Research Report · 2026-06-30
Institutional Registered Investment Advisers in Minnesota
SEC-registered investment advisers in Minnesota ranked by reported institutional client assets.
Firms
172
Total AUM
$1.96T
Median AUM
$645.3M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 1 | U.S. BANCORP ASSET MANAGEMENT, INC. | MINNEAPOLIS | 111912 | $427.48B | 322 | 2026-03-31 | → |
| 2 | GALLIARD CAPITAL MANAGEMENT, LLC | MINNEAPOLIS | 106487 | $80.27B | 89 | 2026-03-31 | → |
| 3 | SECURIAN ASSET MANAGEMENT, INC. | ST PAUL | 109905 | $41.56B | 70 | 2026-03-31 | → |
| 4 | RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. | MINNEAPOLIS | 107173 | $104.49B | 212 | 2026-05-31 | → |
| 5 | ADVANCED CAPITAL GROUP, INC. | MINNEAPOLIS | 109673 | $29.99B | 22 | 2026-03-31 | → |
| 6 | AMERIPRISE FINANCIAL SERVICES, LLC | MINNEAPOLIS | 6363 | $660.47B | 14,056 | 2026-06-30 | → |
| 7 | DEVENIR INVESTMENT ADVISORS, LLC | BLOOMINGTON | 132824 | $12.99B | 11 | 2026-03-31 | → |
| 8 | SIT FIXED INCOME ADVISORS II, LLC | MINNEAPOLIS | 108271 | $14.97B | 73 | 2026-06-30 | → |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | PLYMOUTH | 116407 | $122.19B | 1,700 | 2026-06-30 | → |
| 10 | INTELLICENTS INVESTMENT SOLUTIONS INC | ALBERT LEA | 107498 | $9.92B | 80 | 2026-06-30 | → |
| 11 | HAYS FINANCIAL GROUP, LLC | MINNEAPOLIS | 306877 | $7.45B | 12 | 2026-03-31 | → |
| 12 | NORTHCREST ASSET MANAGEMENT LLC | PLYMOUTH | 300366 | $4.33B | 12 | 2026-03-31 | → |
| 13 | EHLERS INVESTMENT PARTNERS, LLC | MINNEAPOLIS | 146385 | $3.17B | 13 | 2025-09-30 | → |
| 14 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | MINNEAPOLIS | 38357 | $14.43B | 158 | 2026-03-31 | → |
| 15 | BPS CAPITAL MANAGEMENT, INC. | BLOOMINGTON | 120006 | $3.10B | 5 | 2026-01-31 | → |
| 16 | WINSLOW CAPITAL MANAGEMENT LLC | MINNEAPOLIS | 106940 | $28.66B | 37 | 2026-03-31 | → |
| 17 | STAIRWAY PARTNERS, LLC | MINNEAPOLIS | 133157 | $2.36B | 5 | 2026-01-31 | → |
| 18 | DISCIPLINED GROWTH INVESTORS INC | MINNEAPOLIS | 106746 | $5.48B | 21 | 2026-03-31 | → |
| 19 | PEREGRINE CAPITAL MANAGEMENT, LLC | MINNEAPOLIS | 110052 | $4.07B | 28 | 2026-03-31 | → |
| 20 | NEXT CENTURY GROWTH INVESTORS LLC | PLYMOUTH | 108978 | $1.52B | 9 | 2026-03-31 | → |
| 21 | PIPER SANDLER & CO. | MINNEAPOLIS | 665 | $1.28B | 1,402 | 2026-03-31 | → |
| 22 | THRIVENT FINANCIAL FOR LUTHERANS | MINNEAPOLIS | 115785 | $128.73B | 4,220 | 2026-06-30 | → |
