Home › Business Search › Minnesota › Minneapolis › Financial Planner

Best Financial Planners in Minneapolis, Minnesota

20 businesses
Filters
Business type
Location
20 listings
Clear all
Minnesota×Minneapolis×Financial Planner×Clear All

Claimed listings first, then by BizScore. How we score

20Financial Planners scored in Minneapolis
54Average BizScore
69Top BizScore
35%AI Visibility 50 or higher
68Average SEO score
4.4Average Google rating (14 rated)

Top Financial Planners in Minneapolis

Claimed businesses are listed first. Claiming is free, and it moves your listing ahead of every unclaimed business here, even ones with a higher BizScore. Claim your business

Showing 1-20 of 20 Financial Planners listings in Minneapolis, MN · page 1 of 1

View ListingVisit WebsiteCallClaim This BusinessFree. Claimed listings rank first.
Thoughtful Financial Planning website

Score breakdown

AI Visibility55
AI Ready48
SEO81
Freshness80
  • Financial Planner
  • Minneapolis, Minnesota
  • (612) 460-7355
  • thoughtfulfinancialplanning.com

Thoughtful Financial Planning is a financial planner in Minneapolis, MN, located at 314 Clifton Ave #105. The firm provides fee-only fiduciary financial planning and coaching for women, lesbians, gays, bisexuals, transgender people, and the people who love...

Category rank by BizScore: #3 of 21 Financial Planner listings in MinneapolisScores updated Oct 24, 2026
View ListingVisit WebsiteCallClaim This BusinessFree. Claimed listings rank first.
Inspire Financial Services of Minneapolis website

Score breakdown

AI Visibility57
AI Ready20
SEO83
Freshness-
  • Financial Planner
  • Minneapolis, Minnesota
  • (617) 812-1562
  • inspiresleep.com

Inspire Financial Services of Minneapolis: Inspire Financial Services is a financial planner in Minneapolis, MN. They specialize in offering comprehensive financial planning services to individuals and families looking for expert guidance on managing their finances. With years of experience, they...

Category rank by BizScore: #1 of 11 Financial Planner listings in MinneapolisScores updated Oct 28, 2026
View ListingVisit WebsiteCallClaim This BusinessFree. Claimed listings rank first.
Webb Financial Group - Wealth Management of Minneapolis website

Score breakdown

AI Visibility61
AI Ready65
SEO74
Freshness80
  • Financial Planner
  • Minneapolis, Minnesota
  • (952) 837-3200
  • webbfinancial.com

Webb Financial Group - Wealth Management is a financial planner in Minneapolis, MN. The firm provides wealth management and financial planning services for affluent families, individuals, and businesses. It focuses on building and preserving wealth for...

Category rank by BizScore: #2 of 21 Financial Planner listings in MinneapolisScores updated Oct 27, 2026

#4ISC Financial Advisors of Minneapolis

5.0 Google rating

View ListingVisit WebsiteCallClaim This BusinessFree. Claimed listings rank first.
ISC Financial Advisors of Minneapolis website

Score breakdown

AI Visibility55
AI Ready-
SEO69
Freshness-
  • Financial Planner
  • Minneapolis, Minnesota
  • (952) 835-1560
  • iscfinancialadvisors.com

ISC Financial Advisors of Minneapolis: ISC Financial Advisors is a financial planner in Minneapolis, MN, offering personalized wealth management, retirement planning, and estate strategies tailored to individual goals. Serving clients across Minnesota, the firm specializes in creating customized...

Category rank by BizScore: #4 of 21 Financial Planner listings in MinneapolisScores updated Jun 20, 2026
View ListingVisit WebsiteCallClaim This BusinessFree. Claimed listings rank first.
Larson Financial - Minneapolis Branch website

Score breakdown

AI Visibility52
AI Ready35
SEO77
Freshness100
  • Financial Planner
  • Minneapolis, Minnesota
  • (651) 639-8707
  • larson.com

Larson Financial - Minneapolis Branch is a financial planner in Minneapolis, MN. They offer comprehensive services including strategic investment advice, wealth management, retirement planning, mortgage planning, tax and accounting support, estate planning...

Category rank by BizScore: #5 of 21 Financial Planner listings in MinneapolisScores updated Oct 27, 2026

#6NorthRock Partners

5.0 Google rating

View ListingVisit WebsiteCallClaim This BusinessFree. Claimed listings rank first.
NorthRock Partners website

Score breakdown

AI Visibility40
AI Ready45
SEO79
Freshness100
  • Financial Planner
  • Minneapolis, Minnesota
  • (612) 367-8800
  • northrockpartners.com

NorthRock Partners is a financial planner in Minneapolis, MN. The firm provides comprehensive financial and lifestyle advice to corporate executives, business owners, athletes, and entertainers. Services include financial advice and planning, investment...

Category rank by BizScore: #7 of 21 Financial Planner listings in MinneapolisScores updated Oct 23, 2026

#7Vault Financial

5.0 Google rating · 3 reviews

View ListingVisit WebsiteCallClaim This BusinessFree. Claimed listings rank first.
Vault Financial website

Score breakdown

AI Visibility46
AI Ready-
SEO73
Freshness-
  • Financial Planner
  • Minneapolis, Minnesota
  • (612) 492-9382
  • vaultfinancialgroup.com

Vault Financial is a financial planner in Minneapolis, MN, located at 100 S 5th St UNIT 2300. The firm specializes in helping small to medium-sized businesses rethink employee retention strategies to drive long-term organizational value. They serve business...

Category rank by BizScore: #10 of 21 Financial Planner listings in MinneapolisScores updated Sep 21, 2026
View ListingVisit WebsiteCallClaim This BusinessFree. Claimed listings rank first.
Mac Lamont - Client Relationship Manager, Ameriprise Financial Services, LLC website

Score breakdown

AI Visibility50
AI Ready-
SEO72
Freshness-
  • Financial Planner
  • Minneapolis, Minnesota
  • (800) 297-2012
  • ameripriseadvisors.com

Mac Lamont is a financial planner in Minneapolis, Minnesota, serving clients through Ameriprise Financial Services, LLC. As a Client Relationship Manager, he provides personalized financial advice tailored to individual goals, helping clients build...

Category rank by BizScore: #9 of 21 Financial Planner listings in MinneapolisScores updated Jun 7, 2026

#9Box Financial Advisors Inc

5.0 Google rating · 2 reviews

View ListingVisit WebsiteCallClaim This BusinessFree. Claimed listings rank first.
Box Financial Advisors Inc website

Score breakdown

AI Visibility40
AI Ready-
SEO78
Freshness-
  • Financial Planner
  • Minneapolis, Minnesota
  • (612) 347-7809
  • boxfinancialadvisors.com

Box Financial Advisors Inc is a financial planner in Minneapolis, MN, serving individuals, families, pre-retirees, retirees, and those focused on generational wealth. The firm offers comprehensive financial planning, wealth management, tax planning, insurance...

Category rank by BizScore: #12 of 21 Financial Planner listings in MinneapolisScores updated Jun 7, 2026
View ListingVisit WebsiteCallClaim This BusinessFree. Claimed listings rank first.
Clerestory Advisors, Inc. website

Score breakdown

AI Visibility43
AI Ready75
SEO67
Freshness-
  • Financial Planner
  • Minneapolis, Minnesota
  • (651) 209-2610
  • clerestoryadvisors.com

Clerestory Advisors, Inc. is a financial planner in Minneapolis, MN. The firm provides comprehensive fee-only financial planning services to couples, independent women, and young professional families throughout the Twin Cities area, including Saint Paul and...

Category rank by BizScore: #13 of 21 Financial Planner listings in MinneapolisScores updated Oct 27, 2026
View ListingVisit WebsiteCallClaim This BusinessFree. Claimed listings rank first.
Well-Being Wealth Strategies website

Score breakdown

AI Visibility36
AI Ready-
SEO69
Freshness-
  • Financial Planner
  • Minneapolis, Minnesota
  • (612) 746-2348
  • well-beingwealth.com

Well-Being Wealth Strategies is a financial planner in Minneapolis, MN. The firm provides disability insurance, life insurance, and wealth planning for medical professionals, with a focus on protecting income and building long-term financial stability. Its...

Category rank by BizScore: #14 of 21 Financial Planner listings in MinneapolisScores updated Jun 20, 2026
View ListingVisit WebsiteCallClaim This BusinessFree. Claimed listings rank first.
Salus Financial Advisors Minneapolis website

Score breakdown

AI Visibility29
AI Ready-
SEO71
Freshness-
  • Financial Planner
  • Minneapolis, Minnesota
  • (866) 999-1655
  • salusfinancialadvisors.com

Salus Financial Advisors Minneapolis is a Financial Planner in Minneapolis, MN. The firm provides financial planning and investment management services, focusing on personalized wealth management strategies that prioritize client well-being. It serves...

Category rank by BizScore: #6 of 11 Financial Planner listings in MinneapolisScores updated Sep 19, 2026

#13Fyooz Financial Planning of Minneapolis

5.0 Google rating · 9 reviews

View ListingVisit WebsiteCallClaim This BusinessFree. Claimed listings rank first.
Fyooz Financial Planning of Minneapolis website

Score breakdown

AI Visibility32
AI Ready0
SEO69
Freshness80
  • Financial Planner
  • Minneapolis, Minnesota
  • (507) 564-2298
  • fyoozfinancial.com

Fyooz Financial Planning of Minneapolis: Fyooz Financial Planning is a financial planner in Minneapolis, MN, offering comprehensive services to high-earning couples navigating the complexities of dual careers, equity compensation, and growing families. They specialize in cash flow and liquidity...

Category rank by BizScore: #16 of 21 Financial Planner listings in MinneapolisScores updated Oct 27, 2026

#14RBC Wealth Management Branch - Minneapolis

4.5 Google rating · 8 reviews

View ListingVisit WebsiteCallClaim This BusinessFree. Claimed listings rank first.
RBC Wealth Management Branch - Minneapolis website

Score breakdown

AI Visibility28
AI Ready-
SEO71
Freshness-
  • Financial Planner
  • Minneapolis, Minnesota
  • (612) 371-2811
  • us.rbcwealthmanagement.com

RBC Wealth Management Branch - Minneapolis is a financial planner in Minneapolis, MN. It holds a rating of 4.50 based on 8 reviews. The branch operates from 250 Nicollet Mall, Suite 2000. The Client Strategies Team supports wealth planning goals by addressing...

Category rank by BizScore: #17 of 21 Financial Planner listings in MinneapolisScores updated Sep 21, 2026

#15Hance Financial, LLC of Minneapolis

5.0 Google rating

View ListingVisit WebsiteCallClaim This BusinessFree. Claimed listings rank first.
Hance Financial, LLC of Minneapolis website

Score breakdown

AI Visibility30
AI Ready45
SEO72
Freshness100
  • Financial Planner
  • Minneapolis, Minnesota
  • (952) 445-6482
  • hancefinancial.net

Hance Financial, LLC is a financial planner in Minneapolis, MN, located at 3600 American Blvd W #120. It holds a rating of 5.00 based on customer reviews. Founded in 2007, the firm operates as an independent business, meaning its advisors are not employees of...

Category rank by BizScore: #15 of 21 Financial Planner listings in MinneapolisScores updated Oct 27, 2026

#16Allodium Investment Consultants

5.0 Google rating

View ListingVisit WebsiteCallClaim This BusinessFree. Claimed listings rank first.
Allodium Investment Consultants website

Score breakdown

AI Visibility50
AI Ready-
SEO43
Freshness-
  • Financial Planner
  • Minneapolis, Minnesota
  • (612) 230-3700
  • allodium.com

Allodium Investment Consultants: Log in to WhatsApp Web for simple, reliable and private messaging on your desktop. Send and receive messages and files with ease, all for free.

Category rank by BizScore: #9 of 11 Financial Planner listings in MinneapolisScores updated Jun 7, 2026

#17Guardian Wealth Strategies Fiduciary & Financial Planning of Minneapolis

5.0 Google rating · 11 reviews

View ListingVisit WebsiteCallClaim This BusinessFree. Claimed listings rank first.
Guardian Wealth Strategies Fiduciary & Financial Planning of Minneapolis website

Score breakdown

AI Visibility24
AI Ready45
SEO62
Freshness-
  • Financial Planner
  • Minneapolis, Minnesota
  • (952) 746-1746
  • gwealth.com

Guardian Wealth Strategies Fiduciary & Financial Planning of Minneapolis: Guardian Wealth Strategies Fiduciary & Financial Planning is a financial planner in Minneapolis, MN. They offer independent, fiduciary investment advice and integrated financial planning to individuals and institutional investors across Minnesota, Wisconsin...

Category rank by BizScore: #18 of 21 Financial Planner listings in MinneapolisScores updated Oct 24, 2026

#18All Star Financial of Minneapolis

4.0 Google rating

View ListingVisit WebsiteCallClaim This BusinessFree. Claimed listings rank first.
All Star Financial of Minneapolis website

Score breakdown

AI Visibility38
AI Ready-
SEO26
Freshness-
  • Financial Planner
  • Minneapolis, Minnesota
  • (952) 896-3820
  • allstarfinancial.com
Category rank by BizScore: #20 of 21 Financial Planner listings in MinneapolisScores updated Jun 7, 2026

#19Park Street Advisors

4.7 Google rating · 13 reviews

View ListingVisit WebsiteClaim This BusinessFree. Claimed listings rank first.
Park Street Advisors website

Score breakdown

AI Visibility9
AI Ready-
SEO60
Freshness-
  • Financial Planner
  • Minneapolis, Minnesota
  • parkstreetadv.com
Category rank by BizScore: #21 of 21 Financial Planner listings in MinneapolisScores updated Oct 24, 2026

#20Morgan Stanley Financial Advisors of Minneapolis

3.0 Google rating · 2 reviews

View ListingVisit WebsiteCallClaim This BusinessFree. Claimed listings rank first.
M

Score breakdown

AI Visibility4
AI Ready0
SEO64
Freshness-
  • Financial Planner
  • Minneapolis, Minnesota
  • (612) 340-6700
  • advisor.morganstanley.com
Category rank by BizScore: #10 of 11 Financial Planner listings in MinneapolisScores updated Oct 26, 2026
Is this your business? Claim your free listing →

What the Data Shows for Financial Planners in Minneapolis

35% of the 20 financial planners we measured in Minneapolis reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 39, compared with an average SEO score of 68.

The average Google rating across 14 rated financial planners is 4.4, and the median listing has 6 reviews.

None of the 20 financial planners has been claimed by its owner yet.

Figures from BizScoreAI's stored scans, latest score update Oct 28, 2026. What each score measures: How We Score.

BizScoreAI compares 20 financial planners in Minneapolis, Minnesota by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. Open any profile for its full breakdown, and claim your free listing if it is your business.

Frequently Asked Questions

How are financial planners in Minneapolis ordered on BizScoreAI?

Claimed listings appear before unclaimed listings, and within each group businesses are ordered by BizScore. Claiming a listing is free, and paid plans and Featured listings do not change this order. BizScore is a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness; the How We Score page explains what each part measures.

How many financial planners in Minneapolis, Minnesota does BizScoreAI track?

20 financial planners in Minneapolis currently meet the profile-quality bar for this page, with an average BizScore of 54 and a top score of 69.

What does AI Visibility mean for a financial planner?

It measures whether AI assistants and AI-powered search can find, read and cite the business's website: structured data, crawlability, clear entity information and content that answers questions. 35% of measured financial planners in Minneapolis score 50 or higher.

Is being listed free?

Yes. Every financial planner in Minneapolis is listed and scored for free, and claiming a listing is free too.