Data / Investment advisers / Minnesota / U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLC, Saint Paul, MN: $1.8 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
U.S. Bancorp Advisors, LLC is an SEC registered investment adviser with its main office in Saint Paul, Minnesota and reports $1.8 billion in regulatory assets under management in its Form ADV filed September 25, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management and other fees.
The request: Watch U.S. Bancorp Advisors, LLC (CRD number 14455): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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.
- Registration
- SEC registered investment adviser
- CRD number
- 14455
- SEC file number
- 801-70084
- SEC status
- Approved, effective August 14, 2009
- Main office
- 60 Livingston Ave Ep-Mn-N2wc, Saint Paul, MN 55107
- Phone
- (800) 888-4700
- Website
- usbank.com
- Regulatory AUM
- $1,796,069,079 in the Form ADV filed September 25, 2026
- Discretionary AUM
- $1,691,612,941
- Non discretionary AUM
- $104,456,138
- Accounts
- 3,992
- Employees
- 379, of which 141 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, other fees
- Other offices
- 174
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions, other federal, state or foreign regulatory actions, self-regulatory organization actions
- Latest Form ADV filing
- September 25, 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) | 2,809 | $1.12 billion |
| High net worth individuals | 436 | $567.2 million |
| Corporations or other businesses | 73 | $83.7 million |
| Pension and profit sharing plans | 25 | $25.5 million |
| Charitable organizations | Fewer than 5 | $2.1 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 |
|---|---|---|
| April 1, 2026 | $1.80 billion | March 31, 2026 |
| December 1, 2025 | $1.52 billion | October 31, 2025 |
Other advisers in Minnesota
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Marks Group Wealth Management, Inc. | Minnetonka | $2.02 billion | Not listed | adviserinfo.sec.gov |
| Jnba Financial Advisors, LLC | Bloomington | $2.01 billion | Not listed | adviserinfo.sec.gov |
| Silveroak Wealth Management LLC | Edina | $2.00 billion | Not listed | adviserinfo.sec.gov |
| Granite Partners | St. Cloud | $1.89 billion | 3 | adviserinfo.sec.gov |
| Capital Management Associates Inc | Minneapolis | $1.88 billion | Not listed | adviserinfo.sec.gov |
| Cahill Financial Advisors, Inc. | Edina | $1.77 billion | Not listed | adviserinfo.sec.gov |
| Yukon Partners Management, L.L.C. | Minneapolis | $1.75 billion | 17 | adviserinfo.sec.gov |
| Isc Financial Advisors | Albert Lea | $1.55 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Minnesota
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- U.S. Bancorp Advisors, 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.