| 23 | FIDUCIARY COUNSELLING INC | ST PAUL | 104753 | $10.06B | 87 | 2026-03-31 | → |
| 24 | BLACK LAKE INVESTMENTS LLC | WAYZATA | 334605 | $1.19B | 5 | 2026-04-30 | → |
| 25 | RIVERBRIDGE PARTNERS LLC | MINNEAPOLIS | 108074 | $5.03B | 46 | 2026-03-31 | → |
| 26 | MAIRS AND POWER INC | ST. PAUL | 110351 | $12.14B | 60 | 2026-04-30 | → |
| 27 | SIT INVESTMENT ASSOCIATES, INC | MINNEAPOLIS | 105725 | $3.54B | 73 | 2026-06-30 | → |
| 28 | COMPASS CAPITAL MANAGEMENT INC | MINNEAPOLIS | 107823 | $2.56B | 20 | 2026-03-31 | → |
| 29 | STONEBRIDGE CAPITAL ADVISORS LLC | ST. PAUL | 111447 | $2.52B | 31 | 2026-03-31 | → |
| 30 | SUMMIT CREEK ADVISORS, LLC | MINNEAPOLIS | 135496 | $650.9M | 7 | 2026-03-31 | → |
| 31 | U.S. BANCORP INVESTMENTS, INC. | SAINT PAUL | 17868 | $22.94B | 2,148 | 2026-03-31 | → |
| 32 | MARKS GROUP WEALTH MANAGEMENT, INC. | MINNETONKA | 148679 | $2.02B | 14 | 2026-03-31 | → |
| 33 | TWELE CAPITAL MANAGEMENT, INC. | MINNETONKA | 130239 | $578.5M | 4 | 2026-01-31 | → |
| 34 | WHEELER RETIREMENT PLANS LLC | DULUTH | 327889 | $618.1M | 2 | 2026-01-31 | → |
| 35 | THRIVENT INVESTMENT MANAGEMENT INC. | MINNEAPOLIS | 18387 | $20.77B | 3,901 | 2026-04-30 | → |
| 36 | TRADITION WEALTH MANAGEMENT LLC | EDINA | 128314 | $2.60B | 32 | 2026-06-30 | → |
| 37 | MURRAY FINANCIAL GROUP, LLC | ALBERT LEA | 157626 | $1.55B | 17 | 2026-02-28 | → |
| 38 | CARLSON CAPITAL MANAGEMENT, LLC | NORTHFIELD | 281544 | $3.81B | 78 | 2025-03-31 | → |
| 39 | CAPITAL MANAGEMENT ASSOCIATES INC | MINNEAPOLIS | 105010 | $1.88B | 17 | 2026-03-31 | → |
| 40 | PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC. | WAYZATA | 119436 | $505.0M | 4 | 2026-03-31 | → |
| 41 | THE LEUTHOLD GROUP, LLC | MINNEAPOLIS | 105826 | $1.17B | 17 | 2026-03-31 | → |
| 42 | ASYMMETRIC CAPITAL MANAGEMENT, LLC. | WAYZATA | 285739 | $231.2M | 0 | 2026-03-31 | → |
| 43 | SPEECE THORSON CAPITAL GROUP INC | MINNETONKA | 106052 | $469.0M | 4 | 2026-03-31 | → |
| 44 | ASA MANAGED ACCOUNT MANAGERS LLC | MINNEAPOLIS | 162855 | $1.12B | 1 | 2026-06-30 | → |
| 45 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | EDINA | 117962 | $2.03B | 34 | 2026-04-30 | → |
| 46 | ALL STAR FINANCIAL LLC | MINNEAPOLIS | 323765 | $881.7M | 14 | 2026-02-28 | → |
| 47 | STRONG TOWER ADVISORY SERVICES LLC | MINNEAPOLIS | 315106 | $759.2M | 9 | 2026-02-28 | → |
| 48 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | MINNEAPOLIS | 330050 | $1.07B | 14 | 2026-06-30 | → |
