{ "path": "/advisors/mn/minneapolis/edina", "url": "https://advisorcensus.com/advisors/mn/minneapolis/edina", "page_type": "metro_city", "title": "Financial advisors in Edina, MN", "filters": {}, "scope_total": 35, "faq": [ { "q": "How many financial advisory firms are there in Edina, MN?", "a": "AdvisorCensus lists 35 investment advisory firms with a principal office in Edina, Minnesota (part of the Minneapolis metro area), from Form ADV filings as of October 2026: 22 SEC-registered, 12 state-registered, and 1 exempt reporting adviser. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Edina, MN?", "a": "18 of the 35 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Edina, MN offer financial planning?", "a": "29 of the 34 firms in Edina, MN that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Edina, MN fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 18 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 35 investment advisory firms with a principal office in Edina, Minnesota (part of the Minneapolis metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full Minneapolis metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in Edina, MN: 35 firms from Form ADV filings as of October 2026.", "total_firms": 35, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 22, "state": 12, "exempt": 1 }, "fee_model_mix": [ { "code": "fee-only", "count": 18 }, { "code": "percentage_of_aum", "count": 33 }, { "code": "hourly", "count": 18 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 24 }, { "code": "commissions", "count": 1 }, { "code": "performance_based", "count": 6 }, { "code": "other", "count": 2 }, { "code": "not_reported", "count": 1 } ], "years_registered_distribution": [ { "code": "under_5", "count": 9 }, { "code": "5_to_9", "count": 9 }, { "code": "10_to_19", "count": 9 }, { "code": "20_plus", "count": 8 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 2 }, { "code": "25m_100m", "count": 10 }, { "code": "100m_500m", "count": 11 }, { "code": "500m_1b", "count": 3 }, { "code": "1b_5b", "count": 7 }, { "code": "over_5b", "count": 0 }, { "code": "not_reported", "count": 2 } ], "firms": [ { "crd_number": 106604, "name": "Abens Financial Services Inc", "name_as_filed": "ABENS FINANCIAL SERVICES INC", "url": "https://advisorcensus.com/firm/abens-financial-services-inc-edina-mn-106604", "city": "Edina", "state": "MN", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105439, "name": "Accredited Investors Wealth Management", "name_as_filed": "ACCREDITED INVESTORS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/accredited-investors-wealth-management-edina-mn-105439", "city": "Edina", "state": "MN", "years_registered": 37, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 152748, "name": "Acumen Financial Advisors, LLC", "name_as_filed": "ACUMEN FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/acumen-financial-advisors-llc-edina-mn-152748", "city": "Edina", "state": "MN", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 170187, "name": "AKM Advisory", "name_as_filed": "AKM ADVISORY", "url": "https://advisorcensus.com/firm/akm-advisory-edina-mn-170187", "city": "Edina", "state": "MN", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 333946, "name": "Authentic Life Financial Planning", "name_as_filed": "AUTHENTIC LIFE FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/authentic-life-financial-planning-edina-mn-333946", "city": "Edina", "state": "MN", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109890, "name": "Cahill Financial Advisors, Inc.", "name_as_filed": "CAHILL FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/cahill-financial-advisors-inc-edina-mn-109890", "city": "Edina", "state": "MN", "years_registered": 43, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 134758, "name": "Cardinal Wealth Advisors, L.L.C.", "name_as_filed": "CARDINAL WEALTH ADVISORS, L.L.C.", "url": "https://advisorcensus.com/firm/cardinal-wealth-advisors-l-l-c-edina-mn-134758", "city": "Edina", "state": "MN", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 179516, "name": "CFG Retirement", "name_as_filed": "CFG RETIREMENT", "url": "https://advisorcensus.com/firm/cfg-retirement-edina-mn-179516", "city": "Edina", "state": "MN", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 128518, "name": "Contego Capital Group, Inc.", "name_as_filed": "CONTEGO CAPITAL GROUP, INC.", "url": "https://advisorcensus.com/firm/contego-capital-group-inc-edina-mn-128518", "city": "Edina", "state": "MN", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 124947, "name": "Cornerstone Wealth