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Data / Investment advisers / Serving high net worth individuals / Minnesota

Investment advisers in Minnesota serving high net worth individuals: 207 firms

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

207 SEC registered investment advisers with a main office in Minnesota report high net worth individuals among their clients in Form ADV item 5.D, and together they attribute $551 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Ameriprise Financial Services, LLC.

The request: Every investment adviser in Minnesota that serves high net worth individuals, with AUM, phone and website. $10 of work on sign-up, no card.

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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.

  • 207Advisers
  • $551 billionAUM from this client type
  • 203Advisers over $100 million
  • November 2, 2026File date

Advisers in Minnesota serving high net worth individuals

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.

AdviserCityClients of this typeAUM from this typeTotal AUMSource
Ameriprise Financial Services, LLCMinneapolis183,925$368.50 billion$660.47 billionadviserinfo.sec.gov
Wealth Enhancement Advisory Services, LLCPlymouth27,424$39.32 billion$122.19 billionadviserinfo.sec.gov
Thrivent Investment Management Inc.Minneapolis17,692$11.40 billion$20.77 billionadviserinfo.sec.gov
Northrock Partners, LLCMinneapolis2,255$10.95 billion$12.19 billionadviserinfo.sec.gov
Cliftonlarsonallen Wealth Advisors, LLCMinneapolis2,348$10.13 billion$14.43 billionadviserinfo.sec.gov
Fiduciary Counselling IncSt Paul643$8.18 billion$10.06 billionadviserinfo.sec.gov
Mairs & PowerSt. Paul568$4.38 billion$12.14 billionadviserinfo.sec.gov
Accredited Investors Wealth ManagementEdina709$4.30 billion$4.41 billionadviserinfo.sec.gov
Focus FinancialMinneapolis1,697$3.86 billion$6.82 billionadviserinfo.sec.gov
Gradient Investments, LLCArden Hills1,994$3.37 billion$8.84 billionadviserinfo.sec.gov
RiverbridgeMinneapolis3,482$3.24 billion$5.03 billionadviserinfo.sec.gov
Thrivent Advisor Network, LLCMinneapolis1,481$2.97 billion$6.84 billionadviserinfo.sec.gov
Boulay WealthEden Prairie630$2.72 billion$3.01 billionadviserinfo.sec.gov
Advisornet Wealth PartnersMinnetonka923$2.26 billion$3.15 billionadviserinfo.sec.gov
Advanced Capital GroupMinneapolis51$1.96 billion$29.99 billionadviserinfo.sec.gov
Silveroak Wealth Management LLCEdina328$1.93 billion$2.00 billionadviserinfo.sec.gov
Compass Capital Management IncMinneapolis278$1.86 billion$2.56 billionadviserinfo.sec.gov
Tradition Wealth Management LLCEdina579$1.84 billion$2.60 billionadviserinfo.sec.gov
Jnba Financial Advisors, LLCBloomington514$1.69 billion$2.01 billionadviserinfo.sec.gov
Cahill Financial Advisors, Inc.Edina541$1.51 billion$1.77 billionadviserinfo.sec.gov
Disciplined Growth Investors IncMinneapolis102$1.40 billion$5.48 billionadviserinfo.sec.gov
Marks Group Wealth Management, Inc.Minnetonka408$1.37 billion$2.02 billionadviserinfo.sec.gov
Stonebridge Capital Advisors LLCSt. Paul538$1.37 billion$2.52 billionadviserinfo.sec.gov
