AdvisorCensus / Financial advisors / Minnesota / Minneapolis, MN / Fidelity Investments
Financial advisors in Minneapolis, MN using Fidelity Investments
54 SEC-registered investment advisory firms headquartered in the Minneapolis, MN metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Abbey Street | Eden Prairie | SEC-registered investment adviser | $100 million to $500 million |
| Access Financial Services, Inc. | Minneapolis | SEC-registered investment adviser | $100 million to $500 million |
| Advanced Advisor Group, LLC | Cambridge | SEC-registered investment adviser | Under $25 million |
| Advanced Capital Group | Minneapolis | SEC-registered investment adviser | Over $5 billion |
| Advisornet Wealth Partners | Minnetonka | SEC-registered investment adviser | $1 billion to $5 billion |
| All Star Financial | Minneapolis | SEC-registered investment adviser | $500 million to $1 billion |
| Boulay Wealth | Eden Prairie | SEC-registered investment adviser | $1 billion to $5 billion |
| Cahill Financial Advisors, Inc. | Edina | SEC-registered investment adviser | $1 billion to $5 billion |
| Captar Private Wealth | St. Louis Park | SEC-registered investment adviser | $100 million to $500 million |
| Cedar Cove Wealth Partners | Bloomington | SEC-registered investment adviser | $100 million to $500 million |
| 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 |
| Cloverfields Capital Group, LP | Minneapolis | SEC-registered investment adviser | $100 million to $500 million |
| Contego Capital Group, Inc. | Edina | SEC-registered investment adviser | $25 million to $100 million |
| Cordis Financial, LLC | Minneapolis | SEC-registered investment adviser | $100 million to $500 million |
| Disciplined Growth Investors Inc | Minneapolis | SEC-registered investment adviser | Over $5 billion |
| DSG Capital Advisors, LLC | Edina | SEC-registered investment adviser | $500 million to $1 billion |
| Element Squared Private Wealth | Minneapolis | SEC-registered investment adviser | $100 million to $500 million |
| Epiq Partners, LLC | Minneapolis | SEC-registered investment adviser | $100 million to $500 million |
| Excelsior Investors | Excelsior | SEC-registered investment adviser | $100 million to $500 million |
| FFP Wealth Management, LLC | Coon Rapids | SEC-registered investment adviser | $100 million to $500 million |
| Fiduciary Counselling Inc | St Paul | SEC-registered investment adviser | Over $5 billion |
| Financial Perspectives | Minneapolis | SEC-registered investment adviser | $1 billion to $5 billion |
| Gary L. Greenberg | Eden Prairie | SEC-registered investment adviser | $100 million to $500 million |
| GEN Financial Management Inc. | Plymouth | SEC-registered investment adviser | $100 million to $500 million |
| Greater Midwest Financial Group, LLC | Saint Paul | SEC-registered investment adviser | $500 million to $1 billion |
| Guardian Wealth Strategies, LLC | Minneapols | SEC-registered investment adviser | $1 billion to $5 billion |
| Hays Financial Group, LLC | Minneapolis | SEC-registered investment adviser | Over $5 billion |
| Highmark Wealth Management LLC | St. Paul | SEC-registered investment adviser | $500 million to $1 billion |
| Jones Kertz & Associates, Inc. | Blaine | SEC-registered investment adviser | $100 million to $500 million |
| Legacies Wealth LLC | Minnetonka | SEC-registered investment adviser | $500 million to $1 billion |
| Leuthold Weeden Capital Management | Minneapolis | SEC-registered investment adviser | $1 billion to $5 billion |
| Marks Group Wealth Management, Inc. | Minnetonka | SEC-registered investment adviser | $1 billion to $5 billion |
| MHS Advisory Services, LLC | Maple Grove | 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 |
| Perceptive Edge Investment Management, Inc. | Wayzata | SEC-registered investment adviser | $500 million to $1 billion |
| Pitzl Financial | Arden Hills | SEC-registered investment adviser | $100 million to $500 million |
| Punch & Associates Investment Management, Inc. | Edina | SEC-registered investment adviser | $1 billion to $5 billion |
| Running Oak Capital LLC | Minneapolis | SEC-registered investment adviser | $500 million to $1 billion |
| Schwarz Dygos Wheeler Investment Advisors LLC | Minneapolis | SEC-registered investment adviser | $500 million to $1 billion |
| Sieben Wealth Planning LLC | Edina | SEC-registered investment adviser | $100 million to $500 million |
| SIT Investment Associates, Inc | Minneapolis | SEC-registered investment adviser | $1 billion to $5 billion |
| Stevens Foster Financial Advisors | Bloomington | SEC-registered investment adviser | $500 million to $1 billion |
| Stiles Financial Services, Inc. | Edina | SEC-registered investment adviser | $500 million to $1 billion |
| Stonebridge Capital Advisors LLC | St. Paul | SEC-registered investment adviser | $1 billion to $5 billion |
| Tealwood Asset Management | Minneapolis | SEC-registered investment adviser | $100 million to $500 million |
| Thrivent Advisor Network, LLC | Minneapolis | SEC-registered investment adviser | Over $5 billion |
| Trott Brook Financial | Anoka | SEC-registered investment adviser | $100 million to $500 million |
| U.S. Bancorp Advisors, LLC | Saint Paul | SEC-registered investment adviser | $1 billion to $5 billion |
| Vera Lake Capital, LLC | Edina | 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 Pine Capital LLC | Bloomington | 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. Fidelity Investments nationwide
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