Adam Smith Advisors, LLC

Adam Smith Advisors, LLC (CRD# 151406) is a financial advisory firm headquartered in Minnetonka, MN. They manage $271,186,875 in 196 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    271
    MILLION
  • Total Number of Accounts
    196
    ACCOUNTS
  • Average Account Value
    $1,383,607
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MN, TX

Financial Advisors at Adam Smith Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
John C. O'connor
CRD#: 5067036
301 Carlson Parkway, Suite 103, Minnetonka, MN 55305
96
Wealthminder
score

John O'connor (CRD# 5067036) is an Investment Advisor Representative working at Adam Smith Advisors, LLC in Minnetonka, MN and has over 9 years of experience in the finance industry.

2
Douglas L. Forsberg
CRD#: 211410
301 Carlson Parkway, Suite 103, Minnetonka, MN 55305
93
Wealthminder
score

Douglas Forsberg (CRD# 211410) is an Investment Advisor Representative working at Adam Smith Advisors, LLC in Minnetonka, MN and has over 21 years of experience in the finance industry.

3
Janet G. Pollish
CRD#: 4672197
301 Carlson Parkway, Suite 103, Minnetonka, MN 55305
93
Wealthminder
score

Janet Pollish (CRD# 4672197) is an Investment Advisor Representative working at Adam Smith Advisors, LLC in Minnetonka, MN and has over 13 years of experience in the finance industry.

4
Kathleen E. Tranovich
CRD#: 6273055
301 Carlson Parkway, Suite 103, Minnetonka, MN 55305
93
Wealthminder
score

Kathleen Tranovich (CRD# 6273055) is an Investment Advisor Representative working at Adam Smith Advisors, LLC in Minnetonka, MN and has over 8 years of experience in the finance industry.

5
Chelsea K. Tufte
CRD#: 6455548
301 Carlson Parkway, Suite 103, Minnetonka, MN 55305
88
Wealthminder
score

Chelsea Tufte (CRD# 6455548) is an Investment Advisor Representative working at Adam Smith Advisors, LLC in Minnetonka, MN and has 1 year of experience in the finance industry.

6
Kevin J. O'connor
CRD#: 4447466
301 Carlson Parkway, Suite 103, Minnetonka, MN 55305
87
Wealthminder
score

Kevin O'connor (CRD# 4447466) is an Investment Advisor Representative working at Adam Smith Advisors, LLC in Minnetonka, MN and has 1 year of experience in the finance industry.

7
Anton J. Christianson
CRD#: 1305752
301 Carlson Parkway, Suite 103, Minnetonka, MN 55305
61
Wealthminder
score

Anton Christianson (CRD# 1305752) is an Investment Advisor Representative working at Adam Smith Advisors, LLC in Minnetonka, MN and has over 14 years of experience in the finance industry.

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