Data / Investment advisers / Serving corporations and other businesses / Minnesota
Investment advisers in Minnesota serving corporations and other businesses: 104 firms
104 SEC registered investment advisers with a main office in Minnesota report corporations and other businesses among their clients in Form ADV item 5.D, and together they attribute $52 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is U.S. Bancorp Asset Management, Inc.
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.
- 104Advisers
- $52 billionAUM from this client type
- 102Advisers over $100 million
- November 2, 2026File date
Advisers in Minnesota serving corporations and other businesses
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 |
|---|
| U.S. Bancorp Asset Management, Inc. | Minneapolis | 43 | $26.54 billion | $427.48 billion | adviserinfo.sec.gov |
| RBC Global Asset Management (U.S.) Inc. | Minneapolis | 29 | $12.36 billion | $104.49 billion | adviserinfo.sec.gov |
| Ameriprise Financial Services, LLC | Minneapolis | 3,260 | $4.11 billion | $660.47 billion | adviserinfo.sec.gov |
| Wealth Enhancement Advisory Services, LLC | Plymouth | 1,201 | $1.80 billion | $122.19 billion | adviserinfo.sec.gov |
| Black Lake Investments LLC | Wayzata | Fewer than 5 | $1.19 billion | $1.19 billion | adviserinfo.sec.gov |
| Cliftonlarsonallen Wealth Advisors, LLC | Minneapolis | 338 | $910.6 million | $14.43 billion | adviserinfo.sec.gov |
| Fiduciary Counselling Inc | St Paul | 87 | $738.3 million | $10.06 billion | adviserinfo.sec.gov |
| Advanced Capital Group | Minneapolis | 24 | $423.8 million | $29.99 billion | adviserinfo.sec.gov |
| Thrivent Investment Management Inc. | Minneapolis | 819 | $373.8 million | $20.77 billion | adviserinfo.sec.gov |
| Leuthold Weeden Capital Management | Minneapolis | 34 | $298.7 million | $1.17 billion | adviserinfo.sec.gov |
| Riverbridge | Minneapolis | 82 | $297 million | $5.03 billion | adviserinfo.sec.gov |
| Galliard Capital Management | Minneapolis | 2 | $284.8 million | $80.27 billion | adviserinfo.sec.gov |
| Compass Capital Management Inc | Minneapolis | 13 | $261.2 million | $2.56 billion | adviserinfo.sec.gov |
| Sit Fixed Income Advisors II, LLC | Minneapolis | 7 | $223.2 million | $14.97 billion | adviserinfo.sec.gov |
| Winslow Capital Management LLC | Minneapolis | 57 | $194.9 million | $28.66 billion | adviserinfo.sec.gov |
| Sit Investment Associates, Inc | Minneapolis | Fewer than 5 | $181.6 million | $3.54 billion | adviserinfo.sec.gov |
| Asa Managed Account Managers LLC | Minneapolis | Fewer than 5 | $176.5 million | $1.12 billion | adviserinfo.sec.gov |
| Securian Asset Management, Inc. | St Paul | Fewer than 5 | $124.2 million | $41.56 billion | adviserinfo.sec.gov |
| Disciplined Growth Investors Inc | Minneapolis | 6 | $112.3 million | $5.48 billion | adviserinfo.sec.gov |
| Stonebridge Capital Advisors LLC | St. Paul | 18 | $97.3 million | $2.52 billion | adviserinfo.sec.gov |
| Parr McKnight Wealth Management Group | Minneapolis | 5 | $92.5 million | $1.07 billion | adviserinfo.sec.gov |
| U.S. Bancorp Advisors, LLC | Saint Paul | 73 | $83.7 million | $1.80 billion | adviserinfo.sec.gov |
| 360 Financial | Wayzata | 25 | $79.1 million | $700.5 million | adviserinfo.sec.gov |
| Northrock Partners, LLC | Minneapolis | 20 | $76 million | $12.19 billion | adviserinfo.sec.gov |
| Mairs & Power | St. Paul | 6 | $73.2 million | $12.14 billion | adviserinfo.sec.gov |
| BPS Capital Management, Inc. | Bloomington | 4 | $72 million | $3.10 billion | adviserinfo.sec.gov |
| Focus Financial | Minneapolis | 88 | $68 million | $6.82 billion | adviserinfo.sec.gov |
| Tonka Capital Partners, LLC | Minnetonka | Fewer than 5 | $63.1 million | $139.8 million | adviserinfo.sec.gov |
| Summit Creek Advisors | Minneapolis | Fewer than 5 | $61.2 million | $650.9 million | adviserinfo.sec.gov |
