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Best Financial Planners in St Paul, Minnesota

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14Financial Planners scored in St Paul
57Average BizScore
78Top BizScore
36%AI Visibility 50 or higher
70Average SEO score
4.6Average Google rating (12 rated)

Top Financial Planners in St Paul

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Showing 1-14 of 14 Financial Planners listings in St Paul, MN · page 1 of 1

#1Creative Planning of St. Paul Top-Rated

4.8 Google rating · 500 reviews

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Creative Planning of St. Paul website

Score breakdown

AI Visibility74
AI Ready25
SEO78
Freshness100
  • Financial Planner
  • St. Paul, Minnesota
  • (866) 273-2848
  • creativeplanning.com
Category rank by BizScore: #1 of 19 Financial Planner listings in St. PaulScores updated Oct 28, 2026

#2Mariner of St. Paul

3.7 Google rating · 4,400 reviews

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Mariner of St. Paul website

Score breakdown

AI Visibility56
AI Ready32
SEO75
Freshness-
  • Financial Planner
  • St. Paul, Minnesota
  • (651) 888-8890
  • marinerfinance.com
Category rank by BizScore: #2 of 19 Financial Planner listings in St. PaulScores updated Oct 26, 2026

#3Dunncreek Advisors LLC of St. Paul

5.0 Google rating · 2 reviews

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Dunncreek Advisors LLC of St. Paul website

Score breakdown

AI Visibility52
AI Ready-
SEO79
Freshness-
  • Financial Planner
  • St. Paul, Minnesota
  • (612) 436-3770
  • dunncreekadvisors.com

Dunncreek Advisors LLC of St. Paul: Dunncreek Advisors LLC is a financial planner in St. Paul, Minnesota, serving individuals and families with personalized, fee-for-service financial planning. The firm specializes in retirement income planning, tax-smart investing, estate planning, investment...

Category rank by BizScore: #3 of 19 Financial Planner listings in St. PaulScores updated Jun 7, 2026

#4RBC Wealth Management Branch - St. Paul

5.0 Google rating

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RBC Wealth Management Branch - St. Paul website

Score breakdown

AI Visibility57
AI Ready20
SEO68
Freshness15
  • Financial Planner
  • St. Paul, Minnesota
  • (651) 228-6900
  • rbcroyalbank.com
Category rank by BizScore: #5 of 19 Financial Planner listings in St. PaulScores updated Oct 23, 2026

#5Greater Midwest Financial Group

5.0 Google rating

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Greater Midwest Financial Group website

Score breakdown

AI Visibility50
AI Ready45
SEO74
Freshness100
  • Financial Planner
  • St. Paul, Minnesota
  • (651) 490-9790
  • greater-midwest.com

Greater Midwest Financial Group is a financial planner in St. Paul, MN. The firm provides investment portfolio management, strategic wealth planning, and financial planning services to individuals, families, and small businesses in St. Paul and the greater...

Category rank by BizScore: #4 of 19 Financial Planner listings in St. PaulScores updated Oct 23, 2026

#6Capital Street Financial Services

5.0 Google rating

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Capital Street Financial Services website

Score breakdown

AI Visibility46
AI Ready2
SEO76
Freshness100
  • Financial Planner
  • St. Paul, Minnesota
  • (651) 665-4300
  • capitalone.com
Category rank by BizScore: #7 of 19 Financial Planner listings in St. PaulScores updated Oct 23, 2026
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Ballast Advisors - St Paul website

Score breakdown

AI Visibility45
AI Ready-
SEO70
Freshness-
  • Financial Planner
  • St. Paul, Minnesota
  • (651) 200-3100
  • ballastadvisors.com

Ballast Advisors - St. Paul is a financial planning firm in St. Paul, MN. The firm operates as a registered investment advisor and fiduciary team, helping clients achieve long-term financial goals through strategic planning and wealth management. Their...

Category rank by BizScore: #9 of 19 Financial Planner listings in St. PaulScores updated Sep 17, 2026

#8St. Paul, MN Branch Office - UBS Financial Services Inc.

