Data / Investment advisers / Minnesota / Dorval & Chorne Financial Advisors
Dorval & Chorne Financial Advisors, Maple Grove, MN: $374 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Dorval & Chorne Financial Advisors is an SEC registered investment adviser with its main office in Maple Grove, Minnesota and reports $374 million in regulatory assets under management in its Form ADV filed February 9, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Dorval & Chorne Financial Advisors (CRD number 309512): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 309512
- SEC file number
- 801-129114
- SEC status
- Approved, effective November 28, 2023
- Legal name
- Dorval Corporation
- Main office
- 11242 86th Avenue North, Maple Grove, MN 55369
- Phone
- (612) 436-3714
- Website
- dorvalchorne.com
- Regulatory AUM
- $373,851,948 in the Form ADV filed February 9, 2026
- Discretionary AUM
- $337,210,385
- Non discretionary AUM
- $36,641,563
- Accounts
- 1,725
- Employees
- 7, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 9, 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 |
|---|---|---|
| Individuals (other than high net worth individuals) | 573 | $206.1 million |
| High net worth individuals | 90 | $167.8 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 | $373.9 million | February 9, 2026 |
| December 1, 2025 | $308.4 million | February 5, 2025 |
Other advisers in Minnesota
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Dunnavan & Co. | Minneapolis | $392.7 million | Not listed | adviserinfo.sec.gov |
| Dougherty & Associates Financial Advisors, Inc. | Buffalo | $382.9 million | Not listed | adviserinfo.sec.gov |
| All Terrain Financial Advisors | Coon Rapids | $379.2 million | Not listed | adviserinfo.sec.gov |
| Freedom Financial Partners LLC | Oakdale | $377.9 million | Not listed | adviserinfo.sec.gov |
| Abbey Street | Eden Prairie | $375.4 million | Not listed | adviserinfo.sec.gov |
| Tealwood Asset Management | Minneapolis | $365.4 million | Not listed | adviserinfo.sec.gov |
| India Capital LLC | Minneapolis | $365.3 million | 1 | adviserinfo.sec.gov |
| Cordis Financial, LLC | Minneapolis | $360.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Minnesota
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Dorval & Chorne Financial Advisors 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.