| Castlelake, L.P. | Minneapolis | 2 | $51.7 million | $35.29 billion | adviserinfo.sec.gov |
| Running Oak Capital LLC | Minneapolis | 7 | $48.1 million | $874.7 million | adviserinfo.sec.gov |
| Punch & Associates Investment Management, Inc. | Edina | 5 | $39.9 million | $2.03 billion | adviserinfo.sec.gov |
| Thrivent Advisor Network, LLC | Minneapolis | 59 | $39.9 million | $6.84 billion | adviserinfo.sec.gov |
| Redhawk Wealth Advisors, Inc. | Minneapolis | 14 | $30.7 million | $1.46 billion | adviserinfo.sec.gov |
| Minneapolis Portfolio Management Group, LLC | Wayzata | 15 | $27.3 million | $1.10 billion | adviserinfo.sec.gov |
| Marquette Wealth Management | Minnetonka | 2 | $27.2 million | $1.07 billion | adviserinfo.sec.gov |
| First Light Asset Management, LLC | Edina | 18 | $26.5 million | $1.41 billion | adviserinfo.sec.gov |
| Tradition Wealth Management LLC | Edina | 20 | $25.4 million | $2.60 billion | adviserinfo.sec.gov |
| Stiles Financial Services, Inc. | Edina | 1 | $24.2 million | $548.7 million | adviserinfo.sec.gov |
| Palisade Asset Management, LLC | Minneapolis | 7 | $22.3 million | $1.27 billion | adviserinfo.sec.gov |
| Cahill Financial Advisors, Inc. | Edina | 6 | $21.8 million | $1.77 billion | adviserinfo.sec.gov |
| Lfa | St. Cloud | 8 | $19.8 million | $351.5 million | adviserinfo.sec.gov |
| Fpnavigators | Maple Grove | 19 | $16.7 million | $355.1 million | adviserinfo.sec.gov |
| Ehlers | Minneapolis | Fewer than 5 | $15.7 million | $3.59 billion | adviserinfo.sec.gov |
| Ballast Advisors, LLC | Woodbury | 15 | $15.5 million | $674.5 million | adviserinfo.sec.gov |
| Bearing360 Wealth | Richfield | 5 | $14.6 million | $1.11 billion | adviserinfo.sec.gov |
| Boulay Wealth | Eden Prairie | 13 | $12.4 million | $3.01 billion | adviserinfo.sec.gov |
| Marks Group Wealth Management, Inc. | Minnetonka | 4 | $11.2 million | $2.02 billion | adviserinfo.sec.gov |
| Berger Financial Group | Plymouth | 37 | $11.1 million | $2.95 billion | adviserinfo.sec.gov |
| Peregrine Capital Management, LLC | Minneapolis | 1 | $10.4 million | $4.07 billion | adviserinfo.sec.gov |
| Feltl Advisors | Plymouth | 2 | $10.2 million | $165.6 million | adviserinfo.sec.gov |
| High Note Wealth, LLC | Deephaven | 3 | $9.6 million | $683.5 million | adviserinfo.sec.gov |
| Colliers Securities LLC | Minneapolis | Fewer than 5 | $8.8 million | $329.6 million | adviserinfo.sec.gov |
| Capital Management Associates Inc | Minneapolis | 6 | $7.7 million | $1.88 billion | adviserinfo.sec.gov |
| Perkins Capital Management Inc | Wayzata | Fewer than 5 | $7.2 million | $147.8 million | adviserinfo.sec.gov |
| All Star Financial | Minneapolis | 3 | $7 million | $881.7 million | adviserinfo.sec.gov |
| Access Financial Services, Inc. | Minneapolis | 4 | $6.8 million | $437.8 million | adviserinfo.sec.gov |
| Twele Capital Management, Inc. | Minnetonka | Fewer than 5 | $6.8 million | $578.5 million | adviserinfo.sec.gov |
| Strong Tower Advisory Services | Minneapolis | 5 | $6.7 million | $759.2 million | adviserinfo.sec.gov |
| Advisornet Wealth Partners | Minnetonka | 9 | $5.7 million | $3.15 billion | adviserinfo.sec.gov |
| Oakwood Capital, Inc. | St. Louis Park | 3 | $5.6 million | $304.2 million | adviserinfo.sec.gov |
| Iwealth | Waseca | Fewer than 5 | $4.6 million | $311.6 million | adviserinfo.sec.gov |
| Wacker & Associates, Inc. | Jackson | 4 | $4.6 million | $180.2 million | adviserinfo.sec.gov |
| Midwest Financial Partners | St. Cloud | 13 | $4.5 million | $1.52 billion | adviserinfo.sec.gov |
| Ais Planning | St. Cloud | 5 | $4.3 million | $591 million | adviserinfo.sec.gov |
| Silveroak Wealth Management LLC | Edina | 2 | $4.1 million | $2.00 billion | adviserinfo.sec.gov |
| Gradient Wealth Management | Arden Hills | 4 | $4.1 million | $607.9 million | adviserinfo.sec.gov |