5.0 Google rating · 1 review

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St. Paul, MN Branch Office - UBS Financial Services Inc. website

Score breakdown

AI Visibility41
AI Ready20
SEO71
Freshness100
  • Financial Planner
  • St. Paul, Minnesota
  • (651) 298-1616
  • local.ubs.com

St. Paul, MN Branch Office - UBS Financial Services Inc. is a financial planner in St. Paul, MN, located at 444 Cedar St Suite 200. The firm provides wealth management services, focusing on developing long-term relationships through customized strategies...

Category rank by BizScore: #10 of 19 Financial Planner listings in St. PaulScores updated Oct 23, 2026

#9St. Paul Branch Office - UBS Financial Services Inc.

5.0 Google rating · 1 review

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St. Paul Branch Office - UBS Financial Services Inc. website

Score breakdown

AI Visibility45
AI Ready12
SEO68
Freshness-
  • Financial Planner
  • St. Paul, Minnesota
  • (651) 298-1616
  • ubs.com
Category rank by BizScore: #8 of 19 Financial Planner listings in St. PaulScores updated Oct 28, 2026

#10Fidelity Investments of St. Paul

4.4 Google rating

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F

Score breakdown

AI Visibility40
AI Ready41
SEO68
Freshness100
  • Financial Planner
  • St. Paul, Minnesota
  • (800) 381-1892
  • fidelity.com

Fidelity Investments of St. Paul: Fidelity Investments is a Financial Planner in St. Paul, MN. They offer a wide range of financial products and services including trading & investing, retirement planning, spending & saving, and wealth management for both individuals and businesses. With a...

Category rank by BizScore: #13 of 19 Financial Planner listings in St. PaulScores updated Oct 23, 2026
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Twin Cities Wealth Advisors of St. Paul website

Score breakdown

AI Visibility39
AI Ready12
SEO57
Freshness100
  • Financial Planner
  • St. Paul, Minnesota
  • (952) 881-8292
  • twin.nyc
Category rank by BizScore: #12 of 19 Financial Planner listings in St. PaulScores updated Oct 24, 2026

#12Merrill Lynch Wealth Management of St. Paul

5.0 Google rating

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Merrill Lynch Wealth Management of St. Paul website

Score breakdown

AI Visibility35
AI Ready-
SEO70
Freshness-
  • Financial Planner
  • St. Paul, Minnesota
  • (651) 298-1700
  • mymerrill.com

Merrill Lynch Wealth Management of St. Paul: Log in to your Merrill Lynch account to transfer funds, check on your statements and tax documents, deposit checks, e-sign documents, and more.

Category rank by BizScore: #14 of 19 Financial Planner listings in St. PaulScores updated Sep 24, 2026

#13Merrill Lynch Financial Advisor Nneka Constantino

5.0 Google rating

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Merrill Lynch Financial Advisor Nneka Constantino website

Score breakdown

AI Visibility33
AI Ready-
SEO73
Freshness-
  • Financial Planner
  • St. Paul, Minnesota
  • (651) 298-1729
  • ml.com

Merrill Lynch Financial Advisor Nneka Constantino: Merrill Lynch Wealth Management has the financial advisors and expertise to help you achieve your goals at any stage of your life or career.

Category rank by BizScore: #15 of 19 Financial Planner listings in St. PaulScores updated Sep 18, 2026
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M

Score breakdown

AI Visibility4
AI Ready-
SEO55
Freshness-
  • Financial Planner
  • St. Paul, Minnesota
  • (651) 215-8400
  • advisor.morganstanley.com
Category rank by BizScore: #18 of 19 Financial Planner listings in St. PaulScores updated Sep 19, 2026
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What the Data Shows for Financial Planners in St Paul

36% of the 14 financial planners we measured in St Paul reach an AI Visibility score of 50 or higher. Their average AI Visibility score is 44, compared with an average SEO score of 70.

The average Google rating across 12 rated financial planners is 4.6, and the median listing has 2 reviews.

None of the 14 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 14 financial planners in St Paul, 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 St Paul 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 St Paul, Minnesota does BizScoreAI track?

14 financial planners in St Paul currently meet the profile-quality bar for this page, with an average BizScore of 57 and a top score of 78.

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. 36% of measured financial planners in St Paul score 50 or higher.

Is being listed free?

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