GRADIENT ADVISORS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $289.3M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $289.3M |
| Client Accounts | 2,152 |
| Avg Account Size | $134K |
| Employees | 173 |
| Peak AUM | $289.3MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $289M | +32.3% | +17.8% | +19.1% | |
| Non-Disc. AUM | $289M | ||||
Key Metrics
| Total AUM | $289.3M |
| Discretionary | $0 |
| Employees | 173 |
| Client Accounts | 2152 |
| Client Range | 51-100 |
Contact & Location
Address
4105 LEXINGTON AVENUE N.
ARDEN HILLS MN 55126
Phone
877-885-0508
Filing History
103 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$0
0.0% of AUM
Non-Discretionary
$289M
100.0% 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
Corporations
Risk & Structure
Regulatory Disclosures
⚠ Disclosures Reportedfirst noted Dec 2009
•Investment adviser bar/suspension
Related Entities (Item 7)
Broker-DealerInvestment AdviserInsurance CompanyPension Consultant