Research Report · 2026-06-30
Largest Registered Investment Advisers in Minnesota
Minnesota SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
283
Total AUM
$2.46T
Median AUM
$517.5M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 101 | BIRCHWOOD FINANCIAL PARTNERS, INC. | BLOOMINGTON | 169962 | $853.2M | 15 | 2026-03-31 | → |
| 102 | THE ADVOCATE GROUP, LLC | MINNETONKA | 155270 | $809.9M | 17 | 2026-02-28 | → |
| 103 | SYSTELLIGENCE, LLC | BLOOMINGTON | 283582 | $783.9M | 4 | 2026-03-31 | → |
| 104 | DSG CAPITAL ADVISORS, LLC | EDINA | 332056 | $780.3M | 10 | 2026-03-31 | → |
| 105 | STRONG TOWER ADVISORY SERVICES LLC | MINNEAPOLIS | 315106 | $759.2M | 9 | 2026-02-28 | → |
| 106 | NAVPOINT FINANCIAL, INC. | PRIOR LAKE | 109432 | $752.2M | 7 | 2026-03-31 | → |
| 107 | STEVENS, FOSTER FINANCIAL SERVICES, INC. | BLOOMINGTON | 115752 | $750.4M | 20 | 2026-03-31 | → |
| 108 | SUMMIT INVESTMENT ADVISORY SERVICES, LLC | ROSEVILLE | 168594 | $745.8M | 11 | 2026-02-28 | → |
| 109 | SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | MINNEAPOLIS | 147384 | $730.4M | 7 | 2026-03-31 | → |
| 110 | VALTINSON BRUNER FINANCIAL PLANNING LLC | NEW BRIGHTON | 297866 | $712.0M | 11 | 2026-02-28 | → |
| 111 | THE WEALTH GROUP, LTD | EDEN PRAIRIE | 311385 | $711.0M | 12 | 2026-01-31 | → |
| 112 | LIFELONG WEALTH ADVISORS, INC. | ARDEN HILLS | 331847 | $710.4M | 12 | 2026-03-31 | → |
| 113 | NAVISTA WEALTH MANAGEMENT, INC. | MINNETONKA | 332373 | $709.6M | 11 | 2026-03-31 | → |
| 114 | BOND & DEVICK FINANCIAL NETWORK, INC. | SAINT LOUIS PARK | 283682 | $705.5M | 16 | 2026-03-31 | → |
| 115 | STILLWATER ASSET MANAGEMENT, LLC | STILLWATER | 288535 | $701.4M | 16 | 2026-03-31 | → |
| 116 | 360 FINANCIAL, INC. | WAYZATA | 168600 | $700.5M | 16 | 2026-05-31 | → |
| 117 | HIGH NOTE WEALTH, LLC | DEEPHAVEN | 305768 | $683.5M | 8 | 2026-03-31 | → |
| 118 | BALLAST ADVISORS, LLC | WOODBURY | 285991 | $674.5M | 15 | 2026-03-31 | → |
| 119 | CHERRY TREE WEALTH MANAGEMENT, LLC | MINNETONKA | 151406 | $673.5M | 12 | 2026-03-31 | → |
| 120 | THE OAK RIDGE FINANCIAL SERVICES GROUP, INC | GOLDEN VALLEY | 42941 | $668.6M | 57 | 2025-12-31 | → |
| 121 | SUMMIT CREEK ADVISORS, LLC | MINNEAPOLIS | 135496 | $650.9M | 7 | 2026-03-31 | → |
| 122 | MCGINTY ROAD PARTNERS, LP | MINNETONKA | 290390 | $646.0M | 13 | 2026-04-30 | → |
| 123 | SIGHTLINE PARTNERS LLC | BLOOMINGTON | 162629 | $642.8M | 7 | 2026-06-30 | → |
| 124 | MURPHY POHLAD ASSET MANAGEMENT LLC | EDEN PRAIRIE | 109973 | $639.7M | 7 | 2026-05-31 | → |
| 125 | DEEPWATER ASSET MANAGEMENT, LLC | MINNEAPOLIS | 316507 | $626.7M | 9 | 2026-03-31 | → |
| 126 | WHITE OAKS WEALTH ADVISORS, INC. | MINNEAPOLIS | 173522 | $618.3M | 5 | 2026-04-30 | → |
| 127 | WHEELER RETIREMENT PLANS LLC | DULUTH | 327889 | $618.1M | 2 | 2026-01-31 | → |
| 128 | HIGHMARK WEALTH MANAGEMENT LLC | ST. PAUL | 164790 | $611.7M | 5 | 2026-04-30 | → |
| 129 | CORNERSTONE WEALTH ADVISORS, INC. | EDINA | 124947 | $608.7M | 8 | 2026-06-30 | → |
| 130 | GRADIENT SECURITIES, LLC | ARDEN HILLS | 127701 | $607.9M | 67 | 2026-04-30 | → |
| 131 | MODUS ADVISORS, LLC | EXCELSIOR | 291204 | $601.1M | 8 | 2026-02-28 | → |
| 132 | ACCREDITED INVESTOR SERVICES, LLC | ST. CLOUD | 148821 | $591.0M | 13 | 2026-03-31 | → |
| 133 | GREATER MIDWEST FINANCIAL GROUP, LLC | SAINT PAUL | 324387 | $589.3M | 13 | 2026-03-31 | → |
| 134 | TWELE CAPITAL MANAGEMENT, INC. | MINNETONKA | 130239 | $578.5M | 4 | 2026-01-31 | → |
| 135 | ALLODIUM INVESTMENT CONSULTANTS, LLC | MINNEAPOLIS | 135812 | $576.8M | 12 | 2026-02-28 | → |
| 136 | NORTHERN LAKES CAPITAL, L.P. | MINNEAPOLIS | 315975 | $575.4M | 11 | 2026-03-31 | → |
| 137 | BOYUM WEALTH ARCHITECTS LLC | BLOOMINGTON | 161261 | $564.0M | 15 | 2026-04-30 | → |
| 138 | NICOLLET INVESTMENT MANAGEMENT, INC. | MINNEAPOLIS | 109401 | $557.4M | 9 | 2026-05-31 | → |
| 139 | STILES FINANCIAL SERVICES INCORPORATED | EDINA | 117023 | $548.7M | 12 | 2026-03-31 | → |
| 140 | LEGACY WEALTH ASSET MANAGEMENT, LLC | WOODBURY | 306732 | $546.0M | 14 | 2026-03-31 | → |
| 141 | MINDFUL ASSET PLANNING LLC | APPLE VALLEY | 113965 | $529.5M | 22 | 2026-04-30 | → |
| 142 | BGM WEALTH PARTNERS, LLC | BLOOMINGTON | 110483 | $517.5M | 8 | 2026-01-31 | → |
| 143 | FIAT WEALTH MANAGEMENT LLC | WAYZATA | 318201 | $517.4M | 18 | 2026-06-30 | → |
| 144 | TRUNORTH WEALTH PARTNERS, LLC | ST. PAUL | 284807 | $516.8M | 8 | 2025-01-31 | → |
| 145 | DOUGHERTY WEALTH ADVISERS LLC | MINNETONKA | 143138 | $505.4M | 5 | 2026-05-31 | → |
| 146 | PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC. | WAYZATA | 119436 | $505.0M | 4 | 2026-03-31 | → |
| 147 | PITZL FINANCIAL, LLC | ARDEN HILLS | 171441 | $498.0M | 8 | 2026-02-28 | → |
| 148 | USADVISORS WEALTH MANAGEMENT, LLC | EDEN PRAIRIE | 158108 | $483.3M | 15 | 2026-02-28 | → |
| 149 | PRIEBE WEALTH HOLDINGS, LLC | MAPLE GROVE | 309628 | $480.8M | 7 | 2025-03-31 | → |
| 150 | VAN CLEMENS WEALTH MANAGEMENT, LLC | MINNEAPOLIS | 297362 | $470.4M | 28 | 2026-06-30 | → |
| 151 | SPEECE THORSON CAPITAL GROUP INC | MINNETONKA | 106052 | $469.0M | 4 | 2026-03-31 | → |
| 152 | ACUMEN FINANCIAL ADVISORS, LLC | EDINA | 152748 | $465.2M | 5 | 2026-03-31 | → |
| 153 | LPWM LLC | MINNEAPOLIS | 299007 | $464.8M | 6 | 2026-02-28 | → |
| 154 | VERMILLION WEALTH MANAGEMENT INC. | ROSEMOUNT | 281978 | $459.9M | 5 | 2026-06-30 | → |
| 155 | FLOURISH WEALTH MANAGEMENT INC. | EDINA | 170591 | $455.2M | 7 | 2026-05-31 | → |
| 156 | SBE LLC DBA CEDAR COVE WEALTH PARTNERS | BLOOMINGTON | 336245 | $455.0M | 14 | 2026-06-30 | → |
| 157 | LAUREL WEALTH PLANNING LLC | EDINA | 122035 | $453.6M | 8 | 2026-05-31 | → |
| 158 | ULLAND INVESTMENT ADVISORS, LLC | MINNEAPOLIS | 109610 | $442.9M | 5 | 2026-06-30 | → |
| 159 | ACCESS FINANCIAL SERVICES, INC. | MINNEAPOLIS | 115361 | $437.8M | 10 | 2026-02-28 | → |
| 160 | ALIGN FINANCIAL, LLC | HERMANTOWN | 309238 | $433.7M | 5 | 2026-04-30 | → |
| 161 | WHITE PINE CAPITAL LLC | BLOOMINGTON | 108417 | $430.6M | 7 | 2026-03-31 | → |
| 162 | ADVISORY SOLUTIONS GROUP, LLC | PLYMOUTH | 339919 | $408.4M | 40 | 2026-05-31 | → |
| 163 | NORTHLAND SECURITIES, INC. | MINNEAPOLIS | 40258 | $405.5M | 22 | 2026-06-30 | → |
| 164 | EXCEL FINANCIAL, LLC | RED WING | 145301 | $404.5M | 11 | 2026-05-31 | → |
| 165 | WEBB ADVISORS INCORPORATED | BLOOMINGTON | 106617 | $397.2M | 8 | 2026-03-31 | → |
| 166 | MANN FINANCIAL SERVICES, INC. | DETROIT LAKES | 297878 | $395.5M | 5 | 2026-02-28 | → |
| 167 | QUARRY HILL ADVISORS, LLC | SAINT PAUL | 288334 | $394.8M | 5 | 2026-01-31 | → |
| 168 | C. C. DUNNAVAN & CO., INC. | MINNEAPOLIS | 109058 | $392.7M | 6 | 2026-03-31 | → |
| 169 | DOUGHERTY & ASSOCIATES FINANCIAL ADVISORS, INC. | BUFFALO | 165145 | $382.9M | 9 | 2026-02-28 | → |
| 170 | HUNTER KEITH INDUSTRIES, INC. | WAYZATA | 332688 | $379.3M | 3 | 2025-03-31 | → |
| 171 | ALL TERRAIN FINANCIAL ADVISORS, LLC | COON RAPIDS | 286683 | $379.2M | 4 | 2026-03-31 | → |
| 172 | FREEDOM FINANCIAL PARTNERS LLC | OAKDALE | 327560 | $377.9M | 8 | 2026-02-28 | → |
| 173 | ABBEY STREET, LLC | EDEN PRAIRIE | 305107 | $375.4M | 13 | 2026-03-31 | → |
| 174 | DORVAL CORPORATION | MAPLE GROVE | 309512 | $373.9M | 7 | 2026-02-28 | → |
| 175 | TEALWOOD ASSET MANAGEMENT INC | MINNEAPOLIS | 105245 | $365.4M | 7 | 2026-02-28 | → |
| 176 | INDIA CAPITAL LLC | MINNEAPOLIS | 309034 | $365.3M | 1 | 2026-03-31 | → |
| 177 | CORDIS FINANCIAL, LLC | MINNEAPOLIS | 294766 | $360.7M | 7 | 2026-02-28 | → |
| 178 | CLOVERFIELDS CAPITAL GROUP, LP | MINNEAPOLIS | 306590 | $358.7M | 2 | 2026-03-31 | → |
| 179 | SPLIT ROCK PRIVATE TRADING AND WEALTH MANAGEMENT LLC | CLOQUET | 152003 | $356.1M | 6 | 2026-04-30 | → |
| 180 | FINANCIAL PLANNING NAVIGATORS CORP | MAPLE GROVE | 332831 | $355.1M | 8 | 2026-01-31 | → |
| 181 | FORTRESS FINANCIAL GROUP, LLC | ROCHESTER | 315329 | $352.3M | 10 | 2026-06-30 | → |
| 182 | LARAWAY FINANCIAL ADVISORS, INC. | ST. CLOUD | 114674 | $351.5M | 7 | 2026-02-28 | → |
| 183 | NEPSIS, INC. | MINNEAPOLIS | 141203 | $344.5M | 37 | 2026-02-28 | → |
| 184 | PATHFINDER 360 MANAGEMENTCO, LLC | MINNETONKA | 319211 | $343.8M | 1 | 2026-03-31 | → |
| 185 | PETROS FAMILY WEALTH, LLC | BLOOMINGTON | 324059 | $341.6M | 9 | 2026-02-28 | → |
| 186 | GEN FINANCIAL MANAGEMENT INC. | PLYMOUTH | 110179 | $331.8M | 3 | 2026-02-28 | → |
| 187 | COLLIERS SECURITIES LLC | MINNEAPOLIS | 7477 | $329.6M | 120 | 2026-03-31 | → |
| 188 | VPWM ADVISORS, LLC | PLYMOUTH | 167886 | $326.6M | 17 | 2026-06-30 | → |
| 189 | PACK PRIVATE WEALTH, LLC | WAYZATA | 310523 | $326.2M | 3 | 2026-03-31 | → |
| 190 | LEGACY FINANCIAL ADVISORS CORPORATION | BLOOMINGTON | 115384 | $317.7M | 6 | 2026-02-28 | → |
| 191 | PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC | MAPLE GROVE | 110372 | $313.7M | 5 | 2026-02-28 | → |
| 192 | HUNTER STREET PARTNERS, LP | WAYZATA | 298142 | $313.0M | 9 | 2026-06-30 | → |
| 193 | IWEALTH FINANCIAL, LLC | WASECA | 329980 | $311.6M | 14 | 2026-03-31 | → |
| 194 | VESTMENT FINANCIAL LLC | CHANHASSEN | 168771 | $304.3M | 20 | 2026-06-30 | → |
| 195 | OAKWOOD CAPITAL, INC. | ST. LOUIS PARK | 112399 | $304.2M | 20 | 2026-05-31 | → |
| 196 | FFP WEALTH MANAGEMENT, LLC | COON RAPIDS | 300253 | $301.1M | 9 | 2026-05-31 | → |
| 197 | GUARDIAN WEALTH ADVISORS, LLC | ST LOUIS PARK | 143254 | $300.2M | 7 | 2026-03-31 | → |
| 198 | KP FINANCIAL MANAGEMENT, LLC DBA CAISSA WEALTH STRATEGIES | BLOOMINGTON | 150458 | $297.0M | 10 | 2026-03-31 | → |
| 199 | TRADEMARK FINANCIAL MANAGEMENT, LLC | BLOOMINGTON | 116543 | $293.4M | 5 | 2026-03-31 | → |
| 200 | EPIQ PARTNERS, LLC | MINNEAPOLIS | 165139 | $290.9M | 6 | 2026-05-31 | → |
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