AdvisorCensus / Financial advisors / Minnesota / Minneapolis, MN / Charles Schwab
Financial advisors in Minneapolis, MN using Charles Schwab
127 SEC-registered investment advisory firms headquartered in the Minneapolis, MN metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Abens Financial Services Inc | Edina | SEC-registered investment adviser | $100 million to $500 million |
| Access Financial Services, Inc. | Minneapolis | SEC-registered investment adviser | $100 million to $500 million |
| Accredited Investors Wealth Management | Edina | SEC-registered investment adviser | $1 billion to $5 billion |
| Advanced Capital Group | Minneapolis | SEC-registered investment adviser | Over $5 billion |
| Advisornet Wealth Partners | Minnetonka | SEC-registered investment adviser | $1 billion to $5 billion |
| Affiance Financial LLC | St. Louis Park | SEC-registered investment adviser | $1 billion to $5 billion |
| All Star Financial | Minneapolis | SEC-registered investment adviser | $500 million to $1 billion |
| All Terrain Financial Advisors | Coon Rapids | SEC-registered investment adviser | $100 million to $500 million |
| Allodium Investment Consultants, LLC | Minneapolis | SEC-registered investment adviser | $500 million to $1 billion |
| ASA Managed Account Managers LLC | Minneapolis | SEC-registered investment adviser | $1 billion to $5 billion |
| Ballast Advisors, LLC | Woodbury | SEC-registered investment adviser | $500 million to $1 billion |
| Bannerstone Capital | Wayzata | SEC-registered investment adviser | $100 million to $500 million |
| Berger Financial Group | Plymouth | SEC-registered investment adviser | $1 billion to $5 billion |
| BGM Wealth Management | Bloomington | SEC-registered investment adviser | $500 million to $1 billion |
| Birchwood Financial Partners, Inc. | Bloomington | SEC-registered investment adviser | $500 million to $1 billion |
| Bluestem Wealth Partners, LLC | Minnetonka | SEC-registered investment adviser | $1 billion to $5 billion |
| Bond & Devick Wealth Partners | Saint Louis Park | SEC-registered investment adviser | $500 million to $1 billion |
| Boulay Wealth | Eden Prairie | SEC-registered investment adviser | $1 billion to $5 billion |
| Boulevard | Bloomington | SEC-registered investment adviser | $100 million to $500 million |
| Boyum Wealth Architects LLC | Bloomington | SEC-registered investment adviser | $500 million to $1 billion |
| Bright Angel Advisors LLC | St. Paul | SEC-registered investment adviser | $100 million to $500 million |
| Cahill Financial Advisors, Inc. | Edina | SEC-registered investment adviser | $1 billion to $5 billion |
| Caissa Wealth Strategies | Bloomington | SEC-registered investment adviser | $100 million to $500 million |
| Capital Management Associates Inc | Minneapolis | SEC-registered investment adviser | $1 billion to $5 billion |
| CFG Retirement | Edina | SEC-registered investment adviser | $100 million to $500 million |
| Cherry Tree Wealth Management, LLC | Minnetonka | SEC-registered investment adviser | $500 million to $1 billion |
| Colleen Weber CPA, LLC | Chanhassen | SEC-registered investment adviser | $100 million to $500 million |
| Compass Capital Management Inc | Minneapolis | SEC-registered investment adviser | $1 billion to $5 billion |
| Cordis Financial, LLC | Minneapolis | SEC-registered investment adviser | $100 million to $500 million |
| Cornerstone Wealth Advisors, Inc. | Edina | SEC-registered investment adviser | $500 million to $1 billion |
| Dorval & Chorne Financial Advisors | Maple Grove | SEC-registered investment adviser | $100 million to $500 million |
| Dougherty & Associates Financial Advisors, Inc. | Buffalo | SEC-registered investment adviser | $100 million to $500 million |
| Dunnavan & Co. | Minneapolis | SEC-registered investment adviser | $100 million to $500 million |
| E-Wealth Partners | Minnetonka | SEC-registered investment adviser | $100 million to $500 million |
| Echo Wealth Management, LLC | Plymouth | SEC-registered investment adviser | $100 million to $500 million |
| EFS Advisors | Cambridge | SEC-registered investment adviser | $1 billion to $5 billion |
| Epiq Partners, LLC | Minneapolis | SEC-registered investment adviser | $100 million to $500 million |
| Everest Financial Group | Minneapolis | SEC-registered investment adviser | $1 billion to $5 billion |
| Excelsior Investors | Excelsior | SEC-registered investment adviser | $100 million to $500 million |
| FBD Asset MGMT | Bloomington | SEC-registered investment adviser | $25 million to $100 million |
| FFP Wealth Management, LLC | Coon Rapids | SEC-registered investment adviser | $100 million to $500 million |
| Fiat Wealth Management | Wayzata | SEC-registered investment adviser | $500 million to $1 billion |
