Data / Investment advisers / Serving pension and profit sharing plans / Minnesota
Investment advisers in Minnesota serving pension and profit sharing plans: 97 firms
97 SEC registered investment advisers with a main office in Minnesota report pension and profit sharing plans among their clients in Form ADV item 5.D, and together they attribute $107 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is Galliard Capital Management.
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.
- 97Advisers
- $107 billionAUM from this client type
- 94Advisers over $100 million
- November 2, 2026File date
Advisers in Minnesota serving pension and profit sharing plans
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 |
|---|
| Galliard Capital Management | Minneapolis | 104 | $34.08 billion | $80.27 billion | adviserinfo.sec.gov |
| Advanced Capital Group | Minneapolis | 166 | $25.91 billion | $29.99 billion | adviserinfo.sec.gov |
| Intellicents Investment Solutions Inc | Albert Lea | 504 | $7.59 billion | $9.92 billion | adviserinfo.sec.gov |
| Hays Financial Group, LLC | Minneapolis | 236 | $7.35 billion | $7.45 billion | adviserinfo.sec.gov |
| Wealth Enhancement Advisory Services, LLC | Plymouth | 1,096 | $5.95 billion | $122.19 billion | adviserinfo.sec.gov |
| Ameriprise Financial Services, LLC | Minneapolis | 7,105 | $5.02 billion | $660.47 billion | adviserinfo.sec.gov |
| RBC Global Asset Management (U.S.) Inc. | Minneapolis | 18 | $4.67 billion | $104.49 billion | adviserinfo.sec.gov |
| U.S. Bancorp Asset Management, Inc. | Minneapolis | 22 | $2.23 billion | $427.48 billion | adviserinfo.sec.gov |
| Stairway Partners, LLC | Minneapolis | 6 | $2.15 billion | $2.36 billion | adviserinfo.sec.gov |
| Cliftonlarsonallen Wealth Advisors, LLC | Minneapolis | 159 | $1.93 billion | $14.43 billion | adviserinfo.sec.gov |
| Sit Fixed Income Advisors II, LLC | Minneapolis | 8 | $1.60 billion | $14.97 billion | adviserinfo.sec.gov |
| Thrivent Financial for Lutherans | Minneapolis | 1 | $1.24 billion | $128.73 billion | adviserinfo.sec.gov |
| Next Century Growth Investors LLC | Plymouth | 10 | $866.3 million | $1.52 billion | adviserinfo.sec.gov |
| Winslow Capital Management LLC | Minneapolis | 8 | $806 million | $28.66 billion | adviserinfo.sec.gov |
| Mairs & Power | St. Paul | 20 | $492.1 million | $12.14 billion | adviserinfo.sec.gov |
| Twele Capital Management, Inc. | Minnetonka | Fewer than 5 | $456.8 million | $578.5 million | adviserinfo.sec.gov |
| Wheeler Retirement Plans LLC | Duluth | 56 | $446.6 million | $618.1 million | adviserinfo.sec.gov |
| Disciplined Growth Investors Inc | Minneapolis | 8 | $362.6 million | $5.48 billion | adviserinfo.sec.gov |
| Tradition Wealth Management LLC | Edina | 69 | $353.3 million | $2.60 billion | adviserinfo.sec.gov |
| Isc Financial Advisors | Albert Lea | 43 | $349.6 million | $1.55 billion | adviserinfo.sec.gov |
| Capital Management Associates Inc | Minneapolis | 41 | $322.1 million | $1.88 billion | adviserinfo.sec.gov |
| Peregrine Capital Management, LLC | Minneapolis | 3 | $302.2 million | $4.07 billion | adviserinfo.sec.gov |
| Riverbridge | Minneapolis | 17 | $252.9 million | $5.03 billion | adviserinfo.sec.gov |
| Compass Capital Management Inc | Minneapolis | 30 | $234.3 million | $2.56 billion | adviserinfo.sec.gov |
| Sit Investment Associates, Inc | Minneapolis | Fewer than 5 | $211.9 million | $3.54 billion | adviserinfo.sec.gov |
| Marks Group Wealth Management, Inc. | Minnetonka | 12 | $201.5 million | $2.02 billion | adviserinfo.sec.gov |
| All Star Financial | Minneapolis | 11 | $180.7 million | $881.7 million | adviserinfo.sec.gov |
