Data / Investment advisers / Minnesota
Investment advisers in Minnesota: 294 firms, $2.4 trillion in AUM
294 investment advisers have their main office in Minnesota: 276 SEC registered and 18 exempt reporting. The registered advisers report $2.4 trillion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Ameriprise Financial Services, LLC with $660 billion.
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.
Get advisers in Minnesota over $100 millionWatch new advisers in MinnesotaGet private fund advisers in Minnesota
- 294Advisers
- 276SEC registered
- 18Exempt reporting
- $2.4 trillionTotal AUM
- 258Advisers over $100 million
- 75Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Ameriprise Financial Services, LLC | Minneapolis | $660.47 billion | 2,424,045 | 14,056 | Not listed | (612) 671-3131 | adviserinfo.sec.gov | |
| U.S. Bancorp Asset Management, Inc. | Minneapolis | $427.48 billion | 2,340 | 322 | 1 | (717) 232-2723 | adviserinfo.sec.gov | |
| Garda Capital Partners | Wayzata | $207.10 billion | 3 | 224 | 1 | (612) 330-4900 | gardacp.dk | adviserinfo.sec.gov |
| Thrivent Financial for Lutherans | Minneapolis | $128.73 billion | 34 | 4,220 | 1 | (800) 847-4836 | thrivent.com | adviserinfo.sec.gov |
| Wealth Enhancement Advisory Services, LLC | Plymouth | $122.19 billion | 221,892 | 1,700 | Not listed | (763) 417-1700 | wealthenhancement.com | adviserinfo.sec.gov |
| RBC Global Asset Management (U.S.) Inc. | Minneapolis | $104.49 billion | 245 | 212 | 14 | (612) 376-7000 | adviserinfo.sec.gov | |
| Galliard Capital Management | Minneapolis | $80.27 billion | 264 | 89 | 3 | (612) 667-3220 | adviserinfo.sec.gov | |
| Walleye Capital LLC | Wayzata | $52.11 billion | 10 | 380 | 5 | (952) 345-5200 | walleyecapital.com | adviserinfo.sec.gov |
| Thrivent Asset Management, LLC | Minneapolis | $47.99 billion | 31 | 426 | Not listed | (800) 847-4836 | adviserinfo.sec.gov | |
| Pine River Capital Management L.P. | Minnetonka | $46.87 billion | 7 | 31 | 2 | (612) 238-3300 | prcm.com | adviserinfo.sec.gov |
| Securian Asset Management, Inc. | St Paul | $41.56 billion | 398 | 70 | Not listed | (651) 665-3500 | adviserinfo.sec.gov | |
| Castlelake, L.P. | Minneapolis | $35.29 billion | 50 | 251 | 46 | (612) 851-3000 | adviserinfo.sec.gov | |
| Advanced Capital Group | Minneapolis | $29.99 billion | 366 | 22 | Not listed | (612) 230-3000 | adviserinfo.sec.gov | |
| Winslow Capital Management LLC | Minneapolis | $28.66 billion | 1,882 | 37 | 3 | (612) 376-9100 | winslowcapital.com | adviserinfo.sec.gov |
| Thrivent Private Investments | Minneapolis | $22.78 billion | 47 | 66 | 36 | (800) 847-4836 | thriventprivateinvestments.com | adviserinfo.sec.gov |
| Thrivent Investment Management Inc. | Minneapolis | $20.77 billion | 54,503 | 3,901 | Not listed | (800) 847-4836 | adviserinfo.sec.gov | |
| Allianz Investment Management LLC | Minneapolis | $19.09 billion | 83 | 50 | Not listed | (763) 765-6500 | allianzim.com | adviserinfo.sec.gov |
| AB Carval Investors, LP | Minneapolis | $18.44 billion | 69 | 169 | 64 | (952) 444-4780 | adviserinfo.sec.gov | |
| Whitebox Advisors LLC | Minneapolis | $15.74 billion | 16 | 67 | 10 | (612) 253-6001 | whiteboxadvisors.com | adviserinfo.sec.gov |
| Sit Fixed Income Advisors II, LLC | Minneapolis | $14.97 billion | 158 | 73 | 18 | (612) 332-3223 | sitinvest.com | adviserinfo.sec.gov |
| Cliftonlarsonallen Wealth Advisors, LLC | Minneapolis | $14.43 billion | 23,169 | 158 | Not listed | (612) 376-4777 | claconnect.com | adviserinfo.sec.gov |
| Devenir Investment Advisors, LLC | Bloomington | $12.99 billion | 44 | 11 | Not listed | (952) 446-7400 | devenir.com | adviserinfo.sec.gov |
| Northrock Partners, LLC | Minneapolis | $12.19 billion | 24,014 | 233 | 1 | (612) 367-8800 | adviserinfo.sec.gov | |
| Mairs & Power | St. Paul | $12.14 billion | 1,725 | 60 | 2 | (651) 222-8478 | mairsandpower.com | adviserinfo.sec.gov |
| Fiduciary Counselling Inc | St Paul | $10.06 billion | 1,761 | 87 | Not listed | (651) 228-0935 | adviserinfo.sec.gov | |
| Intellicents Investment Solutions Inc | Albert Lea | $9.92 billion | 8,280 | 80 | Not listed | (507) 377-2919 | adviserinfo.sec.gov | |
| Gradient Investments, LLC | Arden Hills | $8.84 billion | 79,966 | 41 | Not listed | (888) 824-3525 | adviserinfo.sec.gov | |
| Hays Financial Group, LLC | Minneapolis | $7.45 billion | 687 | 12 | Not listed | (612) 373-9863 | adviserinfo.sec.gov | |
| Carval Clo Management LLC | Minneapolis | $7.30 billion | 17 | 1 | 17 | (952) 444-4780 | abcarval.com | adviserinfo.sec.gov |
| Thrivent Advisor Network, LLC | Minneapolis | $6.84 billion | 25,415 | 119 | Not listed | (612) 844-8444 | adviserinfo.sec.gov | |
| Focus Financial | Minneapolis | $6.82 billion | 27,510 | 189 | Not listed | (651) 631-8166 | focusfinancial.com | adviserinfo.sec.gov |
