{ "path": "/advisors/mn", "url": "https://advisorcensus.com/advisors/mn/page/5", "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": 5, "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": 284127, "name": "Harrison Capital Management LLC", "name_as_filed": "HARRISON CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/harrison-capital-management-llc-284127", "city": null, "state": null, "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 319248, "name": "Hauge Wealth Management, LLC", "name_as_filed": "HAUGE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hauge-wealth-management-llc-319248", "city": null, "state": null, "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 306877, "name": "Hays Financial Group, LLC", "name_as_filed": "HAYS FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/hays-financial-group-llc-minneapolis-mn-306877", "city": "Minneapolis", "state": "MN", "years_registered": 5, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332065, "name": "Heartworth Financial LLC", "name_as_filed": "HEARTWORTH FINANCIAL LLC", "url": "https://advisorcensus.com/firm/heartworth-financial-llc-st-louis-park-mn-332065", "city": "St Louis Park", "state": "MN", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 115308, "name": "Heritage Capital Advisors, LLC", "name_as_filed": "HERITAGE CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/heritage-capital-advisors-llc-st-paul-mn-115308", "city": "St Paul", "state": "MN", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 305768, "name": "High Note Wealth, LLC", "name_as_filed": "HIGH NOTE WEALTH, LLC", "url": "https://advisorcensus.com/firm/high-note-wealth-llc-deephaven-mn-305768", "city": "Deephaven", "state": "MN", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 164790, "name": "Highmark Wealth Management LLC", "name_as_filed": "HIGHMARK WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/highmark-wealth-management-llc-st-paul-mn-164790", "city": "St. Paul", "state": "MN", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "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": 298142, "name": "Hunter Street Partners, LP", "name_as_filed": "HUNTER STREET PARTNERS, LP", "url": "https://advisorcensus.com/firm/hunter-street-partners-lp-wayzata-mn-298142", "city": "Wayzata", "state": "MN", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "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": 287830, "name": "Icon Financial", "name_as_filed": "ICON FINANCIAL", "url": "https://advisorcensus.com/firm/icon-financial-prior-lake-mn-287830", "city": "Prior Lake", "state": "MN", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 338755, "name": "Illumifi Wealth", "name_as_filed": "ILLUMIFI WEALTH", "url": "https://advisorcensus.com/firm/illumifi-wealth-338755", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306886, "name": "Imperative Management LLC", "name_as_filed": "IMPERATIVE MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/imperative-management-llc-stillwater-mn-306886", "city": "Stillwater", "state": "MN", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 309034, "name": "India Capital LLC", "name_as_filed": "INDIA CAPITAL LLC", "url": "https://advisorcensus.com/firm/india-capital-llc-minneapolis-mn-309034", "city": "Minneapolis", "state": "MN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 335563, "name": "Indiwealth", "name_as_filed": "INDIWEALTH", "url": "https://advisorcensus.com/firm/indiwealth-maple-grove-mn-335563", "city": "Maple Grove", "state": "MN", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 107498, "name": "Intellicents Investment Solutions Inc", "name_as_filed": "INTELLICENTS INVESTMENT SOLUTIONS INC", "url": "https://advisorcensus.com/firm/intellicents-investment-solutions-inc-albert-lea-mn-107498", "city": "Albert Lea", "state": "MN", "years_registered": 30, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 332518, "name": "Intelligent Alpha LLC", "name_as_filed": "INTELLIGENT ALPHA LLC", "url": "https://advisorcensus.com/firm/intelligent-alpha-llc-minneapolis-mn-332518", "city": "Minneapolis", "state": "MN", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 115494, "name": "Investment Research Corporation", "name_as_filed": "INVESTMENT RESEARCH CORPORATION", "url": "https://advisorcensus.com/firm/investment-research-corporation-warroad-mn-115494", "city": "Warroad", "state": "MN", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 113502, "name": "Investors Choice", "name_as_filed": "INVESTORS CHOICE", "url": "https://advisorcensus.com/firm/investors-choice-113502", "city": null, "state": null, "years_registered": 27, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 157626, "name": "ISC Financial Advisors", "name_as_filed": "ISC FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/isc-financial-advisors-albert-lea-mn-157626", "city": "Albert Lea", "state": "MN", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 329980, "name": "Iwealth", "name_as_filed": "IWEALTH", "url": "https://advisorcensus.com/firm/iwealth-waseca-mn-329980", "city": "Waseca", "state": "MN", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332025, "name": "JAK Financial Solutions LLC", "name_as_filed": "JAK FINANCIAL SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/jak-financial-solutions-llc-falcon-heights-mn-332025", "city": "Falcon Heights", "state": "MN", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 313041, "name": "Jason Janes Wealth Management, Inc.", "name_as_filed": "JASON JANES WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/jason-janes-wealth-management-inc-princeton-mn-313041", "city": "Princeton", "state": "MN", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 290721, "name": "Jeffrey A. Drayton Financial Group, Inc.", "name_as_filed": "JEFFREY A. DRAYTON FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/jeffrey-a-drayton-financial-group-inc-maple-grove-mn-290721", "city": "Maple Grove", "state": "MN", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106550, "name": "Jnba Financial Advisors, LLC", "name_as_filed": "JNBA FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/jnba-financial-advisors-llc-bloomington-mn-106550", "city": "Bloomington", "state": "MN", "years_registered": 42, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 146779, "name": "Johnson Capital Management, LLC", "name_as_filed": "JOHNSON CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/johnson-capital-management-llc-146779", "city": null, "state": null, "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 104976, "name": "Jones Kertz & Associates, Inc.", "name_as_filed": "JONES KERTZ & ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/jones-kertz-and-associates-inc-blaine-mn-104976", "city": "Blaine", "state": "MN", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "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": 318335, "name": "JSE Wealth Management LLC", "name_as_filed": "JSE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/jse-wealth-management-llc-318335", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "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": 153418, "name": "Keystone Wealth Advisors, Incorporated", "name_as_filed": "KEYSTONE WEALTH ADVISORS, INCORPORATED", "url": "https://advisorcensus.com/firm/keystone-wealth-advisors-incorporated-eagan-mn-153418", "city": "Eagan", "state": "MN", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 309053, "name": "KMB Wealth Management, LLC", "name_as_filed": "KMB WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kmb-wealth-management-llc-309053", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 289094, "name": "Knox Avenue Financial Corp.", "name_as_filed": "KNOX AVENUE FINANCIAL CORP.", "url": "https://advisorcensus.com/firm/knox-avenue-financial-corp-st-paul-mn-289094", "city": "St. Paul", "state": "MN", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 152925, "name": "Kodiak Investment Management LLC", "name_as_filed": "KODIAK INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/kodiak-investment-management-llc-aitkin-mn-152925", "city": "Aitkin", "state": "MN", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 154830, "name": "Koob Wealth Management, LLC", "name_as_filed": "KOOB WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/koob-wealth-management-llc-white-bear-township-mn-154830", "city": "White Bear Township", "state": "MN", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "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": 290488, "name": "Kruger Wealth Management, Inc.", "name_as_filed": "KRUGER WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/kruger-wealth-management-inc-bloomington-mn-290488", "city": "Bloomington", "state": "MN", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "other" ], "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": 311320, "name": "Kure Advisory, LLC", "name_as_filed": "KURE ADVISORY, LLC", "url": "https://advisorcensus.com/firm/kure-advisory-llc-plymouth-mn-311320", "city": "Plymouth", "state": "MN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 299967, "name": "Kusske Financial, Inc.", "name_as_filed": "KUSSKE FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/kusske-financial-inc-burnsville-mn-299967", "city": "Burnsville", "state": "MN", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 316373, "name": "Lakeside Capital Management - Parallel, LLC", "name_as_filed": "LAKESIDE CAPITAL MANAGEMENT - PARALLEL, LLC", "url": "https://advisorcensus.com/firm/lakeside-capital-management-parallel-llc-minneapolis-mn-316373", "city": "Minneapolis", "state": "MN", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 333803, "name": "Landcasted Capital Management LLC", "name_as_filed": "LANDCASTED CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/landcasted-capital-management-llc-waconia-mn-333803", "city": "Waconia", "state": "MN", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "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": 172018, "name": "Layline Asset Management Inc", "name_as_filed": "LAYLINE ASSET MANAGEMENT INC", "url": "https://advisorcensus.com/firm/layline-asset-management-inc-172018", "city": null, "state": null, "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 175089, "name": "Lebens Advisory Group LLC", "name_as_filed": "LEBENS ADVISORY GROUP LLC", "url": "https://advisorcensus.com/firm/lebens-advisory-group-llc-lakeville-mn-175089", "city": "Lakeville", "state": "MN", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 143138, "name": "Legacies Wealth LLC", "name_as_filed": "LEGACIES WEALTH LLC", "url": "https://advisorcensus.com/firm/legacies-wealth-llc-minnetonka-mn-143138", "city": "Minnetonka", "state": "MN", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 115384, "name": "Legacy Financial Advisors Corporation", "name_as_filed": "LEGACY FINANCIAL ADVISORS CORPORATION", "url": "https://advisorcensus.com/firm/legacy-financial-advisors-corporation-bloomington-mn-115384", "city": "Bloomington", "state": "MN", "years_registered": 23, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "commissions" ], "enhanced": false }, { "crd_number": 157453, "name": "Legacy Retirement Advisors", "name_as_filed": "LEGACY RETIREMENT ADVISORS", "url": "https://advisorcensus.com/firm/legacy-retirement-advisors-157453", "city": null, "state": null, "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 306732, "name": "Legacy Wealth", "name_as_filed": "LEGACY WEALTH", "url": "https://advisorcensus.com/firm/legacy-wealth-woodbury-mn-306732", "city": "Woodbury", "state": "MN", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "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" } }