#1Ballast Advisors, LLC
BALLAST ADVISORS, LLC
Serves this area from Woodbury, MN (9 mi)
Retirement Plan Advisors in Cottage Grove, MN
The top-ranked retirement plan advisors serving Cottage Grove, MN are Ballast Advisors, LLC, Legacy Wealth and Freedom Financial Partners LLC. We list 22 retirement plan advisors serving Cottage Grove, MN. 22 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Cottage Grove, MN (Washington County). 22 providers, 10 of the top 10 verified against federal or state records. Registry records checked on 2026-11-04.
Top 10 ranked retirement plan advisors for Cottage Grove
#2Legacy Wealth
LEGACY WEALTH ASSET MANAGEMENT, LLCServes this area from Woodbury, MN (9 mi)#3Freedom Financial Partners LLC
FREEDOM FINANCIAL PARTNERS LLCServes this area from Oakdale, MN (10 mi)#4Highmark Wealth Management LLC
HIGHMARK WEALTH MANAGEMENT LLCServes this area from Oakdale, MN (10 mi)#5Vessel Wealth Partners
VESSEL WEALTH PARTNERS LLCServes this area from Mendota Heights, MN (11 mi)#6Vermillion Wealth Management Inc.
VERMILLION WEALTH MANAGEMENT INC.Serves this area from Rosemount, MN (12 mi)#7Keystone Wealth Advisors, Incorporated
KEYSTONE WEALTH ADVISORS, INCORPORATEDServes this area from Eagan, MN (13 mi)#8Knox Avenue Financial Corp.
KNOX AVENUE FINANCIAL CORP.Serves this area from St. Paul, MN (13 mi)#9Winter & Associates, Inc.
WINTER & ASSOCIATES, INC.Serves this area from St. Paul, MN (14 mi)#10Portfolio Design Services, LLC
PORTFOLIO DESIGN SERVICES, LLCServes this area from River Falls, WI (15 mi)
12 more providers serving this area
- Quarry Hill Advisors, St. Paul, MN (17 mi)
- Yes Wealth Management, Mahtomedi, MN (17 mi)
- Greater Midwest Financial Group, LLC, Little Canada, MN (18 mi)
- Standard Valuations, Inc., White Bear Lake, MN (19 mi)
- Pitzl Financial, Arden Hills, MN (20 mi)
- Gradient Advisors, LLC, Arden Hills, MN (21 mi)
- Gradient Investments, LLC, Arden Hills, MN (21 mi)
- Gradient Wealth Management, Arden Hills, MN (21 mi)
- Paladin Capital, Arden Hills, MN (21 mi)
- Paladin Financial, Arden Hills, MN (21 mi)
- Valtinson Bruner Financial Planning, New Brighton, MN (23 mi)
- Trott Brook Financial, Anoka, MN (37 mi)
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Frequently asked questions
How many retirement plan advisors serve Cottage Grove?
We list 22 retirement plan advisors serving Cottage Grove, MN: 0 based there and 22 serving it from nearby. 10 of the top 10 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Cottage Grove?
The top-ranked retirement plan advisors serving Cottage Grove, MN are Ballast Advisors, LLC, Legacy Wealth, Freedom Financial Partners LLC, Highmark Wealth Management LLC and Vessel Wealth Partners. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Cottage Grove are verified against official records?
10 of the top 10 match an active official record: Ballast Advisors, LLC (U.S. Securities and Exchange Commission), Legacy Wealth (U.S. Securities and Exchange Commission), Freedom Financial Partners LLC (U.S. Securities and Exchange Commission), Highmark Wealth Management LLC (U.S. Securities and Exchange Commission) and Vessel Wealth Partners (U.S. Securities and Exchange Commission), and 5 more on this page. Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .