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As of May 2026, RatingsNearMe ranks 15 financial advisors in Minnetonka, MN by verified customer ratings and review volume. The highest-rated is Peter Fleming - Edelman Financial Engines with a 5.0-star rating from 24 verified reviews. Also in the top tier: Clarity Financial and Prosperwell Financial. The average rating across all listed financial advisors in Minnetonka is 4.7 stars from 6 reviews per business on average.
Financial advisors in Minnetonka 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
15
Businesses listed
4.7★
Avg rating
6
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Peter Fleming - Edelman Financial Engines
10900 Wayzata Blvd Suite 240, Minnetonka, MN 55305, USA
Clarity Financial
10417 Excelsior Blvd # 1, Hopkins, MN 55343, USA
Prosperwell Financial
4300 Baker Rd, Minnetonka, MN 55343, USA
Financial Advisors Rankings in Minnetonka, MN
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Peter Fleming - Edelman Financial Engines10900 Wayzata Blvd Suite 240, Minnetonka, MN 55305, USA | 5.0★ | 24 |
| #2 | Clarity Financial10417 Excelsior Blvd # 1, Hopkins, MN 55343, USA | 5.0★ | 14 |
| #3 | Prosperwell Financial4300 Baker Rd, Minnetonka, MN 55343, USA | 4.8★ | 18 |
| #4 | Bernicke Wealth Management11100 Wayzata Blvd Suite 540, Minnetonka, MN 55305, USA | 4.9★ | 7 |
| #5 | Signature Wealth Management10900 Wayzata Blvd #850, Minnetonka, MN 55305, USA | 5.0★ | 1 |
| #6 | Pine Grove Financial Group13100 Wayzata Blvd #300, Minnetonka, MN 55305, USA | 5.0★ | 7 |
| #7 | Edelman Financial Engines10900 Wayzata Blvd Suite 240, Minnetonka, MN 55305, USA | 5.0★ | 1 |
| #8 | Marks Group Wealth Management4350 Baker Rd #245, Minnetonka, MN 55343, USA | 5.0★ | 1 |
| #9 | ClearPath Wealth Advisors130 Cheshire Ln Ste. 130, Minnetonka, MN 55305, USA | 5.0★ | 4 |
| #10 | Baird Private Wealth Management601 Carlson Pkwy Suite 950, Minnetonka, MN 55305, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Minnetonka
Bernicke Wealth Management
11100 Wayzata Blvd Suite 540, Minnetonka, MN 55305, USA
Signature Wealth Management
10900 Wayzata Blvd #850, Minnetonka, MN 55305, USA
Pine Grove Financial Group
13100 Wayzata Blvd #300, Minnetonka, MN 55305, USA
Edelman Financial Engines
10900 Wayzata Blvd Suite 240, Minnetonka, MN 55305, USA
Marks Group Wealth Management
4350 Baker Rd #245, Minnetonka, MN 55343, USA
ClearPath Wealth Advisors
130 Cheshire Ln Ste. 130, Minnetonka, MN 55305, USA
Baird Private Wealth Management
601 Carlson Pkwy Suite 950, Minnetonka, MN 55305, USA
BlueStem Wealth Partners
13100 Wayzata Blvd #140, Minnetonka, MN 55305, USA
Refine Wealth Strategies
1200 Ford Rd, Minnetonka, MN 55305, USA
AdvisorNet Financial | Insurance Agency | Wealth Management
110 Cheshire Ln # 200, Minnetonka, MN 55305, USA
AdvisorNet Financial Partners
130 Cheshire Ln Suite 150, Minnetonka, MN 55305, USA
TreeLine Wealth Management - Ameriprise Financial Services, LLC
10159 Wayzata Blvd Ste 200, Minnetonka, MN 55305, USA
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Frequently Asked Questions — Financial Advisors in Minnetonka
What is a fiduciary financial advisor and why does it matter in Minnetonka?
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 Minnetonka, 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 Minnetonka?
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: May 17, 2026.
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