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.

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.

Excelsior Investors is a distinguished investment advisory firm based in Excelsior, MN. With a dedicated team of two employees, they provide expert financial guidance and management services to their esteemed clientele. One of their knowledgeable advisors, Jason Good, has been a valued member of the firm since 2013. Excelsior Investors boasts an impressive average of approximately $86,620,000 in assets under management per investment advisor, aligning with the industry standard. They have a diverse compensation structure that includes various types, such as a percentage of assets under management and hourly charges, ensuring flexibility and tailored solutions for their clients. With over 10 individual clients entrusting them with their financial portfolios, Excelsior Investors effectively manages assets totaling over $160,486,000. The firm primarily serves high-net-worth individuals, as the majority of the assets under their management cater to this discerning clientele. While 401K and individual accounts constitute less than 30% of their assets, Excelsior Investors possesses the expertise to manage employer funds, enhancing their comprehensive service offering. A hallmark of Excelsior Investors' approach is their discretion, as they manage 100% of their clients' assets on a discretionary basis. This ensures efficient decision-making and the ability to swiftly respond to market conditions, optimizing investment outcomes. Situated in Excelsior, MN, Excelsior Investors operates from a single office, reflecting their commitment to personalized service and close client relationships. With their solid track record, expertise, and dedication, Excelsior Investors remains a trusted partner for individuals seeking superior investment advisory services.

Pine Grove Financial Group, a local investment advisory firm based out of Woodbury, MN, is dedicated to providing comprehensive financial solutions to its clients. With four offices strategically located, they offer convenient accessibility and personalized service to their diverse client base. With a team of ten highly skilled professionals, eight of whom specialize in investment advisory services, Pine Grove Financial Group ensures their clients receive expert guidance tailored to their unique financial goals. With an average of $87,470,000 in assets under management per investment advisor, Pine Grove Financial Group demonstrates competence on par with the industry average. Their compensation structure is flexible and includes various types, such as a percentage of assets under management and fixed fees. Notably, they possess extensive expertise in managing employer 401Ks and individual assets, with approximately half of their assets under management sourced from these areas. The firm operates under a discretionary management approach, meaning they have full authority to make investment decisions on behalf of their clients. This approach allows Pine Grove Financial Group to deliver efficient and timely investment strategies tailored to each client's specific needs. Pine Grove Financial Group boasts an impressive client portfolio, serving over 730 individuals and managing assets totaling more than $699,796,000. The firm takes pride in its experienced team, including long-tenured advisors such as Derek Nutter, Ryan Key, and Terra Johnson, who bring a wealth of knowledge and expertise to their clients' financial planning. With a commitment to excellence and a track record of success, Pine Grove Financial Group is well-positioned to guide their clients towards achieving their financial aspirations.

Prairieview Partners, LLC is a prominent investment advisory firm located in St. Paul, MN. With a robust portfolio of over 160 individual clients, they currently manage assets valued at an impressive $831,453,000. As a local firm, Prairieview Partners is deeply rooted in the community, providing personalized financial services to meet the diverse needs of their clients. Specializing in accounting and financial advisory, Prairieview Partners caters to a wide range of clients, offering comprehensive solutions and expert guidance. While they possess the expertise to manage employer funds, the majority of their assets under management are from high net worth individuals. In fact, 99% of the assets they oversee are discretionary, allowing them to exercise discretion in making investment decisions on behalf of their clients. The firm employs a team of 18 professionals, 14 of whom are dedicated to delivering top-notch investment advisory services. These advisors collectively manage an average of approximately $59,390,000 in assets, showcasing their competence in the industry. Notably, Prairieview Partners boasts a group of seasoned advisors, including Jonathan Jaranson, Robert Aylin III, and Kristy Schaffer, who have been with the firm for a significant period of time. Prairieview Partners offers a range of compensation structures to suit their clients' preferences, including a percentage of assets under management and fixed fees. Their commitment to transparent and fair compensation underscores their dedication to building long-lasting relationships based on trust and mutual success. As Prairieview Partners continues to grow and thrive, they remain steadfast in their mission to provide exceptional investment advisory services and help their clients achieve their financial goals.