| Echo Wealth Management, LLC | Plymouth | Fewer than 5 | $3.9 million | $288.2 million | adviserinfo.sec.gov |
| Nicollet Investment Management, Inc. | Minneapolis | 2 | $3.7 million | $557.4 million | adviserinfo.sec.gov |
| Efs Advisors | Cambridge | 6 | $3.4 million | $2.40 billion | adviserinfo.sec.gov |
| Guardian Wealth Advisors, LLC | St Louis Park | 6 | $3.4 million | $300.2 million | adviserinfo.sec.gov |
| The Oak Ridge Financial Services Group, Inc | Golden Valley | 5 | $3.3 million | $668.6 million | adviserinfo.sec.gov |
| MJT & Associates Financial Advisory Group, Inc. | Montevideo | 3 | $3.1 million | $198.9 million | adviserinfo.sec.gov |
| Strategic Wealth Group | Eden Prairie | 9 | $3.1 million | $1.54 billion | adviserinfo.sec.gov |
| Tealwood Asset Management | Minneapolis | Fewer than 5 | $2.5 million | $365.4 million | adviserinfo.sec.gov |
| Murphy Pohlad Asset Management LLC | Eden Prairie | Fewer than 5 | $2.4 million | $639.7 million | adviserinfo.sec.gov |
| Boyum Wealth Architects LLC | Bloomington | 4 | $1.4 million | $564 million | adviserinfo.sec.gov |
| Vantage Point Wealth Management | Plymouth | 2 | $1.1 million | $326.6 million | adviserinfo.sec.gov |
| Fortress Financial Group, LLC | Rochester | Fewer than 5 | $1.1 million | $352.3 million | adviserinfo.sec.gov |
| Valtinson Bruner Financial Planning | New Brighton | 3 | $1.1 million | $712 million | adviserinfo.sec.gov |
| Petros Family Wealth, LLC | Bloomington | 2 | $956,254 | $341.6 million | adviserinfo.sec.gov |
| Kure Advisory, LLC | Plymouth | 2 | $911,078 | $259 million | adviserinfo.sec.gov |
| Trailhead Planners, LLC | Edina | Fewer than 5 | $788,352 | $188.4 million | adviserinfo.sec.gov |
| Star Capital Inc. | Edina | 3 | $749,372 | $143.6 million | adviserinfo.sec.gov |
| Quarry Hill Advisors | Saint Paul | Fewer than 5 | $666,379 | $394.8 million | adviserinfo.sec.gov |
| Birchwood Financial Partners, Inc. | Bloomington | 1 | $607,268 | $853.2 million | adviserinfo.sec.gov |
| Encore Wealth Advisors | Morris | 1 | $561,331 | $121.7 million | adviserinfo.sec.gov |
| Allodium Investment Consultants, LLC | Minneapolis | 1 | $477,264 | $576.8 million | adviserinfo.sec.gov |
| Summit Investment Advisory Services | Roseville | Fewer than 5 | $458,697 | $745.8 million | adviserinfo.sec.gov |
| Jones Kertz & Associates, Inc. | Blaine | Fewer than 5 | $424,832 | $239.2 million | adviserinfo.sec.gov |
| All Terrain Financial Advisors | Coon Rapids | Fewer than 5 | $348,559 | $379.2 million | adviserinfo.sec.gov |
| MHS Advisory Services, LLC | Maple Grove | 1 | $279,412 | $253.3 million | adviserinfo.sec.gov |
| Excel Financial, LLC | Red Wing | 2 | $212,118 | $404.5 million | adviserinfo.sec.gov |
| Captar Private Wealth | St. Louis Park | 2 | $200,000 | $165.5 million | adviserinfo.sec.gov |
| FBD Asset MGMT | Bloomington | 2 | $161,923 | $76.8 million | adviserinfo.sec.gov |
| Great Waters Financial | Shoreview | Fewer than 5 | $153,687 | $1.24 billion | adviserinfo.sec.gov |
| Gradient Advisors, LLC | Arden Hills | 3 | $139,760 | $289.3 million | adviserinfo.sec.gov |
| Perceptive Edge Investment Management, Inc. | Wayzata | Fewer than 5 | $117,704 | $505 million | adviserinfo.sec.gov |
| Strategic Asset Management LLC. | Rochester | Fewer than 5 | $71,105 | $218.3 million | adviserinfo.sec.gov |
| Pitzl Financial | Arden Hills | Fewer than 5 | $2,207 | $498 million | adviserinfo.sec.gov |
| Financial Perspectives | Minneapolis | 1 | $2,156 | $1.17 billion | adviserinfo.sec.gov |
| E-Wealth Partners | Minnetonka | Fewer than 5 | $101 | $218.7 million | adviserinfo.sec.gov |
| Standard Valuations, Inc. | White Bear Lake | 2 | Not listed | Not listed | adviserinfo.sec.gov |
| Piper Sandler & Co. | Minneapolis | 1 | Not listed | $1.28 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.