Advisors, Inc.", "name_as_filed": "CORNERSTONE WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/cornerstone-wealth-advisors-inc-edina-mn-124947", "city": "Edina", "state": "MN", "years_registered": 23, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 115697, "name": "DA Financial Advisors, Inc.", "name_as_filed": "DA FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/da-financial-advisors-inc-edina-mn-115697", "city": "Edina", "state": "MN", "years_registered": 24, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332056, "name": "DSG Capital Advisors, LLC", "name_as_filed": "DSG CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/dsg-capital-advisors-llc-edina-mn-332056", "city": "Edina", "state": "MN", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168899, "name": "First Light Asset Management, LLC", "name_as_filed": "FIRST LIGHT ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/first-light-asset-management-llc-edina-mn-168899", "city": "Edina", "state": "MN", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 170591, "name": "Flourish Wealth Management Inc.", "name_as_filed": "FLOURISH WEALTH MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/flourish-wealth-management-inc-edina-mn-170591", "city": "Edina", "state": "MN", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 154976, "name": "Graff Financial LLC", "name_as_filed": "GRAFF FINANCIAL LLC", "url": "https://advisorcensus.com/firm/graff-financial-llc-edina-mn-154976", "city": "Edina", "state": "MN", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 110068, "name": "Hofkin Capital Management, Inc.", "name_as_filed": "HOFKIN CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/hofkin-capital-management-inc-edina-mn-110068", "city": "Edina", "state": "MN", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 307642, "name": "Holleyjo Wealth Advisors", "name_as_filed": "HOLLEYJO WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/holleyjo-wealth-advisors-edina-mn-307642", "city": "Edina", "state": "MN", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332244, "name": "Hyland Lake Partners", "name_as_filed": "HYLAND LAKE PARTNERS", "url": "https://advisorcensus.com/firm/hyland-lake-partners-edina-mn-332244", "city": "Edina", "state": "MN", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 163088, "name": "Josh Arnold Investment Consultant, LLC", "name_as_filed": "JOSH ARNOLD INVESTMENT CONSULTANT, LLC", "url": "https://advisorcensus.com/firm/josh-arnold-investment-consultant-llc-edina-mn-163088", "city": "Edina", "state": "MN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 145906, "name": "Kerwin Asset Management, LLC", "name_as_filed": "KERWIN ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kerwin-asset-management-llc-edina-mn-145906", "city": "Edina", "state": "MN", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 161307, "name": "KP Management LLC", "name_as_filed": "KP MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/kp-management-llc-edina-mn-161307", "city": "Edina", "state": "MN", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 291436, "name": "Kubo Financial Planning and Investments, LLC", "name_as_filed": "KUBO FINANCIAL PLANNING AND INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/kubo-financial-planning-and-investments-llc-edina-mn-291436", "city": "Edina", "state": "MN", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 122035, "name": "Laurel Wealth Planning", "name_as_filed": "LAUREL WEALTH PLANNING", "url": "https://advisorcensus.com/firm/laurel-wealth-planning-edina-mn-122035", "city": "Edina", "state": "MN", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 169245, "name": "O'Brien-Staley Partners", "name_as_filed": "O'BRIEN-STALEY PARTNERS", "url": "https://advisorcensus.com/firm/o-brien-staley-partners-edina-mn-169245", "city": "Edina", "state": "MN", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 117962, "name": "Punch & Associates Investment Management, Inc.", "name_as_filed": "PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/punch-and-associates-investment-management-inc-edina-mn-117962", "city": "Edina", "state": "MN", "years_registered": 24, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 315368, "name": "Sieben Wealth Planning LLC", "name_as_filed": "SIEBEN WEALTH PLANNING LLC", "url": "https://advisorcensus.com/firm/sieben-wealth-planning-llc-edina-mn-315368", "city": "Edina", "state": "MN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 110532, "name": "Silveroak Wealth Management LLC", "name_as_filed": "SILVEROAK WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/silveroak-wealth-management-llc-edina-mn-110532", "city": "Edina", "state": "MN", "years_registered": 25, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 171057, "name": "Star Capital Inc.", "name_as_filed": "STAR CAPITAL INC.", "url": "https://advisorcensus.com/firm/star-capital-inc-edina-mn-171057", "city": "Edina", "state": "MN", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 117023, "name": "Stiles Financial Services, Inc.", "name_as_filed": "STILES FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/stiles-financial-services-inc-edina-mn-117023", "city": "Edina", "state": "MN", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 290435, "name": "The Hatlestad Group", "name_as_filed": "THE HATLESTAD GROUP", "url": "https://advisorcensus.com/firm/the-hatlestad-group-edina-mn-290435", "city": "Edina", "state": "MN", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 156559, "name": "Torchlight Financial", "name_as_filed": "TORCHLIGHT FINANCIAL", "url": "https://advisorcensus.com/firm/torchlight-financial-edina-mn-156559", "city": "Edina", "state": "MN", "years_registered": 15, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 128314, "name": "Tradition Wealth Management LLC", "name_as_filed": "TRADITION WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/tradition-wealth-management-llc-edina-mn-128314", "city": "Edina", "state": "MN", "years_registered": 22, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284610, "name": "Trailhead Planners, LLC", "name_as_filed": "TRAILHEAD PLANNERS, LLC", "url": "https://advisorcensus.com/firm/trailhead-planners-llc-edina-mn-284610", "city": "Edina", "state": "MN", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300695, "name": "Vensana Capital Management, LLC", "name_as_filed": "VENSANA CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/vensana-capital-management-llc-edina-mn-300695", "city": "Edina", "state": "MN", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 341142, "name": "Vera Lake Capital, LLC", "name_as_filed": "VERA LAKE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/vera-lake-capital-llc-edina-mn-341142", "city": "Edina", "state": "MN", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/mn", "label": "Financial advisors in Minnesota" }, "metro": { "path": "/advisors/mn/minneapolis", "label": "Financial advisors in Minneapolis, MN" }, "city_pages": [ { "path": "/advisors/mn/minneapolis/minnetonka", "label": "Financial advisors in Minnetonka, MN", "firm_count": 36 }, { "path": "/advisors/mn/minneapolis/bloomington", "label": "Financial advisors in Bloomington, MN", "firm_count": 35 }, { "path": "/advisors/mn/minneapolis/wayzata", "label": "Financial advisors in Wayzata, MN", "firm_count": 23 }, { "path": "/advisors/mn/minneapolis/plymouth", "label": "Financial advisors in Plymouth, MN", "firm_count": 22 }, { "path": "/advisors/mn/minneapolis/eden-prairie", "label": "Financial advisors in Eden Prairie, MN", "firm_count": 15 }, { "path": "/advisors/mn/minneapolis/st-paul", "label": "Financial advisors in St. Paul, MN", "firm_count": 13 }, { "path": "/advisors/mn/minneapolis/maple-grove", "label": "Financial advisors in Maple Grove, MN", "firm_count": 10 } ], "fee_pages": [ { "path": "/advisors/mn/minneapolis/fee-only", "label": "Fee-only financial advisors in Minneapolis, MN", "firm_count": 135 }, { "path": "/advisors/mn/minneapolis/flat-fee", "label": "Flat-fee financial advisors in Minneapolis, MN", "firm_count": 230 }, { "path": "/advisors/mn/minneapolis/hourly", "label": "Hourly financial advisors in Minneapolis, MN", "firm_count": 155 } ], "answer_pages": [ { "path": "/advisors/mn/minneapolis/for-high-net-worth-individuals", "firm_count": 281, "label": "Financial advisors for high-net-worth individuals in Minneapolis, MN" }, { "path": "/advisors/mn/minneapolis/for-retirement-plans", "firm_count": 98, "label": "Financial advisors for retirement plans in Minneapolis, MN" }, { "path": "/advisors/mn/minneapolis/for-businesses", "firm_count": 108, "label": "Financial advisors for businesses in Minneapolis, MN" }, { "path": "/advisors/mn/minneapolis/for-charities", "firm_count": 133, "label": "Financial advisors for charitable organizations in Minneapolis, MN" }, { "path": "/advisors/mn/minneapolis/no-account-minimum", "firm_count": 45, "label": "Financial advisors with no account minimum in Minneapolis, MN" } ], "niche_pages": [ { "path": "/advisors/mn/minneapolis/divorce", "firm_count": 1, "label": "Financial advisors for divorce in Minneapolis, MN" } ] }, "csv": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }