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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Shoreview, MN

Every SEC-registered investment adviser representative at a firm office in Shoreview, with the firms that employ the most of them.

66 registered advisors work in Shoreview; the most are at Great Waters Financial (24). 12 list the CFP designation and 35 are also registered broker representatives.

Firms with the most advisors in Shoreview

FirmAdvisors in Shoreview
Great Waters Financial24
RBC Capital Markets, LLC news15
Ameriprise Financial Services, LLC news5
Osaic Wealth, Inc. news4
Advisornet Wealth Partners2
Gradient Advisors, LLC2
LPL Financial LLC news2
Solidity Financial LLC2
Aberdour Investments1
Cetera Investment Advisers LLC news1
Edward Jones news1
Gb Associates, Inc.1
Guide Financial Planning1
LPL Enterprise, LLC news1
Osaic Institutions, Inc. news1
State Farm Investment Management Corp.1
Strategic Advisers LLC1
U.S. Bancorp Advisors, LLC1
Wells Fargo Clearing Services, LLC news1

Advisors in Shoreview, A to Z

CFP advisors in Shoreview →

Other cities in Minnesota

All of Minnesota →

Minneapolis 2,241Plymouth 678Edina 581Bloomington 535Minnetonka 432Wayzata 422Rochester 229Arden Hills 199Saint Paul 193Eden Prairie 164Woodbury 149Maple Grove 144Golden Valley 141Duluth 131St Paul 117St. Paul 115Eagan 104Burnsville 88St Louis Park 88New Brighton 86St Cloud 82St. Louis Park 79Mankato 74Stillwater 74

Questions

How many financial advisors are in Shoreview, MN?

66 investment adviser representatives are registered at firm offices in Shoreview, Minnesota, according to the SEC's Investment Adviser Public Disclosure records. 35 of them are also registered as broker representatives, and 12 list the CFP designation.

Which firm has the most financial advisors in Shoreview?

Great Waters Financial, with 24 registered advisors in Shoreview, followed by RBC Capital Markets, LLC with 15.

How do I check a financial advisor in Shoreview?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.