BALLAST ADVISORS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $674.5M |
| Discretionary | $652.6M97% of AUM |
| Non-Discretionary | $21.9M |
| Client Accounts | 2,582 |
| Avg Account Size | $261K |
| Employees | 15 |
| Peak AUM | $674.5MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $674M | +14.8% | +8.4% | +8.3% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $674.5M |
| Discretionary | $652.6M |
| Employees | 15 |
| Client Accounts | 2582 |
| Client Range | 251-500 |
Contact & Location
Address
683 BIELENBERG DRIVE
WOODBURY MN 55125
Phone
(651) 478-4644
Filing History
23 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesCommissions
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$653M
96.8% of AUM
Non-Discretionary
$22M
3.2% of AUM
Disc. mix ▼ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Banking Institution
Related Entities (Item 7)
Insurance Company