| Disciplined Growth Investors Inc | Minneapolis | $5.48 billion | 144 | 21 | 3 | (612) 317-4100 | dginv.com | adviserinfo.sec.gov |
| Riverbridge | Minneapolis | $5.03 billion | 3,656 | 46 | Not listed | (612) 904-6200 | adviserinfo.sec.gov | |
| Clearwater Management Co., Inc. | St Paul | $4.68 billion | 13 | 1 | 8 | (651) 228-0935 | adviserinfo.sec.gov | |
| Accredited Investors Wealth Management | Edina | $4.41 billion | 5,077 | 53 | Not listed | (952) 841-2222 | accredited.com | adviserinfo.sec.gov |
| Northcrest Asset Management | Plymouth | $4.33 billion | 3,355 | 12 | Not listed | (763) 417-1700 | adviserinfo.sec.gov | |
| Peregrine Capital Management, LLC | Minneapolis | $4.07 billion | 61 | 28 | Not listed | (612) 343-7600 | adviserinfo.sec.gov | |
| Norwest Capital Advisors, LLC | Minneapolis | $3.84 billion | 12 | 40 | 12 | (612) 215-1600 | adviserinfo.sec.gov | |
| Proterra Investment Partners LP | Minneapolis | $3.71 billion | 28 | 61 | 27 | (612) 257-7900 | proterraasia.com | adviserinfo.sec.gov |
| Ehlers | Minneapolis | $3.59 billion | 722 | 13 | Not listed | (800) 552-1171 | adviserinfo.sec.gov | |
| Sit Investment Associates, Inc | Minneapolis | $3.54 billion | 80 | 73 | 7 | (612) 332-3223 | sitinvest.com | adviserinfo.sec.gov |
| Advisornet Wealth Partners | Minnetonka | $3.15 billion | 9,293 | 131 | Not listed | (612) 347-8600 | fsaadvisors.com | adviserinfo.sec.gov |
| BPS Capital Management, Inc. | Bloomington | $3.10 billion | 67 | 5 | Not listed | (952) 893-0177 | bpscapital.com | adviserinfo.sec.gov |
| Boulay Wealth | Eden Prairie | $3.01 billion | 4,384 | 45 | Not listed | (952) 893-9320 | adviserinfo.sec.gov | |
| Berger Financial Group | Plymouth | $2.95 billion | 11,139 | 89 | Not listed | (763) 746-2666 | indfinco.com | adviserinfo.sec.gov |
| Tradition Wealth Management LLC | Edina | $2.60 billion | 5,771 | 32 | Not listed | (952) 563-6500 | adviserinfo.sec.gov | |
| Arthur Ventures | Minneapolis | $2.56 billion | 17 | 19 | 17 | (612) 552-6792 | adviserinfo.sec.gov | |
| Compass Capital Management Inc | Minneapolis | $2.56 billion | 1,676 | 20 | Not listed | (612) 338-4051 | adviserinfo.sec.gov | |
| Locorr Fund Management, LLC | Excelsior | $2.53 billion | 7 | 8 | Not listed | (952) 767-6900 | adviserinfo.sec.gov | |
| Stonebridge Capital Advisors LLC | St. Paul | $2.52 billion | 3,151 | 31 | Not listed | (651) 251-1000 | stonebridgecap.com | adviserinfo.sec.gov |
| Efs Advisors | Cambridge | $2.40 billion | 29,438 | 59 | Not listed | (763) 689-9023 | tsainvest.com | adviserinfo.sec.gov |
| Stairway Partners, LLC | Minneapolis | $2.36 billion | 100 | 5 | Not listed | (630) 371-2626 | stairwaypartners.com | adviserinfo.sec.gov |
| Okabena Investment Services Inc | Minneapolis | $2.12 billion | 383 | 18 | 10 | (612) 339-7151 | okabena.com | adviserinfo.sec.gov |
| Punch & Associates Investment Management, Inc. | Edina | $2.03 billion | 559 | 34 | 2 | (952) 224-4350 | adviserinfo.sec.gov | |
| Marks Group Wealth Management, Inc. | Minnetonka | $2.02 billion | 4,310 | 14 | Not listed | (952) 582-6100 | adviserinfo.sec.gov | |
| Jnba Financial Advisors, LLC | Bloomington | $2.01 billion | 4,157 | 36 | Not listed | (952) 844-0995 | adviserinfo.sec.gov | |
| Silveroak Wealth Management LLC | Edina | $2.00 billion | 1,992 | 23 | Not listed | (952) 896-5700 | silveroakwealth.com | adviserinfo.sec.gov |
| Granite Partners | St. Cloud | $1.89 billion | 3 | 34 | 3 | (320) 251-1800 | adviserinfo.sec.gov | |
| Capital Management Associates Inc | Minneapolis | $1.88 billion | 931 | 17 | Not listed | (952) 893-1200 | tomluing.com | adviserinfo.sec.gov |
| U.S. Bancorp Advisors, LLC | Saint Paul | $1.80 billion | 3,992 | 379 | Not listed | (800) 888-4700 | usbank.com | adviserinfo.sec.gov |
| Cahill Financial Advisors, Inc. | Edina | $1.77 billion | 4,083 | 22 | Not listed | (952) 926-1659 | adviserinfo.sec.gov | |
| Yukon Partners Management, L.L.C. | Minneapolis | $1.75 billion | 18 | 19 | 17 | (612) 435-7800 | adviserinfo.sec.gov | |
| Isc Financial Advisors | Albert Lea | $1.55 billion | 3,687 | 17 | Not listed | (507) 373-8216 | adviserinfo.sec.gov | |
| Strategic Wealth Group | Eden Prairie | $1.54 billion | 6,600 | 23 | Not listed | (952) 843-4944 | runningwealthmanagement.com | adviserinfo.sec.gov |
| Next Century Growth Investors LLC | Plymouth | $1.52 billion | 37 | 9 | Not listed | (763) 591-4490 | ncgrowth.com | adviserinfo.sec.gov |
| Midwest Financial Partners | St. Cloud | $1.52 billion | 5,795 | 30 | Not listed | (320) 251-3752 | mfpmn.com | adviserinfo.sec.gov |
| Excelsior Renewable Energy Management Company LP | Excelsior | $1.51 billion | 2 | 25 | 2 | (330) 620-1478 | excelsiorcapital.com | adviserinfo.sec.gov |
| Pine Grove Financial Group | Woodbury | $1.49 billion | 4,270 | 24 | Not listed | (651) 714-0323 | pinegrovefg.com | adviserinfo.sec.gov |
| Redhawk Wealth Advisors, Inc. | Minneapolis | $1.46 billion | 6,639 | 55 | Not listed | (952) 835-4295 | redhawkwa.com | adviserinfo.sec.gov |
| O'Brien-Staley Partners | Edina | $1.43 billion | 6 | 35 | 6 | (612) 254-6442 | osp-group.com | adviserinfo.sec.gov |
| First Light Asset Management, LLC | Edina | $1.41 billion | 861 | 14 | 3 | (952) 831-6500 | adviserinfo.sec.gov | |
| Affiance Financial LLC | St. Louis Park | $1.37 billion | 4,165 | 25 | Not listed | (952) 544-9818 | affiancefinancial.com | adviserinfo.sec.gov |
| Rice Park Capital | Plymouth | $1.37 billion | 7 | 21 | 7 | (833) 981-5595 | riceparkcapital.com | adviserinfo.sec.gov |
| Truehelm, LLC | Bloomington | $1.28 billion | 19 | 18 | 19 | (952) 540-4500 | truehelm.com | adviserinfo.sec.gov |
| Piper Sandler & Co. | Minneapolis | $1.28 billion | 1 | 1,402 | Not listed | (612) 303-6000 | pipersandler.com | adviserinfo.sec.gov |
| Palisade Asset Management, LLC | Minneapolis | $1.27 billion | 839 | 10 | Not listed | (612) 455-2900 | palisadeam.com | adviserinfo.sec.gov |
| Great Waters Financial | Shoreview | $1.24 billion | 6,141 | 42 | Not listed | (612) 360-2127 | adviserinfo.sec.gov | |
| Black Lake Investments LLC | Wayzata | $1.19 billion | 1 | 5 | Not listed | (215) 913-2782 | blacklakeinvestments.com | adviserinfo.sec.gov |
| Leuthold Weeden Capital Management | Minneapolis | $1.17 billion | 200 | 17 | 1 | (612) 332-9141 | adviserinfo.sec.gov | |
| Financial Perspectives | Minneapolis | $1.17 billion | 1,852 | 14 | Not listed | (763) 553-7779 | fpwealth.com | adviserinfo.sec.gov |
| Shoreview Industries V, LLC | Minneapolis | $1.17 billion | 11 | 19 | 11 | (612) 436-4280 | shoreview.com | adviserinfo.sec.gov |
| Guardian Wealth Strategies, LLC | Minneapols | $1.14 billion | 4,278 | 11 | Not listed | (952) 746-1746 | gwealth.com | adviserinfo.sec.gov |
| Bluestem Wealth Partners, LLC | Minnetonka | $1.12 billion | 8,328 | 34 | Not listed | (612) 464-0372 | adviserinfo.sec.gov | |
| Asa Managed Account Managers LLC | Minneapolis | $1.12 billion | 228 | 1 | 1 | (952) 847-2450 | asallc.com | adviserinfo.sec.gov |
| Bearing360 Wealth | Richfield | $1.11 billion | 896 | 7 | Not listed | (952) 800-6301 | adviserinfo.sec.gov | |
| Minneapolis Portfolio Management Group, LLC | Wayzata | $1.10 billion | 1,830 | 9 | Not listed | (612) 334-2000 | adviserinfo.sec.gov | |
| Parr McKnight Wealth Management Group | Minneapolis | $1.07 billion | 2,040 | 14 | Not listed | (612) 324-0240 | parrmcknightwmg.com | adviserinfo.sec.gov |
| Marquette Wealth Management | Minnetonka | $1.07 billion | 642 | 8 | Not listed | (612) 661-3770 | adviserinfo.sec.gov | |
| Northstar Capital | Minneapolis | $1.02 billion | 6 | 17 | 6 | (612) 371-5700 | adviserinfo.sec.gov | |
| Everest Financial Group | Minneapolis | $1.00 billion | 4,505 | 12 | Not listed | (763) 923-7525 | sincerefinancial.com | adviserinfo.sec.gov |
| North Sky Capital, LLC | Wayzata | $986.1 million | 15 | 17 | 15 | (612) 435-7150 | adviserinfo.sec.gov | |
| DGV Solutions LP | Minnetonka | $944.4 million | 4 | 6 | 1 | (612) 843-4360 | dgvlp.com | adviserinfo.sec.gov |
| Goldner Hawn | Minneapolis | $898.9 million | 3 | 13 | 3 | (612) 338-5912 | goldnerhawn.com | adviserinfo.sec.gov |
| All Star Financial | Minneapolis | $881.7 million | 1,839 | 14 | Not listed | (952) 896-3820 | allstarfinancial.com | adviserinfo.sec.gov |
| Running Oak Capital LLC | Minneapolis | $874.7 million | 1,035 | 3 | Not listed | (919) 656-3712 | runningoak.com | adviserinfo.sec.gov |
| Estuary Capital Management LP | Wayzata | $853.9 million | 3 | 13 | 1 | (612) 895-5515 | adviserinfo.sec.gov | |
| Birchwood Financial Partners, Inc. | Bloomington | $853.2 million | 1,742 | 15 | Not listed | (952) 885-9088 | adviserinfo.sec.gov | |
| The Advocate Group, LLC | Minnetonka | $809.9 million | 1,068 | 17 | Not listed | (952) 693-2630 | theadvocategroup.com | adviserinfo.sec.gov |
| Systelligence, LLC | Bloomington | $783.9 million | 6 | 4 | Not listed | (855) 621-9877 | adviserinfo.sec.gov | |
| DSG Capital Advisors, LLC | Edina | $780.3 million | 510 | 10 | Not listed | (612) 515-9900 | adviserinfo.sec.gov | |
| Strong Tower Advisory Services | Minneapolis | $759.2 million | 314 | 9 | Not listed | (612) 436-3750 | strongtowerwm.com | adviserinfo.sec.gov |
| Navpoint Financial, Inc. | Prior Lake | $752.2 million | 945 | 7 | Not listed | (952) 746-1115 | navpoint-financial.com | adviserinfo.sec.gov |
| Stevens Foster Financial Advisors | Bloomington | $750.4 million | 1,003 | 20 | Not listed | (952) 843-4200 | stevensfoster.com | adviserinfo.sec.gov |
| Summit Investment Advisory Services | Roseville | $745.8 million | 2,466 | 11 | Not listed | (651) 490-2939 | adviserinfo.sec.gov | |
| Schwarz Dygos Wheeler Investment Advisors LLC | Minneapolis | $730.4 million | 2,004 | 7 | Not listed | (612) 355-4360 | adviserinfo.sec.gov | |
| Valtinson Bruner Financial Planning | New Brighton | $712 million | 3,050 | 11 | Not listed | (651) 628-9832 | adviserinfo.sec.gov | |
| The Wealth Group, Austin B. Colby & Associates | Eden Prairie | $711 million | 2,486 | 12 | Not listed | (952) 937-9423 | adviserinfo.sec.gov | |
| Lifelong Wealth Advisors, Inc. | Arden Hills | $710.4 million | 2,618 | 12 | Not listed | (651) 444-6500 | adviserinfo.sec.gov | |
| Navista Wealth Management, Inc. | Minnetonka | $709.6 million | 1,477 | 11 | Not listed | (612) 315-2400 | navistawealth.com | adviserinfo.sec.gov |
| Bond & Devick Wealth Partners | Saint Louis Park | $705.5 million | 1,301 | 16 | Not listed | (952) 591-0113 | bondanddevick.com | adviserinfo.sec.gov |
| Stillwater Asset Management, LLC | Stillwater | $701.4 million | 8 | 16 | 3 | (651) 571-3910 | stillwaterasset.com | adviserinfo.sec.gov |
| 360 Financial | Wayzata | $700.5 million | 2,079 | 16 | Not listed | (952) 542-8900 | adviserinfo.sec.gov | |
| High Note Wealth, LLC | Deephaven | $683.5 million | 1,264 | 8 | Not listed | (952) 224-7970 | adviserinfo.sec.gov | |
| Ballast Advisors, LLC | Woodbury | $674.5 million | 2,582 | 15 | Not listed | (651) 478-4644 | adviserinfo.sec.gov | |
| Cherry Tree Wealth Management, LLC | Minnetonka | $673.5 million | 1,101 | 12 | Not listed | (952) 893-9012 | adviserinfo.sec.gov | |
| The Oak Ridge Financial Services Group, Inc | Golden Valley | $668.6 million | 1,500 | 57 | Not listed | (763) 923-2270 | oakridgefinancial.com | adviserinfo.sec.gov |
| Summit Creek Advisors | Minneapolis | $650.9 million | 34 | 7 | Not listed | (612) 746-8990 | summitcreekadvisors.com | adviserinfo.sec.gov |
| McGinty Road Partners, LP | Minnetonka | $646 million | 7 | 13 | 7 | (651) 294-4574 | mcgintyroad.com | adviserinfo.sec.gov |
| Sightline Partners LLC | Bloomington | $642.8 million | 9 | 7 | 9 | (952) 641-0300 | sightlinepartners.com | adviserinfo.sec.gov |
| Murphy Pohlad Asset Management LLC | Eden Prairie | $639.7 million | 320 | 8 | Not listed | (952) 948-2300 | murphyllc.com | adviserinfo.sec.gov |
| White Oaks Wealth Advisors, Inc. | Minneapolis | $618.3 million | 222 | 5 | Not listed | (612) 455-6900 | whiteoakswealth.com | adviserinfo.sec.gov |
| Wheeler Retirement Plans LLC | Duluth | $618.1 million | 78 | 2 | Not listed | (218) 336-8524 | wheelerrp.com | adviserinfo.sec.gov |
| Highmark Wealth Management LLC | St. Paul | $611.7 million | 1,679 | 5 | Not listed | (651) 829-3300 | adviserinfo.sec.gov | |
| Cornerstone Wealth Advisors, Inc. | Edina | $608.7 million | 1,479 | 8 | Not listed | (952) 920-3900 | cornerstonewealthadvisors.com | adviserinfo.sec.gov |
| Gradient Wealth Management | Arden Hills | $607.9 million | 5,848 | 67 | Not listed | (866) 991-1539 | gradientfinancialgroup.com | adviserinfo.sec.gov |
| Modus Advisors, LLC | Excelsior | $601.1 million | 1,500 | 8 | Not listed | (952) 946-1000 | adviserinfo.sec.gov | |
| Ais Planning | St. Cloud | $591 million | 1,427 | 13 | Not listed | (320) 252-6552 | adviserinfo.sec.gov | |
| Greater Midwest Financial Group, LLC | Saint Paul | $589.3 million | 2,587 | 13 | Not listed | (651) 490-9790 | greater-midwest.com | adviserinfo.sec.gov |
| Twele Capital Management, Inc. | Minnetonka | $578.5 million | 201 | 4 | Not listed | (952) 887-9253 | adviserinfo.sec.gov | |
| Allodium Investment Consultants, LLC | Minneapolis | $576.8 million | 831 | 12 | Not listed | (612) 230-3700 | allodium.com | adviserinfo.sec.gov |
| Northern Lakes Capital, L.P. | Minneapolis | $575.4 million | 7 | 11 | 7 | (612) 562-4288 | adviserinfo.sec.gov | |
| Deepwater Asset Management, LLC | Minneapolis | $566.5 million | 11 | 9 | 10 | (612) 424-1393 | adviserinfo.sec.gov | |
| Boyum Wealth Architects LLC | Bloomington | $564 million | 1,155 | 15 | Not listed | (651) 289-6444 | myboyum.com | adviserinfo.sec.gov |
| Nicollet Investment Management, Inc. | Minneapolis | $557.4 million | 860 | 9 | Not listed | (612) 915-3033 | nicolletinvest.com | adviserinfo.sec.gov |
| Stiles Financial Services, Inc. | Edina | $548.7 million | 793 | 12 | Not listed | (952) 988-0452 | adviserinfo.sec.gov | |
| Legacy Wealth | Woodbury | $546 million | 1,629 | 14 | Not listed | (651) 621-2383 | legacywealthwisdom.com | adviserinfo.sec.gov |
| Mindful Asset Planning | Apple Valley | $529.5 million | 2,256 | 22 | Not listed | (952) 432-4666 | adviserinfo.sec.gov | |
| BGM Wealth Management | Bloomington | $517.5 million | 889 | 8 | Not listed | (952) 844-2500 | adviserinfo.sec.gov | |
| Fiat Wealth Management | Wayzata | $517.4 million | 2,257 | 18 | Not listed | (952) 426-9116 | adviserinfo.sec.gov | |
| Legacies Wealth LLC | Minnetonka | $505.4 million | 298 | 5 | Not listed | (612) 376-4040 | adviserinfo.sec.gov | |
| Perceptive Edge Investment Management, Inc. | Wayzata | $505 million | 215 | 4 | Not listed | (952) 476-2770 | perceptive-edge.com | adviserinfo.sec.gov |
