Financial advisers in Plymouth, MN
16 registered investment adviser firms in Plymouth managing $135.1B in assets, based on public SEC Form ADV filings.
Wealth Enhancement Advisory Services, LLC
Plymouth, MN · Est. 2001
- AUM
- $122.2B
- Per adviser
- $144M
- Advisers
- 850
No reported disclosures
Northcrest Asset Management
Plymouth, MN · Est. 2021
- AUM
- $4.3B
- Per adviser
- $721M
- Advisers
- 6
No reported disclosures
Berger Financial Group
Plymouth, MN · Est. 2020
- AUM
- $2.9B
- Per adviser
- $52M
- Advisers
- 57
No reported disclosures
Next Century Growth Investors LLC
Plymouth, MN · Est. 1998
- AUM
- $1.5B
- Per adviser
- $304M
- Advisers
- 5
No reported disclosures
Rice Park Capital
Plymouth, MN · Est. 2022
- AUM
- $1.4B
- Per adviser
- $274M
- Advisers
- 5
No reported disclosures
Advisory Solutions Group
Plymouth, MN · Est. 2026
- AUM
- $408M
- Per adviser
- $12M
- Advisers
- 33
No reported disclosures
Gen Financial Management INC.
Plymouth, MN · Est. 2000
- AUM
- $332M
- Per adviser
- $111M
- Advisers
- 3
No reported disclosures
Vantage Point Wealth Management
Plymouth, MN · Est. 2015
- AUM
- $327M
- Per adviser
- $23M
- Advisers
- 14
No reported disclosures
Echo Wealth Management, LLC
Plymouth, MN · Est. 2020
- AUM
- $288M
- Per adviser
- $96M
- Advisers
- 3
No reported disclosures
Kure Advisory, LLC
Plymouth, MN · Est. 2021
- AUM
- $259M
- Per adviser
- $43M
- Advisers
- 6
No reported disclosures
Phillip James Financial Co.
Plymouth, MN · Est. 2021
- AUM
- $222M
- Per adviser
- $111M
- Advisers
- 2
No reported disclosures
Rossjohnson & Associates, LLC
Plymouth, MN · Est. 2020
- AUM
- $212M
- Per adviser
- $71M
- Advisers
- 3
No reported disclosures
Great River Financial
Plymouth, MN · Est. 2021
- AUM
- $202M
- Per adviser
- $101M
- Advisers
- 2
No reported disclosures
Feltl Advisors
Plymouth, MN · Est. 2012
- AUM
- $166M
- Per adviser
- $11M
- Advisers
- 15
No reported disclosures
Twin Cities Retirement Group
Plymouth, MN · Est. 2026
- AUM
- $145M
- Per adviser
- $72M
- Advisers
- 2
Mwm Wealth Advisory, LLC
Plymouth, MN · Est. 2025
- AUM
- $140M
- Per adviser
- $140M
- Advisers
- 1
No reported disclosures