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Best Financial Planners in Minneapolis, Minnesota

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Rankings use the published BizScore formulas. How we score

16Financial Planners scored in Minneapolis
62Average BizScore
77Top BizScore
44%AI Visibility 50 or higher
77Average SEO score
4.6Average Google rating (10 rated)

Top Financial Planners in Minneapolis

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Showing 1-16 of 16 Financial Planners listings in Minneapolis, MN · page 1 of 1

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Captrust of Minneapolis website

Score breakdown

AI Visibility65
SEO91
  • Financial Planner
  • Minneapolis, Minnesota
  • (612) 347-7979
  • captrust.com

Captrust of Minneapolis: Captrust is a financial planner in Minneapolis, MN. They provide comprehensive wealth management and investment advisory services to individuals and families as well as retirement plan sponsors. Their team of experienced advisors offers expertise in areas...

Ranked #1 of 21 Financial Planner listings in MinneapolisScores updated Jun 21, 2026

#2Inspire Financial Services of Minneapolis

5.0 Google rating · 27 reviews

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Inspire Financial Services of Minneapolis website

Score breakdown

AI Visibility57
SEO84
  • 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...

Ranked #1 of 11 Financial Planner listings in MinneapolisScores updated Jun 30, 2026
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Thoughtful Financial Planning website

Score breakdown

AI Visibility55
SEO81
  • 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...

Ranked #3 of 21 Financial Planner listings in MinneapolisScores updated Jun 7, 2026
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Webb Financial Group - Wealth Management website

Score breakdown

AI Visibility61
SEO77
  • 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...

Ranked #2 of 21 Financial Planner listings in MinneapolisScores updated Jun 21, 2026

#5ISC Financial Advisors of Minneapolis

5.0 Google rating

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ISC Financial Advisors of Minneapolis website

Score breakdown

AI Visibility55
SEO69
  • 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...

Ranked #4 of 21 Financial Planner listings in MinneapolisScores updated Jun 20, 2026
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Larson Financial - Minneapolis Branch website

Score breakdown

AI Visibility52
SEO80
  • 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...

Ranked #5 of 21 Financial Planner listings in MinneapolisScores updated Jun 20, 2026

#7NorthRock Partners

5.0 Google rating

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NorthRock Partners website

Score breakdown

AI Visibility40
SEO84
  • 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...

Ranked #7 of 21 Financial Planner listings in MinneapolisScores updated Jun 7, 2026

#8Quarry Hill Advisors of Minneapolis

4.9 Google rating · 44 reviews

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Quarry Hill Advisors of Minneapolis website

Score breakdown

AI Visibility45
SEO82
  • Financial Planner
  • Minneapolis, Minnesota
  • (612) 440-0318
  • quarryhilladvisors.com

Quarry Hill Advisors of Minneapolis is a financial planner in Minneapolis, MN. The firm operates as a fiduciary, fee-only wealth management practice providing investment management and financial planning services to corporate executives, business owners, and...

Ranked #8 of 21 Financial Planner listings in MinneapolisScores updated Jun 7, 2026

#9Vault Financial

5.0 Google rating · 3 reviews

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Vault Financial website

Score breakdown

AI Visibility46
SEO73
  • 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...

Ranked #10 of 21 Financial Planner listings in MinneapolisScores updated Sep 21, 2026
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Mac Lamont - Client Relationship Manager, Ameriprise Financial Services, LLC website

Score breakdown

AI Visibility50
SEO72
  • 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...

Ranked #9 of 21 Financial Planner listings in MinneapolisScores updated Jun 7, 2026

#11TurboTax - Downtown, Minneapolis

5.0 Google rating

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TurboTax - Downtown, Minneapolis website

Score breakdown

AI Visibility47
SEO77
  • Financial Planner
  • Minneapolis, Minnesota
  • (651) 309-0502
  • ttlc.intuit.com

TurboTax - Downtown, Minneapolis is a Financial Planner in Minneapolis, MN. The business provides a variety of tax-related software and expert services, including specialized solutions for self-employed individuals, investors, and small businesses. Their...

Ranked #3 of 11 Financial Planner listings in MinneapolisScores updated Sep 18, 2026

#12Box Financial Advisors Inc

5.0 Google rating · 2 reviews

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Box Financial Advisors Inc website

Score breakdown

AI Visibility40
SEO78
  • 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...

Ranked #12 of 21 Financial Planner listings in MinneapolisScores updated Jun 7, 2026

#13Mike Dickson - RBC Wealth Management Financial Advisor

5.0 Google rating

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Mike Dickson - RBC Wealth Management Financial Advisor website

Score breakdown

AI Visibility40
SEO79
  • Financial Planner
  • Minneapolis, Minnesota
  • (612) 371-7796
  • nbcsports.com

Mike Dickson - RBC Wealth Management Financial Advisor is a Financial Planner in Minneapolis, MN. The office is located at 250 Nicollet Mall #2000. It sits on Nicollet Mall, a short walk from Cancer Survivors Park, which is about 49 meters away. The location...

Ranked #4 of 11 Financial Planner listings in MinneapolisScores updated Sep 19, 2026
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Clerestory Advisors, Inc. website

Score breakdown

AI Visibility43
SEO71
  • 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...

Ranked #13 of 21 Financial Planner listings in MinneapolisScores updated Jun 21, 2026
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Well-Being Wealth Strategies website

Score breakdown

AI Visibility36
SEO69
  • 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...

Ranked #14 of 21 Financial Planner listings in MinneapolisScores updated Jun 20, 2026
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Salus Financial Advisors Minneapolis website

Score breakdown

AI Visibility29
SEO71
  • 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...

Ranked #6 of 11 Financial Planner listings in MinneapolisScores updated Sep 19, 2026
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BizScoreAI ranks 16 financial planners in Minneapolis, Minnesota by BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. Rankings come from the scores, never from paid placement. 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 ranked on BizScoreAI?

By BizScore, a measured composite of AI-search visibility, traditional SEO, local citations, local search pages and profile completeness. No listing pays for position; the formulas are published on the How We Score page.

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

16 financial planners in Minneapolis currently meet the profile-quality bar for this page, with an average BizScore of 62 and a top score of 77.

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. 44% 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.