Strategic Asset Management LLC., based out of Rochester, MN, is a reputable investment advisory firm with a strong local presence. Boasting over 220 individual clients, they currently manage an impressive $103,668,000 in assets. With three offices strategically located in the area, the firm is well-positioned to cater to the diverse needs of their clientele. Notably, Strategic Asset Management LLC. possesses extensive expertise in managing employer 401Ks and individual assets, which collectively account for approximately half of their assets under management. As a testament to their proficiency in this space, all of the assets they handle are discretionary, allowing them the flexibility to make informed investment decisions on behalf of their clients. The firm primarily serves high-net-worth individuals, who make up the majority of their managed assets. Their compensation structure is diverse and includes various types such as a percentage of assets under management and fixed fees, ensuring alignment with client objectives and providing transparency in their service offerings. With a dedicated team of seven employees, six of whom are seasoned investment advisors, Strategic Asset Management LLC. maintains an impressive average of approximately $17,280,000 in assets under management per investment advisor. Among their ranks, some of the longest-tenured advisors include Monica Mims, David Darner, and Susan Mims, who bring a wealth of experience and expertise to the firm. Strategic Asset Management LLC. distinguishes itself through its personalized approach, commitment to delivering exceptional financial guidance, and its ability to consistently generate favorable results for its clients. With their deep understanding of the market and a client-centered philosophy, they have established themselves as a trusted partner in helping individuals achieve their financial goals.

Carlson Capital Management, LLC is a premier investment advisory firm based in Northfield, MN. With a dedicated team of 79 employees, including 21 experienced investment advisors, they specialize in providing comprehensive financial services to a diverse clientele. Boasting an impressive track record, Carlson Capital Management, LLC manages a substantial amount of assets, with an average of $64,890,000 per investment advisor, which aligns with industry standards. Their compensation structure is flexible, offering various options such as a percentage of assets under management and hourly charges, ensuring clients can select the most suitable arrangement for their needs. With over 740 individual clients, Carlson Capital Management, LLC oversees a significant sum of $2,993,363,000 in assets under management, primarily catering to high net worth individuals. Although 401K and individual accounts comprise less than 30% of their managed assets, the firm possesses the expertise to effectively manage employer funds when required. With an exceptional 99% of their managed assets falling under discretionary management, Carlson Capital Management, LLC upholds a reputation for delivering expert financial guidance and decision-making. Serving as a local pillar within the community, the firm maintains 31 offices across the region, facilitating accessibility and personalized service. Notably, Carlson Capital Management, LLC boasts a team of seasoned advisors, including Adam Hoffmann, Jason Kley, and Gregory Carlson, who have established long-standing tenures and contribute their expertise to the firm's success.

Excel Financial, LLC, a local investment advisory firm based out of Red Wing, MN, is dedicated to delivering top-notch financial services to its clients. With six highly skilled employees, Excel Financial specializes in providing investment advisory services, boasting an impressive average of $141,920,000 in assets under management per investment advisor, surpassing the industry average. The firm's compensation structure encompasses various types, including a percentage of assets under management, ensuring their interests align with the clients'. Excel Financial, LLC takes pride in serving over 320 individual clients, effectively managing assets valued at over $239,938,000. Remarkably, approximately half of their assets under management originate from employer 401Ks or individuals, showcasing their expertise in this specific realm. Discretionary management constitutes a significant portion of Excel Financial's operations, with an impressive 97% of the assets they oversee falling under this category. Moreover, in addition to their investment advisory services, the company also offers insurance brokerage services, providing a comprehensive suite of financial solutions. Excel Financial, LLC operates through four offices, catering to clients' needs across different locations. Notably, the firm boasts a team of experienced advisors, including John Loquai, John Moran, and James Long, who have been serving clients for an extended period, contributing to the firm's reputation for excellence and trustworthiness. With their exceptional asset management track record, comprehensive services, and a team of seasoned advisors, Excel Financial, LLC is committed to assisting clients in achieving their financial goals and securing their future.