Modus Advisors
41yrs
Top advisor by experience in Excelsior
Financial advisors in Excelsior, MN
Looking for a financial advisor in Excelsior, MN? We list 36 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
36Advisors with offices here
17Median years of experience
0%At fee-only firms
24Firms represented
Largest firms here: Ameriprise Financial Services, LLC (7), Modus Advisors, LLC (4), LPL Financial LLC (3).
Nearby: Chanhassen, Spring Park, Mound, Victoria, Minnetonka, Wayzata, Long Lake, Chaska.
Cambridge Investment Research Advisors
40yrs
Top 4% by experience in Minnesota
TLG Advisors
35yrs
Top 8% by experience in Excelsior
Cookson Financial
33yrs
Top 10% by experience in Minnesota
Newedge Advisors
31yrs
Top 13% by experience in Minnesota
Kestra Advisory Services
31yrs
Top 14% by experience in Minnesota
Creative Planning
30yrs
Top 6% by experience at Creative Planning
Analytics Investment Advisors
30yrs
Top 16% by experience in Minnesota
LPL Financial
27yrs
Top 22% by experience in Minnesota
Principal Asset Management
26yrs
Top 24% by experience at Principal Asset Management
State Farm Investment Management
26yrs
Top 16% by experience at State Farm Investment Management
Captrust
24yrs
More experience than 73% of advisors at Captrust
Ameriprise Financial Services
24yrs
More experience than 69% of advisors in Minnesota
Ameriprise Financial Services
23yrs
More experience than 68% of advisors in Minnesota
Ameriprise Financial Services
21yrs
More experience than 64% of advisors in Minnesota
Excelsior Investors
18yrs
More experience than 57% of advisors in Minnesota
Thrivent Investment Management
17yrs
More experience than 69% of advisors at Thrivent Investment Management
Strategic Advisers
17yrs
Top 21% by experience at Strategic Advisers
Strategic Wealth Group
16yrs
More experience than 53% of advisors in Minnesota
Ameriprise Financial Services
16yrs
More experience than 51% of advisors in Minnesota
Edward Jones
14yrs
More experience than 64% of advisors at Edward Jones
Ameriprise Financial Services
13yrs
13 years in the industry
Modelist
12yrs
12 years in the industry
MML Investors Services
10yrs
10 years in the industry
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.