Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | AMERIPRISE FINANCIAL SERVICES, LLC 707 2nd Avenue South, Minneapolis, MN, 55402 | $414,380,098,355 | 1953584 | 14187 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-H04n Minneapolis, MN, 55402 | $146,724,120,981 | 88 | 106 | A Percentage of AUM, Other (ADMINISTRATION FEES) |
3 | GARDA CAPITAL PARTNERS 305 Lake Street East, Wayzata, MN, 55391 | $118,495,198,000 | 3 | 175 | A Percentage of AUM, Performance Based |
4 | THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211 | $117,569,820,349 | 67 | 3940 | A Percentage of AUM, Performance Based |
5 | GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave., Ste 1400, Minneapolis, MN, 55402-2033 | $91,977,426,165 | 282 | 79 | A Percentage of AUM, Fixed Fees |
6 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 505 North Hwy 169, Suite 900 Plymouth, MN, 55441 | $56,392,714,492 | 128050 | 0 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (FEES RECEIVED FROM THIRD PARTY INVESTMENT ADVISORS) |
7 | SECURIAN ASSET MANAGEMENT, INC. 400 Robert Street North, St Paul, MN, 55101-2098 | $43,356,548,771 | 354 | 87 | A Percentage of AUM, Fixed Fees, Other (CERTAIN ACTUAL EXPENSES ARE REIMBURSED BY THE CLIENT) |
8 | RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 50 South Sixth Street, Suite 2350 Minneapolis, MN, 55402 | $38,022,283,496 | 202 | 205 | A Percentage of AUM, Fixed Fees, Performance Based |
9 | THRIVENT ASSET MANAGEMENT, LLC 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211 | $25,420,910,764 | 33 | 450 | A Percentage of AUM |
10 | CASTLELAKE, L.P. 250 Nicollet Mall, Suite 900 Minneapolis, MN, 55401-7546 | $24,763,945,023 | 34 | 231 | A Percentage of AUM, Performance Based, Other (SERVICING FEES) |
11 | ADVANCED CAPITAL GROUP 50 South Sixth Street, Suite 975 Minneapolis, MN, 55402 | $24,700,482,422 | 342 | 28 | A Percentage of AUM, Fixed Fees |
12 | AB CARVAL INVESTORS, LP 1601 Utica Avenue South, Suite 1000 Minneapolis, MN, 55416 | $19,601,734,197 | 66 | 203 | A Percentage of AUM, Performance Based |
13 | WOODBURY FINANCIAL SERVICES, INC. 7755 3rd Street North, Oakdale, MN, 55128 | $19,278,448,046 | 101950 | 3002 | A Percentage of AUM, Hourly charges, Fixed Fees |
14 | VARDE MANAGEMENT, L.P. 901 Marquette Avenue South, Suite 3300 Minneapolis, MN, 55402 | $19,180,445,119 | 112 | 246 | A Percentage of AUM, Performance Based |
15 | ALLIANZ INVESTMENT MANAGEMENT LLC 5701 Golden Hills Drive, Minneapolis, MN, 55416-1297 | $17,477,260,493 | 57 | 68 | A Percentage of AUM, Fixed Fees |
QualificationsFirm CRD# 6363
Assets Under Management $414,380,098,355
No. Of Clients1953584
Clients Per Financial Advisor138
AMERIPRISE FINANCIAL SERVICES, LLC is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $414B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1953584 clients. The team consists of 14187 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 111912
Assets Under Management $146,724,120,981
No. Of Clients88
Clients Per Financial Advisor1
U.S. BANCORP ASSET MANAGEMENT, INC. is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $147B assets under management, the firm specializes in crafting personalized retirement planning solutions for 88 clients. The team consists of 106 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 282439
Assets Under Management $118,495,198,000
No. Of Clients3
Clients Per Financial Advisor0
GARDA CAPITAL PARTNERS is a financial advisory firm situated in Wayzata, Minnesota. With a nearly $118B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 175 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 115785
Assets Under Management $117,569,820,349
No. Of Clients67
Clients Per Financial Advisor0
THRIVENT FINANCIAL FOR LUTHERANS is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $118B assets under management, the firm specializes in crafting personalized retirement planning solutions for 67 clients. The team consists of 3940 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 106487
Assets Under Management $91,977,426,165
No. Of Clients282
Clients Per Financial Advisor4
GALLIARD CAPITAL MANAGEMENT is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $92B assets under management, the firm specializes in crafting personalized retirement planning solutions for 282 clients. The team consists of 79 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 116407
Assets Under Management $56,392,714,492
No. Of Clients128050
Clients Per Financial AdvisorInfinity
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC is a financial advisory firm situated in Plymouth, Minnesota. With a nearly $56B assets under management, the firm specializes in crafting personalized retirement planning solutions for 128050 clients. The team consists of 0 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 109905
Assets Under Management $43,356,548,771
No. Of Clients354
Clients Per Financial Advisor4
SECURIAN ASSET MANAGEMENT, INC. is a financial advisory firm situated in St Paul, Minnesota. With a nearly $43B assets under management, the firm specializes in crafting personalized retirement planning solutions for 354 clients. The team consists of 87 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 107173
Assets Under Management $38,022,283,496
No. Of Clients202
Clients Per Financial Advisor1
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $38B assets under management, the firm specializes in crafting personalized retirement planning solutions for 202 clients. The team consists of 205 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 137751
Assets Under Management $25,420,910,764
No. Of Clients33
Clients Per Financial Advisor0
THRIVENT ASSET MANAGEMENT, LLC is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $25B assets under management, the firm specializes in crafting personalized retirement planning solutions for 33 clients. The team consists of 450 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 145165
Assets Under Management $24,763,945,023
No. Of Clients34
Clients Per Financial Advisor0
CASTLELAKE, L.P. is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $25B assets under management, the firm specializes in crafting personalized retirement planning solutions for 34 clients. The team consists of 231 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 109673
Assets Under Management $24,700,482,422
No. Of Clients342
Clients Per Financial Advisor12
ADVANCED CAPITAL GROUP is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $25B assets under management, the firm specializes in crafting personalized retirement planning solutions for 342 clients. The team consists of 28 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 141819
Assets Under Management $19,601,734,197
No. Of Clients66
Clients Per Financial Advisor0
AB CARVAL INVESTORS, LP is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $20B assets under management, the firm specializes in crafting personalized retirement planning solutions for 66 clients. The team consists of 203 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 421
Assets Under Management $19,278,448,046
No. Of Clients101950
Clients Per Financial Advisor34
WOODBURY FINANCIAL SERVICES, INC. is a financial advisory firm situated in Oakdale, Minnesota. With a nearly $19B assets under management, the firm specializes in crafting personalized retirement planning solutions for 101950 clients. The team consists of 3002 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 148949
Assets Under Management $19,180,445,119
No. Of Clients112
Clients Per Financial Advisor0
VARDE MANAGEMENT, L.P. is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $19B assets under management, the firm specializes in crafting personalized retirement planning solutions for 112 clients. The team consists of 246 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 111925
Assets Under Management $17,477,260,493
No. Of Clients57
Clients Per Financial Advisor1
ALLIANZ INVESTMENT MANAGEMENT LLC is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $17B assets under management, the firm specializes in crafting personalized retirement planning solutions for 57 clients. The team consists of 68 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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