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 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 22 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 9 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 over 2 years 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 15 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.