Punch & Associates Investment Management, Inc.Edina333$1.35 billion$2.03 billionadviserinfo.sec.gov
Capital Management Associates IncMinneapolis317$1.33 billion$1.88 billionadviserinfo.sec.gov
Intellicents Investment Solutions IncAlbert Lea758$1.33 billion$9.92 billionadviserinfo.sec.gov
Palisade Asset Management, LLCMinneapolis104$1.19 billion$1.27 billionadviserinfo.sec.gov
Pine Grove Financial GroupWoodbury506$1.11 billion$1.49 billionadviserinfo.sec.gov
Strategic Wealth GroupEden Prairie1,177$1.05 billion$1.54 billionadviserinfo.sec.gov
Financial PerspectivesMinneapolis309$1.05 billion$1.17 billionadviserinfo.sec.gov
Affiance Financial LLCSt. Louis Park358$1.03 billion$1.37 billionadviserinfo.sec.gov
Bearing360 WealthRichfield95$1.01 billion$1.11 billionadviserinfo.sec.gov
Midwest Financial PartnersSt. Cloud326$1.01 billion$1.52 billionadviserinfo.sec.gov
Marquette Wealth ManagementMinnetonka116$930 million$1.07 billionadviserinfo.sec.gov
Isc Financial AdvisorsAlbert Lea307$917.7 million$1.55 billionadviserinfo.sec.gov
Berger Financial GroupPlymouth813$866.2 million$2.95 billionadviserinfo.sec.gov
Parr McKnight Wealth Management GroupMinneapolis162$802.3 million$1.07 billionadviserinfo.sec.gov
Guardian Wealth Strategies, LLCMinneapols376$775.9 million$1.14 billionadviserinfo.sec.gov
Great Waters FinancialShoreview383$774 million$1.24 billionadviserinfo.sec.gov
The Advocate Group, LLCMinnetonka222$755 million$809.9 millionadviserinfo.sec.gov
Bluestem Wealth Partners, LLCMinnetonka345$750 million$1.12 billionadviserinfo.sec.gov
Birchwood Financial Partners, Inc.Bloomington440$746.6 million$853.2 millionadviserinfo.sec.gov
Navpoint Financial, Inc.Prior Lake188$729.1 million$752.2 millionadviserinfo.sec.gov
DSG Capital Advisors, LLCEdina63$702.2 million$780.3 millionadviserinfo.sec.gov
Minneapolis Portfolio Management Group, LLCWayzata603$697.8 million$1.10 billionadviserinfo.sec.gov
Stevens Foster Financial AdvisorsBloomington151$692.4 million$750.4 millionadviserinfo.sec.gov
Asa Managed Account Managers LLCMinneapolis199$646 million$1.12 billionadviserinfo.sec.gov
High Note Wealth, LLCDeephaven184$634.6 million$683.5 millionadviserinfo.sec.gov
Bond & Devick Wealth PartnersSaint Louis Park330$633 million$705.5 millionadviserinfo.sec.gov
Schwarz Dygos Wheeler Investment Advisors LLCMinneapolis220$625 million$730.4 millionadviserinfo.sec.gov
Everest Financial GroupMinneapolis350$621.7 million$1.00 billionadviserinfo.sec.gov
Navista Wealth Management, Inc.Minnetonka196$620.9 million$709.6 millionadviserinfo.sec.gov
Murphy Pohlad Asset Management LLCEden Prairie89$607.6 million$639.7 millionadviserinfo.sec.gov
White Oaks Wealth Advisors, Inc.Minneapolis171$575.1 million$618.3 millionadviserinfo.sec.gov
U.S. Bancorp Advisors, LLCSaint Paul436$567.2 million$1.80 billionadviserinfo.sec.gov
Highmark Wealth Management LLCSt. Paul171$551.5 million$611.7 millionadviserinfo.sec.gov
The Wealth Group, Austin B. Colby & AssociatesEden Prairie277$549.3 million$711 millionadviserinfo.sec.gov
Modus Advisors, LLCExcelsior162$527 million$601.1 millionadviserinfo.sec.gov
Strong Tower Advisory ServicesMinneapolis124$517.8 million$759.2 millionadviserinfo.sec.gov
Nicollet Investment Management, Inc.Minneapolis171$508.2 million$557.4 millionadviserinfo.sec.gov
Cornerstone Wealth Advisors, Inc.Edina173$501.1 million$608.7 millionadviserinfo.sec.gov
Legacies Wealth LLCMinnetonka52$489.5 million$505.4 millionadviserinfo.sec.gov
Okabena Investment Services IncMinneapolis125$486.5 million$2.12 billionadviserinfo.sec.gov
All Star FinancialMinneapolis188$483.9 million$881.7 millionadviserinfo.sec.gov
BGM Wealth ManagementBloomington137$472.6 million$517.5 millionadviserinfo.sec.gov
360 FinancialWayzata421$464 million$700.5 millionadviserinfo.sec.gov
Lifelong Wealth Advisors, Inc.Arden Hills195$453.1 million$710.4 millionadviserinfo.sec.gov
Legacy WealthWoodbury146$452 million$546 millionadviserinfo.sec.gov
Running Oak Capital LLCMinneapolis1,017$450.2 million$874.7 millionadviserinfo.sec.gov
Allodium Investment Consultants, LLCMinneapolis122$450 million$576.8 millionadviserinfo.sec.gov
Flourish Wealth Management Inc.Edina148$448.7 million$455.2 millionadviserinfo.sec.gov
Summit Investment Advisory ServicesRoseville320$445.2 million$745.8 millionadviserinfo.sec.gov
Laurel Wealth PlanningEdina129$434.4 million$453.6 millionadviserinfo.sec.gov
Stiles Financial Services, Inc.Edina104$433 million$548.7 millionadviserinfo.sec.gov
Acumen Financial Advisors, LLCEdina134$432.6 million$465.2 millionadviserinfo.sec.gov
Winslow Capital Management LLCMinneapolis201$414.4 million$28.66 billionadviserinfo.sec.gov
Ais PlanningSt. Cloud176$400.7 million$591 millionadviserinfo.sec.gov
Pitzl FinancialArden Hills183$396.2 million$498 millionadviserinfo.sec.gov
The Oak Ridge Financial Services Group, IncGolden Valley158$391.5 million$668.6 millionadviserinfo.sec.gov
Ulland Investment Advisors, LLCMinneapolis86$388.9 million$442.9 millionadviserinfo.sec.gov
Greater Midwest Financial Group, LLCSaint Paul141$377.6 million$589.3 millionadviserinfo.sec.gov
Retire AgileHermantown105$374 million$433.7 millionadviserinfo.sec.gov
Valtinson Bruner Financial PlanningNew Brighton185$373.3 million$712 millionadviserinfo.sec.gov
Ballast Advisors, LLCWoodbury169$369.4 million$674.5 millionadviserinfo.sec.gov
Access Financial Services, Inc.Minneapolis142$369 million$437.8 millionadviserinfo.sec.gov
Redhawk Wealth Advisors, Inc.Minneapolis112$354.8 million$1.46 billionadviserinfo.sec.gov
First Light Asset Management, LLCEdina659$354.8 million$1.41 billionadviserinfo.sec.gov
Quarry Hill AdvisorsSaint Paul132$349.9 million$394.8 millionadviserinfo.sec.gov
Boyum Wealth Architects LLCBloomington141$346.2 million$564 millionadviserinfo.sec.gov
Van Clemens Wealth Management, LLCMinneapolis192$342.4 million$470.4 millionadviserinfo.sec.gov
All Terrain Financial AdvisorsCoon Rapids98$339.8 million$379.2 millionadviserinfo.sec.gov
Abbey StreetEden Prairie89$334.4 million$375.4 millionadviserinfo.sec.gov
White Pine Capital LLCBloomington70$328.7 million$430.6 millionadviserinfo.sec.gov
Fiat Wealth ManagementWayzata129$322.8 million$517.4 millionadviserinfo.sec.gov
Northland Asset ManagementMinneapolis484$319.3 million$405.5 millionadviserinfo.sec.gov
Tealwood Asset ManagementMinneapolis169$316.5 million$365.4 millionadviserinfo.sec.gov
