Skip to main content

Blue Heron Wealth Partners

Blue Heron Wealth Partners uses an individualized financial planning approach.

Financial Services
Explore the company ↓Explore its lists ↓
Headquarters
Bloomington, Minnesota, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
11 to 50Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
51 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does Blue Heron Wealth Partners do?

The firm works with clients to identify their needs and goals and design a plan for them.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

What the business offers

Services & capabilities.

Securities and advisory services

These services are offered through LPL Financial, a Registered Investment Advisor.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

Share your recognition

Embeddable award for your website

BADGE PREVIEWBlue Heron Wealth Partners listed #10 on Financial advisors for healthcare professionals, October 11, 2026Open the published source list.
Blue Heron Wealth Partners

#10 Financial advisors for healthcare professionals

Snapshot: October 11, 2026

Download SVG
View live list ↗

Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 3, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 4, 2026, September 13, 2026, September 15, 2026, September 18, 2026, September 19, 2026, September 20, 2026, September 21, 2026, September 25, 2026, September 27, 2026, September 28, 2026, September 29, 2026 and October 11, 2026. How the company lists are built.

Help keep this profile accurate

Something changed?

Share a correction, your relationship to the company, and supporting sources. Requests are reviewed before changes are published.

Request an update ↗
Find your next account

One company is just the start.

Explore more companies by name, headquarters and business focus.

Explore company profiles →