Retirement Plan Advisors in Minnetonka, MN
The top-ranked retirement plan advisors serving Minnetonka, MN are Advisornet Wealth Partners, Cherry Tree Wealth Management, LLC and Perceptive Edge Investment Management, Inc.. We list 69 retirement plan advisors serving Minnetonka, 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 Minnetonka, 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 Minnetonka
- ADVISORNET FINANCIAL, INC.Based in Minnetonka, MN
#2Cherry Tree Wealth Management, LLC
CHERRY TREE WEALTH MANAGEMENT, LLCBased in Minnetonka, MN#3Perceptive Edge Investment Management, Inc.
PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.Based in Minnetonka, MN#4Bluestem Wealth Partners, LLC
BLUESTEM WEALTH PARTNERS, LLCServes this area from Minnetonka, MN (2 mi)#5Fiat Wealth Management
FIAT WEALTH MANAGEMENT LLCServes this area from Wayzata, MN (3 mi)#6360 Financial
360 FINANCIAL, INC.Serves this area from Wayzata, MN (3 mi)#7Gary L. Greenberg
GREENBERG GARY LOUISServes this area from Eden Prairie, MN (4 mi)#8Bond & Devick Wealth Partners
BOND & DEVICK FINANCIAL NETWORK, INC.Serves this area from St. Louis Park, MN (4 mi)#9Guardian Wealth Strategies, LLC
GUARDIAN WEALTH STRATEGIES, LLCServes this area from St. Louis Park, MN (4 mi)#10Oakwood Capital, Inc.
OAKWOOD CAPITAL, INC.Serves this area from St. Louis Park, MN (4 mi)
20 more providers serving this area
- Boria Wealth Management, Ltd, Wayzata, MN (4 mi)
- Gen Financial Management Inc., Plymouth, MN (4 mi)
- Secured Retirement Advisors, LLC, St. Louis Park, MN (5 mi)
- Strategic Wealth Group, Eden Prairie, MN (5 mi)
- Abbey Street, Eden Prairie, MN (5 mi)
- Boulay Wealth, Eden Prairie, MN (5 mi)
- Wealth Enhancement Advisory Services, LLC, Plymouth, MN (5 mi)
- Echo Wealth Management, LLC, Plymouth, MN (6 mi)
- Boulevard, Bloomington, MN (6 mi)
- Caissa Wealth Strategies, Bloomington, MN (6 mi)
- Christensen Group Financial, LLC, Eden Prairie, MN (6 mi)
- Modus Advisors, LLC, Shorewood, MN (6 mi)
- Stairway Partners, LLC, Minneapolis, MN (7 mi)
- Cahill Financial Advisors, Inc., Edina, MN (7 mi)
- Stiles Financial Services, Inc., Edina, MN (7 mi)
- Birchwood Financial Partners, Inc., Bloomington, MN (7 mi)
- Contego Capital Group, Inc., Edina, MN (7 mi)
- Cornerstone Wealth Advisors, Inc., Edina, MN (7 mi)
- Flourish Wealth Management Inc., Edina, MN (7 mi)
- Sieben Wealth Planning LLC, Edina, MN (7 mi)
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Frequently asked questions
How many retirement plan advisors serve Minnetonka?
We list 69 retirement plan advisors serving Minnetonka, MN: 3 based there and 66 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 Minnetonka?
The top-ranked retirement plan advisors serving Minnetonka, MN are Advisornet Wealth Partners, Cherry Tree Wealth Management, LLC, Perceptive Edge Investment Management, Inc., Bluestem Wealth Partners, LLC and Fiat Wealth Management. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Minnetonka are verified against official records?
10 of the top 10 match an active official record: Advisornet Wealth Partners (U.S. Securities and Exchange Commission), Cherry Tree Wealth Management, LLC (U.S. Securities and Exchange Commission), Perceptive Edge Investment Management, Inc. (U.S. Securities and Exchange Commission), Bluestem Wealth Partners, LLC (U.S. Securities and Exchange Commission) and Fiat Wealth Management (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 .