Woodbury Financial Services, Inc
Answer a few questions and
get matched with an advisor.
Learn more about Woodbury Financial Services, Inc
Overview
Woodbury Financial Services, Inc is a financial advisory company located in Saint Paul, Minnesota. Woodbury Financial Services, Inc administers $19.3 billion in assets throughout 101,950 client accounts, making it one of the largest investment advisory firms in the nation by assets under management (AUM). It has a very large team, including 1,373 financial advisors. Woodbury Financial Services, Inc does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments such as bonds, stocks and options.
Woodbury Financial Services, Inc manages 91,562 of its accounts on a discretionary basis. Discretionary management is a structure in which a portfolio manager makes buy and sell judgments without requiring client permission. It also administers 10,388 non-discretionary accounts totaling $3.0 billion in assets under management. The advisory firm's typical account size is $189,097. The typical financial advisor at Woodbury Financial Services, Inc manages about 74 client accounts, making it about average in terms of personalization.
The firm's central office is located at 7755 3Rd Street North, Saint Paul, Minnesota 55128. The firm is registered to provide services to clients across 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Woodbury Financial Services, Inc by the Numbers
$19.3 billion
3,002
101,950
$189.1 thousand
Products and Services
Woodbury Financial Services, Inc offers multiple financial services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. In the prior financial year, it provided 1000 of its accounts with financial planning services. Woodbury Financial Services, Inc does sell products or offer services different than investment advice to its clients. Woodbury Financial Services, Inc also has a number of financial industry affiliations, including with a broker-dealer or securities dealer, trust company, insurance company or agency and pension consultant.
Core Advisor Services
-
Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
-
Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
-
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
-
Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
-
Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
-
Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees usually depend on which services the firm provides the client. However, fee types charged by the company can be comprised of any combination of the following fee structures: asset-based, hourly or fixed. The firm does participate in a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company manages money for a broad range of clients. Woodbury Financial Services, Inc caters to retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 101,950 clients, Woodbury Financial Services, Inc's largest client type is retail investors, though it also caters to 7,424 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts reside abroad.
- High-Net-Worth Individuals* - 10.55%
- Other Individuals - 88.41%
- Corporations - 0.77%
- Charitable Organizations - 0.26%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Woodbury Financial Services, Inc does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Woodbury Financial Services, Inc
Jericho, NY
Cameron, WI
Glenwood, IA
Claremont, NH
Saint Paul, MN
Orland Park, IL
Mount Joy, PA
Melville, NY
Green Bay, WI
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.