationships with both clients and employees. Financial Dimensions Group, Inc. stands as a reliable and reputable investment advisory firm, leveraging its expertise, diverse compensation structure, and extensive experience to help clients achieve their financial goals.