4 advisors with offices in St Paul. Credentials, fee structures, and minimums are disclosed on each listing.
St Paul, Minnesota
CAPTRUST is an investment advisory firm in St Paul, Minnesota. The firm specializes in Investment Management, Small Business, and Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week.
View detailsSt Paul, Minnesota
Lee Stoerzinger Wealth Management is a privately held financial planning and investment management firm based in St. Paul, Minnesota that incorporates clients' personal values into wealth strategy. The firm provides financial planning and portfolio management services while emphasizing personalized attention to individual circumstances, including tax considerations and non-financial priorities. Their stated approach integrates financial planning with broader life elements and focuses on account consolidation and wealth simplification.
View detailsSt Paul, Minnesota
Insurance-Based
Northwestern Mutual is an insurance-based firm in St Paul, Minnesota. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning and Wealth Management. Appointments are recommended. The office has a wheelchair-accessible entrance.
View detailsSt Paul, Minnesota
Unique Business Solutions is an investment advisory firm in St Paul, Minnesota. Services include Tax Planning. The firm specializes in Small Business. Service options include onsite meetings and online appointment booking. Appointments are recommended. It holds a 5-star rating from 2 Google reviews.
View detailsAdvisors serving St Paul specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (Minnesota's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.