Nationally recognized. Advice you can trust.

Honored to be recognized as a Forbes Best-in-State Wealth Management Team in 2024

The Wheelock Investment Group has a belief that "wealth" goes beyond money. It includes the blessings of family and the richness of friendship. It's the peace of mind that allows you to focus on the things that you care most about; while the team focuses on you and the family you love. That's why they're so proud to have earned the loyalty of 232 multi-generational families that have been friends and clients for 25 years or more. Perhaps that explains their 99% client retention rate and why small business owners, professionals, executives, athletes, non-profits and the founding families of some of the largest companies in the world have already hired them. Founder Brad Wheelock's accolades include:

Named to Barron’s Top 1,200/Barron's Top 1,000 Financial Advisors for 15 years in a row
2009–2023  

  • Ranked in the top 5 Financial Advisors in Minnesota, 2023
  • Ranked in the top 15 Financial Advisors in Florida, 2022  
  • Ranked #2 Financial Advisor in Minnesota, 2021
  • Ranked #1 Financial Advisor in Minnesota, 2020  
  • Ranked #3 Financial Advisor in Minnesota, 2019
  • Ranked #2 Financial Advisor in Minnesota, 2018
  • Ranked #5 Financial Advisor in Minnesota, 2017, as reprinted in the Wall Street Journal  
  • Ranked #6 Financial Advisor in Minnesota, 2016
  • Ranked #4 Financial Advisor in Minnesota, 2015
  • Ranked #5 Financial Advisor in Minnesota, 2014, 2013
  • Ranked #2 Financial Advisor in Minnesota, 2012, as reprinted in the Star Tribune
  • Ranked #3 Financial Advisor in Minnesota 2011, 2010
  • Ranked #6 Financial Advisor in Minnesota, 2009

Recognized as Forbes Best-In-State Wealth Advisors
2018–2023

  • Ranked #1 Forbes Best-in-State Minnesota, 2023
  • Ranked #2 Forbes Best-in-State Minnesota, 2022
  • Ranked #4 Forbes Best-in-State Minnesota, 2021, 2020, 2019
  • Ranked #3 Forbes Best-in-State Minnesota, 2018

Awarded The Financial Times 400 Top Financial Advisors (FT400)
2013 and 2019

Named to Forbes - America’s Top Wealth Advisors
2016 - 2017

  • 2016 - Published as "America’s Top Wealth Advisors: The Pros Millionaires and Billionaires Trust with Their Money"

One of 50 (with assets over $1 billion) to receive Advisors Hub’s “Advisors to Watch” award
2022, 2023

Recognized by National Association of Board Certified Advisory Practices- Top Wealth Manager
2011 and 2012

Pleased to serve you in St Cloud, MN and Naples, FL

1015 W St. Germain, Suite 400, St Cloud, MN
800 Laurel Oak Dr, Suite 600, Naples FL

Join the quarter-century club

We invite you to learn first-hand what it’s like to have a multigenerational team helping you reach your financial goals. Contact us today to learn more or to schedule a meeting.

Meet the team

Our multi-generational team was carefully formed to include a wide range of backgrounds and specialties so that we can offer our clients recommendations that have been evaluated from multiple perspectives. We invite you to learn more about us, our credentials, and how we work together. 

Latest Insights

Woman walking in varied terrain

An evolving market landscape

We survey the macro factors shaping the global economy, and their implications for portfolio positioning as 2024 unfolds.

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