MN’s Top 20 Wealth Advisers

Here are the top 20 wealth advisers in the state, as identified by Barron’s:

1 Peter Eckerline
Merrill Lynch, Wayzata

2 Christina Boyd
Merrill Lynch, Wayzata

3 David Hess

Wealth Enhancement Group, Plymouth

4 Bill Stevens
Stevens Foster Financial Advisors, Bloomington

5 Theresa Ward
Merrill Lynch, Bloomington

6 Brad Wheelock
RBC Wealth Management, St. Cloud

7 Rob Nelson
Ameriprise Financial, Edina

8 Scott Kauls
Merrill Lynch, Minneapolis

9 Michael Swenson
Merrill Lynch, Wayzata

10 Jason White
Ameriprise Financial, Bloomington

11 Bruce Helmer
Wealth Enhancement Group, Plymouth

12 Jack Elvestrom
Morgan Stanley, St. Paul

13 Mark Johnson
Morgan Stanley, Wayzata

14 Brad Christiansen
UBS Financial Services, Duluth

15 Paul Koch*
Smith Barney, Wayzata

16 James Scheuring
Merrill Lynch, Minneapolis

17 Stephen Porter
Merrill Lynch, St. Paul

18 Jack Swenson
Merrill Lynch, Wayzata

19 Cinda Collins
RBC Wealth Management, Minneapolis

20 Bryan Sweet
Raymond James, Fairmont

* Paul Koch has since changed firms and can be found at UBS Financial Services, Wayzata

About Barron’s Financial Adviser Rankings

Barron’s acquired The Winner’s Circle in September, 2008, and employs two full-time researchers to gather the data behind four adviser rankings per year: Top 100 Advisers, Top 100 Women Advisers, Top 100 Independent Advisers and Top 1,000 Advisers (a state-by-state ranking).

The rankings are the foundation of Barron’s financial-adviser business, which promotes financial adviser best practices through conferences and a subscription-only Web site. Barron’s financial-adviser business is a year-round, industry-wide endeavor. Barron’s is committed to tracking the progress of America’s best advisers and showcasing their best practices in a way that helps raise standards in the industry.

Rankings are based on both quantitative and qualitative criteria, and we evaluate more than 3,000 nominations each year. The research is independent and run with the rigorous editorial standards that characterize Barron’s reporting.
For more information about nominating a financial adviser for the rankings, contact Jennifer Pedone at

For questions about Barron’s financial-adviser business, contact Matt Barthel at