Midwest Financial Partners, a reputable investment advisory firm, is located in St. Cloud, MN. With 24 dedicated employees, including 6 experienced investment advisors, they offer exceptional financial services to a diverse clientele. Their average assets under management per investment advisor, standing at approximately $230,190,000, surpasses the industry average, showcasing their expertise and ability to maximize client investments. The compensation structure at Midwest Financial Partners encompasses various types, including a percentage of assets under management, ensuring that their interests are aligned with those of their clients. With an impressive portfolio, the firm manages over $873,532,000 in assets across more than 770 individual clients. While their expertise extends beyond 401K and individual accounts, comprising less than 30% of their total assets under management, they possess the capability to manage employer funds, providing comprehensive financial solutions. Notably, 97% of the assets entrusted to Midwest Financial Partners are managed on a discretionary basis, reflecting the confidence clients place in the firm's decision-making abilities. Additionally, they offer insurance brokering and agent services, further enhancing their comprehensive approach to financial planning. Operating from their St. Cloud headquarters, Midwest Financial Partners boasts a local presence and a commitment to the community. Among their team, Hailey Hollenhorst, Jamie Schrupp, and John Glomski are some of the longest-tenured advisors, demonstrating the firm's stability and deep expertise in the field. With a singular office location, Midwest Financial Partners prioritizes personalized and tailored financial strategies to meet the unique needs of each client, ensuring their long-term success.

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.

EFS Advisors, headquartered in Cambridge, MN, is a leading regional investment advisory firm with a strong presence in the industry. With over 26,990 individual clients and a staggering $1,715,092,000 in assets under management, they have established themselves as trusted financial advisors. Operating from 32 offices across the region, EFS Advisors offers comprehensive services, including investment advisory and insurance brokerage. Specializing in managing employer 401K plans and individual portfolios, EFS Advisors demonstrates expertise in handling diverse asset classes. An impressive 84% of the assets they manage are discretionary, highlighting their ability to make informed investment decisions on behalf of their clients. They are well-equipped to cater to the unique needs of both employers and individuals, ensuring financial goals are met effectively. EFS Advisors boasts a highly qualified team of 55 employees, most of whom are dedicated investment advisors. Their vast experience and knowledge allow them to deliver tailored financial solutions to their clients. On average, each investment advisor manages approximately $33,630,000 in assets, demonstrating their ability to handle significant portfolios. With a client-focused approach, EFS Advisors offers a variety of compensation structures, including a percentage of assets under management and hourly charges. This flexibility ensures that clients can choose the option that best suits their needs. Notably, EFS Advisors prides itself on its long-tenured advisors, such as Jeff McCracken, Dennis Ludwig, and Craig Schutte. These experienced professionals contribute to the firm's strong reputation and track record of success. Overall, EFS Advisors is a well-established investment advisory firm, trusted by a large client base and committed to providing exceptional financial services to individuals and employers alike.

Ledge Wealth, headquartered in Sartell, MN, is a leading investment advisory firm catering to high net worth individuals. With over 210 individual clients and a staggering $350,927,000 in assets under management, Ledge Wealth has established a solid reputation in the industry. Operating from a single office, the firm offers a wide range of financial services, including being a registered representative of a broker-dealer. While their expertise extends beyond individual accounts and 401Ks, which make up less than 30% of their assets under management, Ledge Wealth also possesses the necessary capabilities to effectively manage employer funds. All of the assets they manage are discretionary, allowing their experienced team to make investment decisions on behalf of their clients. With a compensation structure that includes various types, such as a percentage of assets under management and hourly charges, Ledge Wealth ensures that their clients receive tailored financial solutions that align with their unique goals and circumstances. The firm boasts a total of nine employees, four of whom provide investment advisory services. On average, each investment advisor oversees approximately $87,730,000 in assets under management, reflecting the industry average. Ledge Wealth takes pride in its team of seasoned advisors, some of whom have been with the firm for many years. Notable long-tenured advisors include Samuel Ronlund, Gina Bartell, and Kurt Durrwachter. Their extensive knowledge and experience contribute to the firm's ability to deliver exceptional financial guidance and generate favorable outcomes for their discerning clientele.