Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
Find Retirement Advisors for Retirement Planning in Minnesota, Staples
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.
HELP ME FIND MY PLANNER
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Staples, 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 | 305 Lake Street East, Wayzata, MN, 55391 | $137,829,756,000 | 3 | 200 | A percentage of AUM, Performance Based |
| 4 | 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211 | $121,600,874,152 | 69 | 4167 | A percentage of AUM, Performance Based |
| 5 | 800 Lasalle Ave., Ste 1400, Minneapolis, MN, 55402-2054 | $85,511,782,543 | 279 | 102 | A percentage of AUM, Fixed fees |
| 6 | 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585 | $76,497,109,888 | 227 | 193 | A percentage of AUM, Fixed fees, Performance Based |
| 7 | 505 North Hwy 169, Suite 900 Plymouth, MN, 55441 | $72,024,609,099 | 154394 | 712 | A percentage of AUM, Hourly charges, Fixed fees, Other (FEES RECEIVED FROM THIRD PARTY INVESTMENT ADVISORS) |
| 8 | 400 Robert Street North, St Paul, MN, 55101-2098 | $42,989,647,472 | 369 | 87 | A percentage of AUM, Fixed fees, Other (CERTAIN ACTUAL EXPENSES ARE REIMBURSED BY THE CLIENT) |
| 9 | 2800 Niagara Lane North, Plymouth, MN, 55447 | $31,696,623,992 | 14 | 335 | A percentage of AUM, Performance Based, Other (PASS-THROUGH EXPENSES) |
| 10 | 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211 | $30,310,955,626 | 33 | 431 | A percentage of AUM |
| 11 | 250 Nicollet Mall, Suite 900 Minneapolis, MN, 55401-7546 | $26,316,985,845 | 37 | 224 | A percentage of AUM, Performance Based, Other (SERVICING FEES) |
| 12 | 50 South Sixth Street, Suite 975 Minneapolis, MN, 55402 | $25,902,315,714 | 341 | 27 | A percentage of AUM, Fixed fees |
| 13 | 4400 Ids Center, 80 South Eighth Street Minneapolis, MN, 55402 | $23,423,257,436 | 1218 | 39 | A percentage of AUM, Performance Based |
| 14 | 1601 Utica Avenue South, Suite 1000 Minneapolis, MN, 55416 | $20,428,486,178 | 70 | 205 | A percentage of AUM, Performance Based |
| 15 | 350 N 5th Street, Suite 800 Minneapolis, MN, 55401 | $18,092,415,340 | 109 | 233 | A percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Staples, 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# 282439
Assets Under Management $137,829,756,000
No. Of Clients3
Clients Per Financial Advisor0
GARDA CAPITAL PARTNERS is a financial advisory firm situated in Wayzata, Minnesota. With a nearly $138B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 200 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# 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# 116407
Assets Under Management $72,024,609,099
No. Of Clients154394
Clients Per Financial Advisor217
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC is a financial advisory firm situated in Plymouth, Minnesota. With a nearly $72B assets under management, the firm specializes in crafting personalized retirement planning solutions for 154394 clients. The team consists of 712 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (FEES RECEIVED FROM THIRD PARTY INVESTMENT ADVISORS)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
- Other (ERISA 3(38) INVESTMENT MANAGER)
QualificationsFirm CRD# 109905
Assets Under Management $42,989,647,472
No. Of Clients369
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 369 clients. The team consists of 87 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (CERTAIN ACTUAL EXPENSES ARE REIMBURSED BY THE CLIENT)
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 161413
Assets Under Management $31,696,623,992
No. Of Clients14
Clients Per Financial Advisor0
WALLEYE CAPITAL LLC is a financial advisory firm situated in Plymouth, Minnesota. With a nearly $32B assets under management, the firm specializes in crafting personalized retirement planning solutions for 14 clients. The team consists of 335 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (PASS-THROUGH EXPENSES)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Selection for other advisors
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
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.