Freedom Financial Partners LLCOakdale102$310.4 million$377.9 millionadviserinfo.sec.gov
Cedar Cove Wealth PartnersBloomington881$304.5 million$455 millionadviserinfo.sec.gov
Cloverfields Capital Group, LPMinneapolis55$294.5 million$358.7 millionadviserinfo.sec.gov
Logan Park Wealth ManagementMinneapolis105$294 million$464.8 millionadviserinfo.sec.gov
Epiq Partners, LLCMinneapolis73$286 million$290.9 millionadviserinfo.sec.gov
Gen Financial Management Inc.Plymouth113$273.4 million$331.8 millionadviserinfo.sec.gov
Legacy Financial Advisors CorporationBloomington99$270.1 million$317.7 millionadviserinfo.sec.gov
Dunnavan & Co.Minneapolis73$269.9 million$392.7 millionadviserinfo.sec.gov
Caissa Wealth StrategiesBloomington95$269.5 million$297 millionadviserinfo.sec.gov
Cordis Financial, LLCMinneapolis102$265.5 million$360.7 millionadviserinfo.sec.gov
Paradigm, Strategies in Wealth Management, LLCMaple Grove93$265.1 million$313.7 millionadviserinfo.sec.gov
Cherry Tree Wealth Management, LLCMinnetonka27$264.5 million$673.5 millionadviserinfo.sec.gov
Echo Wealth Management, LLCPlymouth77$260 million$288.2 millionadviserinfo.sec.gov
Fortress Financial Group, LLCRochester93$255.9 million$352.3 millionadviserinfo.sec.gov
Sit Fixed Income Advisors II, LLCMinneapolis15$248.4 million$14.97 billionadviserinfo.sec.gov
MD Financial Advisors / Vestment FinancialChanhassen198$246.8 million$304.3 millionadviserinfo.sec.gov
Guardian Wealth Advisors, LLCSt Louis Park79$237.1 million$300.2 millionadviserinfo.sec.gov
Jones Kertz & Associates, Inc.Blaine35$227.5 million$239.2 millionadviserinfo.sec.gov
Petros Family Wealth, LLCBloomington83$226.3 million$341.6 millionadviserinfo.sec.gov
Nepsis, Inc.Minneapolis96$222.5 million$344.5 millionadviserinfo.sec.gov
Excelsior InvestorsExcelsior72$221 million$242 millionadviserinfo.sec.gov
Bright Angel Advisors LLCSt. Paul18$219.9 million$224.1 millionadviserinfo.sec.gov
Sit Investment Associates, IncMinneapolis17$214.3 million$3.54 billionadviserinfo.sec.gov
FFP Wealth Management, LLCCoon Rapids98$205.8 million$301.1 millionadviserinfo.sec.gov
Stairway Partners, LLCMinneapolis45$204.2 million$2.36 billionadviserinfo.sec.gov
Vantage Point Wealth ManagementPlymouth328$202.3 million$326.6 millionadviserinfo.sec.gov
Excel Financial, LLCRed Wing83$200.9 million$404.5 millionadviserinfo.sec.gov
Phillip James Financial Co.Plymouth60$197.8 million$222.1 millionadviserinfo.sec.gov
Enspyre Wealth Advisors, Inc.Woodbury79$197.4 million$217.7 millionadviserinfo.sec.gov
Mann Financial GroupDetroit Lakes97$196.9 million$395.5 millionadviserinfo.sec.gov
LfaSt. Cloud80$194.1 million$351.5 millionadviserinfo.sec.gov
FpnavigatorsMaple Grove70$190.3 million$355.1 millionadviserinfo.sec.gov
Dougherty & Associates Financial Advisors, Inc.Buffalo80$184.9 million$382.9 millionadviserinfo.sec.gov
Vera Lake Capital, LLCEdina10$180.2 million$180.4 millionadviserinfo.sec.gov
E-Wealth PartnersMinnetonka67$172.8 million$218.7 millionadviserinfo.sec.gov
Great River FinancialPlymouth56$171.2 million$201.9 millionadviserinfo.sec.gov
Advisory Solutions GroupPlymouth106$170.1 million$408.4 millionadviserinfo.sec.gov