Based in Woodbury, MN, Ballast Advisors, LLC is a highly regarded local investment advisory firm with a solid reputation in the industry. With over 740 individual clients and an impressive $473,462,000 in assets under management, Ballast Advisors caters to a diverse range of investors. The firm operates from three offices, ensuring accessibility and convenience for its clients. In addition to investment advisory services, Ballast Advisors also offers insurance brokerage services, demonstrating their commitment to providing comprehensive financial solutions. With a deep understanding of employer 401Ks and individual investments, Ballast Advisors has developed significant expertise in this particular space, attracting a substantial portion of their assets under management. The firm's compensation structure is designed to align with client interests and includes various models such as a percentage of assets under management, fixed fees, and commissions. This flexibility allows Ballast Advisors to cater to the unique needs and preferences of each client. With a team of 14 dedicated professionals, including five experienced investment advisors, Ballast Advisors ensures personalized attention and guidance. Their average assets under management per investment advisor, approximately $94,690,000, reflects their commitment to maintaining a manageable client load to provide quality service. Notably, Ballast Advisors takes pride in the tenure of its advisors. Several of the firm's longest-serving advisors, including Paul Parnell, Richard Juckel, and Richard Gerczak, bring a wealth of experience and expertise to the table, further bolstering the firm's credibility and client confidence. Overall, Ballast Advisors, LLC stands out as a trusted partner in the investment advisory landscape, delivering sound financial strategies and exceptional client service.

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.

Leverty Financial Group, LLC, based out of Hudson, WI, is a small investment advisory firm with a strong presence in the financial industry. With four offices strategically located, they offer personalized services to a diverse client base. Among their seven employees, four are dedicated investment advisors who provide expert guidance to clients. With an average of approximately $94,290,000 in assets under management per investment advisor, Leverty Financial Group, LLC remains competitive within the industry. Their compensation structure includes various types, such as a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility for their clients. While 401K and individual accounts comprise less than 30% of their assets under management, Leverty Financial Group, LLC possesses the capability to manage employer funds, catering to a broad range of financial needs. They exercise full discretion in managing 100% of the assets entrusted to them. The firm primarily serves high net worth individuals, managing assets exceeding $377,143,000 for over 340 individual clients. With a wealth of experience and expertise, Leverty Financial Group, LLC has established a solid reputation in the field. Notably, some of the longest-tenured advisors at the firm include Michael Leverty, Joshua Hawkins, and Luke Keene, who have played instrumental roles in the firm's success and client satisfaction.

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.

Enspyre Wealth Advisors, Inc., headquartered in Woodbury, MN, is a small investment advisory firm with a strong reputation for delivering exceptional financial solutions. With a single office, the company is focused on providing personalized investment advisory services to a diverse clientele. Comprising a team of two dedicated professionals, Enspyre Wealth Advisors boasts an impressive average of $137,940,000 in assets under management per investment advisor, surpassing the industry average. Enspyre Wealth Advisors adopts a flexible compensation structure, incorporating various approaches such as a percentage of assets under management, hourly charges, and fixed fees. While they predominantly manage discretionary assets, they are also equipped to handle employer funds, although 401K and individual accounts make up less than 30% of their assets under management. Catering primarily to high net worth individuals, Enspyre Wealth Advisors prides itself on managing over 40 individual clients' portfolios, totaling more than $137,938,000 in assets. Heidi Helmeke, one of the firm's longest-tenured registered advisors, has been instrumental since joining the team in 2019, contributing her extensive expertise and commitment to client satisfaction. Enspyre Wealth Advisors distinguishes itself within the financial industry by offering tailored investment strategies, meticulous attention to detail, and a strong emphasis on delivering results. With a client-centric approach, they strive to build lasting relationships based on trust and transparency, ensuring their clients' financial goals are effectively met.