Data / Investment advisers / Serving other investment advisers / Minnesota

Investment advisers in Minnesota serving other investment advisers: 13 firms

Name: Investment advisers in Minnesota serving other investment advisers: Form ADV data
Creator: SpecStream
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Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

13 SEC registered investment advisers with a main office in Minnesota report other investment advisers among their clients in Form ADV item 5.D, and together they attribute $5.2 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Northcrest Asset Management.

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

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13Advisers
$5.2 billionAUM from this client type
12Advisers over $100 million
November 2, 2026File date

Advisers in Minnesota serving other investment advisers

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
Northcrest Asset Management	Plymouth	Fewer than 5	$4.33 billion	$4.33 billion	adviserinfo.sec.gov
RBC Global Asset Management (U.S.) Inc.	Minneapolis	2	$593.2 million	$104.49 billion	adviserinfo.sec.gov
Disciplined Growth Investors Inc	Minneapolis	Fewer than 5	$185.5 million	$5.48 billion	adviserinfo.sec.gov
Next Century Growth Investors LLC	Plymouth	Fewer than 5	$64 million	$1.52 billion	adviserinfo.sec.gov
Summit Creek Advisors	Minneapolis	Fewer than 5	$28 million	$650.9 million	adviserinfo.sec.gov
Contego Capital Group, Inc.	Edina	Fewer than 5	$14.4 million	$88 million	adviserinfo.sec.gov
All Terrain Financial Advisors	Coon Rapids	Fewer than 5	$7.9 million	$379.2 million	adviserinfo.sec.gov
Stonebridge Capital Advisors LLC	St. Paul	Fewer than 5	$5.4 million	$2.52 billion	adviserinfo.sec.gov
Fiduciary Counselling Inc	St Paul	1	$3.7 million	$10.06 billion	adviserinfo.sec.gov
Tealwood Asset Management	Minneapolis	Fewer than 5	$3.1 million	$365.4 million	adviserinfo.sec.gov
Boyum Wealth Architects LLC	Bloomington	Fewer than 5	$2.4 million	$564 million	adviserinfo.sec.gov
India Capital LLC	Minneapolis	1	Not listed	$365.3 million	adviserinfo.sec.gov
Punch & Associates Investment Management, Inc.	Edina	1	Not listed	$2.03 billion	adviserinfo.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.