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City: Edina

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Accredited Investors Wealth Management
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location iconEdina, Minnesota
company size
Company size:  11-50
AUM
AUM: $2B - $5B
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location iconEdina, Minnesota
company size
Company size:  11-50
AUM
AUM: $2B - $5B
Accredited Investors Wealth Management® is an independent, SEC-registered investment adviser based in Edina, Minnesota founded in 1987. Accredited Inv...
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Wealth ManagementTrust & Estate PlanningInvestment Manageme...
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Birchwood Financial Partners
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location iconEdina, Minnesota
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location iconEdina, Minnesota
Birchwood Financial Partners is a investment management firm based in Edina, United States. Birchwood Financial Partners provides multi-family office institutio...
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Cahill Financial Advisors, Inc.
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location iconEdina, Minnesota
company size
Company size:  11-50
AUM
AUM: Up to $2B
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location iconEdina, Minnesota
company size
Company size:  11-50
AUM
AUM: Up to $2B
Cahill Financial Advisors, Inc. is an independent, SEC-registered investment adviser based in Edina, Minnesota founded in 1980. Cahill Financial Advi...
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Wealth ManagementTrust & Estate PlanningInvestment Manageme...
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Cardinal Wealth Advisors, LLC
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location iconEdina, Minnesota
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconEdina, Minnesota
company size
Company size:  1-10
AUM
AUM: Up to $2B
Cardinal Wealth Advisors, LLC is an independent, SEC-registered investment adviser based in Edina, Minnesota founded in 2005. Cardinal Wealth Advisors...
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Wealth ManagementTrust & Estate PlanningInvestment Management
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Cornerstone Wealth Advisors, Inc.
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location iconEdina, Minnesota
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location iconEdina, Minnesota
Cornerstone Wealth Advisors, Inc. is a investment management firm based in Edina, United States. Cornerstone Wealth Advisors, Inc. provides multi-family office ...
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Institutional Services
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Crown Bank
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location iconEdina, Minnesota
company size
Company size:  11-50
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location iconEdina, Minnesota
company size
Company size:  11-50
Crown Bank is a locally-owned, independent bank. Since its inception in 2000, Crown Bank has focused on being an outstanding small business bank. Its...
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Account Services
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Flourish Wealth Management
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location iconEdina, Minnesota
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconEdina, Minnesota
company size
Company size:  1-10
AUM
AUM: Up to $2B
Flourish Wealth Management, Inc. is an independent, SEC-registered investment adviser based in Edina, Minnesota founded in 2014. Flourish Wealth Mana...
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Wealth ManagementTrust & Estate PlanningInvestment Management
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Laurel Wealth Planning
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location iconEdina, Minnesota
company size
Company size:  1-10
AUM
AUM: Up to $2B
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location iconEdina, Minnesota
company size
Company size:  1-10
AUM
AUM: Up to $2B
Laurel Wealth Planning LLC is an independent, SEC-registered investment adviser based in Edina, Minnesota founded in 1998. Laurel Wealth Planning LLC...
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Wealth ManagementTrust & Estate PlanningInvestment Manageme...
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Laux & Company
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location iconMedina, Ohio
company size
Company size:  1-10
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location iconMedina, Ohio
company size
Company size:  1-10
Laux & Company is a boutique investment-banking firm specializing in providing middle market, privately-held companies with comprehensive financial an...
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MelCap Partners, LLC
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location iconMedina, Ohio
company size
Company size:  1-10
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location iconMedina, Ohio
company size
Company size:  1-10
MelCap Partners is an independent, private investment banking firm that specializes in assisting businesses reach their M&A goals. The team works with...
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