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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 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 registration checks. 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 26, 2025Hopkins has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 19 non-vetted advisors in your local area. These retirement advisors in Hopkins, Minnesota have an average of 23 years of experience.
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List of Qualified Retirement Planning Advisors in Hopkins, Minnesota
VERIFIEDAffiance Financial
CFP®, CPWA®, CLU®, BFA™, AIF®, ChFC®
Qualifications
Firm CRD# 113200
Series 7, 66
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDChad Lea
Strategic Wealth Group
Qualifications
CRD# 2707097
Firm CRD# 284430
Series 6, 7, 63, 66
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Fee-Based, Based on Assets
VERIFIEDFiat Wealth Management
CFP®, RICP®
Qualifications
Firm CRD# 318201
Series 65
Minimum Assets Required
$500,000
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, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDQualifications
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
VERIFIEDQualifications
CRD# 2936490
Firm CRD# 123913
Series 7, 24, 63, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Compensation/Fee
Fee-Based
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 | 200 Southdale Center, Suite 700 Edina, MN, 55435 | $5,098,398,433 | 378 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
| 2 | 5200 West 73rd Street, Edina, MN, 55439-2204 | $3,359,362,288 | 4519 | 52 | A percentage of AUM, Fixed fees |
| 3 | 7701 France Avenue South, #300 Edina, MN, 55435 | $1,855,474,674 | 1772 | 28 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based, Other (A PERCENTAGE OF AUM ALLOCATED TO OUR MODEL PORTFOLIO) |
| 4 | 5050 France Avenue South, Edina, MN, 55410 | $1,673,633,760 | 7 | 32 | A percentage of AUM, Performance Based |
| 5 | 7601 France Avenue South, Suite 100 Edina, MN, 55435 | $1,522,493,293 | 4688 | 27 | A percentage of AUM, Hourly charges, Fixed fees |
| 6 | 3600 Minnesota Drive, Suite 860 Edina, MN, 55435 | $1,516,292,464 | 1802 | 20 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 3300 Edinborough Way, Suite 201 Edina, MN, 55435 | $1,387,863,426 | 1165 | 14 | A percentage of AUM, Performance Based |
| 8 | 7261 Ohms Lane, Edina, MN, 55439 | $1,317,246,884 | 4061 | 21 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 3300 Edinborough Way, Suite 610 Edina, MN, 55435 | $716,804,745 | 1634 | 15 | A percentage of AUM, Hourly charges, Fixed fees |
| 10 | 7760 France Avenue South, Suite 815 Edina, MN, 55435 | $655,132,329 | 476 | 11 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 4519 W 56th St, Edina, MN, 55424 | $533,731,999 | 853 | 2 | A percentage of AUM, Other (BASE PAY PLUS DISCRETIONARY BONUS) |
| 12 | 3300 Edinborough Way, Suite 450 Edina, MN, 55435 | $445,409,622 | 1410 | 9 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 3300 Edinborough Way, Suite 790 Edina, MN, 55435 | $395,558,975 | 941 | 8 | A percentage of AUM, Hourly charges |
| 14 | 3601 West 76th Street, Suite 475 Edina, MN, 55435 | $390,064,960 | 591 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 7505 Metro Blvd, Suite 510 Edina, MN, 55439 | $369,340,457 | 664 | 10 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
Information on Top Retirement Planning firms in Hopkins, Minnesota
QualificationsFirm CRD# 306877
Assets Under Management $5,098,398,433
No. Of Clients378
Clients Per Financial Advisor54
HAYS FINANCIAL GROUP, LLC is a financial advisory firm situated in Edina, Minnesota. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 378 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 services
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 105439
Assets Under Management $3,359,362,288
No. Of Clients4519
Clients Per Financial Advisor87
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 4519 clients. The team consists of 52 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 services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 117962
Assets Under Management $1,855,474,674
No. Of Clients1772
Clients Per Financial Advisor63
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 1772 clients. The team consists of 28 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
- Other (A PERCENTAGE OF AUM ALLOCATED TO OUR MODEL PORTFOLIO)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (MODEL PORTFOLIO DEVELOPMENT AND DELIVERY)
QualificationsFirm CRD# 169245
Assets Under Management $1,673,633,760
No. Of Clients7
Clients Per Financial Advisor0
