This article showcases our top picks for the best Minnesota based Wealth Management companies. These startups and companies are taking a variety of approaches to innovating the Wealth Management industry, but are all exceptional companies well worth a follow.
We tried to pick companies across the size spectrum from cutting edge startups to established brands.
We selected these startups and companies for exceptional performance in one of these categories:
- Innovation
- Innovative ideas
- Innovative route to market
- Innovative product
- Growth
- Exceptional growth
- Exceptional growth strategy
- Management
- Societal impact
Top Minnesota Wealth Management Startups
Data sourced from Crunchbase and SemRush.
Wealth Enhancement Group
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wealth Enhancement Group offering comprehensive and customized financial planning and investment management services.
U.S. Bancorp
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U.S. Bancorp is a financial holding company, offers banking, investment, mortgage, trust, and payment services and products for its clients
Ameriprise Financial
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Ameriprise Financial is a financial services company that provides financial planning, products, and services.
BerganKDV
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BerganKDV is a CPA firm and professional services company.
Stonebridge Capital Advisors
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Stonebridge Capital Advisors provides asset management and capital advisory services to insurance companies.
Marquette Wealth Management
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Marquette Wealth Management is wealth management that provides retirement planning, income tax planning, and trustee services.
Solidity Financial
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Solidity Financial is a wealth management firm.
Great Waters Financial
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Great Waters Financial specializes in providing financial planning and strategic retirement solutions to pre-retirees and retirees.
Mount Yale Capital Group
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Mount Yale Capital Group offers investment advisory and wealth management services.
Schwarz Dygos Wheeler Investment Advisors
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Schwarz Dygos Wheeler Investment Advisors offers wealth management and investment advice services.
Walleye Capital
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Walleye Capital provides tailored investment strategies, hedge funds, risk management and wealth management advisory services.
Woodbury Financial
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Woodbury Financial is a leading wealth management firm.
JNBA Financial Advisors
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JNBA Financial Advisors is a wealth management firm that deals in financial planning and asset management with a client-centric approach.
Guardian Wealth Advisors
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Guardian Wealth Advisors is a wealth management firm that offers investment strategies, assessment development and communication services.
Sweet Financial Services
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Sweet Financial Services offers wealth management, retirement, and financial planning services.
Counsel Wealth Management
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Counsel Wealth Management provides retirement planning, investment management, estate planning, insurance and financial planning services.
Jablonski Madill
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Jablonski Madill provides retirement and tax planning services along with investment management solutions.
Carpenter, Evert & Associates
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Carpenter, Evert & Associates is an accounting firm that specializes in accounting and tax audit assurance.
Dunnavan & Co.
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Dunnavan & Co. is an investment management firm that offers portfolio management to high net worth individuals, families, and institutions.
Moller Financial Services
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Moller Financial Services is a consulting firm that provides advice on wealth and risk management for private individuals and businesses.
Palisade
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Palisade provides investment management and wealth advisory services to its client.
Jwa Financial
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Jwa Financial is an investment company that provides information and advice on financial planning and retirement income to elders.
Priebe Wealth
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Priebe Wealth provides wealth management, insurance planning, wealth advisors, and retirement planning services.
Summit Financial Advisors
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Summit Financial Advisors provides retirement, investment, estate planning, taxation, financial management and business consulting services.
With Integrity Wealth Management
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With Integrity Wealth Management focuses on retirement income planning.
Summit Wealth Advocates
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Summit Wealth Advocates is a financial advisory firm that deals with tax planning, investment strategy, accounting and wealth management.
Advanced Wealth Management Group
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Advanced Wealth Management Group focuses on investment management, retirement, financial planning, tax and estate planning.
The Capital Advisory Group
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The Capital Advisory Group provides advisory services for retirement plans and pensions with wealth management and planning services.
Okabena
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Okabena provides integrated investment and wealth management solutions to individuals
Trujillo Services
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Trujillo Services specializes in audits, bookkeeping, retirement planning, accounting, payroll and tax management services.
Guardian Wealth Strategies
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Guardian Wealth Strategies is a fiduciary investment firm that offers asset management, investments, taxes, estate and insurance planning.
Rudin & Rubin Financial Group
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Rudin & Rubin Financial Group is a financial solutions firm that offers asset, risk and wealth management services.
Condon Wealth Management
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Condon Wealth Management is an independent registered investment advisory firm providing objective financial advice & personalized service.
BGM Wealth Partners
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BGM Wealth Partners is an investment firm that specializes in wealth management, financial and retirement planning solutions.
Wealthy Trades
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Online Stock Trading Data and Prediction Tool
Bane O’Leary
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Bane O’Leary is a wealth management services provider company.
Hemingway Wealth Management
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Hemingway Wealth Management specializes in investment management, estate, wealth transfer, insurance & business suite planning services.
Tradition Wealth Management
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Tradition Wealth Management offers investment strategies, insurance, money management, taxation, retirement and estate planning services.
Cahill Financial Advisors
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Cahill Financial Advisors is a consultancy that offers an extensive range of financial planning, taxation and wealth management solutions.
Discipline Advisors
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DAI is a wealth management firm that advocates for clients at every opportunity and strives to deliver focused advice and valuable guidance.
Capital Street
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Capital Street provides wealth management, financial planning, retirement planning, tax, insurance and advisory services.
Sandvold Financial Group
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Sandvold Financial Group provides investment management and financial planning services.
APD Wealth Management
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APD Wealth Management is a consulting firm offering client portfolio design, estate preparation, education and retirement planning services.
UHY Crossleys
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UHY Crossleys offers taxation, auditing, wealth protection, litigation, forensic accounting, company formation and administration services.
Crocker Claims Service
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Crocker Claims Service deals with insurance covering property, casualty and catastrophe claims adjustment.
Redhawk Wealth Advisors
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Redhawk Wealth Advisors offers retirement planning, investment management, financial planning and tax services.
Split Rock Private Trading
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Split Rock Private Trading is a Registered Investment Advisor that manages investment portfolios on a discretionary basis.
AIS Planning
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AIS Planning is a financial planning and wealth management company.