Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Flourish Wealth Management Inc. financial advisors in Edina, MN

Every SEC-registered investment adviser representative at a Flourish Wealth Management Inc. office in Edina, A to Z.

The short answer

4 registered advisors work at Flourish Wealth Management Inc. in Edina, out of 4 at the firm nationwide; it ranks number 24 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Flourish Wealth Management Inc. advisors in Edina, A to Z

Every Flourish Wealth Management Inc. advisor →

Other firms in Edina

All Edina advisors →

Ameriprise Financial Services, LLC 144RBC Capital Markets, LLC 39LPL Financial LLC 33Strategic Advisers LLC 31Cetera Investment Advisers LLC 28Charles Schwab & Co., Inc. 24Robert W. Baird & Co. Incorporated 22Tradition Wealth Management LLC 21Punch & Associates Investment Management, Inc. 16Schwab Wealth Advisory, Inc. 15Osaic Wealth, Inc. 14Valic Financial Advisors, Inc. 14

Questions

How many financial advisors does Flourish Wealth Management Inc. have in Edina?

4 investment adviser representatives are registered at Flourish Wealth Management Inc. offices in Edina, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Flourish Wealth Management Inc. one of the largest advisor employers in Edina?

Flourish Wealth Management Inc. ranks number 24 in Edina by registered advisors; Ameriprise Financial Services, LLC has the most, with 144.

How do I check a Flourish Wealth Management Inc. advisor in Edina?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Flourish Wealth Management Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.