Data / Investment advisers / Minnesota / Affiance Financial LLC
Affiance Financial LLC, St. Louis Park, MN: $1.4 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Affiance Financial LLC is an SEC registered investment adviser with its main office in St. Louis Park, Minnesota and reports $1.4 billion in regulatory assets under management in its Form ADV filed June 10, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 113200
- SEC file number
- 801-78208
- SEC status
- Approved, effective June 17, 2013
- Main office
- 600 Highway 169 South Suite 1750, St. Louis Park, MN 55426
- Phone
- (952) 544-9818
- Website
- affiancefinancial.com
- Regulatory AUM
- $1,371,764,900 in the Form ADV filed June 10, 2026
- Discretionary AUM
- $1,343,415,008
- Non discretionary AUM
- $28,349,892
- Accounts
- 4,165
- Employees
- 25, of which 11 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 10, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 358 | $1.03 billion |
| Individuals (other than high net worth individuals) | 820 | $335.1 million |
| Pension and profit sharing plans | 5 | $2.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $1.37 billion | February 23, 2026 |
| December 1, 2025 | $1.15 billion | September 30, 2025 |
Other advisers in Minnesota
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Excelsior Renewable Energy Management Company LP | Excelsior | $1.51 billion | 2 | adviserinfo.sec.gov |
| Pine Grove Financial Group | Woodbury | $1.49 billion | Not listed | adviserinfo.sec.gov |
| Redhawk Wealth Advisors, Inc. | Minneapolis | $1.46 billion | Not listed | adviserinfo.sec.gov |
| O'Brien-Staley Partners | Edina | $1.43 billion | 6 | adviserinfo.sec.gov |
| First Light Asset Management, LLC | Edina | $1.41 billion | 3 | adviserinfo.sec.gov |
| Rice Park Capital | Plymouth | $1.37 billion | 7 | adviserinfo.sec.gov |
| Truehelm, LLC | Bloomington | $1.28 billion | 19 | adviserinfo.sec.gov |
| Piper Sandler & Co. | Minneapolis | $1.28 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Minnesota
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Affiance Financial LLC on the SEC's adviser search
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.