Highlights & Awards
5.0 ★ Google rating, BBB A+ rated, independent SEC-registered RIA, 100% employee-owned ESOP firm managing ~$2.5B in client assets,
Financial Advisor Magazine Top 50 Fastest Growing RIA, and Twin Cities Fast 50 & Best of Plymouth award winner.
Last Updated on December 1, 2025
License
Registered Investment Adviser (RIA) CRD # 308174/SEC#:801-118923
As an independent RIA, Berger Financial Group is regulated by the SEC, upholding fiduciary standards and transparency in client investment management.
Certifications & Professional Affiliations
Berger Financial Group maintains respected licenses, certifications, and professional affiliations that reflect the firm’s commitment to delivering ethical, transparent, and client-focused financial guidance.
Chartered Financial Consultant (ChFC®)
ChFC® Professionals bring advanced training in all areas of financial planning, enabling Berger Financial Group to deliver comprehensive strategies that address complex client needs and long-term goals.
Certified Financial Planner™ (CFP®)
CFP® professionals are certified to deliver comprehensive financial planning, ensuring that clients receive advice guided by rigorous ethical and fiduciary standards.
Accredited Investment Fiduciary (AIF®)
AIF® designees are trained in fiduciary best practices, ensuring investment decisions are consistently made in the best interests of clients.
Certified Public Accountants (CPAs) for integrated tax planning
Some of our financial advisors are licensed accounting professionals who bring specialized knowledge in tax planning, financial reporting, and integrated wealth management strategies.
Certified Retirement Counselor (CRC®)
We are qualified to offer holistic retirement planning advice, specializing in income strategies, investment planning, and ensuring long-term financial security
Certified Divorce Financial Analyst (CDFA®)
Trained to guide BFG clients through the financial complexities of divorce with specialized expertise in asset division, tax implications, and long-term planning.
Enrolled Agents (EA) with the IRS
Federally authorized tax practitioners licensed to represent clients before the IRS, providing trusted expertise in tax strategy and compliance.
Employee Stock Ownership Plan (ESOP) Structure
Since 2018, Berger Financial Group has operated as a 100% employee-owned firm, aligning staff interests with the long-term success of clients.
Better Business Bureau (BBB) A+ Rating
The firm maintains an A+ rating with the BBB, reflecting a strong reputation for integrity, transparency, and trusted client service.
Tiburon Strategic Advisors
BFG has been recognized as one of the established financial advisory firms for its professional stature and operational practices.
National Association of Personal Financial Advisors (NAPFA)
Recognized as part of the country’s leading association of fee-only financial advisors, committed to client-first fiduciary standards.
Financial Planning Association (FPA)
Affiliated with the national professional organization supporting financial planners through education, advocacy, and ethical standards.
Awards & Recognition
Berger Financial Group has been recognized by industry organizations, business publications, and the local community for its longstanding excellence, growth, and trusted client service.
- Star Tribune Top Workplaces in Minnesota – 2025 (#18 Small Companies)
- Financial Advisor Magazine – Top 50 Fastest Growing RIAs (2025, #20)
- Twin Cities Fast 50: Fastest Growing Private Companies (3 consecutive years; 2024 growth at 24.82%)
- Best of Plymouth 2024 Readers’ Choice – Best Financial Services
Reviews & Ratings
Berger Financial Group’s reputation is reflected in its positive ratings, workplace recognition, and long-term client relationships built on trust and integrity.
- Google Reviews – 5/5 ⭐out of 4 Reviews
- Crunchbase HeatScore – 86
- Minnesota Top Workplaces for 2025 – #18/310
- Financial Advisor 2025 RIA Ranking – #20/50
Notable Projects
The firm’s history of growth and innovation is marked by strategic expansions, asset milestones, and initiatives that strengthen its ability to serve clients.
Asset Growth: Managing approximately $2.5 billion in client assets as of 2025
The firm now oversees $2.5 billion in assets, reflecting strong growth and client trust.
Acquired Robert Gordon & Associates, Inc. (Springfield, IL) in 2024
Berger Financial Group completed its largest acquisition to date, expanding its reach and advisory capabilities in Illinois.
Independence Milestone: Transitioned to an independent RIA to better serve clients
BFG transitioned from its prior affiliation to establish independence as a Registered Investment Adviser, reinforcing client-first fiduciary standards.