| Pitzl Financial | Arden Hills | $498 million | 1,892 | 8 | Not listed | (651) 287-3712 | pitzlfinancial.com | adviserinfo.sec.gov |
| Usadvisors Wealth Management, LLC | Eden Prairie | $483.3 million | 2,145 | 15 | Not listed | (952) 829-0000 | usadvisorswealth.com | adviserinfo.sec.gov |
| Van Clemens Wealth Management, LLC | Minneapolis | $470.4 million | 1,589 | 28 | Not listed | (612) 758-9140 | vanclemens.com | adviserinfo.sec.gov |
| Speece Thorson Capital Group Inc | Minnetonka | $469 million | 41 | 4 | 1 | (612) 338-4649 | stcapital.com | adviserinfo.sec.gov |
| Acumen Financial Advisors, LLC | Edina | $465.2 million | 624 | 5 | Not listed | (952) 521-1625 | adviserinfo.sec.gov | |
| Logan Park Wealth Management | Minneapolis | $464.8 million | 1,452 | 6 | Not listed | (612) 315-2105 | lpwm.com | adviserinfo.sec.gov |
| Vermillion Wealth Management Inc. | Rosemount | $459.9 million | 1,530 | 5 | Not listed | (651) 480-4601 | vermillionwealthmanagement.com | adviserinfo.sec.gov |
| Flourish Wealth Management Inc. | Edina | $455.2 million | 900 | 7 | Not listed | (952) 392-4474 | adviserinfo.sec.gov | |
| Cedar Cove Wealth Partners | Bloomington | $455 million | 2,036 | 14 | Not listed | (952) 358-3456 | cedarcovewealth.com | adviserinfo.sec.gov |
| Laurel Wealth Planning | Edina | $453.6 million | 1,008 | 8 | Not listed | (952) 854-6250 | adviserinfo.sec.gov | |
| Ulland Investment Advisors, LLC | Minneapolis | $442.9 million | 211 | 5 | Not listed | (612) 312-1400 | ullandinvestment.com | adviserinfo.sec.gov |
| Access Financial Services, Inc. | Minneapolis | $437.8 million | 812 | 10 | Not listed | (952) 885-2732 | accessafs.com | adviserinfo.sec.gov |
| Retire Agile | Hermantown | $433.7 million | 753 | 5 | Not listed | (218) 336-2506 | adviserinfo.sec.gov | |
| White Pine Capital LLC | Bloomington | $430.6 million | 353 | 7 | 1 | (612) 376-9765 | whitepinecapital.com | adviserinfo.sec.gov |
| Advisory Solutions Group | Plymouth | $408.4 million | 2,062 | 50 | Not listed | (763) 417-1700 | meridianwealthalliance.com | adviserinfo.sec.gov |
| Northland Asset Management | Minneapolis | $405.5 million | 1,192 | 22 | Not listed | (800) 851-2920 | northlandsecurities.com | adviserinfo.sec.gov |
| Excel Financial, LLC | Red Wing | $404.5 million | 1,128 | 9 | Not listed | (651) 388-6441 | excelfinllc.com | adviserinfo.sec.gov |
| Webb Financial Group | Bloomington | $397.2 million | 1,896 | 8 | Not listed | (952) 837-3200 | webbfinancial.com | adviserinfo.sec.gov |
| Mann Financial Group | Detroit Lakes | $395.5 million | 1,105 | 5 | Not listed | (218) 844-9109 | mannfinancialmn.com | adviserinfo.sec.gov |
| Quarry Hill Advisors | Saint Paul | $394.8 million | 1,048 | 5 | Not listed | (612) 440-0318 | adviserinfo.sec.gov | |
| Dunnavan & Co. | Minneapolis | $392.7 million | 231 | 6 | Not listed | (612) 630-1101 | dunnavan.com | adviserinfo.sec.gov |
| Dougherty & Associates Financial Advisors, Inc. | Buffalo | $382.9 million | 2,304 | 9 | Not listed | (763) 682-4014 | adviserinfo.sec.gov | |
| All Terrain Financial Advisors | Coon Rapids | $379.2 million | 635 | 4 | Not listed | (612) 216-3501 | alltfa.com | adviserinfo.sec.gov |
| Freedom Financial Partners LLC | Oakdale | $377.9 million | 1,100 | 8 | Not listed | (651) 797-3532 | ffpforme.com | adviserinfo.sec.gov |
| Abbey Street | Eden Prairie | $375.4 million | 139 | 13 | Not listed | (952) 224-7272 | adviserinfo.sec.gov | |
| Dorval & Chorne Financial Advisors | Maple Grove | $373.9 million | 1,725 | 7 | Not listed | (612) 436-3714 | dorvalchorne.com | adviserinfo.sec.gov |
| Tealwood Asset Management | Minneapolis | $365.4 million | 681 | 7 | Not listed | (612) 340-0181 | adviserinfo.sec.gov | |
| India Capital LLC | Minneapolis | $365.3 million | 1 | 1 | 1 | (973) 641-7393 | adviserinfo.sec.gov | |
| Cordis Financial, LLC | Minneapolis | $360.7 million | 856 | 7 | Not listed | (612) 268-2620 | adviserinfo.sec.gov | |
| Cloverfields Capital Group, LP | Minneapolis | $358.7 million | 58 | 2 | Not listed | (952) 208-8620 | adviserinfo.sec.gov | |
| Split Rock Private Trading and Wealth Management LLC | Cloquet | $356.1 million | 2,084 | 6 | Not listed | (218) 879-3262 | splitrocktrading.com | adviserinfo.sec.gov |
| Fpnavigators | Maple Grove | $355.1 million | 1,653 | 8 | Not listed | (763) 265-4450 | fpnavigators.com | adviserinfo.sec.gov |
| Fortress Financial Group, LLC | Rochester | $352.3 million | 958 | 10 | Not listed | (507) 529-1400 | adviserinfo.sec.gov | |
| Lfa | St. Cloud | $351.5 million | 862 | 7 | Not listed | (320) 253-2490 | lfapartnership.com | adviserinfo.sec.gov |
| Nepsis, Inc. | Minneapolis | $344.5 million | 1,267 | 37 | Not listed | (952) 746-2003 | adviserinfo.sec.gov | |
| Pathfinder 360 Managementco, LLC | Minnetonka | $343.8 million | 3 | 1 | 3 | (612) 308-5187 | adviserinfo.sec.gov | |
| Petros Family Wealth, LLC | Bloomington | $341.6 million | 1,736 | 9 | Not listed | (612) 643-9995 | petrosfw.com | adviserinfo.sec.gov |
| Gen Financial Management Inc. | Plymouth | $331.8 million | 1,170 | 3 | Not listed | (952) 513-1466 | genfinancial.com | adviserinfo.sec.gov |
| Colliers Securities LLC | Minneapolis | $329.6 million | 1,055 | 120 | Not listed | (612) 376-4000 | colliers.com | adviserinfo.sec.gov |
| Vantage Point Wealth Management | Plymouth | $326.6 million | 1,715 | 17 | Not listed | (763) 587-7120 | vpwealthmgmt.com | adviserinfo.sec.gov |
| Legacy Financial Advisors Corporation | Bloomington | $317.7 million | 948 | 6 | Not listed | (952) 893-5555 | lfamn.com | adviserinfo.sec.gov |
| Paradigm, Strategies in Wealth Management, LLC | Maple Grove | $313.7 million | 675 | 5 | Not listed | (763) 201-1025 | adviserinfo.sec.gov | |
| Hunter Street Partners, LP | Wayzata | $313 million | 7 | 9 | 4 | (612) 404-3100 | hunterst.com | adviserinfo.sec.gov |
| Iwealth | Waseca | $311.6 million | 721 | 14 | Not listed | (507) 835-9111 | adviserinfo.sec.gov | |
| MD Financial Advisors / Vestment Financial | Chanhassen | $304.3 million | 2,679 | 20 | Not listed | (888) 256-6855 | music.amazon.com | adviserinfo.sec.gov |
| Oakwood Capital, Inc. | St. Louis Park | $304.2 million | 1,051 | 20 | Not listed | (952) 935-4601 | oakwoodcapital.com | adviserinfo.sec.gov |
| FFP Wealth Management, LLC | Coon Rapids | $301.1 million | 893 | 9 | Not listed | (763) 231-2760 | adviserinfo.sec.gov | |
| Guardian Wealth Advisors, LLC | St Louis Park | $300.2 million | 721 | 7 | Not listed | (952) 746-3211 | adviserinfo.sec.gov | |
| Caissa Wealth Strategies | Bloomington | $297 million | 175 | 10 | Not listed | (612) 426-6007 | adviserinfo.sec.gov | |
| Trademark Financial Management, LLC | Bloomington | $293.4 million | 923 | 5 | Not listed | (952) 358-3395 | trademarkfinancial.us | adviserinfo.sec.gov |
| Epiq Partners, LLC | Minneapolis | $290.9 million | 318 | 6 | Not listed | (612) 843-4800 | adviserinfo.sec.gov | |
| Gradient Advisors, LLC | Arden Hills | $289.3 million | 2,152 | 173 | Not listed | (877) 885-0508 | house.gradientadvisors.com | adviserinfo.sec.gov |
| Echo Wealth Management, LLC | Plymouth | $288.2 million | 763 | 5 | Not listed | (763) 432-7875 | echowm.com | adviserinfo.sec.gov |
| Kure Advisory, LLC | Plymouth | $259 million | 990 | 6 | Not listed | (763) 559-9213 | adviserinfo.sec.gov | |
| Secured Retirement Advisors, LLC | St Louis Park | $255.1 million | 1,732 | 6 | Not listed | (952) 460-3260 | securedretirements.com | adviserinfo.sec.gov |
| MHS Advisory Services, LLC | Maple Grove | $253.3 million | 1,152 | 7 | Not listed | (952) 541-9201 | mhscos.com | adviserinfo.sec.gov |
| Merced Capital, L.P. | Minnetonka | $251.2 million | 7 | 5 | 6 | (952) 476-7200 | adviserinfo.sec.gov | |
| Excelsior Investors | Excelsior | $242 million | 326 | 2 | Not listed | (952) 941-2795 | excelsiorinvestors.com | adviserinfo.sec.gov |
| CFG Retirement | Edina | $241 million | 526 | 7 | Not listed | (952) 657-7470 | assuredretirementgroup.com | adviserinfo.sec.gov |
| PSC Capital Partners LLC | Minneapolis | $240.8 million | 6 | 19 | 6 | (612) 303-6000 | adviserinfo.sec.gov | |
| Jones Kertz & Associates, Inc. | Blaine | $239.2 million | 46 | 4 | Not listed | (612) 341-2218 | adviserinfo.sec.gov | |
| North American Wealth Advisors Inc. | Jordan | $237.3 million | 131 | 3 | Not listed | (952) 492-3500 | nawadvisor.com | adviserinfo.sec.gov |
| Northland Capital Management | Virginia | $235 million | 551 | 6 | Not listed | (218) 741-5390 | northlandcap.com | adviserinfo.sec.gov |
| Acm | Wayzata | $231.2 million | 14 | 0 | Not listed | (612) 217-1143 | asymmetriccap.com | adviserinfo.sec.gov |
| Bright Angel Advisors LLC | St. Paul | $224.1 million | 106 | 4 | Not listed | (612) 372-0090 | adviserinfo.sec.gov | |
| Phillip James Financial Co. | Plymouth | $222.1 million | 758 | 3 | Not listed | (763) 432-0852 | adviserinfo.sec.gov | |
| E-Wealth Partners | Minnetonka | $218.7 million | 811 | 5 | Not listed | (952) 800-2121 | adviserinfo.sec.gov | |
| Piper Heartland Healthcare Capital, LLC | Minneapolis | $218.3 million | 1 | 16 | 1 | (612) 303-6000 | pipersandler.com | adviserinfo.sec.gov |
| Strategic Asset Management LLC. | Rochester | $218.3 million | 233 | 11 | Not listed | (888) 526-8755 | strategicassetmgt.com | adviserinfo.sec.gov |
| Cedrus Wealth Group | Andover | $217.8 million | 1,094 | 7 | Not listed | (763) 400-3224 | cedruswealthgroup.com | adviserinfo.sec.gov |
| Enspyre Wealth Advisors, Inc. | Woodbury | $217.7 million | 361 | 3 | Not listed | (651) 203-7920 | enspyrewealth.com | adviserinfo.sec.gov |
| Paladin Financial | Arden Hills | $216.9 million | 1,477 | 8 | Not listed | (651) 842-8406 | adviserinfo.sec.gov | |
