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Financial Advisors in Rochester, MN — Free Estimates
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As of May 2026, RatingsNearMe ranks 20 financial advisors in Rochester, MN by verified customer ratings and review volume. The highest-rated is Prinvest Advisors with a 5.0-star rating from 87 verified reviews. Also in the top tier: Fortress Financial Group and Wealth Enhancement Group. The average rating across all listed financial advisors in Rochester is 4.8 stars from 10 reviews per business on average.
Financial advisors in Rochester 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
20
Businesses listed
4.8★
Avg rating
10
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Prinvest Advisors
2774 Commerce Dr NW Suite A, Rochester, MN 55901, USA
Fortress Financial Group
1610 14th St NW STE 300, Rochester, MN 55901, USA
Wealth Enhancement Group
975 34th Ave NW #250, Rochester, MN 55901, USA
Financial Advisors Rankings in Rochester, MN
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Prinvest Advisors2774 Commerce Dr NW Suite A, Rochester, MN 55901, USA | 5.0★ | 87 |
| #2 | Fortress Financial Group1610 14th St NW STE 300, Rochester, MN 55901, USA | 5.0★ | 59 |
| #3 | Wealth Enhancement Group975 34th Ave NW #250, Rochester, MN 55901, USA | 5.0★ | 7 |
| #4 | Pinnacle Private Wealth Group - Ameriprise Financial Services, LLC1530 Greenview Dr SW Ste 205, Rochester, MN 55902, USA | 3.0★ | 2 |
| #5 | Edward Jones - Financial Advisor: Andy Dunn2150 2nd St SW Ste 110, Rochester, MN 55902, USA | 5.0★ | 8 |
| #6 | Edward Jones - Financial Advisor: Kirk B Boyum, AAMS®40 16th St SE Ste A, Rochester, MN 55904, USA | 5.0★ | 2 |
| #7 | Edward Jones - Financial Advisor: Don Charlson4057 28th St NW STE 400, Rochester, MN 55901, USA | 5.0★ | 2 |
| #8 | Scott Dewitz - Private Wealth Advisor, Ameriprise Financial Services, LLC3147 Superior Dr NW STE 200, Rochester, MN 55901, USA | 5.0★ | 2 |
| #9 | Pulse Financial Planning3265 19th St NW Suite 700, Rochester, MN 55901, USA | 5.0★ | 4 |
| #10 | EFS Advisors- Financial Advisors: Rochester Team2778 Commerce Dr NW STE B, Rochester, MN 55901, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Rochester
Pinnacle Private Wealth Group - Ameriprise Financial Services, LLC
1530 Greenview Dr SW Ste 205, Rochester, MN 55902, USA
Edward Jones - Financial Advisor: Andy Dunn
2150 2nd St SW Ste 110, Rochester, MN 55902, USA
Edward Jones - Financial Advisor: Kirk B Boyum, AAMS®
40 16th St SE Ste A, Rochester, MN 55904, USA
Edward Jones - Financial Advisor: Don Charlson
4057 28th St NW STE 400, Rochester, MN 55901, USA
Scott Dewitz - Private Wealth Advisor, Ameriprise Financial Services, LLC
3147 Superior Dr NW STE 200, Rochester, MN 55901, USA
Pulse Financial Planning
3265 19th St NW Suite 700, Rochester, MN 55901, USA
EFS Advisors- Financial Advisors: Rochester Team
2778 Commerce Dr NW STE B, Rochester, MN 55901, USA
Continuum Financial Group
3038 Jeremiah Ln NW #200, Rochester, MN 55901, USA
Superior Financial, LLC
3265 19th St NW Ste. 320, Rochester, MN 55901, USA
Morgan Stanley Financial Advisors
14 2nd St SW Suite 201, Rochester, MN 55902, USA
NorthStar Financial Partners, LLC
2020 2nd St SW, Rochester, MN 55902, USA
Advanced Financial Consultants
2770 Commerce Dr NW #1, Rochester, MN 55901, USA
Edward Jones - Financial Advisor: John R Van Camp
2518 Superior Dr NW #102, Rochester, MN 55901, USA
Nicholas Forliti - Financial Advisor, Ameriprise Financial Services, LLC
2001 2nd St SW #115, Rochester, MN 55902, USA
Echelon Wealth Partners - Ameriprise Financial Services, LLC
4115 26th St NW Ste 100, Rochester, MN 55901, USA
RBC Wealth Management Branch - Rochester, MN
2064 Superior Dr NW, Rochester, MN 55901, USA
Edward Jones - Financial Advisor: Clayton G Timmerman, CFP®|AAMS®|CRPS™
1530 Greenview Dr SW # 108, Rochester, MN 55902, USA
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Frequently Asked Questions — Financial Advisors in Rochester
What is a fiduciary financial advisor and why does it matter in Rochester?
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 Rochester, 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 Rochester?
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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