Employee Ownership: Fully ESOP-owned, aligning staff success with client outcomes
BFG has operated as a 100% employee-owned firm, fostering a culture of accountability and shared success since 2018.
Press Mentions
Celebrating Growth: Berger Financial Group Secures #32 on the 2025 Fast 50 List
(BizJournals, October 23, 2025)
Employee-owned investment management firm Berger Financial Group climbs up the Fast 50 List 14 spots from last year. The Plymouth-based firm ranks No. 32 this year, thanks to a growth rate of 44.12% from 2022 to 2024. Last year, the firm’s revenue topped $21.4 million.
2025 RIA Survey & Ranking: AI Wars
(FA, July 11, 2025)
Berger Financial Group earned the #20 spot in Financial Advisor Magazine’s annual ranking of the fastest-growing RIAs in the nation.
2025 Notable Wealth Managers
(Twin Cities Business, 2025)
Berger Financial Group CEO Nick Asmus has been named one of the “Notable Wealth Managers” for 2025 by Twin Cities Business. This highlights his strong leadership in client-focused financial planning and the firm’s dedication to providing reliable, high-quality advisory services. For clients, this recognition boosts their confidence that their financial strategies are managed by one of the area’s top wealth management leaders.
Star Tribune – 2025 Minnesota Top Workplaces
(The Minnesota Star Tribune, 2025)
Berger Financial Group was ranked #18 among small companies in the Star Tribune’s 2025 Top Workplaces list, which recognized 310 employers across the state. This honor highlights BFG’s strong workplace culture, demonstrating that the advisors who serve them are part of a supportive, trusted, and high-performing team.
Twin Cities Business Journal – 2024 Fast 50
(Medium, October 24, 2024)
Berger Financial Group ranked #46 on the 2024 Fast 50 list, marking its third consecutive year as one of the Twin Cities’ fastest-growing private companies. This consistent growth demonstrates the firm’s stability, scalability, and ability to invest in resources that strengthen long-term financial planning support.
Plymouth Magazine – Best of Plymouth 2024
(Plymouth Mag, June 2024)
Plymouth Magazine recognized Berger Financial Group as the community’s choice for Best Financial Services in the 2024 Best of Plymouth awards. This award reflects local trust and confidence in the firm’s financial guidance.
Berger Financial Group Expands Reach With Acquisition Of Robert Gordon & Associates, Inc. In Springfield, Illinois
(PR Newswire, February 14, 2024)
In February 2024, Berger Financial Group expanded its geographic presence and client advisory services by acquiring Robert Gordon & Associates, Inc. based in Springfield, Illinois. This acquisition, the largest in the company’s history, increased Berger’s assets under management to approximately $2 billion and integrated the acquired team into its employee-owned (ESOP) structure.
SkyView Partners Podcast – How the CEO of a $2 Billion RIA Approaches Buying Other Firms
(Tiburon Advisors, January 30, 2024)
Nick Asmus, CEO of Berger Financial Group, was featured on the SkyView Partners podcast discussing the firm’s approach to acquisitions and integration. For clients, his perspective highlights BFG’s strategic growth mindset and commitment to expanding services that enhance long-term financial planning support.
Authority Magazine – The Future of Money and Banking
(Medium, March 20, 2022)
Mark Berger, CCO and Principal of Berger Financial Group, was featured in an in-depth interview with David Liu on Authority Magazine. In the piece, Berger shared insights on the future of money, banking, and wealth management. This recognition reflects BFG’s thought leadership and ability to anticipate trends that shape long-term financial strategies for clients.
Twin Cities Business Journal – 2023 Fast 50 (#46)
(Tiburon Advisors, October 26, 2023)
In 2023, Berger Financial Group achieved the 46th ranking on the Twin Cities Business Journal’s Fast 50 list, demonstrating a revenue growth of 42.18% from 2020 to 2022. This repeat acknowledgment underscores the firm’s consistent expansion and robust financial momentum, highlighting its capacity to invest in client services and strategic innovation.
Contact Us
The Berger Financial Group team is committed to guiding clients with the expertise and care that has defined the firm for more than four decades. Have questions about how our award-winning advisors can help secure your financial future? Contact Berger Financial Group today to schedule a consultation and take the next step toward lasting confidence.