Data / Investment advisers / Serving charitable organizations / Minnesota
Investment advisers in Minnesota serving charitable organizations: 121 firms
121 SEC registered investment advisers with a main office in Minnesota report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $19.2 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Sit Fixed Income Advisors II, LLC.
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- 121Advisers
- $19.2 billionAUM from this client type
- 120Advisers over $100 million
- November 2, 2026File date
Advisers in Minnesota serving charitable organizations
Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|
| Sit Fixed Income Advisors II, LLC | Minneapolis | 31 | $4.24 billion | $14.97 billion | adviserinfo.sec.gov |
| Galliard Capital Management | Minneapolis | 15 | $3.03 billion | $80.27 billion | adviserinfo.sec.gov |
| Ameriprise Financial Services, LLC | Minneapolis | 2,335 | $3.02 billion | $660.47 billion | adviserinfo.sec.gov |
| U.S. Bancorp Asset Management, Inc. | Minneapolis | 56 | $1.54 billion | $427.48 billion | adviserinfo.sec.gov |
| Disciplined Growth Investors Inc | Minneapolis | 11 | $1.14 billion | $5.48 billion | adviserinfo.sec.gov |
| Wealth Enhancement Advisory Services, LLC | Plymouth | 643 | $829.7 million | $122.19 billion | adviserinfo.sec.gov |
| Winslow Capital Management LLC | Minneapolis | 41 | $503.8 million | $28.66 billion | adviserinfo.sec.gov |
| Fiduciary Counselling Inc | St Paul | 25 | $468.1 million | $10.06 billion | adviserinfo.sec.gov |
| Sit Investment Associates, Inc | Minneapolis | 5 | $448.7 million | $3.54 billion | adviserinfo.sec.gov |
| Mairs & Power | St. Paul | 38 | $412.9 million | $12.14 billion | adviserinfo.sec.gov |
| Perceptive Edge Investment Management, Inc. | Wayzata | 6 | $324.6 million | $505 million | adviserinfo.sec.gov |
| Marks Group Wealth Management, Inc. | Minnetonka | 11 | $282.2 million | $2.02 billion | adviserinfo.sec.gov |
| Cliftonlarsonallen Wealth Advisors, LLC | Minneapolis | 307 | $247.4 million | $14.43 billion | adviserinfo.sec.gov |
| Riverbridge | Minneapolis | 60 | $194.3 million | $5.03 billion | adviserinfo.sec.gov |
| DGV Solutions LP | Minnetonka | Fewer than 5 | $174.4 million | $944.4 million | adviserinfo.sec.gov |
| RBC Global Asset Management (U.S.) Inc. | Minneapolis | 2 | $170.6 million | $104.49 billion | adviserinfo.sec.gov |
| Compass Capital Management Inc | Minneapolis | 21 | $149.6 million | $2.56 billion | adviserinfo.sec.gov |
| Stonebridge Capital Advisors LLC | St. Paul | 31 | $145.9 million | $2.52 billion | adviserinfo.sec.gov |
| Securian Asset Management, Inc. | St Paul | Fewer than 5 | $114.9 million | $41.56 billion | adviserinfo.sec.gov |
| Speece Thorson Capital Group Inc | Minnetonka | 9 | $106 million | $469 million | adviserinfo.sec.gov |
| Thrivent Advisor Network, LLC | Minneapolis | 62 | $93.7 million | $6.84 billion | adviserinfo.sec.gov |
| Allodium Investment Consultants, LLC | Minneapolis | 15 | $80.8 million | $576.8 million | adviserinfo.sec.gov |
| Punch & Associates Investment Management, Inc. | Edina | 9 | $71 million | $2.03 billion | adviserinfo.sec.gov |
| Advanced Capital Group | Minneapolis | 3 | $70.6 million | $29.99 billion | adviserinfo.sec.gov |
| Dunnavan & Co. | Minneapolis | 2 | $68.9 million | $392.7 million | adviserinfo.sec.gov |
| Minneapolis Portfolio Management Group, LLC | Wayzata | 16 | $67.2 million | $1.10 billion | adviserinfo.sec.gov |
| Northrock Partners, LLC | Minneapolis | 12 | $67 million | $12.19 billion | adviserinfo.sec.gov |
| Cloverfields Capital Group, LP | Minneapolis | 3 | $64.1 million | $358.7 million | adviserinfo.sec.gov |
| Peregrine Capital Management, LLC | Minneapolis | 3 | $60.5 million | $4.07 billion | adviserinfo.sec.gov |
| DSG Capital Advisors, LLC | Edina | Fewer than 5 | $57 million | $780.3 million | adviserinfo.sec.gov |
| Acm | Wayzata | 1 | $54 million | $231.2 million | adviserinfo.sec.gov |
| Palisade Asset Management, LLC | Minneapolis | 7 | $49.7 million | $1.27 billion | adviserinfo.sec.gov |
| Asa Managed Account Managers LLC | Minneapolis | 10 | $49.5 million | $1.12 billion | adviserinfo.sec.gov |
| Okabena Investment Services Inc | Minneapolis | 11 | $48.3 million | $2.12 billion | adviserinfo.sec.gov |
| Colliers Securities LLC | Minneapolis | 5 | $47 million | $329.6 million | adviserinfo.sec.gov |
| BPS Capital Management, Inc. | Bloomington | 3 | $42.4 million | $3.10 billion | adviserinfo.sec.gov |
| Marquette Wealth Management | Minnetonka | 7 | $41.8 million | $1.07 billion | adviserinfo.sec.gov |
| Lfa | St. Cloud | 6 | $34.5 million | $351.5 million | adviserinfo.sec.gov |
| Jnba Financial Advisors, LLC | Bloomington | 10 | $34.4 million | $2.01 billion | adviserinfo.sec.gov |
| GS Investment Inc | Eagan | 7 | $33.6 million | $192.2 million | adviserinfo.sec.gov |
| Guardian Wealth Strategies, LLC | Minneapols | 39 | $29.2 million | $1.14 billion | adviserinfo.sec.gov |
| Thomas Leo Advisory, LLC | Minneapolis | 1 | $29.1 million | $192.7 million | adviserinfo.sec.gov |
| The Advocate Group, LLC | Minnetonka | 48 | $27.9 million | $809.9 million | adviserinfo.sec.gov |
| Accredited Investors Wealth Management | Edina | 5 | $23.7 million | $4.41 billion | adviserinfo.sec.gov |
| Ais Planning | St. Cloud | 9 | $22 million | $591 million | adviserinfo.sec.gov |
| Capital Management Associates Inc | Minneapolis | 8 | $21.7 million | $1.88 billion | adviserinfo.sec.gov |
| Murphy Pohlad Asset Management LLC | Eden Prairie | Fewer than 5 | $20.7 million | $639.7 million | adviserinfo.sec.gov |
| Midwest Financial Partners | St. Cloud | 16 | $17.2 million | $1.52 billion | adviserinfo.sec.gov |
| Cahill Financial Advisors, Inc. | Edina | Fewer than 5 | $16.4 million | $1.77 billion | adviserinfo.sec.gov |
| Boulay Wealth | Eden Prairie | Fewer than 5 | $15.8 million | $3.01 billion | adviserinfo.sec.gov |
| PSC Financial LLC | Bloomington | 3 | $15.6 million | $135.1 million | adviserinfo.sec.gov |
| Bond & Devick Wealth Partners | Saint Louis Park | 5 | $13.4 million | $705.5 million | adviserinfo.sec.gov |
| Quantitative Asset Management, LLC | Minnetonka | 2 | $13.4 million | $187.4 million | adviserinfo.sec.gov |
| White Pine Capital LLC | Bloomington | Fewer than 5 | $12 million | $430.6 million | adviserinfo.sec.gov |
| Logan Park Wealth Management | Minneapolis | Fewer than 5 | $11.8 million | $464.8 million | adviserinfo.sec.gov |
| Isc Financial Advisors | Albert Lea | 13 | $11.8 million | $1.55 billion | adviserinfo.sec.gov |
| Advisornet Wealth Partners | Minnetonka | 6 | $11.4 million | $3.15 billion | adviserinfo.sec.gov |
| All Star Financial | Minneapolis | 3 | $10.6 million | $881.7 million | adviserinfo.sec.gov |
| Perkins Capital Management Inc | Wayzata | 5 | $8.9 million | $147.8 million | adviserinfo.sec.gov |
| Running Oak Capital LLC | Minneapolis | 10 | $8.5 million | $874.7 million | adviserinfo.sec.gov |
| Strategic Wealth Group | Eden Prairie | 7 | $8.2 million | $1.54 billion | adviserinfo.sec.gov |
| Mann Financial Group | Detroit Lakes | 6 | $7.5 million | $395.5 million | adviserinfo.sec.gov |
| Wacker & Associates, Inc. | Jackson | 3 | $7.4 million | $180.2 million | adviserinfo.sec.gov |
| Cornerstone Wealth Advisors, Inc. | Edina | 1 | $7.3 million | $608.7 million | adviserinfo.sec.gov |
| Legacies Wealth LLC | Minnetonka | 3 | $7.2 million | $505.4 million | adviserinfo.sec.gov |
| Cherry Tree Wealth Management, LLC | Minnetonka | 33 | $6.8 million | $673.5 million | adviserinfo.sec.gov |
| Summit Creek Advisors | Minneapolis | Fewer than 5 | $6.6 million | $650.9 million | adviserinfo.sec.gov |
| The Oak Ridge Financial Services Group, Inc | Golden Valley | 6 | $6 million | $668.6 million | adviserinfo.sec.gov |
| Financial Perspectives | Minneapolis | 2 | $6 million | $1.17 billion | adviserinfo.sec.gov |
| Tonka Capital Partners, LLC | Minnetonka | Fewer than 5 | $5.1 million | $139.8 million | adviserinfo.sec.gov |
| Birchwood Financial Partners, Inc. | Bloomington | 2 | $4.8 million | $853.2 million | adviserinfo.sec.gov |
| 360 Financial | Wayzata | 3 | $4.8 million | $700.5 million | adviserinfo.sec.gov |
| Fpnavigators | Maple Grove | 2 | $4.7 million | $355.1 million | adviserinfo.sec.gov |
| Petros Family Wealth, LLC | Bloomington | 4 | $4.6 million | $341.6 million | adviserinfo.sec.gov |
| Strong Tower Advisory Services | Minneapolis | 1 | $4.5 million | $759.2 million | adviserinfo.sec.gov |
| First Light Asset Management, LLC | Edina | 7 | $4.1 million | $1.41 billion | adviserinfo.sec.gov |
| Abens Financial Services Inc | Edina | 5 | $4.1 million | $120.1 million | adviserinfo.sec.gov |
| All Terrain Financial Advisors | Coon Rapids | Fewer than 5 | $3.8 million | $379.2 million | adviserinfo.sec.gov |
| Northland Asset Management | Minneapolis | Fewer than 5 | $3.7 million | $405.5 million | adviserinfo.sec.gov |
| Schwarz Dygos Wheeler Investment Advisors LLC | Minneapolis | 2 | $3.7 million | $730.4 million | adviserinfo.sec.gov |
| Michael Traxler Wealth Management, LLC | New Prague | 4 | $3.7 million | $194.7 million | adviserinfo.sec.gov |
| Navista Wealth Management, Inc. | Minnetonka | 3 | $3.5 million | $709.6 million | adviserinfo.sec.gov |
| Gary L. Greenberg | Eden Prairie | 3 | $3.5 million | $141.1 million | adviserinfo.sec.gov |
| Excel Financial, LLC | Red Wing | 2 | $3.4 million | $404.5 million | adviserinfo.sec.gov |
| White Oaks Wealth Advisors, Inc. | Minneapolis | Fewer than 5 | $3.3 million | $618.3 million | adviserinfo.sec.gov |
| Gen Financial Management Inc. | Plymouth | Fewer than 5 | $3.3 million | $331.8 million | adviserinfo.sec.gov |
| Stairway Partners, LLC | Minneapolis | Fewer than 5 | $3.2 million | $2.36 billion | adviserinfo.sec.gov |
| Strategic Asset Management LLC. | Rochester | Fewer than 5 | $2.9 million | $218.3 million | adviserinfo.sec.gov |
