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Data / Investment advisers / $1 billion to $10 billion in AUM / Minnesota

Investment advisers in Minnesota with $1 billion to $10 billion in AUM: 65 firms

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

65 SEC registered investment advisers in Minnesota report between $1 billion and $10 billion in regulatory assets under management, $175 billion in all, in the SEC's Form ADV file of November 2, 2026. The largest is Intellicents Investment Solutions Inc with $9.9 billion.

The request: Every investment adviser in Minnesota with AUM in the range $1 billion to $10 billion, with phone and website. $10 of work on sign-up, no card.

Get these advisers in MinnesotaWatch new advisers in Minnesota

SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.

  • 65Advisers
  • 65SEC registered
  • $175 billionTotal AUM
  • 65Advisers over $100 million
  • 20Manage private funds
  • November 2, 2026File date

Largest advisers by AUM

Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.

AdviserCityAUMAccountsEmployeesPrivate fundsPhoneWebsiteSource
Intellicents Investment Solutions IncAlbert Lea$9.92 billion8,28080Not listed(507) 377-2919adviserinfo.sec.gov
Gradient Investments, LLCArden Hills$8.84 billion79,96641Not listed(888) 824-3525adviserinfo.sec.gov
Hays Financial Group, LLCMinneapolis$7.45 billion68712Not listed(612) 373-9863adviserinfo.sec.gov
Carval Clo Management LLCMinneapolis$7.30 billion17117(952) 444-4780abcarval.comadviserinfo.sec.gov
Thrivent Advisor Network, LLCMinneapolis$6.84 billion25,415119Not listed(612) 844-8444adviserinfo.sec.gov
Focus FinancialMinneapolis$6.82 billion27,510189Not listed(651) 631-8166focusfinancial.comadviserinfo.sec.gov
Disciplined Growth Investors IncMinneapolis$5.48 billion144213(612) 317-4100dginv.comadviserinfo.sec.gov
RiverbridgeMinneapolis$5.03 billion3,65646Not listed(612) 904-6200adviserinfo.sec.gov
Clearwater Management Co., Inc.St Paul$4.68 billion1318(651) 228-0935adviserinfo.sec.gov
Accredited Investors Wealth ManagementEdina$4.41 billion5,07753Not listed(952) 841-2222accredited.comadviserinfo.sec.gov
Northcrest Asset ManagementPlymouth$4.33 billion3,35512Not listed(763) 417-1700adviserinfo.sec.gov
Peregrine Capital Management, LLCMinneapolis$4.07 billion6128Not listed(612) 343-7600adviserinfo.sec.gov
Norwest Capital Advisors, LLCMinneapolis$3.84 billion124012(612) 215-1600adviserinfo.sec.gov
Proterra Investment Partners LPMinneapolis$3.71 billion286127(612) 257-7900proterraasia.comadviserinfo.sec.gov
EhlersMinneapolis$3.59 billion72213Not listed(800) 552-1171adviserinfo.sec.gov
Sit Investment Associates, IncMinneapolis$3.54 billion80737(612) 332-3223sitinvest.comadviserinfo.sec.gov
Advisornet Wealth PartnersMinnetonka$3.15 billion9,293131Not listed(612) 347-8600fsaadvisors.comadviserinfo.sec.gov
BPS Capital Management, Inc.Bloomington$3.10 billion675Not listed(952) 893-0177bpscapital.comadviserinfo.sec.gov
Boulay WealthEden Prairie$3.01 billion4,38445Not listed(952) 893-9320adviserinfo.sec.gov
Berger Financial GroupPlymouth$2.95 billion11,13989Not listed(763) 746-2666indfinco.comadviserinfo.sec.gov
Tradition Wealth Management LLCEdina$2.60 billion5,77132Not listed(952) 563-6500adviserinfo.sec.gov
Arthur VenturesMinneapolis$2.56 billion171917(612) 552-6792adviserinfo.sec.gov
Compass Capital Management IncMinneapolis$2.56 billion1,67620Not listed(612) 338-4051adviserinfo.sec.gov
Locorr Fund Management, LLCExcelsior$2.53 billion78Not listed(952) 767-6900adviserinfo.sec.gov
Stonebridge Capital Advisors LLCSt. Paul$2.52 billion3,15131Not listed(651) 251-1000stonebridgecap.comadviserinfo.sec.gov
Efs AdvisorsCambridge$2.40 billion29,43859Not listed(763) 689-9023tsainvest.comadviserinfo.sec.gov
Stairway Partners, LLCMinneapolis$2.36 billion1005Not listed(630) 371-2626stairwaypartners.comadviserinfo.sec.gov
Okabena Investment Services IncMinneapolis$2.12 billion3831810(612) 339-7151okabena.comadviserinfo.sec.gov