| 49 | DGV SOLUTIONS LP | MINNETONKA | 174379 | $944.4M | 6 | 2026-03-31 | → |
| 50 | CASTLELAKE, L.P. | MINNEAPOLIS | 145165 | $35.29B | 251 | 2026-03-31 | → |
| 51 | MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC | WAYZATA | 129963 | $1.10B | 9 | 2026-03-31 | → |
| 52 | THRIVENT ADVISOR NETWORK, LLC | MINNEAPOLIS | 304569 | $6.84B | 119 | 2026-06-30 | → |
| 53 | NORTHROCK PARTNERS, LLC | MINNEAPOLIS | 167908 | $12.19B | 233 | 2026-03-31 | → |
| 54 | FOCUS FINANCIAL NETWORK, INC. | MINNEAPOLIS | 116140 | $6.82B | 189 | 2026-03-31 | → |
| 55 | EXCEL FINANCIAL, LLC | RED WING | 145301 | $404.5M | 11 | 2026-05-31 | → |
| 56 | NORTH AMERICAN WEALTH ADVISORS INC. | JORDAN | 297057 | $237.3M | 3 | 2026-03-31 | → |
| 57 | U.S. BANCORP ADVISORS, LLC | SAINT PAUL | 14455 | $1.80B | 379 | 2026-03-31 | → |
| 58 | 360 FINANCIAL, INC. | WAYZATA | 168600 | $700.5M | 16 | 2026-05-31 | → |
| 59 | WACKER & ASSOCIATES, INC. | JACKSON | 159879 | $180.2M | 4 | 2026-04-30 | → |
| 60 | BOYUM WEALTH ARCHITECTS LLC | BLOOMINGTON | 161261 | $564.0M | 15 | 2026-04-30 | → |
| 61 | ALLODIUM INVESTMENT CONSULTANTS, LLC | MINNEAPOLIS | 135812 | $576.8M | 12 | 2026-02-28 | → |
| 62 | PALISADE ASSET MANAGEMENT, LLC | MINNEAPOLIS | 136089 | $1.27B | 10 | 2026-03-31 | → |
| 63 | REDHAWK WEALTH ADVISORS, INC. | MINNEAPOLIS | 146616 | $1.46B | 55 | 2026-06-30 | → |
| 64 | TRUNORTH WEALTH PARTNERS, LLC | ST. PAUL | 284807 | $516.8M | 8 | 2025-01-31 | → |
| 65 | LARAWAY FINANCIAL ADVISORS, INC. | ST. CLOUD | 114674 | $351.5M | 7 | 2026-02-28 | → |
| 66 | C. C. DUNNAVAN & CO., INC. | MINNEAPOLIS | 109058 | $392.7M | 6 | 2026-03-31 | → |
| 67 | RYAN & HOPPE INVESTMENT MANAGEMENT, LLC | AITKIN | 323255 | $230.7M | 6 | 2025-07-31 | → |
| 68 | MARQUETTE ASSET MANAGEMENT, LLC | MINNEAPOLIS | 282482 | $871.6M | 7 | 2026-03-31 | → |
| 69 | EFS ADVISORS LLC | CAMBRIDGE | 115211 | $2.40B | 59 | 2026-03-31 | → |
| 70 | TONKA CAPITAL PARTNERS, LLC | MINNETONKA | 298336 | $139.8M | 3 | 2026-05-31 | → |
| 71 | MANN FINANCIAL SERVICES, INC. | DETROIT LAKES | 297878 | $395.5M | 5 | 2026-02-28 | → |
| 72 | STILES FINANCIAL SERVICES INCORPORATED | EDINA | 117023 | $548.7M | 12 | 2026-03-31 | → |
| 73 | CLOVERFIELDS CAPITAL GROUP, LP | MINNEAPOLIS | 306590 | $358.7M | 2 | 2026-03-31 | → |
| 74 | DSG CAPITAL ADVISORS, LLC | EDINA | 332056 | $780.3M | 10 | 2026-03-31 | → |
