Top Picks · Plymouth
Best Financial Advisors in Plymouth, MN
Rated and reviewed by real customers. Compare prices, read reviews, and call the top pros near you — for free.
As of July 2026, RatingsNearMe ranks 18 financial advisors in Plymouth, MN by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is 360 Financial - Wayzata with a 5.0-star rating from 39 Google reviews and an RNM Score of 78/100. Also in the top tier: Bear Market Financial Services and Echo Wealth Management, LLC. The average rating across all listed financial advisors in Plymouth is 4.9 stars from 11 reviews per business on average.
Financial advisors in Plymouth 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.
Local Market Snapshot
18
Businesses listed
4.9★
Avg rating
11
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Top-rated Plymouth financial advisor with a perfect 5.0★ rating from 39 reviews.
849 Lake St E, Wayzata, MN 55391, USATrusted by clients, this Plymouth financial advisor holds a 4.8-star rating from 46 reviews.
2 Carlson Pkwy N Suite 220, Plymouth, MN 55447, USA5.0 stars from 25 reviews, reflecting exceptional client satisfaction in Plymouth.
3033 Campus Dr n145, Plymouth, MN 55441, USAFinancial Advisors Rankings in Plymouth, MN
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | 360 Financial - Wayzata849 Lake St E, Wayzata, MN 55391, USA | 5.0★ | 39 |
| #2 | Bear Market Financial Services2 Carlson Pkwy N Suite 220, Plymouth, MN 55447, USA | 4.8★ | 46 |
| #3 | Echo Wealth Management, LLC3033 Campus Dr n145, Plymouth, MN 55441, USA | 5.0★ | 25 |
| #4 | Income Planning Group15600 36th Ave N #200, Plymouth, MN 55446, USA | 5.0★ | 9 |
| #5 | GEN Financial Management Inc10810 Old County Rd 15 Ste 200, Plymouth, MN 55441, USA | 4.6★ | 9 |
| #6 | Cavanaugh Financial Group3545 Plymouth Blvd STE 213, Plymouth, MN 55447, USA | 5.0★ | 8 |
| #7 | Phillip James Financial3675 Plymouth Blvd STE 110, Plymouth, MN 55446, USA | 5.0★ | 7 |
| #8 | Integra Shield Financial Group LLC1650 West End Blvd #100, St Louis Park, MN 55416, USA | 5.0★ | 3 |
| #9 | Ascend Financial Group2 Carlson Pkwy N #320, Plymouth, MN 55447, USA | 5.0★ | 2 |
| #10 | Constellation Wealth Group - Ameriprise Financial Services, LLC18200 45th Ave N Ste B, Plymouth, MN 55446, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Plymouth
Exceptional 5.0-star rating from 9 Google reviews in Plymouth, MN.
15600 36th Ave N #200, Plymouth, MN 55446, USA
Trusted financial advisor in Plymouth with a strong 4.6-star rating from 9 reviews.
10810 Old County Rd 15 Ste 200, Plymouth, MN 55441, USA
Exceptional 5.0-star rating from 8 Google reviews for trusted financial guidance.
3545 Plymouth Blvd STE 213, Plymouth, MN 55447, USA
Rated 5.0 stars from 7 Google reviews, this Plymouth financial advisor earns high client praise.
3675 Plymouth Blvd STE 110, Plymouth, MN 55446, USA
Consistently earns perfect 5.0-star ratings from clients.
1650 West End Blvd #100, St Louis Park, MN 55416, USA
Exceptional 5.0-star rating from multiple local client reviews.
2 Carlson Pkwy N #320, Plymouth, MN 55447, USA
Trusted Plymouth financial advisor with a flawless 5.0-star rating from clients.
18200 45th Ave N Ste B, Plymouth, MN 55446, USA
Consistently earns perfect 5.0-star ratings from its clients.
3169 Fernbrook Ln N, Plymouth, MN 55447, USA
Earned a perfect 5.0-star rating from a handful of Google reviews.
10100 6th Ave N Ste 120, Plymouth, MN 55441, USA
This financial advisor in Plymouth has no customer reviews yet to reference.
5555 Quinwood Ln N, Plymouth, MN 55442, USA
5.0-star rating from a handful of Google reviews for this local advisor.
315 Manitoba Ave # 300, Wayzata, MN 55391, USA
Consistently rated 4.4 stars by clients across a handful of Google reviews.
505 US-169 #900, Plymouth, MN 55441, USA
5.0-star rating from customers, reflecting exceptional service and client satisfaction.
10405 6th Ave N UNIT 220, Plymouth, MN 55441, USA
Earns a perfect 5.0-star rating from 12 Google reviews in Plymouth.
Two Carlson Pkwy N Suite 155, Plymouth, MN 55447, USA
5.0-star rated financial advisor with 24 glowing Google reviews in Plymouth.
601 Carlson Pkwy Suite 925, Minnetonka, MN 55305, USA
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Financial Advisors in Plymouth, MN — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | 360 Financial - Wayzata | 78/100 | 5.0 ★ | 39 |
| 2 | Bear Market Financial Services | 76/100 | 4.8 ★ | 46 |
| 3 | Echo Wealth Management, LLC | 76/100 | 5.0 ★ | 25 |
| 4 | Income Planning Group | 71/100 | 5.0 ★ | 9 |
| 5 | GEN Financial Management Inc | 64/100 | 4.6 ★ | 9 |
| 6 | Cavanaugh Financial Group | 70/100 | 5.0 ★ | 8 |
| 7 | Phillip James Financial | 70/100 | 5.0 ★ | 7 |
| 8 | Integra Shield Financial Group LLC | 66/100 | 5.0 ★ | 3 |
| 9 | Ascend Financial Group | 64/100 | 5.0 ★ | 2 |
| 10 | Constellation Wealth Group - Ameriprise Financial Services, LLC | 62/100 | 5.0 ★ | 1 |
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 Plymouth
What is a fiduciary financial advisor and why does it matter in Plymouth?
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 Plymouth, 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 Plymouth?
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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