{ "path": "/advisors/mn", "url": "https://advisorcensus.com/advisors/mn/page/3", "page_type": "state", "title": "Financial advisors in Minnesota", "filters": {}, "scope_total": 522, "faq": [ { "q": "How many financial advisory firms are there in Minnesota?", "a": "AdvisorCensus lists 522 investment advisory firms with a principal office in Minnesota, from Form ADV filings as of October 2026: 278 SEC-registered, 207 state-registered, and 37 exempt reporting advisers. 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 Minnesota?", "a": "192 of the 522 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 Minnesota offer financial planning?", "a": "337 of the 485 firms in Minnesota 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 Minnesota 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 192 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 522 investment advisory firms with a principal office in Minnesota, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can sort by years registered or assets band using the controls below. 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 Minnesota: 522 firms from Form ADV filings as of October 2026.", "total_firms": 522, "page": 3, "total_pages": 11, "sort": "name", "registration_types": { "sec": 278, "state": 207, "exempt": 37 }, "fee_model_mix": [ { "code": "fee-only", "count": 192 }, { "code": "percentage_of_aum", "count": 454 }, { "code": "hourly", "count": 202 }, { "code": "subscription", "count": 7 }, { "code": "fixed", "count": 290 }, { "code": "commissions", "count": 12 }, { "code": "performance_based", "count": 69 }, { "code": "other", "count": 60 }, { "code": "not_reported", "count": 37 } ], "years_registered_distribution": [ { "code": "under_5", "count": 161 }, { "code": "5_to_9", "count": 130 }, { "code": "10_to_19", "count": 130 }, { "code": "20_plus", "count": 99 }, { "code": "not_reported", "count": 2 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 103 }, { "code": "25m_100m", "count": 97 }, { "code": "100m_500m", "count": 122 }, { "code": "500m_1b", "count": 51 }, { "code": "1b_5b", "count": 57 }, { "code": "over_5b", "count": 33 }, { "code": "not_reported", "count": 59 } ], "firms": [ { "crd_number": 107823, "name": "Compass Capital Management Inc", "name_as_filed": "COMPASS CAPITAL MANAGEMENT INC", "url": "https://advisorcensus.com/firm/compass-capital-management-inc-minneapolis-mn-107823", "city": "Minneapolis", "state": "MN", "years_registered": 38, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 147934, "name": "Compass Private Wealth Consulting, LLC", "name_as_filed": "COMPASS PRIVATE WEALTH CONSULTING, LLC", "url": "https://advisorcensus.com/firm/compass-private-wealth-consulting-llc-147934", "city": null, "state": null, "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 142407, "name": "Cookson Financial, LLC", "name_as_filed": "COOKSON FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/cookson-financial-llc-excelsior-mn-142407", "city": "Excelsior", "state": "MN", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 294766, "name": "Cordis Financial, LLC", "name_as_filed": "CORDIS FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/cordis-financial-llc-minneapolis-mn-294766", "city": "Minneapolis", "state": "MN", "years_registered": 8, "raum_band": "100m_500m", "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": 324446, "name": "Couloir Wealth Advisors, Inc.", "name_as_filed": "COULOIR WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/couloir-wealth-advisors-inc-324446", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318333, "name": "Counterculture Wealth", "name_as_filed": "COUNTERCULTURE WEALTH", "url": "https://advisorcensus.com/firm/counterculture-wealth-318333", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 310157, "name": "Crane Capital Management LLC", "name_as_filed": "CRANE CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/crane-capital-management-llc-spring-park-mn-310157", "city": "Spring Park", "state": "MN", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 300615, "name": "CRG Wealth, LLC", "name_as_filed": "CRG WEALTH, LLC", "url": "https://advisorcensus.com/firm/crg-wealth-llc-clear-lake-mn-300615", "city": "Clear Lake", "state": "MN", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 153698, "name": "Custom Funds Management LLC", "name_as_filed": "CUSTOM FUNDS MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/custom-funds-management-llc-153698", "city": null, "state": null, "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "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": 316507, "name": "Deepwater Asset Management, LLC", "name_as_filed": "DEEPWATER ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/deepwater-asset-management-llc-minneapolis-mn-316507", "city": "Minneapolis", "state": "MN", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 334485, "name": "Deer Lake Strategic Management, LLC", "name_as_filed": "DEER LAKE STRATEGIC MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/deer-lake-strategic-management-llc-st-louis-park-mn-334485", "city": "St. Louis Park", "state": "MN", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 132824, "name": "Devenir Investment Advisors, LLC", "name_as_filed": "DEVENIR INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/devenir-investment-advisors-llc-bloomington-mn-132824", "city": "Bloomington", "state": "MN", "years_registered": 18, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 174379, "name": "DGV Solutions LP", "name_as_filed": "DGV SOLUTIONS LP", "url": "https://advisorcensus.com/firm/dgv-solutions-lp-minnetonka-mn-174379", "city": "Minnetonka", "state": "MN", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 106746, "name": "Disciplined Growth Investors Inc", "name_as_filed": "DISCIPLINED GROWTH INVESTORS INC", "url": "https://advisorcensus.com/firm/disciplined-growth-investors-inc-minneapolis-mn-106746", "city": "Minneapolis", "state": "MN", "years_registered": 29, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 166516, "name": "DLW Financial Management, LLC", "name_as_filed": "DLW FINANCIAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/dlw-financial-management-llc-166516", "city": null, "state": null, "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 2950, "name": "Dorn & Co., Inc.", "name_as_filed": "DORN & CO., INC.", "url": "https://advisorcensus.com/firm/dorn-and-co-inc-minnetonka-mn-2950", "city": "Minnetonka", "state": "MN", "years_registered": 43, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 309512, "name": "Dorval & Chorne Financial Advisors", "name_as_filed": "DORVAL & CHORNE FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/dorval-and-chorne-financial-advisors-maple-grove-mn-309512", "city": "Maple Grove", "state": "MN", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165145, "name": "Dougherty & Associates Financial Advisors, Inc.", "name_as_filed": "DOUGHERTY & ASSOCIATES FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/dougherty-and-associates-financial-advisors-inc-buffalo-mn-165145", "city": "Buffalo", "state": "MN", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "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": 285053, "name": "Due North Financial, LLC", "name_as_filed": "DUE NORTH FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/due-north-financial-llc-eveleth-mn-285053", "city": "Eveleth", "state": "MN", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109058, "name": "Dunnavan & Co.", "name_as_filed": "DUNNAVAN & CO.", "url": "https://advisorcensus.com/firm/dunnavan-and-co-minneapolis-mn-109058", "city": "Minneapolis", "state": "MN", "years_registered": 47, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 166887, "name": "Duval Investment Group", "name_as_filed": "DUVAL INVESTMENT GROUP", "url": "https://advisorcensus.com/firm/duval-investment-group-minnetonka-mn-166887", "city": "Minnetonka", "state": "MN", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 327053, "name": "E-Wealth Partners", "name_as_filed": "E-WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/e-wealth-partners-minnetonka-mn-327053", "city": "Minnetonka", "state": "MN", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 174136, "name": "Echo Wealth Management, LLC", "name_as_filed": "ECHO WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/echo-wealth-management-llc-plymouth-mn-174136", "city": "Plymouth", "state": "MN", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 156466, "name": "Efficient Market Investments, LLC", "name_as_filed": "EFFICIENT MARKET INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/efficient-market-investments-llc-apple-valley-mn-156466", "city": "Apple Valley", "state": "MN", "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 115211, "name": "EFS Advisors", "name_as_filed": "EFS ADVISORS", "url": "https://advisorcensus.com/firm/efs-advisors-cambridge-mn-115211", "city": "Cambridge", "state": "MN", "years_registered": 22, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 146385, "name": "Ehlers", "name_as_filed": "EHLERS", "url": "https://advisorcensus.com/firm/ehlers-minneapolis-mn-146385", "city": "Minneapolis", "state": "MN", "years_registered": 17, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311284, "name": "Element Squared Private Wealth", "name_as_filed": "ELEMENT SQUARED PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/element-squared-private-wealth-minneapolis-mn-311284", "city": "Minneapolis", "state": "MN", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 336566, "name": "Encore Wealth Advisors", "name_as_filed": "ENCORE WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/encore-wealth-advisors-morris-mn-336566", "city": "Morris", "state": "MN", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310307, "name": "Endurance Financial Group", "name_as_filed": "ENDURANCE FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/endurance-financial-group-st-paul-mn-310307", "city": "St. Paul", "state": "MN", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 300992, "name": "Enspyre Wealth Advisors, Inc.", "name_as_filed": "ENSPYRE WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/enspyre-wealth-advisors-inc-woodbury-mn-300992", "city": "Woodbury", "state": "MN", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165139, "name": "Epiq Partners, LLC", "name_as_filed": "EPIQ PARTNERS, LLC", "url": "https://advisorcensus.com/firm/epiq-partners-llc-minneapolis-mn-165139", "city": "Minneapolis", "state": "MN", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 