Registered investment advisers in Minnesota

AUM: $660.5B
Per adviser: $52M
Advisers: 12,681

U.S. Bancorp Asset Management, INC.

Minneapolis, MN · Est. 2001

AUM: $427.5B
Per adviser: $6.9B
Advisers: 62

No reported disclosures

Garda Capital Partners

Wayzata, MN · Est. 2016

AUM: $207.1B
Per adviser: $3.0B
Advisers: 70

No reported disclosures

Thrivent Financial For Lutherans

Minneapolis, MN · Est. 2001

AUM: $128.7B
Per adviser: $831M
Advisers: 155

Wealth Enhancement Advisory Services, LLC

Plymouth, MN · Est. 2001

AUM: $122.2B
Per adviser: $144M
Advisers: 850

No reported disclosures

Rbc Global Asset Management (U.S.) INC.

Minneapolis, MN · Est. 1983

AUM: $104.5B
Per adviser: $2.8B
Advisers: 37

No reported disclosures

Galliard Capital Management

Minneapolis, MN · Est. 1995

AUM: $80.3B
Per adviser: $4.0B
Advisers: 20

No reported disclosures

Walleye Capital LLC

Wayzata, MN · Est. 2018

AUM: $52.1B
Per adviser: $378M
Advisers: 138

Thrivent Asset Management, LLC

Minneapolis, MN · Est. 2005

AUM: $48.0B
Per adviser: $310M
Advisers: 155

No reported disclosures

Pine River Capital Management L.P.

Minnetonka, MN · Est. 2006

AUM: $46.9B
Per adviser: $3.3B
Advisers: 14

No reported disclosures

Securian Asset Management, INC.

St Paul, MN · Est. 1994

AUM: $41.6B
Per adviser: $1.2B
Advisers: 34

No reported disclosures

Castlelake, L.P.

Minneapolis, MN · Est. 2011

AUM: $35.3B
Per adviser: $360M
Advisers: 98

No reported disclosures

Advanced Capital Group

Minneapolis, MN · Est. 2006

AUM: $30.0B
Per adviser: $2.7B
Advisers: 11

No reported disclosures

Winslow Capital Management LLC

Minneapolis, MN · Est. 1992

AUM: $28.7B
Per adviser: $1.5B
Advisers: 19

No reported disclosures

Thrivent Private Investments

Minneapolis, MN · Est. 2025

AUM: $22.8B
Per adviser: $949M
Advisers: 24

No reported disclosures

Thrivent Investment Management INC.

Minneapolis, MN · Est. 1987

AUM: $20.8B
Per adviser: $7M
Advisers: 2,963

Allianz Investment Management LLC

Minneapolis, MN · Est. 2001

AUM: $19.1B
Per adviser: $2.7B
Advisers: 7

No reported disclosures

Ab Carval Investors, LP

Minneapolis, MN · Est. 2010

AUM: $18.4B
Per adviser: $249M
Advisers: 74

No reported disclosures

Whitebox Advisors LLC

Minneapolis, MN · Est. 2006

AUM: $15.7B
Per adviser: $450M
Advisers: 35

Sit Fixed Income Advisors II, LLC

Minneapolis, MN · Est. 1998

AUM: $15.0B
Per adviser: $428M
Advisers: 35

No reported disclosures

Cliftonlarsonallen Wealth Advisors, LLC

Minneapolis, MN · Est. 2000

AUM: $14.4B
Per adviser: $178M
Advisers: 81

No reported disclosures

Devenir Investment Advisors, LLC

Bloomington, MN · Est. 2008

AUM: $13.0B
Per adviser: $4.3B
Advisers: 3

No reported disclosures

Northrock Partners, LLC

Minneapolis, MN · Est. 2013

AUM: $12.2B
Per adviser: $134M
Advisers: 91

No reported disclosures

Mairs & Power

St. Paul, MN · Est. 1961

AUM: $12.1B
Per adviser: $486M
Advisers: 25

No reported disclosures

Fiduciary Counselling INC

St Paul, MN · Est. 1966

AUM: $10.1B
Per adviser: $559M
Advisers: 18

No reported disclosures

Intellicents Investment Solutions INC

Albert Lea, MN · Est. 1996

AUM: $9.9B
Per adviser: $207M
Advisers: 48

No reported disclosures

Gradient Investments, LLC

Arden Hills, MN · Est. 2009

AUM: $8.2B
Per adviser: $547M
Advisers: 15

Hays Financial Group, LLC

Minneapolis, MN · Est. 2021

AUM: $7.5B
Per adviser: $1.2B
Advisers: 6

No reported disclosures

Carval Clo Management LLC

Minneapolis, MN · Est. 2024

AUM: $7.3B
Per adviser: $7.3B
Advisers: 1

No reported disclosures

Thrivent Advisor Network, LLC

Minneapolis, MN · Est. 2019

AUM: $6.8B
Per adviser: $57M
Advisers: 119

No reported disclosures

Focus Financial

Minneapolis, MN · Est. 2010

AUM: $6.8B
Per adviser: $60M
Advisers: 114

Disciplined Growth Investors INC

Minneapolis, MN · Est. 1996

AUM: $5.5B
Per adviser: $548M
Advisers: 10

No reported disclosures

Riverbridge

Minneapolis, MN · Est. 2000

AUM: $5.0B
Per adviser: $219M
Advisers: 23

No reported disclosures

Clearwater Management Co., INC.

St Paul, MN · Est. 1987

AUM: $4.7B
Per adviser: $4.7B
Advisers: 1

No reported disclosures

Accredited Investors Wealth Management

Edina, MN · Est. 1989

AUM: $4.4B
Per adviser: $1.1B
Advisers: 4

No reported disclosures

Northcrest Asset Management

Plymouth, MN · Est. 2021

AUM: $4.3B
Per adviser: $721M
Advisers: 6

No reported disclosures

Peregrine Capital Management, LLC

Minneapolis, MN · Est. 1984

AUM: $4.1B
Per adviser: $370M
Advisers: 11

No reported disclosures

Norwest Capital Advisors, LLC

Minneapolis, MN · Est. 2023

AUM: $3.8B
Per adviser: $137M
Advisers: 28

No reported disclosures

Proterra Investment Partners LP

Minneapolis, MN · Est. 2015

AUM: $3.7B
Per adviser: $93M
Advisers: 40

No reported disclosures

Sit Investment Associates, INC

Minneapolis, MN · Est. 1981

AUM: $3.5B
Per adviser: $101M
Advisers: 35

No reported disclosures

Ehlers

Minneapolis, MN · Est. 2009

AUM: $3.2B
Per adviser: $635M
Advisers: 5

No reported disclosures

Advisornet Wealth Partners

Minnetonka, MN · Est. 2012

AUM: $3.1B
Per adviser: $46M
Advisers: 68

Bps Capital Management, INC.

Bloomington, MN · Est. 2002

AUM: $3.1B
Per adviser: $1.0B
Advisers: 3

No reported disclosures

Berger Financial Group

Plymouth, MN · Est. 2020

AUM: $2.9B
Per adviser: $52M
Advisers: 57

No reported disclosures

Tradition Wealth Management LLC

Edina, MN · Est. 2004

AUM: $2.6B
Per adviser: $87M
Advisers: 30

No reported disclosures

Arthur Ventures

Minneapolis, MN · Est. 2023

AUM: $2.6B
Per adviser: $135M
Advisers: 19

No reported disclosures

Compass Capital Management INC

Minneapolis, MN · Est. 1988

AUM: $2.6B
Per adviser: $256M
Advisers: 10

No reported disclosures

Locorr Fund Management, LLC

Excelsior, MN · Est. 2011

AUM: $2.5B
Per adviser: $361M
Advisers: 7

No reported disclosures

Stonebridge Capital Advisors LLC

St. Paul, MN · Est. 1997

AUM: $2.5B
Per adviser: $194M
Advisers: 13

No reported disclosures

Boulay Wealth

Eden Prairie, MN · Est. 2001

AUM: $2.4B
Per adviser: $76M
Advisers: 32

No reported disclosures

Efs Advisors

Cambridge, MN · Est. 2004

AUM: $2.4B
Per adviser: $46M
Advisers: 52

Stairway Partners, LLC

Minneapolis, MN · Est. 2004

AUM: $2.4B
Per adviser: $590M
Advisers: 4

No reported disclosures

Okabena Investment Services INC

Minneapolis, MN · Est. 1994

AUM: $2.1B
Per adviser: $265M
Advisers: 8

No reported disclosures

Punch & Associates Investment Management, INC.

Edina, MN · Est. 2002

AUM: $2.0B
Per adviser: $113M
Advisers: 18

No reported disclosures

Marks Group Wealth Management, INC.

Minnetonka, MN · Est. 2008

AUM: $2.0B
Per adviser: $224M
Advisers: 9

No reported disclosures

Jnba Financial Advisors, LLC

Bloomington, MN · Est. 1984

AUM: $2.0B
Per adviser: $65M
Advisers: 31

No reported disclosures

Silveroak Wealth Management LLC

Edina, MN · Est. 2001

AUM: $2.0B
Per adviser: $250M
Advisers: 8

No reported disclosures

Granite Partners

St. Cloud, MN · Est. 2012

AUM: $1.9B
Per adviser: $210M
Advisers: 9

No reported disclosures

Capital Management Associates INC

Minneapolis, MN · Est. 1990

AUM: $1.9B
Per adviser: $111M
Advisers: 17

No reported disclosures

U.S. Bancorp Advisors, LLC

Saint Paul, MN · Est. 2009

AUM: $1.8B
Per adviser: $13M
Advisers: 141

Cahill Financial Advisors, INC.

Edina, MN · Est. 1983

AUM: $1.8B
Per adviser: $148M
Advisers: 12

No reported disclosures

Yukon Partners Management, L.L.C.

Minneapolis, MN · Est. 2012

AUM: $1.8B
Per adviser: $110M
Advisers: 16

No reported disclosures

Isc Financial Advisors

Albert Lea, MN · Est. 2011

AUM: $1.6B
Per adviser: $155M
Advisers: 10

No reported disclosures

Strategic Wealth Group

Eden Prairie, MN · Est. 2016

AUM: $1.5B
Per adviser: $67M
Advisers: 23

No reported disclosures

Next Century Growth Investors LLC

Plymouth, MN · Est. 1998

AUM: $1.5B
Per adviser: $304M
Advisers: 5

No reported disclosures

Midwest Financial Partners

St. Cloud, MN · Est. 2014

AUM: $1.5B
Per adviser: $168M
Advisers: 9

No reported disclosures

Excelsior Renewable Energy Management Company LP

Excelsior, MN · Est. 2021

AUM: $1.5B
Per adviser: $125M
Advisers: 12

No reported disclosures

Pine Grove Financial Group

Woodbury, MN · Est. 2020

AUM: $1.5B
Per adviser: $107M
Advisers: 14

No reported disclosures

Redhawk Wealth Advisors, INC.

Minneapolis, MN · Est. 2008

AUM: $1.5B
Per adviser: $31M
Advisers: 47

No reported disclosures

O'Brien-Staley Partners

Edina, MN · Est. 2014

AUM: $1.4B
Per adviser: $95M
Advisers: 15

No reported disclosures

First Light Asset Management, LLC

Edina, MN · Est. 2013

AUM: $1.4B
Per adviser: $201M
Advisers: 7

No reported disclosures

Affiance Financial LLC

St. Louis Park, MN · Est. 2013

AUM: $1.4B
Per adviser: $125M
Advisers: 11

No reported disclosures

Rice Park Capital

Plymouth, MN · Est. 2022

AUM: $1.4B
Per adviser: $274M
Advisers: 5

No reported disclosures

Ttcp Management Services, LLC

Bloomington, MN · Est. 2014

AUM: $1.3B
Per adviser: $257M
Advisers: 5

No reported disclosures

Piper Sandler & Co.

Minneapolis, MN · Est. 2016

AUM: $1.3B
Per adviser: $41M
Advisers: 31

No reported disclosures

Palisade Asset Management, LLC

Minneapolis, MN · Est. 2005

AUM: $1.3B
Per adviser: $254M
Advisers: 5

No reported disclosures

Great Waters Financial

Shoreview, MN · Est. 2022

AUM: $1.2B
Per adviser: $54M
Advisers: 23

No reported disclosures

Black Lake Investments LLC

Wayzata, MN · Est. 2025

AUM: $1.2B
Per adviser: $396M
Advisers: 3

No reported disclosures

Leuthold Weeden Capital Management

Minneapolis, MN · Est. 1987

AUM: $1.2B
Per adviser: $167M
Advisers: 7

No reported disclosures

Financial Perspectives

Minneapolis, MN · Est. 2015

AUM: $1.2B
Per adviser: $83M
Advisers: 14

No reported disclosures

Shoreview Industries V, LLC

Minneapolis, MN · Est. 2012

AUM: $1.2B
Per adviser: $83M
Advisers: 14

No reported disclosures

Guardian Wealth Strategies, LLC

Minneapols, MN · Est. 2016

AUM: $1.1B
Per adviser: $228M
Advisers: 5

No reported disclosures

Bluestem Wealth Partners, LLC

Minnetonka, MN · Est. 2023

AUM: $1.1B
Per adviser: $62M
Advisers: 18

No reported disclosures

Asa Managed Account Managers LLC

Minneapolis, MN · Est. 2012

AUM: $1.1B
Per adviser: —
Advisers: —

No reported disclosures

Bearing Point Capital

Richfield, MN · Est. 2024

AUM: $1.1B
Per adviser: $278M
Advisers: 4

No reported disclosures

Minneapolis Portfolio Management Group, LLC

Wayzata, MN · Est. 2004

AUM: $1.1B
Per adviser: $367M
Advisers: 3

No reported disclosures

Parr Mcknight Wealth Management Group

Minneapolis, MN · Est. 2024

AUM: $1.1B
Per adviser: $107M
Advisers: 10

No reported disclosures

Northstar Capital

Minneapolis, MN · Est. 2012

AUM: $1.0B
Per adviser: $85M
Advisers: 12

No reported disclosures

Everest Financial Group

Minneapolis, MN · Est. 2007

AUM: $1.0B
Per adviser: $84M
Advisers: 12

No reported disclosures

North Sky Capital, LLC

Wayzata, MN · Est. 2005

AUM: $986M
Per adviser: $76M
Advisers: 13

No reported disclosures

Dgv Solutions LP

Minnetonka, MN · Est. 2015

AUM: $944M
Per adviser: $189M
Advisers: 5

No reported disclosures

Goldner Hawn

Minneapolis, MN · Est. 2019

AUM: $899M
Per adviser: $82M
Advisers: 11

No reported disclosures

All Star Financial

Minneapolis, MN · Est. 2022

AUM: $882M
Per adviser: $176M
Advisers: 5

No reported disclosures

Running Oak Capital LLC

Edina, MN · Est. 2017

AUM: $875M
Per adviser: $437M
Advisers: 2

No reported disclosures

Marquette Wealth Management

Minneapolis, MN · Est. 2016

AUM: $872M
Per adviser: $291M
Advisers: 3

No reported disclosures

Estuary Capital Management LP

Wayzata, MN · Est. 2022

AUM: $854M
Per adviser: $66M
Advisers: 13

No reported disclosures

Birchwood Financial Partners, INC.

Bloomington, MN · Est. 2014

AUM: $853M
Per adviser: $85M
Advisers: 10

No reported disclosures

The Advocate Group, LLC

Minnetonka, MN · Est. 2011

AUM: $810M
Per adviser: $74M
Advisers: 11

No reported disclosures

Systelligence, LLC

Bloomington, MN · Est. 2016

AUM: $784M
Per adviser: $392M
Advisers: 2

No reported disclosures

Dsg Capital Advisors, LLC

Edina, MN · Est. 2024

AUM: $780M
Per adviser: $111M
Advisers: 7

No reported disclosures

Strong Tower Advisory Services

Minneapolis, MN · Est. 2021

AUM: $759M
Per adviser: $380M
Advisers: 2

No reported disclosures

Navpoint Financial, INC.

Prior Lake, MN · Est. 1998

AUM: $752M
Per adviser: $107M
Advisers: 7

No reported disclosures

Stevens Foster Financial Advisors

Bloomington, MN · Est. 2014

AUM: $750M
Per adviser: $150M
Advisers: 5

No reported disclosures

Summit Investment Advisory Services

Roseville, MN · Est. 2017

AUM: $746M
Per adviser: $93M
Advisers: 8

No reported disclosures

Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN · Est. 2008

AUM: $730M
Per adviser: $104M
Advisers: 7

No reported disclosures

Valtinson Bruner Financial Planning

New Brighton, MN · Est. 2018

AUM: $712M
Per adviser: $102M
Advisers: 7

The Wealth Group - Austin B. Colby & Associates

Eden Prairie, MN · Est. 2021

AUM: $711M
Per adviser: $71M
Advisers: 10

No reported disclosures

Lifelong Wealth Advisors, INC.

Arden Hills, MN · Est. 2024

AUM: $710M
Per adviser: $89M
Advisers: 8

No reported disclosures

Navista Wealth Management, INC.

Minnetonka, MN · Est. 2024

AUM: $710M
Per adviser: $237M
Advisers: 3

No reported disclosures

Bond & Devick Wealth Partners

Saint Louis Park, MN · Est. 2016

AUM: $706M
Per adviser: $118M
Advisers: 6

No reported disclosures

Stillwater Asset Management, LLC

Stillwater, MN · Est. 2020

AUM: $701M
Per adviser: $117M
Advisers: 6

No reported disclosures

360 Financial

Wayzata, MN · Est. 2013

AUM: $701M
Per adviser: $70M
Advisers: 10

No reported disclosures

High Note Wealth, LLC

Deephaven, MN · Est. 2019

AUM: $683M
Per adviser: $171M
Advisers: 4

No reported disclosures

Ballast Advisors, LLC

Woodbury, MN · Est. 2017

AUM: $674M
Per adviser: $112M
Advisers: 6

No reported disclosures

Cherry Tree Wealth Management, LLC

Minnetonka, MN · Est. 2009

AUM: $673M
Per adviser: $75M
Advisers: 9

No reported disclosures

The Oak Ridge Financial Services Group, INC

Golden Valley, MN · Est. 2015

AUM: $669M
Per adviser: $21M
Advisers: 32

Summit Creek Advisors

Minneapolis, MN · Est. 2009

AUM: $651M
Per adviser: $163M
Advisers: 4

No reported disclosures

Mcginty Road Partners, LP

Minnetonka, MN · Est. 2018

AUM: $646M
Per adviser: $81M
Advisers: 8

No reported disclosures

Sightline Partners LLC

Bloomington, MN · Est. 2014

AUM: $643M
Per adviser: $129M
Advisers: 5

No reported disclosures

Murphy Pohlad Asset Management LLC

Eden Prairie, MN · Est. 2000

AUM: $640M
Per adviser: $91M
Advisers: 7

No reported disclosures

Deepwater Asset Management, LLC

Minneapolis, MN · Est. 2022

AUM: $627M
Per adviser: $78M
Advisers: 8

No reported disclosures

White Oaks Wealth Advisors, INC.

Minneapolis, MN · Est. 2014

AUM: $618M
Per adviser: $309M
Advisers: 2

No reported disclosures

Wheeler Retirement Plans LLC

Duluth, MN · Est. 2023

AUM: $618M
Per adviser: $309M
Advisers: 2

No reported disclosures

Highmark Wealth Management LLC

St. Paul, MN · Est. 2012

AUM: $612M
Per adviser: $153M
Advisers: 4

No reported disclosures

Cornerstone Wealth Advisors, INC.

Edina, MN · Est. 2003

AUM: $609M
Per adviser: $76M
Advisers: 8

No reported disclosures

Gradient Wealth Management

Arden Hills, MN · Est. 2015

AUM: $608M
Per adviser: $9M
Advisers: 67

Modus Advisors, LLC

Excelsior, MN · Est. 2018

AUM: $601M
Per adviser: $120M
Advisers: 5

No reported disclosures

Ais Planning

St. Cloud, MN · Est. 2025

AUM: $591M
Per adviser: $66M
Advisers: 9

No reported disclosures

Greater Midwest Financial Group, LLC

Saint Paul, MN · Est. 2023

AUM: $589M
Per adviser: $196M
Advisers: 3

No reported disclosures

Twele Capital Management, INC.

Minnetonka, MN · Est. 2007

AUM: $578M
Per adviser: $193M
Advisers: 3

No reported disclosures

Allodium Investment Consultants, LLC

Minneapolis, MN · Est. 2005

AUM: $577M
Per adviser: $144M
Advisers: 4

No reported disclosures

Northern Lakes Capital, L.P.

Minneapolis, MN · Est. 2021

AUM: $575M
Per adviser: $58M
Advisers: 10

No reported disclosures

Boyum Wealth Architects LLC

Bloomington, MN · Est. 2018

AUM: $564M
Per adviser: $63M
Advisers: 9

No reported disclosures

Nicollet Investment Management, INC.

Minneapolis, MN · Est. 2000

AUM: $557M
Per adviser: $93M
Advisers: 6

No reported disclosures

Stiles Financial Services, INC.

Edina, MN · Est. 2017

AUM: $549M
Per adviser: $69M
Advisers: 8

No reported disclosures

Legacy Wealth

Woodbury, MN · Est. 2020

AUM: $546M
Per adviser: $137M
Advisers: 4

No reported disclosures

Mindful Asset Planning

Apple Valley, MN · Est. 2015

AUM: $529M
Per adviser: $265M
Advisers: 2

No reported disclosures

Bgm Wealth Management

Bloomington, MN · Est. 1996

AUM: $517M
Per adviser: $103M
Advisers: 5

No reported disclosures

Fiat Wealth Management

Wayzata, MN · Est. 2022

AUM: $517M
Per adviser: $40M
Advisers: 13

No reported disclosures

Legacies Wealth LLC

Minnetonka, MN · Est. 2015

AUM: $505M
Per adviser: $168M
Advisers: 3

No reported disclosures

Perceptive Edge Investment Management, INC.

Wayzata, MN · Est. 2014

AUM: $505M
Per adviser: $126M
Advisers: 4

No reported disclosures

Pitzl Financial

Arden Hills, MN · Est. 2018

AUM: $498M
Per adviser: $124M
Advisers: 4

No reported disclosures

Usadvisors Wealth Management, LLC

Eden Prairie, MN · Est. 2013

AUM: $483M
Per adviser: $40M
Advisers: 12

No reported disclosures

Van Clemens Wealth Management, LLC

Minneapolis, MN · Est. 2024

AUM: $470M
Per adviser: $20M
Advisers: 24

No reported disclosures

Speece Thorson Capital Group INC

Minnetonka, MN · Est. 1992

AUM: $469M
Per adviser: $117M
Advisers: 4

No reported disclosures

Acumen Financial Advisors, LLC

Edina, MN · Est. 2010

AUM: $465M
Per adviser: $465M
Advisers: 1

No reported disclosures

Logan Park Wealth Management

Minneapolis, MN · Est. 2019

AUM: $465M
Per adviser: $116M
Advisers: 4

No reported disclosures

Vermillion Wealth Management INC.

Rosemount, MN · Est. 2016

AUM: $460M
Per adviser: $115M
Advisers: 4

No reported disclosures

Flourish Wealth Management INC.

Edina, MN · Est. 2018

AUM: $455M
Per adviser: $91M
Advisers: 5

No reported disclosures

Cedar Cove Wealth Partners

Bloomington, MN · Est. 2025

AUM: $455M
Per adviser: $46M
Advisers: 10

No reported disclosures

Laurel Wealth Planning

Edina, MN · Est. 2014

AUM: $454M
Per adviser: $76M
Advisers: 6

No reported disclosures

Ulland Investment Advisors, LLC

Minneapolis, MN · Est. 2000

AUM: $443M
Per adviser: $111M
Advisers: 4

No reported disclosures

Access Financial Services, INC.

Minneapolis, MN · Est. 2006

AUM: $438M
Per adviser: $109M
Advisers: 4

No reported disclosures

Retire Agile

Hermantown, MN · Est. 2025

AUM: $434M
Per adviser: $87M
Advisers: 5

No reported disclosures

White Pine Capital LLC

Bloomington, MN · Est. 2000

AUM: $431M
Per adviser: $108M
Advisers: 4

No reported disclosures

Advisory Solutions Group

Plymouth, MN · Est. 2026

AUM: $408M
Per adviser: $12M
Advisers: 33

No reported disclosures

Northland Asset Management

Minneapolis, MN · Est. 2015

AUM: $405M
Per adviser: $18M
Advisers: 22

No reported disclosures

Excel Financial, LLC

Red Wing, MN · Est. 2016

AUM: $404M
Per adviser: $58M
Advisers: 7

No reported disclosures

Webb Financial Group

Bloomington, MN · Est. 1991

AUM: $397M
Per adviser: $99M
Advisers: 4

No reported disclosures

Mann Financial Group

Detroit Lakes, MN · Est. 2019

AUM: $396M
Per adviser: $198M
Advisers: 2

No reported disclosures

Quarry Hill Advisors

Saint Paul, MN · Est. 2021

AUM: $395M
Per adviser: $99M
Advisers: 4

No reported disclosures

Dunnavan & Co.

Minneapolis, MN · Est. 1979

AUM: $393M
Per adviser: $98M
Advisers: 4

No reported disclosures

Dougherty & Associates Financial Advisors, INC.

Buffalo, MN · Est. 2015

AUM: $383M
Per adviser: $43M
Advisers: 9

No reported disclosures

All Terrain Financial Advisors

Coon Rapids, MN · Est. 2016

AUM: $379M
Per adviser: $95M
Advisers: 4

No reported disclosures

Freedom Financial Partners LLC

Oakdale, MN · Est. 2023

AUM: $378M
Per adviser: $76M
Advisers: 5

No reported disclosures

Abbey Street

Eden Prairie, MN · Est. 2019

AUM: $375M
Per adviser: $54M
Advisers: 7

No reported disclosures

Dorval & Chorne Financial Advisors

Maple Grove, MN · Est. 2023

AUM: $374M
Per adviser: $125M
Advisers: 3

No reported disclosures

Tealwood Asset Management

Minneapolis, MN · Est. 1987

AUM: $365M
Per adviser: $91M
Advisers: 4

No reported disclosures

India Capital LLC

Minneapolis, MN · Est. 2020

AUM: $365M
Per adviser: $365M
Advisers: 1

No reported disclosures

Cordis Financial, LLC

Minneapolis, MN · Est. 2018

AUM: $361M
Per adviser: $72M
Advisers: 5

No reported disclosures

Cloverfields Capital Group, LP

Minneapolis, MN · Est. 2020

AUM: $359M
Per adviser: $359M
Advisers: 1

No reported disclosures

Split Rock Private Trading And Wealth Management LLC

Cloquet, MN · Est. 2020

AUM: $356M
Per adviser: $71M
Advisers: 5

No reported disclosures

Fpnavigators

Maple Grove, MN · Est. 2024

AUM: $355M
Per adviser: $71M
Advisers: 5

No reported disclosures

Fortress Financial Group, LLC

Rochester, MN · Est. 2021

AUM: $352M
Per adviser: $50M
Advisers: 7

No reported disclosures

Lfa

St. Cloud, MN · Est. 2004

AUM: $351M
Per adviser: $50M
Advisers: 7

No reported disclosures

Nepsis, INC.

Minneapolis, MN · Est. 2006

AUM: $345M
Per adviser: $19M
Advisers: 18

Pathfinder 360 Managementco, LLC

Minnetonka, MN · Est. 2025

AUM: $344M
Per adviser: $344M
Advisers: 1

No reported disclosures

Petros Family Wealth, LLC

Bloomington, MN · Est. 2022

AUM: $342M
Per adviser: $43M
Advisers: 8

No reported disclosures

Gen Financial Management INC.

Plymouth, MN · Est. 2000

AUM: $332M
Per adviser: $111M
Advisers: 3

No reported disclosures

Colliers Securities LLC

Minneapolis, MN · Est. 2014

AUM: $330M
Per adviser: $18M
Advisers: 18

Vantage Point Wealth Management

Plymouth, MN · Est. 2015

AUM: $327M
Per adviser: $23M
Advisers: 14

No reported disclosures

Pack Private Wealth, LLC

Wayzata, MN · Est. 2020

AUM: $326M
Per adviser: $163M
Advisers: 2

No reported disclosures

Legacy Financial Advisors Corporation

Bloomington, MN · Est. 2003

AUM: $318M
Per adviser: $159M
Advisers: 2

No reported disclosures

Paradigm, Strategies In Wealth Management, LLC

Maple Grove, MN · Est. 2014

AUM: $314M
Per adviser: $105M
Advisers: 3

No reported disclosures

Hunter Street Partners, LP

Wayzata, MN · Est. 2024

AUM: $313M
Per adviser: $63M
Advisers: 5

No reported disclosures

Iwealth

Waseca, MN · Est. 2024

AUM: $312M
Per adviser: $62M
Advisers: 5

No reported disclosures

Md Financial Advisors / Vestment Financial

Chanhassen, MN · Est. 2019

AUM: $304M
Per adviser: $28M
Advisers: 11

No reported disclosures

Oakwood Capital, INC.

St. Louis Park, MN · Est. 2021

AUM: $304M
Per adviser: $17M
Advisers: 18

No reported disclosures

Ffp Wealth Management, LLC

Coon Rapids, MN · Est. 2019

AUM: $301M
Per adviser: $75M
Advisers: 4

No reported disclosures

Guardian Wealth Advisors, LLC

St Louis Park, MN · Est. 2015

AUM: $300M
Per adviser: $75M
Advisers: 4

No reported disclosures

Caissa Wealth Strategies

Bloomington, MN · Est. 2018

AUM: $297M
Per adviser: $49M
Advisers: 6

No reported disclosures

Trademark Financial Management, LLC

Bloomington, MN · Est. 2015

AUM: $293M
Per adviser: $147M
Advisers: 2

No reported disclosures

Epiq Partners, LLC

Minneapolis, MN · Est. 2017

AUM: $291M
Per adviser: $48M
Advisers: 6

No reported disclosures

Gradient Advisors, LLC

Arden Hills, MN · Est. 2010

AUM: $289M
Per adviser: $2M
Advisers: 166

Echo Wealth Management, LLC

Plymouth, MN · Est. 2020

AUM: $288M
Per adviser: $96M
Advisers: 3

No reported disclosures

Gs Investment INC

Eagan, MN · Est. 1999

AUM: $277M
Per adviser: $92M
Advisers: 3

No reported disclosures

True Vision Financial Advisors

Woodbury, MN · Est. 2022

AUM: $272M
Per adviser: $91M
Advisers: 3

No reported disclosures

Kure Advisory, LLC

Plymouth, MN · Est. 2021

AUM: $259M
Per adviser: $43M
Advisers: 6

No reported disclosures

Secured Retirement Advisors, LLC

St Louis Park, MN · Est. 2021

AUM: $255M
Per adviser: $64M
Advisers: 4

No reported disclosures

Mhs Advisory Services, LLC

Maple Grove, MN · Est. 2015

AUM: $253M
Per adviser: $36M
Advisers: 7

No reported disclosures

Merced Capital, L.P.

Minnetonka, MN · Est. 2006

AUM: $251M
Per adviser: $63M
Advisers: 4

No reported disclosures

Excelsior Investors

Excelsior, MN · Est. 2000

AUM: $242M
Per adviser: $242M
Advisers: 1

No reported disclosures

Cfg Retirement

Edina, MN · Est. 2024

AUM: $241M
Per adviser: $60M
Advisers: 4

No reported disclosures

Psc Capital Partners LLC

Minneapolis, MN · Est. 2012

AUM: $241M
Per adviser: $34M
Advisers: 7

No reported disclosures

Jones Kertz & Associates, INC.

Blaine, MN · Est. 2018

AUM: $239M
Per adviser: $60M
Advisers: 4

No reported disclosures

North American Wealth Advisors INC.

Jordan, MN · Est. 2018

AUM: $237M
Per adviser: $237M
Advisers: 1

No reported disclosures

Northland Capital Management

Virginia, MN · Est. 2020

AUM: $235M
Per adviser: $78M
Advisers: 3

No reported disclosures

Acm

Wayzata, MN · Est. 2017

AUM: $231M
Per adviser: —
Advisers: —

No reported disclosures

Bright Angel Advisors LLC

St. Paul, MN · Est. 2020

AUM: $224M
Per adviser: $112M
Advisers: 2

No reported disclosures

Phillip James Financial Co.

Plymouth, MN · Est. 2021

AUM: $222M
Per adviser: $111M
Advisers: 2

No reported disclosures

E-Wealth Partners

Minnetonka, MN · Est. 2025

AUM: $219M
Per adviser: $44M
Advisers: 5

No reported disclosures

Piper Heartland Healthcare Capital, LLC

Minneapolis, MN · Est. 2020

AUM: $218M
Per adviser: $55M
Advisers: 4

No reported disclosures

Strategic Asset Management LLC.

Rochester, MN · Est. 2021

AUM: $218M
Per adviser: $22M
Advisers: 10

No reported disclosures

Cedrus Wealth Group

Andover, MN · Est. 2025

AUM: $218M
Per adviser: $54M
Advisers: 4

No reported disclosures

Enspyre Wealth Advisors, INC.

Woodbury, MN · Est. 2019

AUM: $218M
Per adviser: $218M
Advisers: 1

No reported disclosures

Paladin Financial

Arden Hills, MN · Est. 2023

AUM: $217M
Per adviser: $31M
Advisers: 7

No reported disclosures

Rossjohnson & Associates, LLC

Plymouth, MN · Est. 2020

AUM: $212M
Per adviser: $71M
Advisers: 3

No reported disclosures

Element Squared Private Wealth

Minneapolis, MN · Est. 2023

AUM: $203M
Per adviser: $34M
Advisers: 6

No reported disclosures

Kowalski Financial INC.

Minneapolis, MN · Est. 2020

AUM: $202M
Per adviser: $101M
Advisers: 2

No reported disclosures

Great River Financial

Plymouth, MN · Est. 2021

AUM: $202M
Per adviser: $101M
Advisers: 2

No reported disclosures

Keystone Wealth Advisors, Incorporated

Eagan, MN · Est. 2010

AUM: $201M
Per adviser: $67M
Advisers: 3

No reported disclosures

Mjt & Associates Financial Advisory Group, INC.

Montevideo, MN · Est. 2021

AUM: $199M
Per adviser: $199M
Advisers: 1

No reported disclosures

Michael Traxler Wealth Management, LLC

New Prague, MN · Est. 2021

AUM: $195M
Per adviser: $49M
Advisers: 4

No reported disclosures

Thomas Leo Advisory, LLC

Minneapolis, MN · Est. 2018

AUM: $193M
Per adviser: $96M
Advisers: 2

No reported disclosures

Tailwinds Wealth, LLC

Vadnais Heights, MN · Est. 2022

AUM: $193M
Per adviser: $28M
Advisers: 7

No reported disclosures

Trailhead Planners, LLC

Edina, MN · Est. 2024

AUM: $188M
Per adviser: $63M
Advisers: 3

No reported disclosures

Quantitative Asset Management, LLC

Minnetonka, MN · Est. 2007

AUM: $187M
Per adviser: $94M
Advisers: 2

No reported disclosures

X Cubed Capital Management LLC

Minneapolis, MN · Est. 2022

AUM: $184M
Per adviser: $37M
Advisers: 5

No reported disclosures

Wold Financial Group

Mendota Heights, MN · Est. 2021

AUM: $182M
Per adviser: $61M
Advisers: 3

No reported disclosures

Vera Lake Capital, LLC

Edina, MN · Est. 2026

AUM: $180M
Per adviser: $90M
Advisers: 2

No reported disclosures

Wacker & Associates, INC.

Jackson, MN · Est. 2025

AUM: $180M
Per adviser: $60M
Advisers: 3

Winter & Associates, INC.

St. Paul, MN · Est. 2022

AUM: $180M
Per adviser: $45M
Advisers: 4

No reported disclosures

Koob Wealth Management, LLC

White Bear Township, MN · Est. 2024

AUM: $172M
Per adviser: $86M
Advisers: 2

No reported disclosures

Trumix Advisors

Bloomington, MN · Est. 2024

AUM: $170M
Per adviser: $57M
Advisers: 3

No reported disclosures

Feltl Advisors

Plymouth, MN · Est. 2012

AUM: $166M
Per adviser: $11M
Advisers: 15

No reported disclosures

Captar Private Wealth

St. Louis Park, MN · Est. 2023

AUM: $166M
Per adviser: $83M
Advisers: 2

No reported disclosures

Bannerstone Capital

Wayzata, MN · Est. 2025

AUM: $155M
Per adviser: $52M
Advisers: 3

No reported disclosures

Solpacific, LLC

Duluth, MN · Est. 2022

AUM: $154M
Per adviser: $19M
Advisers: 8

No reported disclosures

Somerset Group LLC

Wayzata, MN · Est. 2012

AUM: $146M
Per adviser: $73M
Advisers: 2

No reported disclosures

Twin Cities Retirement Group

Plymouth, MN · Est. 2026

AUM: $145M
Per adviser: $72M
Advisers: 2

Knox Avenue Financial Corp.

