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.

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.

MHS Advisory Services, LLC is a reputable investment advisory firm based out of Maple Grove, MN. With over 240 individual clients and a staggering $177,634,000 in assets under management, they have established themselves as a trusted partner in the financial industry. MHS Advisory Services operates from two well-equipped offices, serving a diverse clientele. Distinguished by their extensive experience in managing employer 401Ks and individual investments, MHS Advisory Services boasts a solid track record in this domain. About 50% of their assets under management originate from these sources, indicating their proficiency and proficiency in handling such portfolios. Impressively, 69% of the assets they manage are handled on a discretionary basis, demonstrating their expertise in making informed investment decisions. The compensation structure offered by MHS Advisory Services is designed to cater to a range of client needs. It includes various options such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and alignment with individual preferences. With a dedicated team of six employees, each of whom provides exceptional investment advisory services, MHS Advisory Services maintains a client-focused approach. On average, each investment advisor manages approximately $29,610,000 in assets under management, demonstrating their commitment to personalized attention and effective wealth management strategies. Among their esteemed team, Jeffrey Sells and Steven Hill stand out as two of the longest-tenured registered advisors with the firm. Their extensive experience and deep knowledge of the industry contribute to the firm's continued success and exceptional service delivery. With their combined expertise and the collective efforts of the entire team, MHS Advisory Services, LLC is well-positioned to meet the diverse investment needs of their valued clients.

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.

Trott Brook Financial is a small investment advisory firm based out of Anoka, MN. With a team of two dedicated professionals, they offer comprehensive financial services to individuals and businesses. One of their experienced advisors, James Steffen, has been with the firm since 2018, providing valuable insights and expertise. Specializing in investment advisory services, Trott Brook Financial manages assets totaling approximately $97,393,000 for over 180 individual clients. Their strong track record in managing employer 401Ks and individual investments has positioned them as a trusted partner in the financial industry. With a compensation structure designed to align with their clients' success, Trott Brook Financial offers various fee options. These include a percentage of assets under management and performance-based fees, ensuring that the firm's interests are closely tied to the performance and growth of their clients' portfolios. As a discretionary asset manager, Trott Brook Financial takes a proactive approach to managing their clients' investments. Their skilled team carefully analyzes market trends and employs a diversified strategy to optimize returns while managing risk. With a focus on personalized service and a commitment to building long-term relationships, Trott Brook Financial provides tailored financial solutions to meet their clients' unique goals and aspirations. Their dedication to delivering exceptional service and their expertise in investment advisory make them a valuable partner for individuals and businesses seeking financial success.

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.

Paradigm, Strategies In Wealth Management, LLC, based out of Maple Grove, MN, is a reputable investment advisory firm catering to the needs of over 100 individual clients. With a remarkable $250,804,000 in assets under management, Paradigm is committed to delivering personalized financial solutions to help clients achieve their wealth management goals. As a small firm with a single office, Paradigm, Strategies In Wealth Management, LLC, distinguishes itself by offering a range of services beyond investment advisory, including acting as an insurance broker or agent. While the management of 401K and individual accounts comprises less than 30% of their assets, the firm possesses the expertise and capacity to effectively oversee employer funds. Notably, 99% of the assets they manage are discretionary, showcasing their ability to make informed investment decisions on behalf of their clients. With a focus on high net worth individuals, Paradigm, Strategies In Wealth Management, LLC, has developed a compensation structure that includes various options, such as a percentage of assets under management and fixed fees. The firm takes pride in its team of six dedicated employees, four of whom specialize in providing investment advisory services. On average, each investment advisor manages approximately $62,700,000 in assets, aligning with industry standards. Paradigm, Strategies In Wealth Management, LLC, boasts a roster of seasoned advisors, including Samuel Johnson, Kristina Bentzen, and William Strand, who have been with the firm for an extended period. These experienced professionals contribute to the firm's exceptional track record and unwavering commitment to client success. With their expertise and comprehensive suite of services, Paradigm, Strategies In Wealth Management, LLC, stands out as a trusted partner for individuals seeking expert guidance in managing and growing their wealth.

Wixon Advisors, Inc., a small investment advisory firm based out of Maple Grove, MN, is committed to providing exceptional financial services. With a total of three dedicated employees, including two seasoned investment advisors, they offer expert guidance to their clients. On average, each investment advisor manages an impressive portfolio of approximately $33,630,000 in assets. The firm's compensation structure is diverse and includes various options such as a percentage of assets under management and hourly charges. This ensures that clients have flexibility in choosing the most suitable payment arrangement for their needs. Wixon Advisors, Inc. boasts a robust client base, serving over 70 individual clients who entrust them with a remarkable $91,618,000 in assets under management. Notably, nearly half of these assets are derived from employer 401Ks and individual investors, demonstrating the firm's strong expertise in this space. Furthermore, a significant 85% of the assets they manage are under discretionary management, indicating their clients' confidence in their decision-making abilities. In addition to investment advisory services, Wixon Advisors, Inc. also provides insurance brokerage and agent services, further enhancing their comprehensive financial offerings. The firm operates from a single office location, and it is worth mentioning that Andrew Wixon and William Wixon are among the longest-tenured registered advisors at the company. Their extensive experience and commitment to client success contribute to the firm's sterling reputation within the industry. Wixon Advisors, Inc. stands as a trusted partner for individuals and organizations seeking personalized financial guidance and exceptional service.