Dorval & Chorne Financial AdvisorsMaple Grove90$167.8 million$373.9 millionadviserinfo.sec.gov
Perceptive Edge Investment Management, Inc.Wayzata29$166.5 million$505 millionadviserinfo.sec.gov
Kure Advisory, LLCPlymouth84$165.9 million$259 millionadviserinfo.sec.gov
Wold Financial GroupMendota Heights31$161.7 million$182.5 millionadviserinfo.sec.gov
Keystone Wealth Advisors, IncorporatedEagan25$159.5 million$201.4 millionadviserinfo.sec.gov
Cedrus Wealth GroupAndover150$158.9 million$217.8 millionadviserinfo.sec.gov
IwealthWaseca67$156.6 million$311.6 millionadviserinfo.sec.gov
Koob Wealth Management, LLCWhite Bear Township71$155.2 million$171.8 millionadviserinfo.sec.gov
Vermillion Wealth Management Inc.Rosemount15$155.2 million$459.9 millionadviserinfo.sec.gov
Rossjohnson & Associates, LLCPlymouth80$154.4 million$211.6 millionadviserinfo.sec.gov
Gradient Wealth ManagementArden Hills160$147.9 million$607.9 millionadviserinfo.sec.gov
MHS Advisory Services, LLCMaple Grove70$147.6 million$253.3 millionadviserinfo.sec.gov
Usadvisors Wealth Management, LLCEden Prairie83$146.6 million$483.3 millionadviserinfo.sec.gov
GS Investment IncEagan35$144.1 million$192.2 millionadviserinfo.sec.gov
CFG RetirementEdina159$144.1 million$241 millionadviserinfo.sec.gov
Thomas Leo Advisory, LLCMinneapolis53$141.8 million$192.7 millionadviserinfo.sec.gov
Somerset Group LLCWayzata24$138.1 million$145.6 millionadviserinfo.sec.gov
Quantitative Asset Management, LLCMinnetonka44$137.9 million$187.4 millionadviserinfo.sec.gov
Northland Capital ManagementVirginia85$134 million$235 millionadviserinfo.sec.gov
Strategic Asset Management LLC.Rochester75$132.1 million$218.3 millionadviserinfo.sec.gov
Trailhead Planners, LLCEdina43$130.2 million$188.4 millionadviserinfo.sec.gov
Split Rock Private Trading and Wealth Management LLCCloquet401$129.6 million$356.1 millionadviserinfo.sec.gov
MJT & Associates Financial Advisory Group, Inc.Montevideo64$129.1 million$198.9 millionadviserinfo.sec.gov
Trumix AdvisorsBloomington50$126.5 million$169.9 millionadviserinfo.sec.gov
Bannerstone CapitalWayzata28$122.9 million$155.3 millionadviserinfo.sec.gov
Oakwood Capital, Inc.St. Louis Park181$121.4 million$304.2 millionadviserinfo.sec.gov
Financial Empowerment LLCBurnsville73$119.5 million$126.4 millionadviserinfo.sec.gov
Speece Thorson Capital Group IncMinnetonka14$116 million$469 millionadviserinfo.sec.gov
Trademark Financial Management, LLCBloomington49$115 million$293.4 millionadviserinfo.sec.gov
Winter & Associates, Inc.St. Paul42$111.2 million$179.7 millionadviserinfo.sec.gov
Secured Retirement Advisors, LLCSt Louis Park66$110.4 million$255.1 millionadviserinfo.sec.gov
Element Squared Private WealthMinneapolis81$108.7 million$203.5 millionadviserinfo.sec.gov
Twin Cities Retirement GroupPlymouth47$108.3 million$144.9 millionadviserinfo.sec.gov
Perkins Capital Management IncWayzata56$105.9 million$147.8 millionadviserinfo.sec.gov
Yes Wealth ManagementMahtomedi36$104.8 million$127.5 millionadviserinfo.sec.gov
Gary L. GreenbergEden Prairie29$103.8 million$141.1 millionadviserinfo.sec.gov
