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 | |
|---|---|---|---|---|---|---|---|
| 101 | WHITE PINE CAPITAL LLC | BLOOMINGTON | 108417 | $430.6M | 7 | 2026-03-31 | → |
| 102 | PSC FINANCIAL LLC | BLOOMINGTON | 172054 | $135.1M | 3 | 2026-03-31 | → |
| 103 | TOTAL WEALTH ADVISORS, LLC | HOPKINS | 164633 | $107.2M | 2 | 2026-03-31 | → |
| 104 | BLUESTEM WEALTH PARTNERS, LLC | MINNETONKA | 324489 | $1.12B | 34 | 2026-03-31 | → |
| 105 | ENCORE WEALTH ADVISORS, LLC | MORRIS | 336566 | $121.7M | 4 | 2026-04-30 | → |
| 106 | BOND & DEVICK FINANCIAL NETWORK, INC. | SAINT LOUIS PARK | 283682 | $705.5M | 16 | 2026-03-31 | → |
| 107 | QUANTITATIVE ASSET MANAGEMENT, LLC | MINNETONKA | 143279 | $187.4M | 2 | 2026-03-31 | → |
| 108 | MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. | MONTEVIDEO | 297716 | $198.9M | 2 | 2026-02-28 | → |
| 109 | WINTER & ASSOCIATES, INC. | ST. PAUL | 310349 | $179.7M | 5 | 2026-06-30 | → |
| 110 | ALL TERRAIN FINANCIAL ADVISORS, LLC | COON RAPIDS | 286683 | $379.2M | 4 | 2026-03-31 | → |
| 111 | LPWM LLC | MINNEAPOLIS | 299007 | $464.8M | 6 | 2026-02-28 | → |
| 112 | HIGH NOTE WEALTH, LLC | DEEPHAVEN | 305768 | $683.5M | 8 | 2026-03-31 | → |
| 113 | FELTL ADVISORS, LLC | PLYMOUTH | 165244 | $165.6M | 15 | 2026-03-31 | → |
| 114 | WHITE OAKS WEALTH ADVISORS, INC. | MINNEAPOLIS | 173522 | $618.3M | 5 | 2026-04-30 | → |
| 115 | KNOX AVENUE FINANCIAL CORP. | ST. PAUL | 289094 | $144.7M | 1 | 2026-02-28 | → |
| 116 | THE OAK RIDGE FINANCIAL SERVICES GROUP, INC | GOLDEN VALLEY | 42941 | $668.6M | 57 | 2025-12-31 | → |
| 117 | NORTH COMPASS FINANCIAL ADVISORS, LLC | GRAND RAPIDS | 146626 | $146.0M | 4 | 2026-05-31 | → |
| 118 | TEALWOOD ASSET MANAGEMENT INC | MINNEAPOLIS | 105245 | $365.4M | 7 | 2026-02-28 | → |
| 119 | VAN CLEMENS WEALTH MANAGEMENT, LLC | MINNEAPOLIS | 297362 | $470.4M | 28 | 2026-06-30 | → |
| 120 | SPLIT ROCK PRIVATE TRADING AND WEALTH MANAGEMENT LLC | CLOQUET | 152003 | $356.1M | 6 | 2026-04-30 | → |
| 121 | BIRCHWOOD FINANCIAL PARTNERS, INC. | BLOOMINGTON | 169962 | $853.2M | 15 | 2026-03-31 | → |
| 122 | CORNERSTONE WEALTH ADVISORS, INC. | EDINA | 124947 | $608.7M | 8 | 2026-06-30 | → |
| 123 | DOUGHERTY WEALTH ADVISERS LLC | MINNETONKA | 143138 | $505.4M | 5 | 2026-05-31 | → |
| 124 | NORTHLAND SECURITIES, INC. | MINNEAPOLIS | 40258 | $405.5M | 22 | 2026-06-30 | → |
| 125 | GRADIENT SECURITIES, LLC | ARDEN HILLS | 127701 | $607.9M | 67 | 2026-04-30 | → |
| 126 | IWEALTH FINANCIAL, LLC | WASECA | 329980 | $311.6M | 14 | 2026-03-31 | → |
| 127 | ACCESS FINANCIAL SERVICES, INC. | MINNEAPOLIS | 115361 | $437.8M | 10 | 2026-02-28 | → |
| 128 | PITZL FINANCIAL, LLC | ARDEN HILLS | 171441 | $498.0M | 8 | 2026-02-28 | → |
| 129 | UNDERDOG WEALTH MANAGEMENT, LLC | MAPLE GROVE | 152998 | $111.9M | 2 | 2026-06-30 | → |
| 130 | ROSSJOHNSON & ASSOCIATES, LLC | PLYMOUTH | 297583 | $211.6M | 4 | 2026-03-31 | → |
| 131 | FINANCIAL PERSPECTIVES, INC. | MINNEAPOLIS | 135549 | $1.17B | 14 | 2026-03-31 | → |
| 132 | OAKWOOD CAPITAL, INC. | ST. LOUIS PARK | 112399 | $304.2M | 20 | 2026-05-31 | → |
| 133 | PETROS FAMILY WEALTH, LLC | BLOOMINGTON | 324059 | $341.6M | 9 | 2026-02-28 | → |
| 134 | JONES KERTZ & ASSOCIATES, INC. | BLAINE | 104976 | $239.2M | 4 | 2026-03-31 | → |
| 135 | E-WEALTH PARTNERS, LLC | MINNETONKA | 327053 | $218.7M | 5 | 2026-04-30 | → |
