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

Financial Perspectives financial advisors in Minneapolis, MN

Every SEC-registered investment adviser representative at a Financial Perspectives office in Minneapolis, A to Z.

The short answer

12 registered advisors work at Financial Perspectives in Minneapolis, out of 13 at the firm nationwide; it ranks number 24 in the city by advisors. 3 list the CFP designation and 8 are also registered broker representatives.

Financial Perspectives advisors in Minneapolis, A to Z

Every Financial Perspectives advisor →

Financial Perspectives advisors in every city and state →Financial Perspectives: assets, clients and custodians →Advisor Moves: who changed firms this week →

Financial Perspectives advisors in other cities

Sioux Falls, SD 1

Other firms in Minneapolis

All Minneapolis advisors →

Ameriprise Financial Services, LLC 445Thrivent Investment Management Inc. 346RBC Capital Markets, LLC 196Wells Fargo Clearing Services, LLC 196Cetera Investment Advisers LLC 89Focus Financial 65Cliftonlarsonallen Wealth Advisors, LLC 55Thrivent Advisor Network, LLC 54Merrill Lynch, Pierce, Fenner & Smith Incorporated 51Northrock Partners, LLC 50Equitable Advisors, LLC 46UBS Financial Services Inc. 41

Questions

How many financial advisors does Financial Perspectives have in Minneapolis?

12 investment adviser representatives are registered at Financial Perspectives offices in Minneapolis, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 13 nationwide. 3 list the CFP designation and 8 are also registered as broker representatives.

Is Financial Perspectives one of the largest advisor employers in Minneapolis?

Financial Perspectives ranks number 24 in Minneapolis by registered advisors; Ameriprise Financial Services, LLC has the most, with 445.

How do I check a Financial Perspectives advisor in Minneapolis?

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 Financial Perspectives 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.