Data / Investment advisers / Minnesota / Edina
Investment advisers in Edina, MN: 21 firms, $20.1 billion in AUM
21 investment advisers have their main office in Edina, Minnesota: 20 SEC registered and 1 exempt reporting. The registered advisers report $20.1 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Accredited Investors Wealth Management with $4.4 billion.
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- 21Advisers
- 20SEC registered
- 1Exempt reporting
- $20.1 billionTotal AUM
- 19Advisers over $100 million
- 4Manage 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.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Accredited Investors Wealth Management | Edina | $4.41 billion | 5,077 | 53 | Not listed | (952) 841-2222 | accredited.com | adviserinfo.sec.gov |
| Tradition Wealth Management LLC | Edina | $2.60 billion | 5,771 | 32 | Not listed | (952) 563-6500 | adviserinfo.sec.gov | |
| Punch & Associates Investment Management, Inc. | Edina | $2.03 billion | 559 | 34 | 2 | (952) 224-4350 | adviserinfo.sec.gov | |
| Silveroak Wealth Management LLC | Edina | $2.00 billion | 1,992 | 23 | Not listed | (952) 896-5700 | silveroakwealth.com | adviserinfo.sec.gov |
| Cahill Financial Advisors, Inc. | Edina | $1.77 billion | 4,083 | 22 | Not listed | (952) 926-1659 | adviserinfo.sec.gov | |
| O'Brien-Staley Partners | Edina | $1.43 billion | 6 | 35 | 6 | (612) 254-6442 | osp-group.com | adviserinfo.sec.gov |
| First Light Asset Management, LLC | Edina | $1.41 billion | 861 | 14 | 3 | (952) 831-6500 | adviserinfo.sec.gov | |
| DSG Capital Advisors, LLC | Edina | $780.3 million | 510 | 10 | Not listed | (612) 515-9900 | adviserinfo.sec.gov | |
| Cornerstone Wealth Advisors, Inc. | Edina | $608.7 million | 1,479 | 8 | Not listed | (952) 920-3900 | cornerstonewealthadvisors.com | adviserinfo.sec.gov |
| Stiles Financial Services, Inc. | Edina | $548.7 million | 793 | 12 | Not listed | (952) 988-0452 | adviserinfo.sec.gov | |
| Acumen Financial Advisors, LLC | Edina | $465.2 million | 624 | 5 | Not listed | (952) 521-1625 | adviserinfo.sec.gov | |
| Flourish Wealth Management Inc. | Edina | $455.2 million | 900 | 7 | Not listed | (952) 392-4474 | adviserinfo.sec.gov | |
| Laurel Wealth Planning | Edina | $453.6 million | 1,008 | 8 | Not listed | (952) 854-6250 | adviserinfo.sec.gov | |
| CFG Retirement | Edina | $241 million | 526 | 7 | Not listed | (952) 657-7470 | assuredretirementgroup.com | adviserinfo.sec.gov |
| Trailhead Planners, LLC | Edina | $188.4 million | 594 | 4 | Not listed | (503) 773-9682 | adviserinfo.sec.gov | |
| Vera Lake Capital, LLC | Edina | $180.4 million | 25 | 3 | Not listed | (612) 524-9165 | adviserinfo.sec.gov | |
| Star Capital Inc. | Edina | $143.6 million | 1,913 | 6 | Not listed | (651) 444-1116 | adviserinfo.sec.gov | |
| Josh Arnold Investment Consultant, LLC | Edina | $142.1 million | 401 | 2 | Not listed | (952) 925-5608 | mrmoneytalk.com | adviserinfo.sec.gov |
| Abens Financial Services Inc | Edina | $120.1 million | 98 | 3 | Not listed | (952) 933-9650 | abens.com | adviserinfo.sec.gov |
| Contego Capital Group, Inc. | Edina | $88 million | 179 | 8 | Not listed | (952) 697-2579 | adviserinfo.sec.gov | |
| Vensana Capital Management, LLC | Edina | Not listed | Not listed | Not listed | 3 | (612) 217-8688 | vensanacap.com | adviserinfo.sec.gov |
Advisers in Edina that manage private funds
4 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| O'Brien-Staley Partners | Edina | MN | 6 | Not listed | Not listed | Not listed | Not listed | $1.43 billion | $1.43 billion | adviserinfo.sec.gov |
| First Light Asset Management, LLC | Edina | MN | 3 | 3 | Not listed | Not listed | Not listed | $975.2 million | $1.41 billion | adviserinfo.sec.gov |
| Vensana Capital Management, LLC | Edina | MN | 3 | Not listed | Not listed | 3 | Not listed | $984.1 million | Not listed | adviserinfo.sec.gov |
| Punch & Associates Investment Management, Inc. | Edina | MN | 2 | 2 | Not listed | Not listed | Not listed | $386.5 million | $2.03 billion | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.