Mike Rogers of 360 Financial lands No. 33 on Forbes’ 2026 Minnesota wealth advisors list

By AI, Created 10:34 AM UTC, May 20, 2026, /AGP/ – 360 Financial President and Founder Mike Rogers was ranked No. 33 in Minnesota on Forbes Best-in-State Wealth Advisors 2026, his third straight year on the list. The recognition highlights the Wayzata firm’s fiduciary model and comes as Forbes and SHOOK Research narrowed 52,043 nominations to 11,302 advisors nationwide.

Why it matters: - Mike Rogers’ third straight Forbes ranking gives 360 Financial another external credential in Minnesota’s competitive wealth-management market. - The No. 33 placement in the Minneapolis Area high-net-worth category reflects a modest step up from No. 37 in each of the prior two years. - The recognition can help reinforce trust with clients who want a fiduciary adviser and a long-term planning approach.

What happened: - 360 Financial said President and Founder Mike Rogers, AIF®, was named to the Forbes Best-in-State Wealth Advisors 2026 list by SHOOK Research. - Rogers ranked No. 33 in Minnesota – Minneapolis Area (High Net Worth) in 2026. - The ranking marked Rogers’ third consecutive appearance on the list. - 360 Financial is based in Wayzata, Minnesota. - The firm highlighted the award in a May 6, 2026 announcement.

The details: - Forbes Best-in-State Wealth Advisors evaluates advisers using qualitative and quantitative criteria, including client retention, industry experience, compliance records and assets under management. - SHOOK Research conducted in-person and telephone due-diligence interviews as part of the selection process. - Portfolio performance is not a factor in the ranking. - Out of 52,043 nominations, 11,302 advisers nationwide received recognition in 2026. - Rogers’ prior rankings were No. 37 in 2025 and No. 37 in 2024. - Rogers said the recognition belongs to clients and the team, and said the firm starts by understanding how people want to live before building a financial plan that supports that vision. - 360 Financial said its LifeWealth system combines investment management, retirement planning, tax coordination, risk management and estate strategy into one plan. - The firm said its approach is aligned with each client’s values and long-term purpose rather than short-term market activity. - 360 Financial said it has served families, professionals, executives and business owners across Minnesota since 1995. - The firm describes itself as a fiduciary and says it operates with transparency while aligned with LPL Financial. - 360 Financial and LPL Financial are separate entities. - Securities are offered through LPL Financial, Member FINRA/SIPC. - Investment advice is offered through 360 Financial, a registered investment advisor and separate entity from LPL Financial. - More information is available in 360 Financial’s award history and the company’s recognition page.

Between the lines: - The ranking is less about returns and more about adviser quality signals that matter to affluent clients, including retention, compliance and assets. - The jump from No. 37 to No. 33 is incremental, but a repeat appearance can matter more than a one-time placement in relationship-driven businesses. - 360 Financial is using the award to emphasize its fiduciary positioning and holistic planning model.

What’s next: - 360 Financial is likely to continue leaning on the Forbes recognition in client marketing and business development. - The firm also highlighted other recent recognition, including Twin Cities Business 2025 Notable Wealth Managers and Minneapolis/St. Paul Business Journal 2025 Best Places to Work. - More firm information is available at 360 Financial’s website and its awards page.

The bottom line: - Mike Rogers’ third straight Forbes honor gives 360 Financial a fresh proof point as it competes for Minnesota wealth-management clients.