Financial advisers in Edina, MN
21 registered investment adviser firms in Edina managing $20.9B in assets, based on public SEC Form ADV filings.
Accredited Investors Wealth Management
Edina, MN · Est. 1989
- AUM
- $4.4B
- Per adviser
- $1.1B
- Advisers
- 4
No reported disclosures
Tradition Wealth Management LLC
Edina, MN · Est. 2004
- AUM
- $2.6B
- Per adviser
- $87M
- Advisers
- 30
No reported disclosures
Punch & Associates Investment Management, INC.
Edina, MN · Est. 2002
- AUM
- $2.0B
- Per adviser
- $113M
- Advisers
- 18
No reported disclosures
Silveroak Wealth Management LLC
Edina, MN · Est. 2001
- AUM
- $2.0B
- Per adviser
- $250M
- Advisers
- 8
No reported disclosures
Cahill Financial Advisors, INC.
Edina, MN · Est. 1983
- AUM
- $1.8B
- Per adviser
- $148M
- Advisers
- 12
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
Running Oak Capital LLC
Edina, MN · Est. 2017
- AUM
- $875M
- Per adviser
- $437M
- Advisers
- 2
No reported disclosures
Dsg Capital Advisors, LLC
Edina, MN · Est. 2024
- AUM
- $780M
- Per adviser
- $111M
- Advisers
- 7
No reported disclosures
Cornerstone Wealth Advisors, INC.
Edina, MN · Est. 2003
- AUM
- $609M
- Per adviser
- $76M
- Advisers
- 8
No reported disclosures
Stiles Financial Services, INC.
Edina, MN · Est. 2017
- AUM
- $549M
- Per adviser
- $69M
- Advisers
- 8
No reported disclosures
Acumen Financial Advisors, LLC
Edina, MN · Est. 2010
- AUM
- $465M
- Per adviser
- $465M
- Advisers
- 1
No reported disclosures
Flourish Wealth Management INC.
Edina, MN · Est. 2018
- AUM
- $455M
- Per adviser
- $91M
- Advisers
- 5
No reported disclosures
Laurel Wealth Planning
Edina, MN · Est. 2014
- AUM
- $454M
- Per adviser
- $76M
- Advisers
- 6
No reported disclosures
Cfg Retirement
Edina, MN · Est. 2024
- AUM
- $241M
- Per adviser
- $60M
- Advisers
- 4
No reported disclosures
Trailhead Planners, LLC
Edina, MN · Est. 2024
- AUM
- $188M
- Per adviser
- $63M
- Advisers
- 3
No reported disclosures
Vera Lake Capital, LLC
Edina, MN · Est. 2026
- AUM
- $180M
- Per adviser
- $90M
- Advisers
- 2
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
Abens Financial Services INC
Edina, MN · Est. 2026
- AUM
- $120M
- Per adviser
- $40M
- Advisers
- 3
No reported disclosures
Contego Capital Group, INC.
Edina, MN · Est. 2018
- AUM
- $88M
- Per adviser
- $11M
- Advisers
- 8
No reported disclosures