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Find Retirement Advisors for Retirement Planning in Minneapolis, 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 Minneapolis, Minnesota
Last Updated - April 24, 2025Minneapolis has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 80 non-vetted advisors in your local area. These retirement advisors in Minneapolis, Minnesota have an average of 23 years of experience.
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List of Qualified Retirement Planning Advisors in Minneapolis, Minnesota
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
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
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
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
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 Minneapolis, Minnesota (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 707 2nd Avenue South, Minneapolis, MN, 55402 | $479,793,782,427 | 2284921 | 13903 | A percentage of AUM, Hourly charges, Fixed fees |
| 2 | 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402 | $176,091,949,959 | 88 | 77 | A percentage of AUM, Other (ADMINISTRATION FEES) |
| 3 | 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211 | $121,600,874,152 | 69 | 4167 | A percentage of AUM, Performance Based |
| 4 | 800 Lasalle Ave., Ste 1400, Minneapolis, MN, 55402-2054 | $85,511,782,543 | 279 | 102 | A percentage of AUM, Fixed fees |
| 5 | 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585 | $76,497,109,888 | 227 | 193 | A percentage of AUM, Fixed fees, Performance Based |
| 6 | 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211 | $30,310,955,626 | 33 | 431 | A percentage of AUM |
| 7 | 250 Nicollet Mall, Suite 900 Minneapolis, MN, 55401-7546 | $26,316,985,845 | 37 | 224 | A percentage of AUM, Performance Based, Other (SERVICING FEES) |
| 8 | 50 South Sixth Street, Suite 975 Minneapolis, MN, 55402 | $25,902,315,714 | 341 | 27 | A percentage of AUM, Fixed fees |
| 9 | 4400 Ids Center, 80 South Eighth Street Minneapolis, MN, 55402 | $23,423,257,436 | 1218 | 39 | A percentage of AUM, Performance Based |
| 10 | 1601 Utica Avenue South, Suite 1000 Minneapolis, MN, 55416 | $20,428,486,178 | 70 | 205 | A percentage of AUM, Performance Based |
| 11 | 350 N 5th Street, Suite 800 Minneapolis, MN, 55401 | $18,092,415,340 | 109 | 233 | A percentage of AUM, Performance Based |
| 12 | 5701 Golden Hills Drive, Minneapolis, MN, 55416-1297 | $17,324,024,297 | 54 | 77 | A percentage of AUM |
| 13 | 600 Portland Avenue South, Minneapolis, MN, 55415 | $14,813,761,600 | 42439 | 3596 | A percentage of AUM, Fixed fees |
| 14 | 3300 Ids Center, 80 South 8th Street Minneapolis, MN, 55402 | $12,323,070,202 | 168 | 72 | A percentage of AUM, Performance Based |
| 15 | 3033 Excelsior Boulevard, Suite 500 Minneapolis, MN, 55416 | $9,565,705,000 | 20 | 65 | A percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Minneapolis, Minnesota
QualificationsFirm CRD# 6363
Assets Under Management $479,793,782,427
No. Of Clients2284921
Clients Per Financial Advisor164
AMERIPRISE FINANCIAL SERVICES, LLC is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $480B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2284921 clients. The team consists of 13903 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
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
- Other (ASSET ALLOCATION SERVICES)
QualificationsFirm CRD# 111912
Assets Under Management $176,091,949,959
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 $176B assets under management, the firm specializes in crafting personalized retirement planning solutions for 88 clients. The team consists of 77 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Other (ADMINISTRATION FEES)
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
QualificationsFirm CRD# 115785
Assets Under Management $121,600,874,152
No. Of Clients69
Clients Per Financial Advisor0
THRIVENT FINANCIAL FOR LUTHERANS is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $122B assets under management, the firm specializes in crafting personalized retirement planning solutions for 69 clients. The team consists of 4167 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 investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 106487
Assets Under Management $85,511,782,543
No. Of Clients279
Clients Per Financial Advisor3
GALLIARD CAPITAL MANAGEMENT is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $86B assets under management, the firm specializes in crafting personalized retirement planning solutions for 279 clients. The team consists of 102 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
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 107173
Assets Under Management $76,497,109,888
No. Of Clients227
Clients Per Financial Advisor1
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $76B assets under management, the firm specializes in crafting personalized retirement planning solutions for 227 clients. The team consists of 193 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
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
- Selection for other advisors
- Other (INVESTMENT MANAGEMENT THROUGH SPONSORED WRAP PROGRAMS)
QualificationsFirm CRD# 137751
Assets Under Management $30,310,955,626
No. Of Clients33
Clients Per Financial Advisor0
THRIVENT ASSET MANAGEMENT, LLC is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $30B assets under management, the firm specializes in crafting personalized retirement planning solutions for 33 clients. The team consists of 431 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for investment companies
- Other (MODEL PORTFOLIOS)
QualificationsFirm CRD# 145165
Assets Under Management $26,316,985,845
No. Of Clients37
Clients Per Financial Advisor0
CASTLELAKE, L.P. is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $26B assets under management, the firm specializes in crafting personalized retirement planning solutions for 37 clients. The team consists of 224 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (SERVICING FEES)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 109673
Assets Under Management $25,902,315,714
No. Of Clients341
Clients Per Financial Advisor13
ADVANCED CAPITAL GROUP is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $26B assets under management, the firm specializes in crafting personalized retirement planning solutions for 341 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
- 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
- Selection for other advisors
QualificationsFirm CRD# 106940
Assets Under Management $23,423,257,436
No. Of Clients1218
Clients Per Financial Advisor31
WINSLOW CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $23B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1218 clients. The team consists of 39 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 investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 141819
Assets Under Management $20,428,486,178
No. Of Clients70
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 70 clients. The team consists of 205 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
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 148949
Assets Under Management $18,092,415,340
No. Of Clients109
Clients Per Financial Advisor0
VARDE MANAGEMENT, L.P. is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $18B assets under management, the firm specializes in crafting personalized retirement planning solutions for 109 clients. The team consists of 233 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
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 111925
Assets Under Management $17,324,024,297
No. Of Clients54
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 54 clients. The team consists of 77 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 18387
Assets Under Management $14,813,761,600
No. Of Clients42439
Clients Per Financial Advisor12
THRIVENT INVESTMENT MANAGEMENT INC. is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $15B assets under management, the firm specializes in crafting personalized retirement planning solutions for 42439 clients. The team consists of 3596 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
QualificationsFirm CRD# 108271
Assets Under Management $12,323,070,202
No. Of Clients168
Clients Per Financial Advisor2
SIT FIXED INCOME ADVISORS II, LLC is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 168 clients. The team consists of 72 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 investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 121995
Assets Under Management $9,565,705,000
No. Of Clients20
Clients Per Financial Advisor0
WHITEBOX ADVISORS LLC is a financial advisory firm situated in Minneapolis, Minnesota. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20 clients. The team consists of 65 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
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
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Looking for more choices? Use our free match service to compare retirement planners serving your area.