Highest Rated · Rochester
Top-Rated Financial Advisors in Rochester, MN
Every business ranked by real customer ratings. The pros at the top earned it — through consistent service, not advertising spend.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Rochester, MN by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Prinvest Advisors with a 5.0-star rating from 87 Google reviews and an RNM Score of 94/100. 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Edward Jones - Financial Advisor: Kirk B Boyum, AAMS®
Kirk B Boyum stands out as a top-ranked advisor in Rochester due to his AAMS® certification and strong reputation for personalized financial guidance.
Most Reviewed
Edward Jones - Financial Advisor: Kirk B Boyum, AAMS®
A high number of reviews indicates broad client trust and consistent service quality, helping consumers gauge reliability.
When choosing a financial advisor in Rochester, consider meeting with multiple firms to compare their fee structures and investment philosophies, and always verify credentials like the AAMS® designation for added assurance.
Local Market Snapshot
20
Businesses listed
4.8★
Avg rating
10
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Top-rated financial advisor in Rochester with a perfect 5.0 rating from 87 reviews.
2774 Commerce Dr NW Suite A, Rochester, MN 55901, USAExceptional 5.0-star rating from 59 Google reviews for trusted financial guidance.
1610 14th St NW STE 300, Rochester, MN 55901, USAConsistently earns a perfect 5.0-star rating from its early clients.
975 34th Ave NW #250, Rochester, MN 55901, USAFinancial 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 | Nicholas Forliti - Financial Advisor, Ameriprise Financial Services, LLC2001 2nd St SW #115, Rochester, MN 55902, USA | 5.0★ | 3 |
| #5 | Edward Jones - Financial Advisor: Clayton G Timmerman, CFP®|AAMS®|CRPS™1530 Greenview Dr SW # 108, Rochester, MN 55902, USA | 5.0★ | 1 |
| #6 | RBC Wealth Management Branch - Rochester, MN2064 Superior Dr NW, Rochester, MN 55901, USA | 5.0★ | 1 |
| #7 | Echelon Wealth Partners - Ameriprise Financial Services, LLC4115 26th St NW Ste 100, Rochester, MN 55901, USA | 5.0★ | 1 |
| #8 | Pinnacle Private Wealth Group - Ameriprise Financial Services, LLC1530 Greenview Dr SW Ste 205, Rochester, MN 55902, USA | 3.0★ | 2 |
| #9 | Edward Jones - Financial Advisor: Kirk B Boyum, AAMS®40 16th St SE Ste A, Rochester, MN 55904, USA | 5.0★ | 2 |
| #10 | Edward Jones - Financial Advisor: Don Charlson4057 28th St NW STE 400, Rochester, MN 55901, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Rochester
Rated 5.0 stars from 3 Google reviews for trusted financial guidance in Rochester.
2001 2nd St SW #115, Rochester, MN 55902, USA
Rated 5.0 stars from one Google review, providing exceptional client service.
1530 Greenview Dr SW # 108, Rochester, MN 55902, USA
Rated 5.0 stars from one review, reflecting exceptional client satisfaction.
2064 Superior Dr NW, Rochester, MN 55901, USA
5.0 stars from one review; a perfect start for your financial planning needs.
4115 26th St NW Ste 100, Rochester, MN 55901, USA
A mixed average rating of 3.0 stars based on 2 Google reviews.
1530 Greenview Dr SW Ste 205, Rochester, MN 55902, USA
5.0 stars from initial reviews, reflecting strong early client satisfaction.
40 16th St SE Ste A, Rochester, MN 55904, USA
Rated 5.0 stars from two Google reviews for trusted financial guidance in Rochester.
4057 28th St NW STE 400, Rochester, MN 55901, USA
Exceptional 5.0-star rating from eight Google reviews.
2150 2nd St SW Ste 110, Rochester, MN 55902, USA
Boasts a perfect 5.0-star rating from 4 Google reviews.
3265 19th St NW Suite 700, Rochester, MN 55901, USA
5.0-star rating from early client reviews in Rochester, MN.
2518 Superior Dr NW #102, Rochester, MN 55901, USA
Rated 5.0 stars from two Google reviews, showcasing exceptional client satisfaction.
3147 Superior Dr NW STE 200, Rochester, MN 55901, USA
Exceptional 5.0-star rating based on a small number of client reviews.
2778 Commerce Dr NW STE B, Rochester, MN 55901, USA
Holds a solid 4.3-star rating based on 6 local Google reviews.
14 2nd St SW Suite 201, Rochester, MN 55902, USA
Solid 4.0-star rating from 4 Google reviews for financial guidance in Rochester.
2020 2nd St SW, Rochester, MN 55902, USA
Rated 5.0 stars from 2 Google reviews, offering highly personalized financial guidance.
2770 Commerce Dr NW #1, Rochester, MN 55901, USA
Exceptional 5.0-star rating from a small number of Google reviews.
3038 Jeremiah Ln NW #200, Rochester, MN 55901, USA
New financial advisor in Rochester, MN with no reviews yet.
3265 19th St NW Ste. 320, Rochester, MN 55901, USA
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Financial Advisors in Rochester, MN — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Prinvest Advisors | 94/100 | 5.0 ★ | 87 |
| 2 | Fortress Financial Group | 92/100 | 5.0 ★ | 59 |
| 3 | Wealth Enhancement Group | 81/100 | 5.0 ★ | 7 |
| 4 | Nicholas Forliti - Financial Advisor, Ameriprise Financial Services, LLC | 78/100 | 5.0 ★ | 3 |
| 5 | Edward Jones - Financial Advisor: Clayton G Timmerman, CFP®|AAMS®|CRPS™ | 65/100 | 5.0 ★ | 1 |
| 6 | RBC Wealth Management Branch - Rochester, MN | 74/100 | 5.0 ★ | 1 |
| 7 | Echelon Wealth Partners - Ameriprise Financial Services, LLC | 74/100 | 5.0 ★ | 1 |
| 8 | Pinnacle Private Wealth Group - Ameriprise Financial Services, LLC | 42/100 | 3.0 ★ | 2 |
| 9 | Edward Jones - Financial Advisor: Kirk B Boyum, AAMS® | 68/100 | 5.0 ★ | 2 |
| 10 | Edward Jones - Financial Advisor: Don Charlson | 68/100 | 5.0 ★ | 2 |
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 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: July 4, 2026.
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