4.5+ Stars · Minnetonka
Highly Rated Financial Advisors in Minnetonka, MN
Only the best make this list. These financial advisors in Minnetonka have earned 4.5+ star ratings from real customers — consistently.
As of July 2026, RatingsNearMe ranks 15 financial advisors in Minnetonka, MN by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Peter Fleming - Edelman Financial Engines with a 5.0-star rating from 24 Google reviews and an RNM Score of 76/100. 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
BlueStem Wealth Partners
BlueStem Wealth Partners is consistently top-ranked for its personalized, fee-only fiduciary approach and strong client satisfaction.
Most Reviewed
Peter Fleming - Edelman Financial Engines
A high volume of client reviews often indicates broad market trust and a well-established practice with proven service consistency.
When choosing a financial advisor in Minnetonka, prioritize fee structure transparency and fiduciary status, and always check for any conflicts of interest by asking how the advisor is compensated.
Local Market Snapshot
15
Businesses listed
4.7★
Avg rating
6
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Rated 5.0 stars from 24 Google reviews, consistently earning client trust.
10900 Wayzata Blvd Suite 240, Minnetonka, MN 55305, USA5.0 stars from 14 Google reviews for this Minnetonka financial advisor.
10417 Excelsior Blvd # 1, Hopkins, MN 55343, USA4.8 stars from 18 Google reviews, reflecting strong client trust.
4300 Baker Rd, Minnetonka, MN 55343, USAFinancial 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 | AdvisorNet Financial | Insurance Agency | Wealth Management110 Cheshire Ln # 200, Minnetonka, MN 55305, USA | 3.1★ | 10 |
| #5 | Bernicke Wealth Management11100 Wayzata Blvd Suite 540, Minnetonka, MN 55305, USA | 4.9★ | 7 |
| #6 | ClearPath Wealth Advisors130 Cheshire Ln Ste. 130, Minnetonka, MN 55305, USA | 5.0★ | 4 |
| #7 | TreeLine Wealth Management - Ameriprise Financial Services, LLC10159 Wayzata Blvd Ste 200, Minnetonka, MN 55305, USA | 5.0★ | 4 |
| #8 | AdvisorNet Financial Partners130 Cheshire Ln Suite 150, Minnetonka, MN 55305, USA | 3.0★ | 2 |
| #9 | Signature Wealth Management10900 Wayzata Blvd #850, Minnetonka, MN 55305, USA | 5.0★ | 1 |
| #10 | Refine Wealth Strategies1200 Ford Rd, Minnetonka, MN 55305, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Minnetonka
A financial advisor with a 3.1-star rating based on 10 Google reviews.
110 Cheshire Ln # 200, Minnetonka, MN 55305, USA
Rated 4.9 stars from 7 Google reviews, this Minnetonka financial advisor is highly trusted.
11100 Wayzata Blvd Suite 540, Minnetonka, MN 55305, USA
Exceptional 5.0-star rating from a small number of Google reviews.
130 Cheshire Ln Ste. 130, Minnetonka, MN 55305, USA
Consistently earns perfect 5.0-star ratings from its first four clients in Minnetonka.
10159 Wayzata Blvd Ste 200, Minnetonka, MN 55305, USA
A 3.0-star rating based on two Google reviews reflects mixed client feedback.
130 Cheshire Ln Suite 150, Minnetonka, MN 55305, USA
5.0-star rated financial advisor in Minnetonka based on early client reviews.
10900 Wayzata Blvd #850, Minnetonka, MN 55305, USA
Trusted by clients with a perfect 5.0-star rating from recent reviews.
1200 Ford Rd, Minnetonka, MN 55305, USA
5.0 stars from 1 Google review, reflecting strong early client satisfaction.
4350 Baker Rd #245, Minnetonka, MN 55343, USA
Rated 5.0 stars from one Google review, offering financial guidance in Minnetonka.
10900 Wayzata Blvd Suite 240, Minnetonka, MN 55305, USA
A perfect 5.0-star rating from 7 reviews in Minnetonka.
13100 Wayzata Blvd #300, Minnetonka, MN 55305, USA
5.0 stars from 2 reviews for this Minnetonka financial advisor.
601 Carlson Pkwy Suite 950, Minnetonka, MN 55305, USA
Exceptional 5.0-star rating from a single Google review.
13100 Wayzata Blvd #140, Minnetonka, MN 55305, USA
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Financial Advisors in Minnetonka, MN — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Peter Fleming - Edelman Financial Engines | 76/100 | 5.0 ★ | 24 |
| 2 | Clarity Financial | 73/100 | 5.0 ★ | 14 |
| 3 | Prosperwell Financial | 71/100 | 4.8 ★ | 18 |
| 4 | AdvisorNet Financial | Insurance Agency | Wealth Management | 39/100 | 3.1 ★ | 10 |
| 5 | Bernicke Wealth Management | 68/100 | 4.9 ★ | 7 |
| 6 | ClearPath Wealth Advisors | 67/100 | 5.0 ★ | 4 |
| 7 | TreeLine Wealth Management - Ameriprise Financial Services, LLC | 67/100 | 5.0 ★ | 4 |
| 8 | AdvisorNet Financial Partners | 30/100 | 3.0 ★ | 2 |
| 9 | Signature Wealth Management | 62/100 | 5.0 ★ | 1 |
| 10 | Refine Wealth Strategies | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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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: July 4, 2026.
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