Top Picks · Woodbury
Best Financial Advisors in Woodbury, MN
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As of July 2026, RatingsNearMe ranks 13 financial advisors in Woodbury, MN by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Jupiter Wealth Planning LLC with a 5.0-star rating from 37 Google reviews and an RNM Score of 78/100. Also in the top tier: New Horizons Boutique Financial Services LLC and Tyler Kraus Sanders - Edelman Financial Engines. The average rating across all listed financial advisors in Woodbury is 4.8 stars from 7 reviews per business on average.
Financial advisors in Woodbury 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
Jupiter Wealth Planning LLC
Jupiter Wealth Planning LLC stands out as the top-ranked advisor based on its combination of client satisfaction and comprehensive financial planning services.
Most Reviewed
Tyler Kraus Sanders - Edelman Financial Engines
A high review count matters because it reflects a larger client base and provides more reliable feedback on the advisor's consistency and service quality.
When choosing a financial advisor in Woodbury, verify their fiduciary status and fee structure, and consider meeting with at least two from this list to compare their approach and expertise for your specific financial goals.
Local Market Snapshot
13
Businesses listed
4.8★
Avg rating
7
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Trusted by dozens of clients with a perfect 5.0-star rating in Woodbury.
652 Bielenberg Dr #201, Woodbury, MN 55125, USAExceptional 5.0-star rating from 13 Google reviews for financial advising in Woodbury.
8647 Eagle Point Blvd # 1, Lake Elmo, MN 55042, USARated 5.0 stars from 6 Google reviews, offering trusted financial guidance in Woodbury.
539 Bielenberg Dr Suite 220, Woodbury, MN 55125, USAFinancial Advisors Rankings in Woodbury, MN
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Jupiter Wealth Planning LLC652 Bielenberg Dr #201, Woodbury, MN 55125, USA | 5.0★ | 37 |
| #2 | New Horizons Boutique Financial Services LLC8647 Eagle Point Blvd # 1, Lake Elmo, MN 55042, USA | 5.0★ | 13 |
| #3 | Tyler Kraus Sanders - Edelman Financial Engines539 Bielenberg Dr Suite 220, Woodbury, MN 55125, USA | 5.0★ | 6 |
| #4 | Innovative Planning Group710 Commerce Dr #150, Woodbury, MN 55125, USA | 5.0★ | 6 |
| #5 | Waypoint Wealth Group, LLC710 Commerce Dr Suite 140, Woodbury, MN 55125, USA | 4.2★ | 5 |
| #6 | Legacy Asccent Wealth2042 Wooddale Dr suite 250, Woodbury, MN 55125, USA | 5.0★ | 5 |
| #7 | Edelman Financial Engines539 Bielenberg Dr Suite 220, Woodbury, MN 55125, USA | 3.7★ | 3 |
| #8 | Wealth Enhancement Group796 Bielenberg Dr Suite 101, Woodbury, MN 55125, USA | 5.0★ | 1 |
| #9 | Woodbury Wealth Management2165 Woodlane Dr Suite 104, Woodbury, MN 55125, USA | 5.0★ | 2 |
| #10 | Edward Jones - Financial Advisor: Tony Lerud670 Commerce Dr STE 100, Woodbury, MN 55125, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Woodbury
Top-rated financial advisor in Woodbury with a perfect 5.0-star rating from 6 reviews.
710 Commerce Dr #150, Woodbury, MN 55125, USA
Solid 4.2-star rating from a handful of Google reviews in Woodbury, MN.
710 Commerce Dr Suite 140, Woodbury, MN 55125, USA
Exceptional 5.0-star rating based on 5 Google reviews from clients.
2042 Wooddale Dr suite 250, Woodbury, MN 55125, USA
A Woodbury financial advisor with a 3.7-star rating from 3 Google reviews.
539 Bielenberg Dr Suite 220, Woodbury, MN 55125, USA
Trusted financial advisor with a perfect 5.0-star rating from a handful of local reviews.
796 Bielenberg Dr Suite 101, Woodbury, MN 55125, USA
Trusted by clients with a flawless 5.0-star rating from 2 Google reviews.
2165 Woodlane Dr Suite 104, Woodbury, MN 55125, USA
Boasting a perfect 5.0-star rating from a handful of Google reviews.
670 Commerce Dr STE 100, Woodbury, MN 55125, USA
Exceptional 5.0-star rating from five Google reviews.
576 Bielenberg Dr #140, Woodbury, MN 55125, USA
5.0 stars from 3 reviews, reflecting exceptional client satisfaction.
2042 Wooddale Dr suite 250, Woodbury, MN 55125, USA
Exceptional 5.0-star rating from a handful of Google reviews.
2155 Woodlane Dr #102, Woodbury, MN 55125, USA
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Financial Advisors in Woodbury, MN — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Jupiter Wealth Planning LLC | 78/100 | 5.0 ★ | 37 |
| 2 | New Horizons Boutique Financial Services LLC | 73/100 | 5.0 ★ | 13 |
| 3 | Tyler Kraus Sanders - Edelman Financial Engines | 69/100 | 5.0 ★ | 6 |
| 4 | Innovative Planning Group | 69/100 | 5.0 ★ | 6 |
| 5 | Waypoint Wealth Group, LLC | 54/100 | 4.2 ★ | 5 |
| 6 | Legacy Asccent Wealth | 68/100 | 5.0 ★ | 5 |
| 7 | Edelman Financial Engines | 44/100 | 3.7 ★ | 3 |
| 8 | Wealth Enhancement Group | 62/100 | 5.0 ★ | 1 |
| 9 | Woodbury Wealth Management | 64/100 | 5.0 ★ | 2 |
| 10 | Edward Jones - Financial Advisor: Tony Lerud | 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 Woodbury
What is a fiduciary financial advisor and why does it matter in Woodbury?
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 Woodbury, 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 Woodbury?
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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