| Rossjohnson & Associates, LLC | Plymouth | $211.6 million | 607 | 4 | Not listed | (763) 560-2127 | rossjohnsonweb.com | adviserinfo.sec.gov |
| Element Squared Private Wealth | Minneapolis | $203.5 million | 478 | 7 | Not listed | (612) 325-5920 | elementsquared.com | adviserinfo.sec.gov |
| Great River Financial | Plymouth | $201.9 million | 438 | 5 | Not listed | (763) 231-7581 | adviserinfo.sec.gov | |
| Keystone Wealth Advisors, Incorporated | Eagan | $201.4 million | 66 | 3 | Not listed | (612) 465-8118 | adviserinfo.sec.gov | |
| MJT & Associates Financial Advisory Group, Inc. | Montevideo | $198.9 million | 883 | 2 | Not listed | (320) 269-7889 | adviserinfo.sec.gov | |
| Michael Traxler Wealth Management, LLC | New Prague | $194.7 million | 1,096 | 6 | Not listed | (952) 758-8060 | adviserinfo.sec.gov | |
| Thomas Leo Advisory, LLC | Minneapolis | $192.7 million | 390 | 2 | Not listed | (612) 208-1641 | thomasleoadvisory.com | adviserinfo.sec.gov |
| Tailwinds Wealth, LLC | Vadnais Heights | $192.7 million | 872 | 8 | Not listed | (651) 243-0535 | tailwindswealth.com | adviserinfo.sec.gov |
| GS Investment Inc | Eagan | $192.2 million | 176 | 3 | Not listed | (612) 371-0590 | gsinvestments.com | adviserinfo.sec.gov |
| Trailhead Planners, LLC | Edina | $188.4 million | 594 | 4 | Not listed | (503) 773-9682 | adviserinfo.sec.gov | |
| Quantitative Asset Management, LLC | Minnetonka | $187.4 million | 155 | 2 | Not listed | (952) 476-7855 | qamgmt.com | adviserinfo.sec.gov |
| Wold Financial Group | Mendota Heights | $182.5 million | 327 | 3 | Not listed | (612) 347-7825 | woldgroup.com | adviserinfo.sec.gov |
| Vera Lake Capital, LLC | Edina | $180.4 million | 25 | 3 | Not listed | (612) 524-9165 | adviserinfo.sec.gov | |
| Wacker & Associates, Inc. | Jackson | $180.2 million | 421 | 4 | Not listed | (507) 847-3886 | adviserinfo.sec.gov | |
| Winter & Associates, Inc. | St. Paul | $179.7 million | 565 | 5 | Not listed | (651) 414-5000 | adviserinfo.sec.gov | |
| Koob Wealth Management, LLC | White Bear Township | $171.8 million | 348 | 3 | Not listed | (651) 330-4996 | koobwealthmanagement.com | adviserinfo.sec.gov |
| Trumix Advisors | Bloomington | $169.9 million | 714 | 6 | Not listed | (952) 222-8286 | adviserinfo.sec.gov | |
| Feltl Advisors | Plymouth | $165.6 million | 563 | 15 | Not listed | (612) 492-8800 | feltladvisors.com | adviserinfo.sec.gov |
| Captar Private Wealth | St. Louis Park | $165.5 million | 415 | 3 | Not listed | (612) 347-8668 | captarprivatewealth.com | adviserinfo.sec.gov |
| Bannerstone Capital | Wayzata | $155.3 million | 549 | 3 | Not listed | (952) 249-8888 | bannerstonecapital.com | adviserinfo.sec.gov |
| Solpacific, LLC | Duluth | $154 million | 2 | 8 | 2 | (218) 720-3807 | solpacificinv.com | adviserinfo.sec.gov |
| Perkins Capital Management Inc | Wayzata | $147.8 million | 138 | 9 | Not listed | (952) 473-8367 | perkinscapital.com | adviserinfo.sec.gov |
| North Compass Financial Advisors, LLC | Grand Rapids | $146 million | 600 | 4 | Not listed | (218) 326-4722 | northcompassfinancial.com | adviserinfo.sec.gov |
| Somerset Group LLC | Wayzata | $145.6 million | 161 | 3 | Not listed | (952) 681-7254 | somerset-group.com | adviserinfo.sec.gov |
| Twin Cities Retirement Group | Plymouth | $144.9 million | 234 | 3 | Not listed | (952) 600-7550 | adviserinfo.sec.gov | |
| Knox Avenue Financial Corp. | St. Paul | $144.7 million | 758 | 1 | Not listed | (952) 426-4352 | knoxavenuefinancial.com | adviserinfo.sec.gov |
| MWM Wealth Advisory, LLC | Plymouth | $144.4 million | 366 | 1 | Not listed | (763) 478-9934 | mwm4wealth.com | adviserinfo.sec.gov |
| Star Capital Inc. | Edina | $143.6 million | 1,913 | 6 | Not listed | (651) 444-1116 | adviserinfo.sec.gov | |
| Josh Arnold Investment Consultant, LLC | Edina | $142.1 million | 401 | 2 | Not listed | (952) 925-5608 | mrmoneytalk.com | adviserinfo.sec.gov |
| Gary L. Greenberg | Eden Prairie | $141.1 million | 124 | 1 | Not listed | adviserinfo.sec.gov | ||
| Lifeplan Financial, LLC | Mankato | $141 million | 521 | 7 | Not listed | (507) 625-3507 | lifeplan-financial.com | adviserinfo.sec.gov |
| Tonka Capital Partners, LLC | Minnetonka | $139.8 million | 4 | 3 | 1 | (952) 204-5085 | tonkacapitalpartners.com | adviserinfo.sec.gov |
| PSC Financial LLC | Bloomington | $135.1 million | 228 | 3 | Not listed | (952) 777-3955 | pscfinancial.com | adviserinfo.sec.gov |
| Peak Financial Consulting, Inc. | Bloomington | $132.3 million | 371 | 2 | Not listed | (952) 303-8200 | peakfinancialconsulting.com | adviserinfo.sec.gov |
| Yes Wealth Management | Mahtomedi | $127.5 million | 299 | 7 | Not listed | (651) 426-5854 | adviserinfo.sec.gov | |
| Financial Empowerment LLC | Burnsville | $126.4 million | 334 | 2 | Not listed | (952) 646-0026 | finempowerment.com | adviserinfo.sec.gov |
| Encore Wealth Advisors | Morris | $121.7 million | 1,004 | 4 | Not listed | (320) 288-4084 | adviserinfo.sec.gov | |
