Find Help · Minnesota
Verified financial advisors in
Minnesota.
Financial Advisors serving Minnesota. Before a listing appears here, we check the provider's phone, business address, and working website against the provider's own site, and MORTL writes the standard listing description from it. Sponsored Pro and Premium cards may include a provider-written bio.
Provider listings aren’t recommendations, endorsements, guarantees, or referrals. We don’t verify licenses, disciplinary history, availability, or quality. Check those directly before hiring.
What Minnesota law says before a provider can do anything
Ask a funeral home about these before you sign. They set what has to happen, and when, no matter who you hire.
Verified in Minnesota so far: 113 financial advisors, 6 hospice & palliative care, 3 funeral homes, 2 grief counselors.
Every figure here comes from MORTL's Minnesota guide, which cites the statute or the state agency behind it. Read the Minnesota guide for the rest of it: the cremation and burial rules in full, probate and the small-estate threshold, who inherits when there's no will, advance directives, and the estate tax.
If someone has already died, what to do first in Minnesota is the order to work in. It's free and it always will be.
Abbey Street
Minnesota financial advisory firm offering private wealth management and retirement plan services, including retirement plan consulting for businesses, in the Eden Prairie area.
Access Financial Services, Inc.
Minnesota financial advisor offering financial planning, investment management, and protection and risk management services in the Minneapolis area.
Accredited Investors Wealth Management
Minnesota financial advisor offering wealth management, portfolio management, and generational wealth strategies, including estate and philanthropic planning, in the Edina area.
Ais Planning
Minnesota financial advisor offering wealth management and retirement plan services in the St. Cloud area.
All Terrain Financial Advisors
Minnesota financial advisory firm offering discretionary and non-discretionary asset management, financial advice, and trading and consulting services for individuals, families, trusts, and foundations, including equity-based portfolio management, in the Coon Rapids area.
Allianz Investment Management LLC
Minnesota financial advisor offering annuities, life insurance, and asset management services, including fixed index annuities, registered index-linked annuities, and indexed universal life insurance, in the Minneapolis area.
Allodium Investment Consultants, LLC
Minnesota investment management consulting firm offering wealth management, financial planning, investment consulting, fiduciary management, and fiduciary consulting for individual and institutional investors in the Minneapolis area.
Ascent Advisors
Minnesota financial advisory firm offering wealth management, business evolution planning, and insurance solutions, including retirement income planning, investment management, estate planning, and Medicare planning, in the Mankato area.
Berger Financial Group
Minnesota financial advisor offering financial and retirement planning, portfolio development and management, income tax planning and preparation, generational wealth planning, and financial services for women, in the Plymouth area.
Bgm Wealth Management
Minnesota financial advisory firm offering wealth management, retirement and 401(k) planning, individual tax and planning, and trust solutions in the Bloomington area.
Birchwood Financial Partners, Inc.
Minnesota financial advisory firm offering investment management, retirement, tax strategy, estate and legacy planning, education planning, and cash flow and spending plans, including socially responsible investing and charitable giving strategies, in the Bloomington area.
Bluestem Wealth Partners, LLC
Minnesota financial advisor offering financial life planning and investment management services in the Minnetonka area.
Bond & Devick Wealth Partners
Minnesota financial advisor offering goals-based financial planning, retirement planning, investment planning, and estate planning, including values-based investing, in the Saint Louis Park area.
Boulay Wealth
Minnesota financial advisory firm offering personal financial planning, investment management, family wealth, and employer retirement plan services, including business succession, estate and trust, and retirement planning, in the Eden Prairie area.
Boulevard
Minnesota financial advisor offering variable compensation planning, equity compensation optimization, and financial independence planning services in the Bloomington area.
Bps Capital Management, Inc.
Minnesota financial advisory firm offering bank advisory services and interest rate risk reporting in the Bloomington area.
Cahill Financial Advisors, Inc.
Minnesota financial advisor firm offering investment management, financial planning, estate planning, and asset management services for individuals, families, and small businesses in the Edina area.
Captar Private Wealth
Minnesota financial advisor offering retirement, wealth management, peak-career, and estate strategy services, including planning for entrepreneurs, executives, and high-net-worth individuals, in the St. Louis Park area.
Christensen Group Financial, LLC
Minnesota insurance agency offering business insurance, personal insurance, employee benefits, and retirement plans, including corporate and individual retirement planning and investment planning, in the Eden Prairie area.
Cloverpoint, LLC
Minnesota financial advisor offering core alpha equity strategies, ETFs, and separately managed accounts, including US, international, global, and energy transition-focused portfolios, in the Minneapolis area.
Contego Capital Group, Inc.
Minnesota financial advisor offering asset management, wealth management, risk management, and retirement partner services in the Edina area.
Cordis Financial, LLC
Minnesota financial advisory firm offering financial planning and life planning services in the Minneapolis area.
Deepwater Asset Management, LLC
Minnesota investment management firm offering venture capital and public equities investment services in the Minneapolis area.
Dgv Solutions Lp
Minnesota asset management firm offering institutional investment strategies, customized portfolio solutions, and hedging and overlay strategies in the Minnetonka area.
Disciplined Growth Investors Inc
Minnesota investment management firm offering mid cap, small cap, and balanced portfolio strategies in the Minneapolis area.
Dorval & Chorne Financial Advisors
Minnesota financial advisory firm offering financial planning, retirement planning, and group programs including Quality of Life Planning® and QoLa™ tools for health care workers and employer groups, in the Maple Grove area.
Dougherty & Associates Financial Advisors, Inc.
Minnesota financial advisory firm offering retirement planning, retirement account consolidation, 529 college savings, investment, and insurance services in the Buffalo area.
Dsg Capital Advisors, LLC
Minnesota financial advisor offering investment management, retirement planning, tax planning, bookkeeping, estate administration, generational wealth, and private foundation services, including specialized planning for aviation professionals, in the Edina area.
Dunnavan & Co.
Minnesota financial advisor offering investment counsel, portfolio management, and financial planning services, including customized stock and bond portfolios, in the Minneapolis area.
E-Wealth Partners
Minnesota financial advisor offering financial planning, tax, business planning, and investment strategy services, including cash flow analysis, in the Minnetonka area.
About This Directory
How provider listings work.
Providers come from public sources and provider submissions. Before a listing goes live, MORTL checks the provider's phone, business address, and working website. MORTL writes standard listing descriptions from that site. Sponsored Pro and Premium cards may include a provider-written bio. A provider without a working website isn’t listed.
A listing isn’t a recommendation, endorsement, guarantee, or referral.
MORTL checks a license only for estate attorneys: a lawyer the firm names has to show as active on the state’s official lawyer lookup before the listing goes up. MORTL doesn’t verify any provider’s disciplinary history, availability, or quality of service. Provider information can change after a listing is added.
Before hiring any provider, check their license with the state licensing board or professional authority, get pricing in writing, and confirm availability directly.
Know Someone Good?
Suggest a provider.
Worked with a funeral home, grief counselor, hospice, financial advisor, or death doula worth finding? Tell us who they are. It takes a minute and it's free.
Every suggestion gets the same check as the rest of the directory: we confirm the provider's phone and address against their own website before anything is listed.
Death doulas aren’t in the directory because no verifiable registry exists to check them against. You can still suggest one; submissions stay open.
For Providers
Get listed. Free.
MORTL readers are planning ahead: people getting their wills, directives, and funeral wishes in order before a crisis. Listing here puts you in front of them before they need you.
A standard listing in the MORTL directory costs nothing, now or later. We list funeral directors, grief counselors, financial advisors, and hospice providers. Founding providers get in before the category fills up.
Death doulas can apply, but don’t appear in the directory yet: no verifiable registry exists to check a doula listing against.
A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before hiring any provider, verify credentials directly with the appropriate state licensing board.
Want paid placement? A standard listing stays free. Approved Featured plans add labeled sponsored placement and tier-specific card features. Compare Featured plans →
Don't see your state?
We're adding providers every week. Suggest a provider you've worked with, or sign up to be notified when your state goes live.
Financial Advisors by state
Every state has its own financial advisors page, and every listing is checked against the provider's own website before it appears.
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- Washington, DC
- West Virginia
- Wisconsin
- Wyoming
Provider Directory Disclosure: A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before listing, MORTL checks each provider's phone, business address, and working website. MORTL writes standard descriptions from that site; sponsored Pro and Premium cards may include a provider-written bio. MORTL doesn’t verify every license, disciplinary history, availability, or quality. Check credentials directly before hiring. Read our Provider Review Policy →