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Financial Advisors in Bloomington, MN — Free Estimates

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As of July 2026, RatingsNearMe ranks 17 financial advisors in Bloomington, MN by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Creative Planning with a 4.9-star rating from 168 Google reviews and an RNM Score of 84/100. Also in the top tier: Abundance Wealth Management and TruMix Advisors. The average rating across all listed financial advisors in Bloomington is 5 stars from 20 reviews per business on average.

Financial advisors in Bloomington typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.

Best Overall

Wells Fargo Advisors

Wells Fargo Advisors stands out due to its extensive resources, nationwide presence, and long-standing reputation in the financial industry.

Most Reviewed

Creative Planning

A high review count often reflects a broad base of client trust and consistent service quality over time.

When choosing a financial advisor in Bloomington, compare fee structures, service offerings (e.g., holistic planning vs. investment-only), and ensure the advisor’s fiduciary status aligns with your needs. Always verify credentials and read recent client reviews.

Filter:

Local Market Snapshot

17

Businesses listed

5★

Avg rating

20

Avg reviews

Jul 4, 2026

Last updated

Top Rated Financial Advisors

4.9(168 reviews)

Highly rated 4.9 stars from 168 Google reviews, a trusted local choice.

3800 American Blvd W #1000, Bloomington, MN 55431, USA
5.0(30 reviews)

Rated 5.0 stars from 30 reviews, this Bloomington financial advisor is highly trusted.

3601 Minnesota Dr #660, Bloomington, MN 55435, USA
4.7(46 reviews)

Trusted by clients, with a strong 4.7-star rating from 46 reviews.

3800 American Blvd W STE 350, Bloomington, MN 55431, USA

Financial Advisors Rankings in Bloomington, MN

#BusinessRatingReviews
#1Creative Planning3800 American Blvd W #1000, Bloomington, MN 55431, USA4.9168
#2Abundance Wealth Management3601 Minnesota Dr #660, Bloomington, MN 55435, USA5.030
#3TruMix Advisors3800 American Blvd W STE 350, Bloomington, MN 55431, USA4.746
#4First Command Financial Advisor - Travis Sundvall2950 Metro Dr Suite 210, Bloomington, MN 55425, USA4.910
#5Boulevard Wealth Management7825 Washington Ave S #100, Edina, MN 55439, USA5.026
#6Legacy Financial Advisors3500 American Blvd W, Bloomington, MN 55431, USA5.01
#7Inspire Financial Services3601 Minnesota Dr #660, Bloomington, MN 55435, USA5.027
#8First Command Financial Advisor - Tim Anderson2950 Metro Dr Suite 210, Bloomington, MN 55425, USA5.07
#9Cedar Cove Wealth PartnersWells Fargo Plaza, 7900 Xerxes Ave S Ste. 1750, Bloomington, MN 55431, USA5.05
#10Fathom Advisors - Ameriprise Financial Services, LLC8300 Norman Center Dr Ste 550, Bloomington, MN 55437, USA5.04

Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026

All Financial Advisors in Bloomington

4
4.9· 10 reviews

Rated 4.9 stars from 10 Google reviews, this Bloomington advisor earns exceptional client trust.

2950 Metro Dr Suite 210, Bloomington, MN 55425, USA

5
5.0· 26 reviews

Proudly maintains a perfect 5.0-star rating from over two dozen reviews.

7825 Washington Ave S #100, Edina, MN 55439, USA

6
5.0· 1 reviews

Rated 5.0 stars from one Google review, reflecting exceptional client satisfaction.

3500 American Blvd W, Bloomington, MN 55431, USA

7
5.0· 27 reviews

Consistently earns perfect 5.0-star ratings from dozens of local reviews.

3601 Minnesota Dr #660, Bloomington, MN 55435, USA

8
5.0· 7 reviews

Exceptional 5.0-star rating from 7 Google reviews, reflecting trusted local financial advice.

2950 Metro Dr Suite 210, Bloomington, MN 55425, USA

9
5.0· 5 reviews

Exceptional 5.0-star rating based on five satisfied client reviews.

Wells Fargo Plaza, 7900 Xerxes Ave S Ste. 1750, Bloomington, MN 55431, USA

10
5.0· 4 reviews

Exceptional 5.0-star rating from four Google reviews in Bloomington, MN.

8300 Norman Center Dr Ste 550, Bloomington, MN 55437, USA

11
5.0· 2 reviews

Rated 5.0 stars across 2 Google reviews, reflecting exceptional client satisfaction.

4200 W Old Shakopee Rd # 245, Bloomington, MN 55437, USA

12
5.0· 2 reviews

Trusted by locals with a perfect 5.0-star rating from 2 reviews.

8500 Normandale Lake Blvd # 1710, Bloomington, MN 55437, USA

13
5.0· 2 reviews

Exceptional 5.0-star rating from two Google reviews.

7900 Xerxes Ave S STE 1800, Bloomington, MN 55431, USA

14
5.0· 1 reviews

Praised by clients with a perfect 5.0-star rating from multiple reviews.

3800 American Blvd W Ste 900, Bloomington, MN 55431, USA

15
5.0· 1 reviews

Exceptional 5.0-star rating from a handful of Google reviews.

3600 American Blvd W Suite 275, Bloomington, MN 55431, USA

16
5.0· 1 reviews

Exceptional 5.0-star rating from one satisfied Google review.

3800 American Blvd W Ste 900, Bloomington, MN 55431, USA

17
5.0· 2 reviews

Rated 5.0 stars from 2 Google reviews, a trusted local financial advisor.

3600 American Blvd W Suite 105, Bloomington, MN 55431, USA

Data from Google Business listings
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Financial Advisors in Bloomington, MN — Compared

#BusinessRNM ScoreRatingReviews
1Creative Planning84/1004.9 ★168
2Abundance Wealth Management77/1005.0 ★30
3TruMix Advisors74/1004.7 ★46
4First Command Financial Advisor - Travis Sundvall70/1004.9 ★10
5Boulevard Wealth Management76/1005.0 ★26
6Legacy Financial Advisors62/1005.0 ★1
7Inspire Financial Services76/1005.0 ★27
8First Command Financial Advisor - Tim Anderson70/1005.0 ★7
9Cedar Cove Wealth Partners68/1005.0 ★5
10Fathom Advisors - Ameriprise Financial Services, LLC67/1005.0 ★4

Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026

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Frequently Asked Questions — Financial Advisors in Bloomington

What is a fiduciary financial advisor and why does it matter in Bloomington?

A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Bloomington, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.

How do I verify a financial advisor is registered and legitimate?

Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.

How do financial advisors charge for their services in Bloomington?

Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.

What credentials should I look for in a financial advisor?

CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.

How are the financial advisors on this page ranked?

Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.

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How Rankings Work on This Page

Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.

Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.

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About This Financial Advisors Directory — Bloomington, MN

This page lists and ranks 17 financial advisors serving Bloomington, MN as of July 2026. The average verified rating across all listings is 5 stars, with an average of 20 customer reviews per business. The top-ranked financial advisors in Bloomington by our algorithm is Creative Planning (4.9 stars, 168 reviews). Financial advisors in Bloomington typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Bloomington: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the MN licensing board before hiring.

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