Adam Smith Advisors, LLC

Adam Smith Advisors, LLC (CRD# 151406) is a financial advisory firm headquartered in Minnetonka, MN. They manage $313,259,499 in 590 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    313
    MILLION
  • Total Number of Accounts
    590
    ACCOUNTS
  • Average Account Value
    $530,948
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.

AZ, CA, FL, MN, TX

Financial Advisors at Adam Smith Advisors, LLC
Showing 1 - 8 of 8 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 10 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 23 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 14 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 10 years of experience in the finance industry.

5
Conner G. Kolodge
CRD#: 5873489
301 Carlson Parkway, Suite 103, Minnetonka, MN 55305
91
Wealthminder
score

Conner Kolodge (CRD# 5873489) is an Investment Advisor Representative working at Adam Smith Advisors, LLC in Minnetonka, MN and has 1 year of experience in the finance industry. Conner Kolodge has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Chelsea K. Tufte
CRD#: 6455548
301 Carlson Parkway, Suite 103, Minnetonka, MN 55305
89
Wealthminder
score

Chelsea Tufte (CRD# 6455548) is an Investment Advisor Representative working at Adam Smith Advisors, LLC in Minnetonka, MN and has over 3 years of experience in the finance industry.

7
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.

8
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 16 years of experience in the finance industry.

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