We look for consistently high online feedback across platforms – and other indicators of many happy clients.
We use age of website domain, amount of links from high-authority sources and other metrics to determine whether the company is trust-worthy.
Amongst other features, we weight branding and brand story as one data point to help ensure our list is full of strong, branded, trust-worthy companies.
Financial advisors with a focus on trusts and wealth management – originally out of LaCrosse, Wisconsin and now in Eau Claire, Wisconsin and Minneapolis, Minnesota. Trust Point works with families to help sustain wealth through the generations, as well as 401k’s for employers and their employees. With over 4B+ assets under Management – Trust Point is a premier wealth manager with smart advisors and analysts working hard for their clients.
Financial advisors with tools and seasoned advisors looking to wield technology for their clients and bring clarity and accountability to the process of investing on behalf of clients. Schwarz, Digos and Wheeler is a fee-only financial advisor and for that reason – is less likely to promote certain funds based on the financial kickback they would get from selling those funds. We highly suggest working with financial advisors that are ‘fee-only.’
Besides their amazing brand and website, Riverbridge has been advising clients with their 8+ investment team and 35+ employees. They are headquartered in Minneapolis and and pride themselves on the community involvement and a fund called the ‘bridge fund’ that allows employees to invest in causes they care about.
Branded as Minneapolis Wealth Advisors in Minneapolis – they pride themselves on protecting wealth. They prioritize your needs and develop strategies to help you meet the goals you have for your financial future. From retirement to tax planning - they have many financial services to fit your needs.
A high-quality boutique wealth firm, working with White Oak you will work directly with key decision makers, these professionals have CPA, CFA® and Certified Financial Planner™ designations. White Oaks focuses on working independently, with no one “in the back room” or strong direction above that could impact the objectivity of advice negatively.
Waterfront Financial Group specializes in developing comprehensive, long-term investment strategies and retirement income plans for business owners, individuals, families and people in transition. They stand out from competitors by being a boutique, client-centered financial consulting firm that works with clients to create customized solutions for their goals.
MIT Financial Advisors is committed to each client, their life and financial goals and the mission to help accomplish them. By combining deep research, risk analysis and years of experience in the financial markets they guide their clients towards financial confidence.
Dunncreek Advisors believes their teamwork approach adds a broader perspective to all they do and provides increased benefits to our clients. They focus on helping clients with investing principles and strategies, retirement investing and distribution strategies, estate conversion issues, and risk management analysis.
As independent advisors, Summit Investment Advisors' main focus is on serving clients needs and acting in their best interest at all times. This provides you with the confidence you seek to pursue financial independence on your terms. They pride themselves on no obligations to investment product manufactures ,no cross-sell quotas or home-office directives that may lead to conflicts of interest and no affiliations or ties to investment banking firms.
The goal of Edward Jones is to provide advice and guidance based on clients individual needs. With more than 14,000 financial advisors in the U.S. – they are focused on doing what's right for their clients no matter where you live.