Top Picks · Apple Valley
Best Financial Advisors in Apple Valley, MN
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As of June 2026, RatingsNearMe ranks 15 financial advisors in Apple Valley, MN by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Pursuit Wealth Management with a 4.9-star rating from 44 Google reviews and an RNM Score of 77/100. Also in the top tier: Beacon Pointe Advisors and Edward Jones - Financial Advisor: Jake Perron, CEPA®|AAMS®|CRPC™. The average rating across all listed financial advisors in Apple Valley is 4.8 stars from 9 reviews per business on average.
Financial advisors in Apple Valley typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated June 9, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Apple Valley, MN is home to a variety of financial advisors offering investment management, retirement planning, and other personal finance services. Consumers in the area should research local advisors' credentials, services, and fees when selecting a financial advisor to work with.
- ✓Financial advisors in Apple Valley, MN provide investment management, retirement planning, and other personal finance services
- ✓Consumers should research local advisors' credentials, services, and fees when selecting a financial advisor
- ✓Top financial advisor businesses in Apple Valley include Edward Jones, Sterling Financial, and Beacon Pointe Advisors
Best Overall
U.S. Bancorp Advisors - Financial Advisors: Andrew Bekius
This advisor is top-ranked due to the strong reputation and resources of U.S. Bancorp, offering comprehensive financial planning and investment management.
Most Reviewed
Edward Jones - Financial Advisor: Jake Perron, CEPA®|AAMS®|CRPC™
A high number of reviews indicates broad client experience and trust, helping you gauge service consistency and satisfaction.
When choosing a financial advisor in Apple Valley, consider scheduling initial consultations with multiple firms to compare their approach, fees, and whether they specialize in areas like retirement planning or tax strategy. Always verify credentials and check for any conflicts of interest.
How to Choose a Financial Advisor in Apple Valley
What to look for
- • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) certification
- • Fiduciary duty to act in your best interests
- • Experience working with clients in your life stage and financial situation
- • Fee-only compensation structure (no commissions)
Questions to ask
- • What is your investment philosophy and approach?
- • How do you get paid, and what are your fees?
- • Can you provide references from current clients?
Red flags
- ⚠ Pushy sales tactics or high-pressure recommendations
- ⚠ Lack of transparency around fees and conflicts of interest
- ⚠ Disciplinary actions or customer complaints
Financial advisors in Minnesota must be registered with the state's Department of Commerce and hold appropriate licenses, such as a Series 65 or Series 66 license. It's important to verify an advisor's credentials and licensing before engaging their services.
Local Market Snapshot
15
Businesses listed
4.8★
Avg rating
9
Avg reviews
Jun 9, 2026
Last updated
Top Rated Financial Advisors
Financial Advisors Rankings in Apple Valley, MN
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Pursuit Wealth Management652 Bielenberg Dr #201, Woodbury, MN 55125, USA | 4.9★ | 44 |
| #2 | Beacon Pointe Advisors8665 Hudson Blvd N Ste 100, Lake Elmo, MN 55042, USA | 5.0★ | 30 |
| #3 | Edward Jones - Financial Advisor: Jake Perron, CEPA®|AAMS®|CRPC™4640 Nicols Rd #101, Eagan, MN 55122, USA | 5.0★ | 7 |
| #4 | Sterling Financial7570 147th St W #100, Apple Valley, MN 55124, USA | 5.0★ | 1 |
| #5 | Convergence Financial14665 Galaxie Ave # 205, Apple Valley, MN 55124, USA | — | — |
| #6 | Edward Jones - Financial Advisor: Matt Bromelkamp7300 147th St W # 308, Apple Valley, MN 55124, USA | 5.0★ | 1 |
| #7 | Pine Grove Financial Group14665 Galaxie Ave Suite 250, Apple Valley, MN 55124, USA | — | — |
| #8 | Larry Calhoun - Old National Wealth Advisors14665 Galaxie Ave Ste 100, Apple Valley, MN 55124, USA | 5.0★ | 1 |
| #9 | U.S. Bancorp Advisors - Financial Advisors: Andrew Bekius15025 Garrett Ave, Apple Valley, MN 55124, USA | 3.0★ | 1 |
| #10 | Eagle Valley Financial Services5708 Upper 147th St W # 103, Apple Valley, MN 55124, USA | — | — |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated June 2026
All Financial Advisors in Apple Valley
7300 147th St W # 308, Apple Valley, MN 55124, USA
14665 Galaxie Ave Suite 250, Apple Valley, MN 55124, USA
14665 Galaxie Ave Ste 100, Apple Valley, MN 55124, USA
15025 Garrett Ave, Apple Valley, MN 55124, USA
5708 Upper 147th St W # 103, Apple Valley, MN 55124, USA
5920 148th St W Suite 300, Apple Valley, MN 55124, USA
14985 Glazier Ave Ste 501, Apple Valley, MN 55124, USA
14985 Glazier Ave Ste 501, Apple Valley, MN 55124, USA
2130 Cliff Rd # 120, Eagan, MN 55122, USA
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Financial Advisors in Apple Valley, MN — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Pursuit Wealth Management | 77/100 | 4.9 ★ | 44 |
| 2 | Beacon Pointe Advisors | 77/100 | 5.0 ★ | 30 |
| 3 | Edward Jones - Financial Advisor: Jake Perron, CEPA®|AAMS®|CRPC™ | 70/100 | 5.0 ★ | 7 |
| 4 | Sterling Financial | 62/100 | 5.0 ★ | 1 |
| 5 | Convergence Financial | 3/100 | — | 0 |
| 6 | Edward Jones - Financial Advisor: Matt Bromelkamp | 62/100 | 5.0 ★ | 1 |
| 7 | Pine Grove Financial Group | 3/100 | — | 0 |
| 8 | Larry Calhoun - Old National Wealth Advisors | 62/100 | 5.0 ★ | 1 |
| 9 | U.S. Bancorp Advisors - Financial Advisors: Andrew Bekius | 28/100 | 3.0 ★ | 1 |
| 10 | Eagle Valley Financial Services | 3/100 | — | 0 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · June 2026
Frequently Asked Questions — Financial Advisors in Apple Valley
What is a fiduciary financial advisor and why does it matter in Apple Valley?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Apple Valley, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Apple Valley?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: June 9, 2026.
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