304113, "name": "Equal Voices Wealth LLC", "name_as_filed": "EQUAL VOICES WEALTH LLC", "url": "https://advisorcensus.com/firm/equal-voices-wealth-llc-minneapolis-mn-304113", "city": "Minneapolis", "state": "MN", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323379, "name": "Estuary Capital Management LP", "name_as_filed": "ESTUARY CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/estuary-capital-management-lp-wayzata-mn-323379", "city": "Wayzata", "state": "MN", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 137260, "name": "Everest Financial Group", "name_as_filed": "EVEREST FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/everest-financial-group-minneapolis-mn-137260", "city": "Minneapolis", "state": "MN", "years_registered": 19, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 167493, "name": "Everstream Energy Capital Advisers, LLC", "name_as_filed": "EVERSTREAM ENERGY CAPITAL ADVISERS, LLC", "url": "https://advisorcensus.com/firm/everstream-energy-capital-advisers-llc-wayzata-mn-167493", "city": "Wayzata", "state": "MN", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 145301, "name": "Excel Financial, LLC", "name_as_filed": "EXCEL FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/excel-financial-llc-red-wing-mn-145301", "city": "Red Wing", "state": "MN", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108048, "name": "Excelsior Investors", "name_as_filed": "EXCELSIOR INVESTORS", "url": "https://advisorcensus.com/firm/excelsior-investors-excelsior-mn-108048", "city": "Excelsior", "state": "MN", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 289890, "name": "Excelsior Renewable Energy Management Company LP", "name_as_filed": "EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LP", "url": "https://advisorcensus.com/firm/excelsior-renewable-energy-management-company-lp-excelsior-mn-289890", "city": "Excelsior", "state": "MN", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 318117, "name": "Fair Park Capital Management LLC", "name_as_filed": "FAIR PARK CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/fair-park-capital-management-llc-318117", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 304448, "name": "Fair Trust Financial LLC", "name_as_filed": "FAIR TRUST FINANCIAL LLC", "url": "https://advisorcensus.com/firm/fair-trust-financial-llc-vadnais-heights-mn-304448", "city": "Vadnais Heights", "state": "MN", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 115629, "name": "Family Wealth Counselors, LLC.", "name_as_filed": "FAMILY WEALTH COUNSELORS, LLC.", "url": "https://advisorcensus.com/firm/family-wealth-counselors-llc-minnetonka-mn-115629", "city": "Minnetonka", "state": "MN", "years_registered": 28, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 329463, "name": "Family Wealth Management", "name_as_filed": "FAMILY WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/family-wealth-management-elko-mn-329463", "city": "Elko", "state": "MN", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 163719, "name": "Farnam Street Capital, Inc.", "name_as_filed": "FARNAM STREET CAPITAL, INC.", "url": "https://advisorcensus.com/firm/farnam-street-capital-inc-minneapolis-mn-163719", "city": "Minneapolis", "state": "MN", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 343731, "name": "Fathom Advisors LLC", "name_as_filed": "FATHOM ADVISORS LLC", "url": "https://advisorcensus.com/firm/fathom-advisors-llc-minneapolis-mn-343731", "city": "Minneapolis", "state": "MN", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 307216, "name": "FBD Asset MGMT", "name_as_filed": "FBD ASSET MGMT", "url": "https://advisorcensus.com/firm/fbd-asset-mgmt-bloomington-mn-307216", "city": "Bloomington", "state": "MN", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 165244, "name": "Feltl Advisors", "name_as_filed": "FELTL ADVISORS", "url": "https://advisorcensus.com/firm/feltl-advisors-plymouth-mn-165244", "city": "Plymouth", "state": "MN", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false } ], "states": [], "metros": [ { "path": "/advisors/mn/minneapolis", "name": "Minneapolis", "msa_name": "Minneapolis-St. Paul-Bloomington, MN-WI", "state_code": "MN", "firm_count": 415 }, { "path": "/advisors/mn/duluth", "name": "Duluth", "msa_name": "Duluth, MN-WI", "state_code": "MN", "firm_count": 10 }, { "path": "/advisors/mn/rochester", "name": "Rochester", "msa_name": "Rochester, MN", "state_code": "MN", "firm_count": 7 }, { "path": "/advisors/mn/st-cloud", "name": "St. Cloud", "msa_name": "St. Cloud, MN", "state_code": "MN", "firm_count": 4 }, { "path": "/advisors/mn/mankato", "name": "Mankato", "msa_name": "Mankato, MN", "state_code": "MN", "firm_count": 3 } ], "siblings": { "national": "/advisors", "state": { "path": "/advisors/mn", "label": "Financial advisors in Minnesota" }, "fee_pages": [ { "path": "/advisors/mn/fee-only", "label": "Fee-only financial advisors in Minnesota", "firm_count": 192 }, { "path": "/advisors/mn/flat-fee", "label": "Flat-fee financial advisors in Minnesota", "firm_count": 290 }, { "path": "/advisors/mn/hourly", "label": "Hourly financial advisors in Minnesota", "firm_count": 202 } ] }, "csv": "https://advisorcensus.com/advisors/mn.csv", "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" } }