Punch & Associates Investment Management, Inc.Edina$2.03 billion559342(952) 224-4350adviserinfo.sec.gov
Marks Group Wealth Management, Inc.Minnetonka$2.02 billion4,31014Not listed(952) 582-6100adviserinfo.sec.gov
Jnba Financial Advisors, LLCBloomington$2.01 billion4,15736Not listed(952) 844-0995adviserinfo.sec.gov
Silveroak Wealth Management LLCEdina$2.00 billion1,99223Not listed(952) 896-5700silveroakwealth.comadviserinfo.sec.gov
Granite PartnersSt. Cloud$1.89 billion3343(320) 251-1800adviserinfo.sec.gov
Capital Management Associates IncMinneapolis$1.88 billion93117Not listed(952) 893-1200tomluing.comadviserinfo.sec.gov
U.S. Bancorp Advisors, LLCSaint Paul$1.80 billion3,992379Not listed(800) 888-4700usbank.comadviserinfo.sec.gov
Cahill Financial Advisors, Inc.Edina$1.77 billion4,08322Not listed(952) 926-1659adviserinfo.sec.gov
Yukon Partners Management, L.L.C.Minneapolis$1.75 billion181917(612) 435-7800adviserinfo.sec.gov
Isc Financial AdvisorsAlbert Lea$1.55 billion3,68717Not listed(507) 373-8216adviserinfo.sec.gov
Strategic Wealth GroupEden Prairie$1.54 billion6,60023Not listed(952) 843-4944runningwealthmanagement.comadviserinfo.sec.gov
Next Century Growth Investors LLCPlymouth$1.52 billion379Not listed(763) 591-4490ncgrowth.comadviserinfo.sec.gov
Midwest Financial PartnersSt. Cloud$1.52 billion5,79530Not listed(320) 251-3752mfpmn.comadviserinfo.sec.gov
Excelsior Renewable Energy Management Company LPExcelsior$1.51 billion2252(330) 620-1478excelsiorcapital.comadviserinfo.sec.gov
Pine Grove Financial GroupWoodbury$1.49 billion4,27024Not listed(651) 714-0323pinegrovefg.comadviserinfo.sec.gov
Redhawk Wealth Advisors, Inc.Minneapolis$1.46 billion6,63955Not listed(952) 835-4295redhawkwa.comadviserinfo.sec.gov
O'Brien-Staley PartnersEdina$1.43 billion6356(612) 254-6442osp-group.comadviserinfo.sec.gov
First Light Asset Management, LLCEdina$1.41 billion861143(952) 831-6500adviserinfo.sec.gov
Affiance Financial LLCSt. Louis Park$1.37 billion4,16525Not listed(952) 544-9818affiancefinancial.comadviserinfo.sec.gov
Rice Park CapitalPlymouth$1.37 billion7217(833) 981-5595riceparkcapital.comadviserinfo.sec.gov
Truehelm, LLCBloomington$1.28 billion191819(952) 540-4500truehelm.comadviserinfo.sec.gov
Piper Sandler & Co.Minneapolis$1.28 billion11,402Not listed(612) 303-6000pipersandler.comadviserinfo.sec.gov
Palisade Asset Management, LLCMinneapolis$1.27 billion83910Not listed(612) 455-2900palisadeam.comadviserinfo.sec.gov
Great Waters FinancialShoreview$1.24 billion6,14142Not listed(612) 360-2127adviserinfo.sec.gov
Black Lake Investments LLCWayzata$1.19 billion15Not listed(215) 913-2782blacklakeinvestments.comadviserinfo.sec.gov
Leuthold Weeden Capital ManagementMinneapolis$1.17 billion200171(612) 332-9141adviserinfo.sec.gov
Financial PerspectivesMinneapolis$1.17 billion1,85214Not listed(763) 553-7779fpwealth.comadviserinfo.sec.gov
Shoreview Industries V, LLCMinneapolis$1.17 billion111911(612) 436-4280shoreview.comadviserinfo.sec.gov
Guardian Wealth Strategies, LLCMinneapols$1.14 billion4,27811Not listed(952) 746-1746gwealth.comadviserinfo.sec.gov
Bluestem Wealth Partners, LLCMinnetonka$1.12 billion8,32834Not listed(612) 464-0372adviserinfo.sec.gov
Asa Managed Account Managers LLCMinneapolis$1.12 billion22811(952) 847-2450asallc.comadviserinfo.sec.gov
Bearing360 WealthRichfield$1.11 billion8967Not listed(952) 800-6301adviserinfo.sec.gov
Minneapolis Portfolio Management Group, LLCWayzata$1.10 billion1,8309Not listed(612) 334-2000adviserinfo.sec.gov
Parr McKnight Wealth Management GroupMinneapolis$1.07 billion2,04014Not listed(612) 324-0240parrmcknightwmg.comadviserinfo.sec.gov
Marquette Wealth ManagementMinnetonka$1.07 billion6428Not listed(612) 661-3770adviserinfo.sec.gov
Northstar CapitalMinneapolis$1.02 billion6176(612) 371-5700adviserinfo.sec.gov
Everest Financial GroupMinneapolis$1.00 billion4,50512Not listed(763) 923-7525sincerefinancial.comadviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.