St. Paul, MN · Est. 2025

AUM: $145M
Per adviser: $145M
Advisers: 1

No reported disclosures

Star Capital INC.

Edina, MN · Est. 2023

AUM: $144M
Per adviser: $24M
Advisers: 6

No reported disclosures

Josh Arnold Investment Consultant, LLC

Edina, MN · Est. 2021

AUM: $142M
Per adviser: $71M
Advisers: 2

No reported disclosures

Gary L. Greenberg

Eden Prairie, MN · Est. 1985

AUM: $141M
Per adviser: $141M
Advisers: 1

No reported disclosures

Lifeplan Financial, LLC

Mankato, MN · Est. 2024

AUM: $141M
Per adviser: $71M
Advisers: 2

No reported disclosures

Mwm Wealth Advisory, LLC

Plymouth, MN · Est. 2025

AUM: $140M
Per adviser: $140M
Advisers: 1

No reported disclosures

Tonka Capital Partners, LLC

Minnetonka, MN · Est. 2024

AUM: $140M
Per adviser: $47M
Advisers: 3

No reported disclosures

Perkins Capital Management INC

Wayzata, MN · Est. 1984

AUM: $139M
Per adviser: $46M
Advisers: 3

No reported disclosures

Psc Financial LLC

Bloomington, MN · Est. 2021

AUM: $135M
Per adviser: $68M
Advisers: 2

No reported disclosures

Peak Financial Consulting, INC.

Bloomington, MN · Est. 2025

AUM: $132M
Per adviser: $66M
Advisers: 2

No reported disclosures

Yes Wealth Management

Mahtomedi, MN · Est. 2023

AUM: $127M
Per adviser: $42M
Advisers: 3

No reported disclosures

Financial Empowerment LLC

Burnsville, MN · Est. 2026

AUM: $126M
Per adviser: $63M
Advisers: 2

No reported disclosures

Encore Wealth Advisors

Morris, MN · Est. 2025

AUM: $122M
Per adviser: $122M
Advisers: 1

No reported disclosures

Trott Brook Financial

Anoka, MN · Est. 2026

AUM: $120M
Per adviser: $120M
Advisers: 1

No reported disclosures

Abens Financial Services INC

Edina, MN · Est. 2026

AUM: $120M
Per adviser: $40M
Advisers: 3

No reported disclosures

Boulevard

Bloomington, MN · Est. 2026

AUM: $119M
Per adviser: $30M
Advisers: 4

No reported disclosures

Superior Financial, LLC

Rochester, MN · Est. 2026

AUM: $112M
Per adviser: $112M
Advisers: 1

No reported disclosures

Total Wealth Advisors, LLC

Hopkins, MN · Est. 2021

AUM: $107M
Per adviser: $54M
Advisers: 2

No reported disclosures

Ascent Advisors

Mankato, MN · Est. 2025

AUM: $101M
Per adviser: $13M
Advisers: 8

No reported disclosures

First Associated Investment Advisors, INC.

Duluth, MN · Est. 2002

AUM: $93M
Per adviser: $93M
Advisers: 1

No reported disclosures

Contego Capital Group, INC.

Edina, MN · Est. 2018

AUM: $88M
Per adviser: $11M
Advisers: 8

No reported disclosures

Fbd Asset Mgmt

Bloomington, MN · Est. 2020

AUM: $77M
Per adviser: $77M
Advisers: 1

No reported disclosures

Steben & Company, LLC

Excelsior, MN · Est. 2005

AUM: $69M
Per adviser: $10M
Advisers: 7

No reported disclosures

Northern Pacific Growth Investment Advisors, LLC

Minneapolis, MN · Est. 2019

AUM: $59M
Per adviser: $15M
Advisers: 4

No reported disclosures

Northern Pacific Group, L.P.

Minneapolis, MN · Est. 2019

AUM: $59M
Per adviser: $20M
Advisers: 3

No reported disclosures

Intelligent Alpha LLC

Minneapolis, MN · Est. 2024

AUM: $27M
Per adviser: $27M
Advisers: 1

No reported disclosures

Christensen Group Financial, LLC

Eden Prairie, MN · Est. 2022

AUM: $25M
Per adviser: $5M
Advisers: 5

No reported disclosures

Advanced Advisor Group, LLC

Cambridge, MN · Est. 2020

AUM: $11M
Per adviser: $993,879.273
Advisers: 11

No reported disclosures

Paladin Capital

Arden Hills, MN · Est. 2023

AUM: $10M
Per adviser: $2M
Advisers: 4

No reported disclosures

Wayzata Investment Partners LLC

Wayzata, MN · Est. 2004

AUM: $9M
Per adviser: $5M
Advisers: 2

Siimpl

Bloomington, MN · Est. 2021

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Cloverpoint, LLC

Minneapolis, MN · Est. 2025

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Blockbridge Investments LLC

Minneapolis, MN · Est. 2026

AUM: —
Per adviser: —
Advisers: 1

No reported disclosures

Standard Valuations, INC.

White Bear Lake, MN · Est. 1996