Financial advisers in Bloomington, MN
23 registered investment adviser firms in Bloomington managing $26.7B in assets, based on public SEC Form ADV filings.
Devenir Investment Advisors, LLC
Bloomington, MN · Est. 2008
- AUM
- $13.0B
- Per adviser
- $4.3B
- Advisers
- 3
No reported disclosures
Bps Capital Management, INC.
Bloomington, MN · Est. 2002
- AUM
- $3.1B
- Per adviser
- $1.0B
- Advisers
- 3
No reported disclosures
Jnba Financial Advisors, LLC
Bloomington, MN · Est. 1984
- AUM
- $2.0B
- Per adviser
- $65M
- Advisers
- 31
No reported disclosures
Ttcp Management Services, LLC
Bloomington, MN · Est. 2014
- AUM
- $1.3B
- Per adviser
- $257M
- Advisers
- 5
No reported disclosures
Birchwood Financial Partners, INC.
Bloomington, MN · Est. 2014
- AUM
- $853M
- Per adviser
- $85M
- Advisers
- 10
No reported disclosures
Systelligence, LLC
Bloomington, MN · Est. 2016
- AUM
- $784M
- Per adviser
- $392M
- Advisers
- 2
No reported disclosures
Stevens Foster Financial Advisors
Bloomington, MN · Est. 2014
- AUM
- $750M
- Per adviser
- $150M
- Advisers
- 5
No reported disclosures
Sightline Partners LLC
Bloomington, MN · Est. 2014
- AUM
- $643M
- Per adviser
- $129M
- Advisers
- 5
No reported disclosures
Boyum Wealth Architects LLC
Bloomington, MN · Est. 2018
- AUM
- $564M
- Per adviser
- $63M
- Advisers
- 9
No reported disclosures
Bgm Wealth Management
Bloomington, MN · Est. 1996
- AUM
- $517M
- Per adviser
- $103M
- Advisers
- 5
No reported disclosures
Cedar Cove Wealth Partners
Bloomington, MN · Est. 2025
- AUM
- $455M
- Per adviser
- $46M
- Advisers
- 10
No reported disclosures
White Pine Capital LLC
Bloomington, MN · Est. 2000
- AUM
- $431M
- Per adviser
- $108M
- Advisers
- 4
No reported disclosures
Webb Financial Group
Bloomington, MN · Est. 1991
- AUM
- $397M
- Per adviser
- $99M
- Advisers
- 4
No reported disclosures
Petros Family Wealth, LLC
Bloomington, MN · Est. 2022
- AUM
- $342M
- Per adviser
- $43M
- Advisers
- 8
No reported disclosures
Legacy Financial Advisors Corporation
Bloomington, MN · Est. 2003
- AUM
- $318M
- Per adviser
- $159M
- Advisers
- 2
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
Trumix Advisors
Bloomington, MN · Est. 2024
- AUM
- $170M
- Per adviser
- $57M
- 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
Boulevard
Bloomington, MN · Est. 2026
- AUM
- $119M
- Per adviser
- $30M
- Advisers
- 4
No reported disclosures
Fbd Asset Mgmt
Bloomington, MN · Est. 2020
- AUM
- $77M
- Per adviser
- $77M
- Advisers
- 1
No reported disclosures
Siimpl
Bloomington, MN · Est. 2021
- AUM
- —
- Per adviser
- —
- Advisers
- 1
No reported disclosures