| 75 | GREATER MIDWEST FINANCIAL GROUP, LLC | SAINT PAUL | 324387 | $589.3M | 13 | 2026-03-31 | → |
| 76 | RUNNING OAK CAPITAL LLC | EDINA | 286656 | $874.7M | 2 | 2026-05-31 | → |
| 77 | COLLIERS SECURITIES LLC | MINNEAPOLIS | 7477 | $329.6M | 120 | 2026-03-31 | → |
| 78 | ACCREDITED INVESTOR SERVICES, LLC | ST. CLOUD | 148821 | $591.0M | 13 | 2026-03-31 | → |
| 79 | OKABENA INVESTMENT SERVICES INC | MINNEAPOLIS | 111162 | $2.12B | 18 | 2026-03-31 | → |
| 80 | BOULAY FINANCIAL ADVISORS, LLC | EDEN PRAIRIE | 111334 | $2.42B | 44 | 2025-08-31 | → |
| 81 | CAHILL FINANCIAL ADVISORS, INC. | EDINA | 109890 | $1.77B | 22 | 2026-03-31 | → |
| 82 | CHERRY TREE WEALTH MANAGEMENT, LLC | MINNETONKA | 151406 | $673.5M | 12 | 2026-03-31 | → |
| 83 | NAVISTA WEALTH MANAGEMENT, INC. | MINNETONKA | 332373 | $709.6M | 11 | 2026-03-31 | → |
| 84 | FIRST LIGHT ASSET MANAGEMENT, LLC | EDINA | 168899 | $1.41B | 14 | 2026-03-31 | → |
| 85 | MIDWEST FINANCIAL PARTNERS INVESTMENTS, INC. | ST. CLOUD | 173790 | $1.52B | 30 | 2026-02-28 | → |
| 86 | JNBA FINANCIAL ADVISORS, LLC | BLOOMINGTON | 106550 | $2.01B | 36 | 2026-03-31 | → |
| 87 | GS INVESTMENTS, INC. | EAGAN | 107782 | $276.6M | 4 | 2026-03-31 | → |
| 88 | GUARDIAN WEALTH STRATEGIES, LLC | MINNEAPOLS | 167485 | $1.14B | 11 | 2026-02-28 | → |
| 89 | THOMAS LEO ADVISORY, LLC | MINNEAPOLIS | 159271 | $192.7M | 2 | 2026-03-31 | → |
| 90 | CONTEGO CAPITAL GROUP, INC. | EDINA | 128518 | $88.0M | 8 | 2026-04-30 | → |
| 91 | THE ADVOCATE GROUP, LLC | MINNETONKA | 155270 | $809.9M | 17 | 2026-02-28 | → |
| 92 | ACCREDITED INVESTORS INC | EDINA | 105439 | $4.41B | 53 | 2026-03-31 | → |
| 93 | STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC | EDEN PRAIRIE | 284430 | $1.54B | 23 | 2026-06-30 | → |
| 94 | MURPHY POHLAD ASSET MANAGEMENT LLC | EDEN PRAIRIE | 109973 | $639.7M | 7 | 2026-05-31 | → |
| 95 | FINANCIAL PLANNING NAVIGATORS CORP | MAPLE GROVE | 332831 | $355.1M | 8 | 2026-01-31 | → |
| 96 | PERKINS CAPITAL MANAGEMENT INC | WAYZATA | 105028 | $139.0M | 9 | 2026-03-31 | → |
| 97 | BALLAST ADVISORS, LLC | WOODBURY | 285991 | $674.5M | 15 | 2026-03-31 | → |
| 98 | BERGER FINANCIAL GROUP, INC. | PLYMOUTH | 308174 | $2.95B | 89 | 2026-03-31 | → |
| 99 | ADVISORNET FINANCIAL, INC. | MINNETONKA | 113074 | $3.15B | 131 | 2026-03-31 | → |
| 100 | BEARING POINT CAPITAL, LLC | RICHFIELD | 332023 | $1.11B | 7 | 2026-04-30 | → |
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