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Find Retirement Advisors for Retirement Planning in Hopkins, Minnesota
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.
Finding the Best Retirement Planners in Hopkins, Minnesota
Last Updated - April 9, 2024Hopkins has 4 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 17 non-vetted advisors in your local area. These retirement advisors in Hopkins, Minnesota have an average of 18 years of experience.
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List of Qualified Retirement Planning Advisors in Hopkins, Minnesota
VERIFIEDJoe Schwarz
CFA®
Schwarz Dygos Wheeler Investment Advisors LLC
Qualifications
CRD# 2633754
Firm CRD# 147384
Series 63
Minimum Assets Required
$1,000,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIED Qualifications
Firm CRD# 152667
Minimum Assets Required
Not Specified
Advisory Services:
Retirement Planning, Education Funding and Planning, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts.
Compensation/Fee
Fee-Based
VERIFIEDJohn Severy Hoven
MBA, CFP®
Oracle Financial Planners LLC
Qualifications
CRD# 4495513
Firm CRD# 39543
Series 7, 66
Minimum Assets Required
$50,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities.
Compensation/Fee
Fee-Based
VERIFIEDJosh Decker
CFP®
EFS Advisors
Qualifications
CRD# 4189147
Firm CRD# 140393
Series 7, 63, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Compensation/Fee
Not Specified
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Hopkins, Minnesota (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | ACCREDITED INVESTORS WEALTH MANAGEMENT 5200 West 73rd Street, Edina, MN, 55439-2204 | $2,956,361,600 | 4410 | 54 | A Percentage of AUM, Fixed Fees |
| 2 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 7701 France Avenue South, #300 Edina, MN, 55435 | $1,773,093,800 | 2108 | 24 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 3 | SILVEROAK WEALTH MANAGEMENT LLC 3600 Minnesota Drive, Suite 860 Edina, MN, 55435 | $1,354,804,251 | 1684 | 19 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 4 | FIRST LIGHT ASSET MANAGEMENT, LLC 3300 Edinborough Way, Suite 201 Edina, MN, 55435 | $1,264,020,395 | 1177 | 11 | A Percentage of AUM, Performance Based |
| 5 | O'BRIEN-STALEY PARTNERS 5050 France Avenue South, Edina, MN, 55410 | $1,144,132,000 | 7 | 32 | A Percentage of AUM, Performance Based |
| 6 | CAHILL FINANCIAL ADVISORS, INC. 7261 Ohms Lane, Edina, MN, 55439 | $1,100,518,836 | 3978 | 23 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | TRADITION WEALTH MANAGEMENT LLC 7601 France Avenue South, Suite 100 Edina, MN, 55435 | $1,092,428,268 | 4058 | 26 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | BIRCHWOOD FINANCIAL PARTNERS, INC. 3300 Edinborough Way, Suite 610 Edina, MN, 55435 | $518,702,512 | 1524 | 13 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | RUNNING OAK CAPITAL LLC 4519 W 56th St, Edina, MN, 55424 | $403,900,000 | 856 | 2 | A Percentage of AUM, Other (BASE PAY PLUS DISCRETIONARY BONUS) |
| 10 | CORNERSTONE WEALTH ADVISORS, INC. 5201 Eden Avenue South, Suite 135 Edina, MN, 55436 | $384,379,363 | 1397 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | LAUREL WEALTH PLANNING 3300 Edinborough Way, Suite 790 Edina, MN, 55435 | $331,763,050 | 840 | 8 | A Percentage of AUM, Hourly charges |
| 12 | STILES FINANCIAL SERVICES, INC. 7505 Metro Blvd, Suite 510 Edina, MN, 55439 | $311,597,568 | 218 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| 13 | ACUMEN FINANCIAL ADVISORS, LLC 3601 West 76th Street, Suite 475 Edina, MN, 55435 | $306,075,007 | 539 | 4 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | FLOURISH WEALTH MANAGEMENT INC. 3300 Edinborough Way, Suite 420 Edina, MN, 55435 | $258,855,998 | 796 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 15 | CONTEGO CAPITAL GROUP, INC. 7400 Metro Blvd, #450 Edina, MN, 55439 | $133,242,000 | 88 | 5 | A Percentage of AUM, Fixed Fees, Other (SOLICITOR FEES) |
Information on Top Retirement Planning firms in Hopkins, Minnesota
QualificationsFirm CRD# 105439
Assets Under Management $2,956,361,600
No. Of Clients4410
Clients Per Financial Advisor82
ACCREDITED INVESTORS WEALTH MANAGEMENT is a financial advisory firm situated in Edina, Minnesota. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4410 clients. The team consists of 54 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 117962
Assets Under Management $1,773,093,800
No. Of Clients2108
Clients Per Financial Advisor88
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. is a financial advisory firm situated in Edina, Minnesota. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2108 clients. The team consists of 24 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 110532
Assets Under Management $1,354,804,251