| First Light Asset Management, LLC | Edina | SEC-registered investment adviser | $1 billion to $5 billion |
| Flourish Wealth Management Inc. | Edina | SEC-registered investment adviser | $100 million to $500 million |
| Focus Financial | Minneapolis | SEC-registered investment adviser | Over $5 billion |
| Fpnavigators | Maple Grove | SEC-registered investment adviser | $100 million to $500 million |
| Freedom Financial Partners LLC | Oakdale | SEC-registered investment adviser | $100 million to $500 million |
| GEN Financial Management Inc. | Plymouth | SEC-registered investment adviser | $100 million to $500 million |
| Gradient Advisors, LLC | Arden Hills | SEC-registered investment adviser | $100 million to $500 million |
| Gradient Investments, LLC | Arden Hills | SEC-registered investment adviser | Over $5 billion |
| Gradient Wealth Management | Arden Hills | SEC-registered investment adviser | $500 million to $1 billion |
| Great River Financial | Plymouth | SEC-registered investment adviser | $100 million to $500 million |
| Great Waters Financial | Shoreview | SEC-registered investment adviser | $1 billion to $5 billion |
| GS Investment Inc | Eagan | SEC-registered investment adviser | $100 million to $500 million |
| Guardian Wealth Advisors, LLC | St Louis Park | SEC-registered investment adviser | $100 million to $500 million |
| Guardian Wealth Strategies, LLC | Minneapols | SEC-registered investment adviser | $1 billion to $5 billion |
| High Note Wealth, LLC | Deephaven | SEC-registered investment adviser | $500 million to $1 billion |
| Jnba Financial Advisors, LLC | Bloomington | SEC-registered investment adviser | $1 billion to $5 billion |
| Keystone Wealth Advisors, Incorporated | Eagan | SEC-registered investment adviser | $100 million to $500 million |
| Knox Avenue Financial Corp. | St. Paul | SEC-registered investment adviser | $100 million to $500 million |
| Kure Advisory, LLC | Plymouth | SEC-registered investment adviser | $100 million to $500 million |
| Legacy Financial Advisors Corporation | Bloomington | SEC-registered investment adviser | $100 million to $500 million |
| Legacy Wealth | Woodbury | SEC-registered investment adviser | $500 million to $1 billion |
| Leuthold Weeden Capital Management | Minneapolis | SEC-registered investment adviser | $1 billion to $5 billion |
| Lifelong Wealth Advisors, Inc. | Arden Hills | SEC-registered investment adviser | $500 million to $1 billion |
| Logan Park Wealth Management | Minneapolis | SEC-registered investment adviser | $100 million to $500 million |
| Mairs & Power | St. Paul | SEC-registered investment adviser | Over $5 billion |
| Marks Group Wealth Management, Inc. | Minnetonka | SEC-registered investment adviser | $1 billion to $5 billion |
| Marquette Wealth Management | Minnetonka | SEC-registered investment adviser | $1 billion to $5 billion |
| MD Financial Advisors / Vestment Financial | Chanhassen | SEC-registered investment adviser | $100 million to $500 million |
| Minneapolis Portfolio Management Group, LLC | Wayzata | SEC-registered investment adviser | $1 billion to $5 billion |
| Modus Advisors, LLC | Excelsior | SEC-registered investment adviser | $500 million to $1 billion |
| Murphy Pohlad Asset Management LLC | Eden Prairie | SEC-registered investment adviser | $500 million to $1 billion |
| MWM Wealth Advisory, LLC | Plymouth | SEC-registered investment adviser | $100 million to $500 million |
| Navpoint Financial, Inc. | Prior Lake | SEC-registered investment adviser | $500 million to $1 billion |
| Nicollet Investment Management, Inc. | Minneapolis | SEC-registered investment adviser | $500 million to $1 billion |
| North American Wealth Advisors Inc. | Jordan | SEC-registered investment adviser | $100 million to $500 million |
| Northcrest Asset Management | Plymouth | SEC-registered investment adviser | $1 billion to $5 billion |
| Northrock Partners, LLC | Minneapolis | SEC-registered investment adviser | Over $5 billion |
| Oakwood Capital, Inc. | St. Louis Park | SEC-registered investment adviser | $100 million to $500 million |
| Okabena Investment Services Inc | Minneapolis | SEC-registered investment adviser | $1 billion to $5 billion |
| Pack Private Wealth, LLC | Wayzata | SEC-registered investment adviser | $100 million to $500 million |
| Paladin Capital | Arden Hills | SEC-registered investment adviser | Under $25 million |
| Paladin Financial | Arden Hills | SEC-registered investment adviser | $100 million to $500 million |
| Palisade Asset Management, LLC | Minneapolis | SEC-registered investment adviser | $1 billion to $5 billion |
| Paradigm, Strategies in Wealth Management, LLC | Maple Grove | SEC-registered investment adviser | $100 million to $500 million |