Colliers Securities LLCMinneapolis76$100.7 million$329.6 millionadviserinfo.sec.gov
Gradient Advisors, LLCArden Hills52$100.4 million$289.3 millionadviserinfo.sec.gov
Captar Private WealthSt. Louis Park14$100 million$165.5 millionadviserinfo.sec.gov
Tailwinds Wealth, LLCVadnais Heights60$100 million$192.7 millionadviserinfo.sec.gov
MWM Wealth Advisory, LLCPlymouth40$99.4 million$144.4 millionadviserinfo.sec.gov
Paladin FinancialArden Hills68$99.1 million$216.9 millionadviserinfo.sec.gov
Twele Capital Management, Inc.Minnetonka37$95.6 million$578.5 millionadviserinfo.sec.gov
Knox Avenue Financial Corp.St. Paul46$93.1 million$144.7 millionadviserinfo.sec.gov
Josh Arnold Investment Consultant, LLCEdina52$91.5 million$142.1 millionadviserinfo.sec.gov
Abens Financial Services IncEdina41$90.9 million$120.1 millionadviserinfo.sec.gov
Lifeplan Financial, LLCMankato63$89.3 million$141 millionadviserinfo.sec.gov
PSC Financial LLCBloomington36$87.3 million$135.1 millionadviserinfo.sec.gov
BPS Capital Management, Inc.Bloomington14$81.3 million$3.10 billionadviserinfo.sec.gov
Superior Financial, LLCRochester30$74.6 million$112.2 millionadviserinfo.sec.gov
Peak Financial Consulting, Inc.Bloomington51$71.8 million$132.3 millionadviserinfo.sec.gov
BoulevardBloomington37$71.5 million$119.5 millionadviserinfo.sec.gov
Hays Financial Group, LLCMinneapolis34$70.9 million$7.45 billionadviserinfo.sec.gov
Michael Traxler Wealth Management, LLCNew Prague26$66.2 million$194.7 millionadviserinfo.sec.gov
North Compass Financial Advisors, LLCGrand Rapids40$63.1 million$146 millionadviserinfo.sec.gov
Total Wealth Advisors, LLCHopkins27$60.6 million$107.2 millionadviserinfo.sec.gov
Underdog Wealth Management, LLCMaple Grove53$54.5 million$111.9 millionadviserinfo.sec.gov
Wacker & Associates, Inc.Jackson39$52.9 million$180.2 millionadviserinfo.sec.gov
North American Wealth Advisors Inc.Jordan26$50.8 million$237.3 millionadviserinfo.sec.gov
Trott Brook FinancialAnoka33$50 million$120.5 millionadviserinfo.sec.gov
Next Century Growth Investors LLCPlymouth13$46.5 million$1.52 billionadviserinfo.sec.gov
FBD Asset MGMTBloomington18$45.8 million$76.8 millionadviserinfo.sec.gov
Encore Wealth AdvisorsMorris55$44.1 million$121.7 millionadviserinfo.sec.gov
Peregrine Capital Management, LLCMinneapolis6$43.1 million$4.07 billionadviserinfo.sec.gov
Leuthold Weeden Capital ManagementMinneapolis60$40.8 million$1.17 billionadviserinfo.sec.gov
Contego Capital Group, Inc.Edina88$37.6 million$88 millionadviserinfo.sec.gov
Ascent AdvisorsMankato17$33.7 million$110.8 millionadviserinfo.sec.gov
Summit Creek AdvisorsMinneapolis12$32.4 million$650.9 millionadviserinfo.sec.gov
Webb Financial GroupBloomington2$23.5 million$397.2 millionadviserinfo.sec.gov
Star Capital Inc.Edina33$23.3 million$143.6 millionadviserinfo.sec.gov
RBC Global Asset Management (U.S.) Inc.Minneapolis3$21.5 million$104.49 billionadviserinfo.sec.gov
Christensen Group Financial, LLCEden Prairie15$19.2 million$24.8 millionadviserinfo.sec.gov
Paladin CapitalArden Hills1$2.1 million$10 millionadviserinfo.sec.gov
AcmWayzata4$388,883$231.2 millionadviserinfo.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.