Retirement Plan Advisors in Edina, MN
The top-ranked retirement plan advisors serving Edina, MN are Cahill Financial Advisors, Inc., Contego Capital Group, Inc. and Silveroak Wealth Management LLC. We list 69 retirement plan advisors serving Edina, MN. 30 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 Edina, MN (Hennepin County). 69 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 Edina
- CAHILL FINANCIAL ADVISORS, INC.Based in Edina, MN
#2Contego Capital Group, Inc.
CONTEGO CAPITAL GROUP, INC.Based in Edina, MN#3Silveroak Wealth Management LLC
SILVEROAK WEALTH MANAGEMENT LLCBased in Edina, MN#4Stiles Financial Services, Inc.
STILES FINANCIAL SERVICES INCORPORATEDBased in Edina, MN#5Tradition Wealth Management LLC
TRADITION WEALTH MANAGEMENT LLCBased in Edina, MN#6Cornerstone Wealth Advisors, Inc.
CORNERSTONE WEALTH ADVISORS, INC.Serves this area from Edina, MN (2 mi)#7Flourish Wealth Management Inc.
FLOURISH WEALTH MANAGEMENT INC.Serves this area from Edina, MN (2 mi)#8Sieben Wealth Planning LLC
SIEBEN WEALTH PLANNING LLCServes this area from Edina, MN (2 mi)#9Stairway Partners, LLC
STAIRWAY PARTNERS, LLCServes this area from Minneapolis, MN (2 mi)#10Birchwood Financial Partners, Inc.
BIRCHWOOD FINANCIAL PARTNERS, INC.Serves this area from Bloomington, MN (2 mi)
20 more providers serving this area
- Secured Retirement Advisors, LLC, St. Louis Park, MN (3 mi)
- Jnba Financial Advisors, LLC, Bloomington, MN (3 mi)
- Redhawk Wealth Advisors, Inc., Bloomington, MN (3 mi)
- Boulevard, Bloomington, MN (3 mi)
- Caissa Wealth Strategies, Bloomington, MN (3 mi)
- All Star Financial, Bloomington, MN (3 mi)
- Capital Management Associates Inc, Bloomington, MN (3 mi)
- Christensen Group Financial, LLC, Eden Prairie, MN (3 mi)
- Abbey Street, Eden Prairie, MN (4 mi)
- Boulay Wealth, Eden Prairie, MN (4 mi)
- Access Financial Services, Inc., Bloomington, MN (4 mi)
- Gary L. Greenberg, Eden Prairie, MN (5 mi)
- Bond & Devick Wealth Partners, St. Louis Park, MN (5 mi)
- Guardian Wealth Strategies, LLC, St. Louis Park, MN (5 mi)
- Oakwood Capital, Inc., St. Louis Park, MN (5 mi)
- Bluestem Wealth Partners, LLC, Minnetonka, MN (6 mi)
- Strategic Wealth Group, Eden Prairie, MN (7 mi)
- Boyum Wealth Architects LLC, Bloomington, MN (7 mi)
- Gen Financial Management Inc., Plymouth, MN (7 mi)
- Ameriprise Financial Services, LLC, Minneapolis, MN (7 mi)
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Frequently asked questions
How many retirement plan advisors serve Edina?
We list 69 retirement plan advisors serving Edina, MN: 5 based there and 64 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 Edina?
The top-ranked retirement plan advisors serving Edina, MN are Cahill Financial Advisors, Inc., Contego Capital Group, Inc., Silveroak Wealth Management LLC, Stiles Financial Services, Inc. and Tradition Wealth Management LLC. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Edina are verified against official records?
10 of the top 10 match an active official record: Cahill Financial Advisors, Inc. (U.S. Securities and Exchange Commission), Contego Capital Group, Inc. (U.S. Securities and Exchange Commission), Silveroak Wealth Management LLC (U.S. Securities and Exchange Commission), Stiles Financial Services, Inc. (U.S. Securities and Exchange Commission) and Tradition Wealth Management LLC (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 .