| Peak Financial Consulting, Inc. | Bloomington | SEC-registered investment adviser | $100 million to $500 million |
| Phillip James Financial Co. | Plymouth | SEC-registered investment adviser | $100 million to $500 million |
| Pine Grove Financial Group | Woodbury | SEC-registered investment adviser | $1 billion to $5 billion |
| Pitzl Financial | Arden Hills | SEC-registered investment adviser | $100 million to $500 million |
| Portfolio Design Services, LLC | River Falls | SEC-registered investment adviser | $100 million to $500 million |
| Quantitative Asset Management, LLC | Minnetonka | SEC-registered investment adviser | $100 million to $500 million |
| Quarry Hill Advisors | Saint Paul | SEC-registered investment adviser | $100 million to $500 million |
| Redhawk Wealth Advisors, Inc. | Minneapolis | SEC-registered investment adviser | $1 billion to $5 billion |
| Riverbridge | Minneapolis | SEC-registered investment adviser | Over $5 billion |
| Running Oak Capital LLC | Minneapolis | SEC-registered investment adviser | $500 million to $1 billion |
| Secured Retirement Advisors, LLC | St Louis Park | SEC-registered investment adviser | $100 million to $500 million |
| Silveroak Wealth Management LLC | Edina | SEC-registered investment adviser | $1 billion to $5 billion |
| Somerset Group LLC | Wayzata | SEC-registered investment adviser | $100 million to $500 million |
| Star Capital Inc. | Edina | SEC-registered investment adviser | $100 million to $500 million |
| Stevens Foster Financial Advisors | Bloomington | SEC-registered investment adviser | $500 million to $1 billion |
| Stonebridge Capital Advisors LLC | St. Paul | SEC-registered investment adviser | $1 billion to $5 billion |
| Strategic Wealth Group | Eden Prairie | SEC-registered investment adviser | $1 billion to $5 billion |
| Tailwinds Wealth, LLC | Vadnais Heights | SEC-registered investment adviser | $100 million to $500 million |
| Tealwood Asset Management | Minneapolis | SEC-registered investment adviser | $100 million to $500 million |
| The Advocate Group, LLC | Minnetonka | SEC-registered investment adviser | $500 million to $1 billion |
| Thomas Leo Advisory, LLC | Minneapolis | SEC-registered investment adviser | $100 million to $500 million |
| Thrivent Advisor Network, LLC | Minneapolis | SEC-registered investment adviser | Over $5 billion |
| Total Wealth Advisors, LLC | Hopkins | SEC-registered investment adviser | $100 million to $500 million |
| Trademark Financial Management, LLC | Bloomington | SEC-registered investment adviser | $100 million to $500 million |
| Tradition Wealth Management LLC | Edina | SEC-registered investment adviser | $1 billion to $5 billion |
| Trailhead Planners, LLC | Edina | SEC-registered investment adviser | $100 million to $500 million |
| Trumix Advisors | Bloomington | SEC-registered investment adviser | $100 million to $500 million |
| Twele Capital Management, Inc. | Minnetonka | SEC-registered investment adviser | $500 million to $1 billion |
| Twin Cities Retirement Group | Plymouth | SEC-registered investment adviser | $100 million to $500 million |
| Ulland Investment Advisors, LLC | Minneapolis | SEC-registered investment adviser | $100 million to $500 million |
| Usadvisors Wealth Management, LLC | Eden Prairie | SEC-registered investment adviser | $100 million to $500 million |
| Valtinson Bruner Financial Planning | New Brighton | SEC-registered investment adviser | $500 million to $1 billion |
| Van Clemens Wealth Management, LLC | Minneapolis | SEC-registered investment adviser | $100 million to $500 million |
| Vermillion Wealth Management Inc. | Rosemount | SEC-registered investment adviser | $100 million to $500 million |
| Wealth Enhancement Advisory Services, LLC | Plymouth | SEC-registered investment adviser | Over $5 billion |
| Webb Financial Group | Bloomington | SEC-registered investment adviser | $100 million to $500 million |
| White Oaks Wealth Advisors, Inc. | Minneapolis | SEC-registered investment adviser | $500 million to $1 billion |
| White Pine Capital LLC | Bloomington | SEC-registered investment adviser | $100 million to $500 million |
| Winter & Associates, Inc. | St. Paul | SEC-registered investment adviser | $100 million to $500 million |
| Wold Financial Group | Mendota Heights | SEC-registered investment adviser | $100 million to $500 million |
| Yes Wealth Management | Mahtomedi | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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AdvisorCensus. Financial advisors in Minneapolis, MN using Charles Schwab. https://advisorcensus.com/advisors/mn/minneapolis/custodians/charles-schwab https://advisorcensus.com/advisors/mn/minneapolis/custodians/charles-schwab