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Financial Advisors in Apple Valley, MN — Free Estimates
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As of June 2026, RatingsNearMe ranks 15 financial advisors in Apple Valley, MN by verified customer ratings and review volume. The highest-rated is Pursuit Wealth Management with a 4.9-star rating from 44 verified reviews. 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 1, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
15
Businesses listed
4.8★
Avg rating
9
Avg reviews
Jun 1, 2026
Last updated
Top Rated Financial Advisors
Pursuit Wealth Management
652 Bielenberg Dr #201, Woodbury, MN 55125, USA
Beacon Pointe Advisors
8665 Hudson Blvd N Ste 100, Lake Elmo, MN 55042, USA
Edward Jones - Financial Advisor: Jake Perron, CEPA®|AAMS®|CRPC™
4640 Nicols Rd #101, Eagan, MN 55122, USA
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
Sterling Financial
7570 147th St W #100, Apple Valley, MN 55124, USA
Convergence Financial
14665 Galaxie Ave # 205, Apple Valley, MN 55124, USA
Edward Jones - Financial Advisor: Matt Bromelkamp
7300 147th St W # 308, Apple Valley, MN 55124, USA
Pine Grove Financial Group
14665 Galaxie Ave Suite 250, Apple Valley, MN 55124, USA
Larry Calhoun - Old National Wealth Advisors
14665 Galaxie Ave Ste 100, Apple Valley, MN 55124, USA
U.S. Bancorp Advisors - Financial Advisors: Andrew Bekius
15025 Garrett Ave, Apple Valley, MN 55124, USA
Eagle Valley Financial Services
5708 Upper 147th St W # 103, Apple Valley, MN 55124, USA
Edward Jones - Financial Advisor: Cassandra Schmidt
5920 148th St W Suite 300, Apple Valley, MN 55124, USA
Austin J Bock - Financial Advisor, Ameriprise Financial Services, LLC
14985 Glazier Ave Ste 501, Apple Valley, MN 55124, USA
Trivas Financial Group
14670 S Robert Trail, Rosemount, MN 55068, USA
Sean Donnelly - Financial Advisor, Ameriprise Financial Services, LLC
14985 Glazier Ave Ste 501, Apple Valley, MN 55124, USA
Edward Jones - Financial Advisor: Michael D Pender, CFP®|AAMS®|CRPC™
2130 Cliff Rd # 120, Eagan, MN 55122, USA
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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 1, 2026.
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