#1Vermillion Wealth Management Inc.
VERMILLION WEALTH MANAGEMENT INC.
Serves this area from Rosemount, MN (7 mi)
Retirement Plan Advisors in Lakeville, MN
The top-ranked retirement plan advisors serving Lakeville, MN are Vermillion Wealth Management Inc., Access Financial Services, Inc. and Boyum Wealth Architects LLC. We list 73 retirement plan advisors serving Lakeville, 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 Lakeville, MN (Dakota County). 73 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 Lakeville
#2Access Financial Services, Inc.
ACCESS FINANCIAL SERVICES, INC.Serves this area from Bloomington, MN (13 mi)#3Boyum Wealth Architects LLC
BOYUM WEALTH ARCHITECTS LLCServes this area from Bloomington, MN (13 mi)#4All Star Financial
ALL STAR FINANCIAL LLCServes this area from Bloomington, MN (13 mi)#5Capital Management Associates Inc
CAPITAL MANAGEMENT ASSOCIATES INCServes this area from Bloomington, MN (13 mi)#6Keystone Wealth Advisors, Incorporated
KEYSTONE WEALTH ADVISORS, INCORPORATEDServes this area from Eagan, MN (13 mi)#7Jnba Financial Advisors, LLC
JNBA FINANCIAL ADVISORS, LLCServes this area from Bloomington, MN (13 mi)#8Redhawk Wealth Advisors, Inc.
REDHAWK WEALTH ADVISORS, INC.Serves this area from Bloomington, MN (13 mi)#9Silveroak Wealth Management LLC
SILVEROAK WEALTH MANAGEMENT LLCServes this area from Edina, MN (13 mi)#10Birchwood Financial Partners, Inc.
BIRCHWOOD FINANCIAL PARTNERS, INC.Serves this area from Bloomington, MN (14 mi)
20 more providers serving this area
- Tradition Wealth Management LLC, Edina, MN (14 mi)
- Stiles Financial Services, Inc., Edina, MN (14 mi)
- Cornerstone Wealth Advisors, Inc., Edina, MN (14 mi)
- Flourish Wealth Management Inc., Edina, MN (14 mi)
- Sieben Wealth Planning LLC, Edina, MN (14 mi)
- Cahill Financial Advisors, Inc., Edina, MN (14 mi)
- Boulevard, Bloomington, MN (15 mi)
- Caissa Wealth Strategies, Bloomington, MN (15 mi)
- Christensen Group Financial, LLC, Eden Prairie, MN (15 mi)
- Contego Capital Group, Inc., Edina, MN (15 mi)
- Abbey Street, Eden Prairie, MN (15 mi)
- Boulay Wealth, Eden Prairie, MN (15 mi)
- Vessel Wealth Partners, Mendota Heights, MN (16 mi)
- Stairway Partners, LLC, Minneapolis, MN (17 mi)
- Gary L. Greenberg, Eden Prairie, MN (17 mi)
- Strategic Wealth Group, Eden Prairie, MN (17 mi)
- Secured Retirement Advisors, LLC, St. Louis Park, MN (18 mi)
- Winter & Associates, Inc., St. Paul, MN (19 mi)
- Quarry Hill Advisors, St. Paul, MN (20 mi)
- Knox Avenue Financial Corp., St. Paul, MN (20 mi)
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Frequently asked questions
How many retirement plan advisors serve Lakeville?
We list 73 retirement plan advisors serving Lakeville, MN: 0 based there and 73 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 Lakeville?
The top-ranked retirement plan advisors serving Lakeville, MN are Vermillion Wealth Management Inc., Access Financial Services, Inc., Boyum Wealth Architects LLC, All Star Financial and Capital Management Associates Inc. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Lakeville are verified against official records?
10 of the top 10 match an active official record: Vermillion Wealth Management Inc. (U.S. Securities and Exchange Commission), Access Financial Services, Inc. (U.S. Securities and Exchange Commission), Boyum Wealth Architects LLC (U.S. Securities and Exchange Commission), All Star Financial (U.S. Securities and Exchange Commission) and Capital Management Associates Inc (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 .