10+ Years · Bloomington
Experienced Financial Advisors in Bloomington, MN
Experience matters. These financial advisors in Bloomington have years of proven work behind them — and the reviews to back it up.
As of May 2026, RatingsNearMe ranks 17 financial advisors in Bloomington, MN by verified customer ratings and review volume. The highest-rated is Creative Planning with a 4.9-star rating from 168 verified reviews. Also in the top tier: Abundance Wealth Management and TruMix Advisors. The average rating across all listed financial advisors in Bloomington is 5 stars from 20 reviews per business on average.
Financial advisors in Bloomington typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
17
Businesses listed
5★
Avg rating
20
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Creative Planning
3800 American Blvd W #1000, Bloomington, MN 55431, USA
Abundance Wealth Management
3601 Minnesota Dr #660, Bloomington, MN 55435, USA
TruMix Advisors
3800 American Blvd W STE 350, Bloomington, MN 55431, USA
Financial Advisors Rankings in Bloomington, MN
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Creative Planning3800 American Blvd W #1000, Bloomington, MN 55431, USA | 4.9★ | 168 |
| #2 | Abundance Wealth Management3601 Minnesota Dr #660, Bloomington, MN 55435, USA | 5.0★ | 30 |
| #3 | TruMix Advisors3800 American Blvd W STE 350, Bloomington, MN 55431, USA | 4.7★ | 46 |
| #4 | Legacy Financial Advisors3500 American Blvd W, Bloomington, MN 55431, USA | 5.0★ | 1 |
| #5 | Boulevard Wealth Management7825 Washington Ave S #100, Edina, MN 55439, USA | 5.0★ | 26 |
| #6 | Stevens Foster Financial Advisors7900 Xerxes Ave S STE 1800, Bloomington, MN 55431, USA | 5.0★ | 2 |
| #7 | Wells Fargo Advisors8500 Normandale Lake Blvd # 1710, Bloomington, MN 55437, USA | 5.0★ | 2 |
| #8 | Fathom Advisors - Ameriprise Financial Services, LLC8300 Norman Center Dr Ste 550, Bloomington, MN 55437, USA | 5.0★ | 4 |
| #9 | Inspire Financial Services3601 Minnesota Dr #660, Bloomington, MN 55435, USA | 5.0★ | 27 |
| #10 | Oasis Wealth Management - Ameriprise Financial Services, LLC3800 American Blvd W Ste 900, Bloomington, MN 55431, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Bloomington
Legacy Financial Advisors
3500 American Blvd W, Bloomington, MN 55431, USA
Boulevard Wealth Management
7825 Washington Ave S #100, Edina, MN 55439, USA
Stevens Foster Financial Advisors
7900 Xerxes Ave S STE 1800, Bloomington, MN 55431, USA
Wells Fargo Advisors
8500 Normandale Lake Blvd # 1710, Bloomington, MN 55437, USA
Fathom Advisors - Ameriprise Financial Services, LLC
8300 Norman Center Dr Ste 550, Bloomington, MN 55437, USA
Inspire Financial Services
3601 Minnesota Dr #660, Bloomington, MN 55435, USA
Oasis Wealth Management - Ameriprise Financial Services, LLC
3800 American Blvd W Ste 900, Bloomington, MN 55431, USA
Executive Financial Services Inc.
4200 W Old Shakopee Rd # 245, Bloomington, MN 55437, USA
First Command Financial Advisor - Travis Sundvall
2950 Metro Dr Suite 210, Bloomington, MN 55425, USA
Jason White - Private Wealth Advisor, Ameriprise Financial Services, LLC
3800 American Blvd W Ste 900, Bloomington, MN 55431, USA
Edward Jones - Financial Advisor: Ryan R Fisher, AAMS®
3600 American Blvd W Suite 105, Bloomington, MN 55431, USA
First Command Financial Advisor - Tim Anderson
2950 Metro Dr Suite 210, Bloomington, MN 55425, USA
Edward Jones - Financial Advisor: Christina M Klug, CFP®
3600 American Blvd W Suite 275, Bloomington, MN 55431, USA
Cedar Cove Wealth Partners
Wells Fargo Plaza, 7900 Xerxes Ave S Ste. 1750, Bloomington, MN 55431, USA
Get Free Quotes
We'll connect you with the top financial advisors in Bloomington, MN.
Frequently Asked Questions — Financial Advisors in Bloomington
What is a fiduciary financial advisor and why does it matter in Bloomington?
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 Bloomington, 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 Bloomington?
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.
Financial Advisors in Nearby Cities
Compare top-rated financial advisors in cities near you.
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: May 17, 2026.
More Home Services in Bloomington
Related Searches
More ways to find financial advisors in Bloomington
Financial Advisors in nearby cities