| Excelsior Investors | Excelsior | Fewer than 5 | $2.8 million | $242 million | adviserinfo.sec.gov |
| FBD Asset MGMT | Bloomington | 3 | $2.5 million | $76.8 million | adviserinfo.sec.gov |
| Berger Financial Group | Plymouth | 5 | $2.4 million | $2.95 billion | adviserinfo.sec.gov |
| FFP Wealth Management, LLC | Coon Rapids | 1 | $2.2 million | $301.1 million | adviserinfo.sec.gov |
| Iwealth | Waseca | Fewer than 5 | $2.2 million | $311.6 million | adviserinfo.sec.gov |
| Twele Capital Management, Inc. | Minnetonka | Fewer than 5 | $2.1 million | $578.5 million | adviserinfo.sec.gov |
| U.S. Bancorp Advisors, LLC | Saint Paul | Fewer than 5 | $2.1 million | $1.80 billion | adviserinfo.sec.gov |
| Focus Financial | Minneapolis | 3 | $2 million | $6.82 billion | adviserinfo.sec.gov |
| Encore Wealth Advisors | Morris | 5 | $1.6 million | $121.7 million | adviserinfo.sec.gov |
| Trumix Advisors | Bloomington | Fewer than 5 | $1.6 million | $169.9 million | adviserinfo.sec.gov |
| Boyum Wealth Architects LLC | Bloomington | Fewer than 5 | $1.2 million | $564 million | adviserinfo.sec.gov |
| Efs Advisors | Cambridge | 9 | $1.1 million | $2.40 billion | adviserinfo.sec.gov |
| Stiles Financial Services, Inc. | Edina | 3 | $1.1 million | $548.7 million | adviserinfo.sec.gov |
| Paradigm, Strategies in Wealth Management, LLC | Maple Grove | 1 | $1 million | $313.7 million | adviserinfo.sec.gov |
| Parr McKnight Wealth Management Group | Minneapolis | 5 | $980,572 | $1.07 billion | adviserinfo.sec.gov |
| Next Century Growth Investors LLC | Plymouth | Fewer than 5 | $726,345 | $1.52 billion | adviserinfo.sec.gov |
| High Note Wealth, LLC | Deephaven | 1 | $647,699 | $683.5 million | adviserinfo.sec.gov |
| Great Waters Financial | Shoreview | Fewer than 5 | $626,249 | $1.24 billion | adviserinfo.sec.gov |
| Nicollet Investment Management, Inc. | Minneapolis | 2 | $626,163 | $557.4 million | adviserinfo.sec.gov |
| Ballast Advisors, LLC | Woodbury | 1 | $475,651 | $674.5 million | adviserinfo.sec.gov |
| Tealwood Asset Management | Minneapolis | Fewer than 5 | $453,074 | $365.4 million | adviserinfo.sec.gov |
| Greater Midwest Financial Group, LLC | Saint Paul | Fewer than 5 | $438,262 | $589.3 million | adviserinfo.sec.gov |
| Knox Avenue Financial Corp. | St. Paul | Fewer than 5 | $344,511 | $144.7 million | adviserinfo.sec.gov |
| Quarry Hill Advisors | Saint Paul | Fewer than 5 | $338,624 | $394.8 million | adviserinfo.sec.gov |
| MHS Advisory Services, LLC | Maple Grove | 2 | $303,475 | $253.3 million | adviserinfo.sec.gov |
| Star Capital Inc. | Edina | 1 | $283,692 | $143.6 million | adviserinfo.sec.gov |
| Abbey Street | Eden Prairie | 1 | $261,841 | $375.4 million | adviserinfo.sec.gov |
| MJT & Associates Financial Advisory Group, Inc. | Montevideo | 1 | $157,294 | $198.9 million | adviserinfo.sec.gov |
| Tradition Wealth Management LLC | Edina | Fewer than 5 | $150,576 | $2.60 billion | adviserinfo.sec.gov |
| E-Wealth Partners | Minnetonka | Fewer than 5 | $130,297 | $218.7 million | adviserinfo.sec.gov |
| Kure Advisory, LLC | Plymouth | 1 | $99,897 | $259 million | adviserinfo.sec.gov |
| Redhawk Wealth Advisors, Inc. | Minneapolis | 1 | $50,100 | $1.46 billion | adviserinfo.sec.gov |
| Cordis Financial, LLC | Minneapolis | 1 | Not listed | $360.7 million | 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.