O'BRIEN-STALEY PARTNERS 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 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 vehicles
QualificationsFirm CRD# 128314
Assets Under Management $1,522,493,293
No. Of Clients4688
Clients Per Financial Advisor174
TRADITION WEALTH MANAGEMENT LLC 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 4688 clients. The team consists of 27 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Other (1031 EXCHANGE CONSULTING)
QualificationsFirm CRD# 110532
Assets Under Management $1,516,292,464
No. Of Clients1802
Clients Per Financial Advisor90
SILVEROAK WEALTH MANAGEMENT LLC 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 1802 clients. The team consists of 20 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 168899
Assets Under Management $1,387,863,426
No. Of Clients1165
Clients Per Financial Advisor83
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 1165 clients. The team consists of 14 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 and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 109890
Assets Under Management $1,317,246,884
No. Of Clients4061
Clients Per Financial Advisor193
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 4061 clients. The team consists of 21 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 169962
Assets Under Management $716,804,745
No. Of Clients1634
Clients Per Financial Advisor109
BIRCHWOOD FINANCIAL PARTNERS, INC. is a financial advisory firm situated in Edina, Minnesota. With a nearly $717M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1634 clients. The team consists of 15 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 332056
Assets Under Management $655,132,329
No. Of Clients476
Clients Per Financial Advisor43
DSG CAPITAL ADVISORS, LLC is a financial advisory firm situated in Edina, Minnesota. With a nearly $655M assets under management, the firm specializes in crafting personalized retirement planning solutions for 476 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 286656
Assets Under Management $533,731,999
No. Of Clients853
Clients Per Financial Advisor427
RUNNING OAK CAPITAL LLC is a financial advisory firm situated in Edina, Minnesota. With a nearly $534M assets under management, the firm specializes in crafting personalized retirement planning solutions for 853 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 and/or small businesses
- Portfolio management for investment companies
- Other (SUB-ADVISORY SERVICES; BASE PAY PLUS DISCRETIONARY BONUS)
QualificationsFirm CRD# 124947
Assets Under Management $445,409,622
No. Of Clients1410
Clients Per Financial Advisor157
CORNERSTONE WEALTH ADVISORS, INC. is a financial advisory firm situated in Edina, Minnesota. With a nearly $445M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1410 clients. The team consists of 9 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 services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
QualificationsFirm CRD# 122035
Assets Under Management $395,558,975
No. Of Clients941
Clients Per Financial Advisor118
LAUREL WEALTH PLANNING is a financial advisory firm situated in Edina, Minnesota. With a nearly $396M assets under management, the firm specializes in crafting personalized retirement planning solutions for 941 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 services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 152748
Assets Under Management $390,064,960
No. Of Clients591
Clients Per Financial Advisor148
ACUMEN FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Edina, Minnesota. With a nearly $390M assets under management, the firm specializes in crafting personalized retirement planning solutions for 591 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 services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 117023
Assets Under Management $369,340,457
No. Of Clients664
Clients Per Financial Advisor66
STILES FINANCIAL SERVICES, INC. is a financial advisory firm situated in Edina, Minnesota. With a nearly $369M assets under management, the firm specializes in crafting personalized retirement planning solutions for 664 clients. The team consists of 10 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 services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
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
- Retirement Planners in Eden Prairie, Minnesota
- Retirement Planners in Hopkins, Minnesota
- Retirement Planners in Litchfield, Minnesota
- Retirement Planners in Minneapolis, Minnesota
- Retirement Planners in Saint Paul, Minnesota
- Retirement Planners in Wayzata, Minnesota
Looking for more choices? Use our free match service to compare retirement planners serving your area.