We’re honored to be ranked the 12th largest wealth management firm in the Twin Cities.
Since 2003, our firm has consecutively made the Minneapolis/St. Paul Business Journal’s rankings for top asset and wealth management firms in the Twin Cities metro. While we have over 100 advisors in 43 branch offices across 7 states, our largest concentration of practices is within the Twin Cities.
As an independent financial advisory firm, we work to better support our advisors so they can better support their clients. Our advisors have the freedom to choose products and services that truly meet the specific needs of each individual clients.
We’re honored that our advisors and their clients continue to provide us with opportunities to host their business, and as we celebrated twenty years of service last year, we look forward to the next twenty.
Meet our advisors and start creating your plan today.