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Data / Investment advisers / Minnesota / Minnetonka

Investment advisers in Minnetonka, MN: 21 firms, $60.7 billion in AUM

21 investment advisers have their main office in Minnetonka, Minnesota: 19 SEC registered and 2 exempt reporting. The registered advisers report $60.7 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Pine River Capital Management L.P. with $46.9 billion.

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.

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  • 21Advisers
  • 19SEC registered
  • 2Exempt reporting
  • $60.7 billionTotal AUM
  • 18Advisers over $100 million
  • 9Manage 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
Pine River Capital Management L.P.Minnetonka$46.87 billion7312(612) 238-3300prcm.comadviserinfo.sec.gov
Advisornet Wealth PartnersMinnetonka$3.15 billion9,293131Not listed(612) 347-8600fsaadvisors.comadviserinfo.sec.gov
Marks Group Wealth Management, Inc.Minnetonka$2.02 billion4,31014Not listed(952) 582-6100adviserinfo.sec.gov
Bluestem Wealth Partners, LLCMinnetonka$1.12 billion8,32834Not listed(612) 464-0372adviserinfo.sec.gov
Marquette Wealth ManagementMinnetonka$1.07 billion6428Not listed(612) 661-3770adviserinfo.sec.gov
DGV Solutions LPMinnetonka$944.4 million461(612) 843-4360dgvlp.comadviserinfo.sec.gov
The Advocate Group, LLCMinnetonka$809.9 million1,06817Not listed(952) 693-2630theadvocategroup.comadviserinfo.sec.gov
Navista Wealth Management, Inc.Minnetonka$709.6 million1,47711Not listed(612) 315-2400navistawealth.comadviserinfo.sec.gov
Cherry Tree Wealth Management, LLCMinnetonka$673.5 million1,10112Not listed(952) 893-9012adviserinfo.sec.gov
McGinty Road Partners, LPMinnetonka$646 million7137(651) 294-4574mcgintyroad.comadviserinfo.sec.gov
Twele Capital Management, Inc.Minnetonka$578.5 million2014Not listed(952) 887-9253adviserinfo.sec.gov
Legacies Wealth LLCMinnetonka$505.4 million2985Not listed(612) 376-4040adviserinfo.sec.gov
Speece Thorson Capital Group IncMinnetonka$469 million4141(612) 338-4649stcapital.comadviserinfo.sec.gov
Pathfinder 360 Managementco, LLCMinnetonka$343.8 million313(612) 308-5187adviserinfo.sec.gov
Merced Capital, L.P.Minnetonka$251.2 million756(952) 476-7200adviserinfo.sec.gov
E-Wealth PartnersMinnetonka$218.7 million8115Not listed(952) 800-2121adviserinfo.sec.gov
Quantitative Asset Management, LLCMinnetonka$187.4 million1552Not listed(952) 476-7855qamgmt.comadviserinfo.sec.gov
Tonka Capital Partners, LLCMinnetonka$139.8 million431(952) 204-5085tonkacapitalpartners.comadviserinfo.sec.gov
Onward InvestorsMinnetonkaNot listedNot listedNot listed3(952) 426-7087onwardinvestors.comadviserinfo.sec.gov
Brass Ring Capital, Inc.MinnetonkaNot listedNot listedNot listed2(952) 473-2710brassringcapital.comadviserinfo.sec.gov
Lakestone Wealth ManagementMinnetonkaNot listed06Not listed(612) 347-8667adviserinfo.sec.gov

Advisers in Minnetonka that manage private funds

9 advisers report private funds. The 30 with the most funds.

AdviserCityStatePrivate fundsHedgePrivate equityVenture capitalReal estateFund gross assetsAUMSource
McGinty Road Partners, LPMinnetonkaMN7Not listed7Not listedNot listed$470.6 million$646 millionadviserinfo.sec.gov
Merced Capital, L.P.MinnetonkaMN613Not listed2$251.2 million$251.2 millionadviserinfo.sec.gov
Pathfinder 360 Managementco, LLCMinnetonkaMN3Not listed3Not listedNot listed$343.8 million$343.8 millionadviserinfo.sec.gov
Onward InvestorsMinnetonkaMN3Not listedNot listedNot listed3$841.5 millionNot listedadviserinfo.sec.gov
Pine River Capital Management L.P.MinnetonkaMN22Not listedNot listedNot listed$5.96 billion$46.87 billionadviserinfo.sec.gov
Brass Ring Capital, Inc.MinnetonkaMN2Not listed1Not listedNot listed$132.7 millionNot listedadviserinfo.sec.gov
DGV Solutions LPMinnetonkaMN1Not listedNot listedNot listedNot listed$547.6 million$944.4 millionadviserinfo.sec.gov
Speece Thorson Capital Group IncMinnetonkaMN11Not listedNot listedNot listed$126 million$469 millionadviserinfo.sec.gov
Tonka Capital Partners, LLCMinnetonkaMN1Not listed1Not listedNot listed$71.6 million$139.8 millionadviserinfo.sec.gov

Newest SEC registrations in Minnetonka

1 adviser with an SEC status effective in the 90 days to November 2, 2026.

AdviserCityStateSEC status effectiveAUMWebsiteSource
Lakestone Wealth ManagementMinnetonkaMNOctober 7, 2026Not listedadviserinfo.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.