No. Of Clients1684
Clients Per Financial Advisor89
SILVEROAK WEALTH MANAGEMENT LLC is a financial advisory firm situated in Edina, Minnesota. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1684 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 168899
Assets Under Management $1,264,020,395
No. Of Clients1177
Clients Per Financial Advisor107
FIRST LIGHT ASSET MANAGEMENT, LLC is a financial advisory firm situated in Edina, Minnesota. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1177 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 169245
Assets Under Management $1,144,132,000
No. Of Clients7
Clients Per Financial Advisor0
O'BRIEN-STALEY PARTNERS is a financial advisory firm situated in Edina, Minnesota. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 32 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 109890
Assets Under Management $1,100,518,836
No. Of Clients3978
Clients Per Financial Advisor173
CAHILL FINANCIAL ADVISORS, INC. is a financial advisory firm situated in Edina, Minnesota. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3978 clients. The team consists of 23 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 128314
Assets Under Management $1,092,428,268
No. Of Clients4058
Clients Per Financial Advisor156
TRADITION WEALTH MANAGEMENT LLC is a financial advisory firm situated in Edina, Minnesota. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4058 clients. The team consists of 26 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 169962
Assets Under Management $518,702,512
No. Of Clients1524
Clients Per Financial Advisor117
BIRCHWOOD FINANCIAL PARTNERS, INC. is a financial advisory firm situated in Edina, Minnesota. With a nearly $519M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1524 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 286656
Assets Under Management $403,900,000
No. Of Clients856
Clients Per Financial Advisor428
RUNNING OAK CAPITAL LLC is a financial advisory firm situated in Edina, Minnesota. With a nearly $404M assets under management, the firm specializes in crafting personalized retirement planning solutions for 856 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Other (BASE PAY PLUS DISCRETIONARY BONUS)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
QualificationsFirm CRD# 124947
Assets Under Management $384,379,363
No. Of Clients1397
Clients Per Financial Advisor349
CORNERSTONE WEALTH ADVISORS, INC. is a financial advisory firm situated in Edina, Minnesota. With a nearly $384M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1397 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 122035
Assets Under Management $331,763,050
No. Of Clients840
Clients Per Financial Advisor105
LAUREL WEALTH PLANNING is a financial advisory firm situated in Edina, Minnesota. With a nearly $332M assets under management, the firm specializes in crafting personalized retirement planning solutions for 840 clients. The team consists of 8 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 117023
Assets Under Management $311,597,568
No. Of Clients218
Clients Per Financial Advisor20
STILES FINANCIAL SERVICES, INC. is a financial advisory firm situated in Edina, Minnesota. With a nearly $312M assets under management, the firm specializes in crafting personalized retirement planning solutions for 218 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Commission Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 152748
Assets Under Management $306,075,007
No. Of Clients539
Clients Per Financial Advisor135
ACUMEN FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Edina, Minnesota. With a nearly $306M assets under management, the firm specializes in crafting personalized retirement planning solutions for 539 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
QualificationsFirm CRD# 170591
Assets Under Management $258,855,998
No. Of Clients796
Clients Per Financial Advisor114
FLOURISH WEALTH MANAGEMENT INC. is a financial advisory firm situated in Edina, Minnesota. With a nearly $259M assets under management, the firm specializes in crafting personalized retirement planning solutions for 796 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 128518
Assets Under Management $133,242,000
No. Of Clients88
Clients Per Financial Advisor18
CONTEGO CAPITAL GROUP, INC. is a financial advisory firm situated in Edina, Minnesota. With a nearly $133M assets under management, the firm specializes in crafting personalized retirement planning solutions for 88 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other (SOLICITOR FEES)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Duluth, Minnesota
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Looking for more choices? Use our free match service to compare retirement planners serving your area.