| Strong Tower Advisory Services | Minneapolis | 8 | $178.9 million | $759.2 million | adviserinfo.sec.gov |
| Acm | Wayzata | 1 | $176.5 million | $231.2 million | adviserinfo.sec.gov |
| Speece Thorson Capital Group Inc | Minnetonka | 2 | $119 million | $469 million | adviserinfo.sec.gov |
| North American Wealth Advisors Inc. | Jordan | Fewer than 5 | $118.6 million | $237.3 million | adviserinfo.sec.gov |
| Excel Financial, LLC | Red Wing | 20 | $117.2 million | $404.5 million | adviserinfo.sec.gov |
| Punch & Associates Investment Management, Inc. | Edina | 3 | $110.3 million | $2.03 billion | adviserinfo.sec.gov |
| Parr McKnight Wealth Management Group | Minneapolis | 162 | $82.8 million | $1.07 billion | adviserinfo.sec.gov |
| Boyum Wealth Architects LLC | Bloomington | Fewer than 5 | $76.9 million | $564 million | adviserinfo.sec.gov |
| Wacker & Associates, Inc. | Jackson | 4 | $72.4 million | $180.2 million | adviserinfo.sec.gov |
| Efs Advisors | Cambridge | 24 | $59.8 million | $2.40 billion | adviserinfo.sec.gov |
| Mann Financial Group | Detroit Lakes | 6 | $59.5 million | $395.5 million | adviserinfo.sec.gov |
| Greater Midwest Financial Group, LLC | Saint Paul | 21 | $56.7 million | $589.3 million | adviserinfo.sec.gov |
| Boulay Wealth | Eden Prairie | 14 | $54.9 million | $3.01 billion | adviserinfo.sec.gov |
| Focus Financial | Minneapolis | 33 | $52.7 million | $6.82 billion | adviserinfo.sec.gov |
| Minneapolis Portfolio Management Group, LLC | Wayzata | 67 | $50.4 million | $1.10 billion | adviserinfo.sec.gov |
| Stiles Financial Services, Inc. | Edina | 11 | $40.2 million | $548.7 million | adviserinfo.sec.gov |
| Navista Wealth Management, Inc. | Minnetonka | 14 | $35.5 million | $709.6 million | adviserinfo.sec.gov |
| Cherry Tree Wealth Management, LLC | Minnetonka | 7 | $30.3 million | $673.5 million | adviserinfo.sec.gov |
| Ais Planning | St. Cloud | 24 | $28.8 million | $591 million | adviserinfo.sec.gov |
| U.S. Bancorp Advisors, LLC | Saint Paul | 25 | $25.5 million | $1.80 billion | adviserinfo.sec.gov |
| Redhawk Wealth Advisors, Inc. | Minneapolis | 61 | $22.8 million | $1.46 billion | adviserinfo.sec.gov |
| Lfa | St. Cloud | 5 | $20.7 million | $351.5 million | adviserinfo.sec.gov |
| Total Wealth Advisors, LLC | Hopkins | 10 | $15.3 million | $107.2 million | adviserinfo.sec.gov |
| Bluestem Wealth Partners, LLC | Minnetonka | 8 | $15 million | $1.12 billion | adviserinfo.sec.gov |
| Contego Capital Group, Inc. | Edina | Fewer than 5 | $13.8 million | $88 million | adviserinfo.sec.gov |
| Midwest Financial Partners | St. Cloud | 64 | $12.9 million | $1.52 billion | adviserinfo.sec.gov |
| Winter & Associates, Inc. | St. Paul | 5 | $12.7 million | $179.7 million | adviserinfo.sec.gov |
| Leuthold Weeden Capital Management | Minneapolis | 1 | $12.3 million | $1.17 billion | adviserinfo.sec.gov |
| Encore Wealth Advisors | Morris | 21 | $12.2 million | $121.7 million | adviserinfo.sec.gov |
| Strategic Wealth Group | Eden Prairie | 17 | $12 million | $1.54 billion | adviserinfo.sec.gov |
| Stonebridge Capital Advisors LLC | St. Paul | Fewer than 5 | $10.4 million | $2.52 billion | adviserinfo.sec.gov |
| Thrivent Advisor Network, LLC | Minneapolis | Fewer than 5 | $10.3 million | $6.84 billion | adviserinfo.sec.gov |
| MJT & Associates Financial Advisory Group, Inc. | Montevideo | 7 | $10 million | $198.9 million | adviserinfo.sec.gov |
| North Compass Financial Advisors, LLC | Grand Rapids | Fewer than 5 | $9.3 million | $146 million | adviserinfo.sec.gov |
| Knox Avenue Financial Corp. | St. Paul | 6 | $9 million | $144.7 million | adviserinfo.sec.gov |
| Marquette Wealth Management | Minnetonka | 2 | $8.9 million | $1.07 billion | adviserinfo.sec.gov |
| Perceptive Edge Investment Management, Inc. | Wayzata | Fewer than 5 | $8.5 million | $505 million | adviserinfo.sec.gov |
| Split Rock Private Trading and Wealth Management LLC | Cloquet | Fewer than 5 | $7.3 million | $356.1 million | adviserinfo.sec.gov |
| Pitzl Financial | Arden Hills | Fewer than 5 | $6.7 million | $498 million | adviserinfo.sec.gov |
| Perkins Capital Management Inc | Wayzata | Fewer than 5 | $6.7 million | $147.8 million | adviserinfo.sec.gov |
| Underdog Wealth Management, LLC | Maple Grove | 6 | $6.4 million | $111.9 million | adviserinfo.sec.gov |
| Thrivent Investment Management Inc. | Minneapolis | Fewer than 5 | $6.3 million | $20.77 billion | adviserinfo.sec.gov |
| Rossjohnson & Associates, LLC | Plymouth | 2 | $6.3 million | $211.6 million | adviserinfo.sec.gov |
| Van Clemens Wealth Management, LLC | Minneapolis | 8 | $6.1 million | $470.4 million | adviserinfo.sec.gov |
| White Oaks Wealth Advisors, Inc. | Minneapolis | Fewer than 5 | $6 million | $618.3 million | adviserinfo.sec.gov |
| Dunnavan & Co. | Minneapolis | 1 | $5.8 million | $392.7 million | adviserinfo.sec.gov |
| First Light Asset Management, LLC | Edina | 5 | $5.6 million | $1.41 billion | adviserinfo.sec.gov |
| Jones Kertz & Associates, Inc. | Blaine | Fewer than 5 | $5.1 million | $239.2 million | adviserinfo.sec.gov |
| E-Wealth Partners | Minnetonka | 7 | $4.8 million | $218.7 million | adviserinfo.sec.gov |
| Gradient Investments, LLC | Arden Hills | 3 | $4.5 million | $8.84 billion | adviserinfo.sec.gov |
| Cahill Financial Advisors, Inc. | Edina | Fewer than 5 | $3.9 million | $1.77 billion | adviserinfo.sec.gov |
| White Pine Capital LLC | Bloomington | Fewer than 5 | $3.7 million | $430.6 million | adviserinfo.sec.gov |
| Cedrus Wealth Group | Andover | Fewer than 5 | $3.5 million | $217.8 million | adviserinfo.sec.gov |
| Northland Asset Management | Minneapolis | Fewer than 5 | $3.2 million | $405.5 million | adviserinfo.sec.gov |
| Tealwood Asset Management | Minneapolis | Fewer than 5 | $3.1 million | $365.4 million | adviserinfo.sec.gov |
| Gradient Wealth Management | Arden Hills | 3 | $2.7 million | $607.9 million | adviserinfo.sec.gov |
| Affiance Financial LLC | St. Louis Park | 5 | $2.4 million | $1.37 billion | adviserinfo.sec.gov |
| Ballast Advisors, LLC | Woodbury | 1 | $2.3 million | $674.5 million | adviserinfo.sec.gov |
| Boulevard | Bloomington | 2 | $2.1 million | $119.5 million | adviserinfo.sec.gov |
| Flourish Wealth Management Inc. | Edina | Fewer than 5 | $2 million | $455.2 million | adviserinfo.sec.gov |
| Birchwood Financial Partners, Inc. | Bloomington | 1 | $1.9 million | $853.2 million | adviserinfo.sec.gov |
| 360 Financial | Wayzata | 1 | $1.7 million | $700.5 million | adviserinfo.sec.gov |
| Palisade Asset Management, LLC | Minneapolis | Fewer than 5 | $1.7 million | $1.27 billion | adviserinfo.sec.gov |
| Nepsis, Inc. | Minneapolis | Fewer than 5 | $1.3 million | $344.5 million | adviserinfo.sec.gov |
| Ascent Advisors | Mankato | 4 | $1 million | $110.8 million | adviserinfo.sec.gov |
| Echo Wealth Management, LLC | Plymouth | Fewer than 5 | $736,795 | $288.2 million | adviserinfo.sec.gov |
| Vantage Point Wealth Management | Plymouth | 2 | $29,113 | $326.6 million | adviserinfo.sec.gov |
| Christensen Group Financial, LLC | Eden Prairie | 230 | Not listed | $24.8 million | adviserinfo.sec.gov |
| Standard Valuations, Inc. | White Bear Lake | 97 | Not listed | Not listed | adviserinfo.sec.gov |
| Modus Advisors, LLC | Excelsior | 1 | Not listed | $601.1 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.