Financial advisers in Minnetonka, MN
17 registered investment adviser firms in Minnetonka managing $59.6B in assets, based on public SEC Form ADV filings.
Pine River Capital Management L.P.
Minnetonka, MN · Est. 2006
- AUM
- $46.9B
- Per adviser
- $3.3B
- Advisers
- 14
No reported disclosures
Advisornet Wealth Partners
Minnetonka, MN · Est. 2012
- AUM
- $3.1B
- Per adviser
- $46M
- Advisers
- 68
Marks Group Wealth Management, INC.
Minnetonka, MN · Est. 2008
- AUM
- $2.0B
- Per adviser
- $224M
- Advisers
- 9
No reported disclosures
Bluestem Wealth Partners, LLC
Minnetonka, MN · Est. 2023
- AUM
- $1.1B
- Per adviser
- $62M
- Advisers
- 18
No reported disclosures
Dgv Solutions LP
Minnetonka, MN · Est. 2015
- AUM
- $944M
- Per adviser
- $189M
- Advisers
- 5
No reported disclosures
The Advocate Group, LLC
Minnetonka, MN · Est. 2011
- AUM
- $810M
- Per adviser
- $74M
- Advisers
- 11
No reported disclosures
Navista Wealth Management, INC.
Minnetonka, MN · Est. 2024
- AUM
- $710M
- Per adviser
- $237M
- Advisers
- 3
No reported disclosures
Cherry Tree Wealth Management, LLC
Minnetonka, MN · Est. 2009
- AUM
- $673M
- Per adviser
- $75M
- Advisers
- 9
No reported disclosures
Mcginty Road Partners, LP
Minnetonka, MN · Est. 2018
- AUM
- $646M
- Per adviser
- $81M
- Advisers
- 8
No reported disclosures
Twele Capital Management, INC.
Minnetonka, MN · Est. 2007
- AUM
- $578M
- Per adviser
- $193M
- Advisers
- 3
No reported disclosures
Legacies Wealth LLC
Minnetonka, MN · Est. 2015
- AUM
- $505M
- Per adviser
- $168M
- Advisers
- 3
No reported disclosures
Speece Thorson Capital Group INC
Minnetonka, MN · Est. 1992
- AUM
- $469M
- Per adviser
- $117M
- Advisers
- 4
No reported disclosures
Pathfinder 360 Managementco, LLC
Minnetonka, MN · Est. 2025
- AUM
- $344M
- Per adviser
- $344M
- Advisers
- 1
No reported disclosures
Merced Capital, L.P.
Minnetonka, MN · Est. 2006
- AUM
- $251M
- Per adviser
- $63M
- Advisers
- 4
No reported disclosures
E-Wealth Partners
Minnetonka, MN · Est. 2025
- AUM
- $219M
- Per adviser
- $44M
- Advisers
- 5
No reported disclosures
Quantitative Asset Management, LLC
Minnetonka, MN · Est. 2007
- AUM
- $187M
- Per adviser
- $94M
- Advisers
- 2
No reported disclosures
Tonka Capital Partners, LLC
Minnetonka, MN · Est. 2024
- AUM
- $140M
- Per adviser
- $47M
- Advisers
- 3
No reported disclosures