| 136 | ECHO WEALTH MANAGEMENT, LLC | PLYMOUTH | 174136 | $288.2M | 5 | 2026-04-30 | → |
| 137 | NICOLLET INVESTMENT MANAGEMENT, INC. | MINNEAPOLIS | 109401 | $557.4M | 9 | 2026-05-31 | → |
| 138 | SILVEROAK WEALTH MANAGEMENT LLC | EDINA | 110532 | $2.00B | 23 | 2026-03-31 | → |
| 139 | ABENS FINANCIAL SERVICES INC | EDINA | 106604 | $120.1M | 3 | 2026-03-31 | → |
| 140 | GRADIENT INVESTMENTS, LLC | ARDEN HILLS | 141726 | $8.20B | 41 | 2026-06-30 | → |
| 141 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | MINNEAPOLIS | 147384 | $730.4M | 7 | 2026-03-31 | → |
| 142 | MICHAEL TRAXLER WEALTH MANAGEMENT, LLC | NEW PRAGUE | 285427 | $194.7M | 6 | 2026-02-28 | → |
| 143 | GREENBERG GARY LOUIS | EDEN PRAIRIE | 108423 | $141.1M | 1 | 2026-03-31 | → |
| 144 | CEDRUS WEALTH GROUP LLC | ANDOVER | 334995 | $217.8M | 7 | 2026-06-30 | → |
| 145 | GUARDIAN WEALTH ADVISORS, LLC | ST LOUIS PARK | 143254 | $300.2M | 7 | 2026-03-31 | → |
| 146 | GEN FINANCIAL MANAGEMENT INC. | PLYMOUTH | 110179 | $331.8M | 3 | 2026-02-28 | → |
| 147 | STRATEGIC ASSET MANAGEMENT LLC. | ROCHESTER | 306384 | $218.3M | 11 | 2026-01-31 | → |
| 148 | INTELLIGENT FINANCIAL STRATEGIES, LLC | EXCELSIOR | 108048 | $242.0M | 2 | 2026-01-31 | → |
| 149 | FBD ASSET MGMT, LLC | BLOOMINGTON | 307216 | $76.8M | 1 | 2026-03-31 | → |
| 150 | PRIEBE WEALTH HOLDINGS, LLC | MAPLE GROVE | 309628 | $480.8M | 7 | 2025-03-31 | → |
| 151 | AFFIANCE FINANCIAL LLC | ST. LOUIS PARK | 113200 | $1.37B | 25 | 2026-06-30 | → |
| 152 | FFP WEALTH MANAGEMENT, LLC | COON RAPIDS | 300253 | $301.1M | 9 | 2026-05-31 | → |
| 153 | ASCENT ADVISORS LLC | MANKATO | 335353 | $101.0M | 9 | 2026-04-30 | → |
| 154 | BOULEVARD WEALTH MANAGEMENT, INC. | BLOOMINGTON | 164423 | $119.5M | 5 | 2026-04-30 | → |
| 155 | FLOURISH WEALTH MANAGEMENT INC. | EDINA | 170591 | $455.2M | 7 | 2026-05-31 | → |
| 156 | GTS FINANCIAL, LLC | BLOOMINGTON | 310222 | $169.9M | 6 | 2026-03-31 | → |
| 157 | NORTHLAND CAPITAL MANAGEMENT, LLC | VIRGINIA | 146452 | $235.0M | 6 | 2026-02-28 | → |
| 158 | NEPSIS, INC. | MINNEAPOLIS | 141203 | $344.5M | 37 | 2026-02-28 | → |
| 159 | VPWM ADVISORS, LLC | PLYMOUTH | 167886 | $326.6M | 17 | 2026-06-30 | → |
| 160 | FORTRESS FINANCIAL GROUP, LLC | ROCHESTER | 315329 | $352.3M | 10 | 2026-06-30 | → |
| 161 | VALTINSON BRUNER FINANCIAL PLANNING LLC | NEW BRIGHTON | 297866 | $712.0M | 11 | 2026-02-28 | → |
| 162 | STAR CAPITAL INC. | EDINA | 171057 | $143.6M | 6 | 2026-03-31 | → |
| 163 | PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC | MAPLE GROVE | 110372 | $313.7M | 5 | 2026-02-28 | → |
| 164 | KURE ADVISORY, LLC | PLYMOUTH | 311320 | $259.0M | 6 | 2026-03-31 | → |
| 165 | QUARRY HILL ADVISORS, LLC | SAINT PAUL | 288334 | $394.8M | 5 | 2026-01-31 | → |
| 166 | TRAILHEAD PLANNERS, LLC | EDINA | 284610 | $188.4M | 4 | 2026-01-31 | → |
| 167 | GREAT WATERS WEALTH MANAGEMENT | SHOREVIEW | 308215 | $1.24B | 42 | 2026-04-30 | → |
| 168 | MHS ADVISORY SERVICES, LLC | MAPLE GROVE | 174590 | $253.3M | 7 | 2026-03-31 | → |
| 169 | SUMMIT INVESTMENT ADVISORY SERVICES, LLC | ROSEVILLE | 168594 | $745.8M | 11 | 2026-02-28 | → |
| 170 | ABBEY STREET, LLC | EDEN PRAIRIE | 305107 | $375.4M | 13 | 2026-03-31 | → |
| 171 | DEDEKER FINANCIAL, LLC | ST. LOUIS PARK | 325537 | $165.5M | 2 | 2026-04-30 | → |
| 172 | GRADIENT ADVISORS, LLC | ARDEN HILLS | 152665 | $289.3M | 173 | 2026-03-31 | → |
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