| Colleen Weber CPA, LLC | Chanhassen | $120.6 million | 189 | 2 | Not listed | (952) 470-0750 | colleenweber.com | adviserinfo.sec.gov |
| Trott Brook Financial | Anoka | $120.5 million | 389 | 3 | Not listed | (763) 213-1000 | adviserinfo.sec.gov | |
| Abens Financial Services Inc | Edina | $120.1 million | 98 | 3 | Not listed | (952) 933-9650 | abens.com | adviserinfo.sec.gov |
| Boulevard | Bloomington | $119.5 million | 858 | 5 | Not listed | (877) 664-2583 | boulevardwealth.com | adviserinfo.sec.gov |
| Superior Financial, LLC | Rochester | $112.2 million | 385 | 1 | Not listed | (507) 316-0160 | superiorfinancialllc.com | adviserinfo.sec.gov |
| Underdog Wealth Management, LLC | Maple Grove | $111.9 million | 892 | 2 | Not listed | (763) 497-3000 | underdogwealthmanagement.com | adviserinfo.sec.gov |
| Ascent Advisors | Mankato | $110.8 million | 725 | 9 | Not listed | (952) 444-3100 | adviserinfo.sec.gov | |
| Total Wealth Advisors, LLC | Hopkins | $107.2 million | 301 | 2 | Not listed | (612) 294-9208 | totalwealthadvisors.com | adviserinfo.sec.gov |
| First Associated Investment Advisors, Inc. | Duluth | $93.1 million | 1 | 4 | Not listed | (218) 722-8248 | tebergfund.com | adviserinfo.sec.gov |
| Contego Capital Group, Inc. | Edina | $88 million | 179 | 8 | Not listed | (952) 697-2579 | adviserinfo.sec.gov | |
| FBD Asset MGMT | Bloomington | $76.8 million | 137 | 1 | Not listed | (866) 404-0089 | fbdasset.com | adviserinfo.sec.gov |
| Steben & Company, LLC | Excelsior | $69.2 million | 1 | 8 | Not listed | (952) 767-6900 | steben.com | adviserinfo.sec.gov |
| Northern Pacific Group, L.P. | Minneapolis | $58.6 million | 4 | 3 | 4 | (952) 456-5300 | northernpacificgroup.com | adviserinfo.sec.gov |
| Northern Pacific Growth Investment Advisors, LLC | Minneapolis | $58.6 million | 3 | 4 | 3 | (952) 456-5300 | northernpacificgroup.com | adviserinfo.sec.gov |
| Intelligent Alpha LLC | Minneapolis | $27 million | 2 | 1 | 1 | (215) 469-1717 | intelligentalpha.co | adviserinfo.sec.gov |
| Christensen Group Financial, LLC | Eden Prairie | $24.8 million | 94 | 6 | Not listed | (952) 653-1000 | christensengroup.com | adviserinfo.sec.gov |
| Advanced Advisor Group, LLC | Cambridge | $10.9 million | 96 | 11 | Not listed | (763) 689-9023 | adviserinfo.sec.gov | |
| Paladin Capital | Arden Hills | $10 million | 52 | 5 | Not listed | (651) 842-8406 | capitalpaladin.com | adviserinfo.sec.gov |
| Wayzata Investment Partners LLC | Wayzata | $9.4 million | 2 | 4 | 2 | (952) 345-0700 | adviserinfo.sec.gov | |
| Rally Ventures Management, LLC | Minneapolis | Not listed | Not listed | Not listed | 18 | (612) 385-6191 | rallyventures.com | adviserinfo.sec.gov |
| Great North Ventures | Maple Grove | Not listed | Not listed | Not listed | 6 | (320) 224-6028 | adviserinfo.sec.gov | |
| Everstream Energy Capital Advisers, LLC | Wayzata | Not listed | Not listed | Not listed | 4 | (952) 797-4946 | everstreamcapital.com | adviserinfo.sec.gov |
| Spell Capital Partners, LLC | Minneapolis | Not listed | Not listed | Not listed | 4 | (612) 371-9650 | spellcapital.com | adviserinfo.sec.gov |
| Split Rock Partners, LLC | Eden Prairie | Not listed | Not listed | Not listed | 4 | (612) 465-8679 | splitrock.com | adviserinfo.sec.gov |
| BCCM Advisors, LLC | Minneapolis | Not listed | Not listed | Not listed | 3 | (612) 200-1740 | bccmadvisors.com | adviserinfo.sec.gov |
| Mill City Capital, L.P. | Minneapolis | Not listed | Not listed | Not listed | 3 | (612) 238-9500 | millcitycapital.com | adviserinfo.sec.gov |
| Onward Investors | Minnetonka | Not listed | Not listed | Not listed | 3 | (952) 426-7087 | onwardinvestors.com | adviserinfo.sec.gov |
| Paralign Capital Investment Advisors, LLC | Minneapolis | Not listed | Not listed | Not listed | 3 | (612) 528-1740 | adviserinfo.sec.gov | |
| Stone Arch Capital, LLC | Minneapolis | Not listed | Not listed | Not listed | 3 | (612) 317-2980 | adviserinfo.sec.gov | |
| Vensana Capital Management, LLC | Edina | Not listed | Not listed | Not listed | 3 | (612) 217-8688 | vensanacap.com | adviserinfo.sec.gov |
| Brass Ring Capital, Inc. | Minnetonka | Not listed | Not listed | Not listed | 2 | (952) 473-2710 | brassringcapital.com | adviserinfo.sec.gov |
| Farnam Street Capital, Inc. | Minneapolis | Not listed | Not listed | Not listed | 2 | (612) 309-4443 | adviserinfo.sec.gov | |
| Imperative Management LLC | Stillwater | Not listed | Not listed | Not listed | 2 | (612) 249-8377 | imperative.vc | adviserinfo.sec.gov |
| Brown Venture Group LLC | Saint Paul | Not listed | Not listed | Not listed | 1 | (612) 244-1154 | brownventuregroup.com | adviserinfo.sec.gov |
| Gener8tor Equity Management, LLC | Plymouth | Not listed | Not listed | Not listed | 1 | (202) 369-2766 | mspequityfund.com | adviserinfo.sec.gov |
| Lakeside Capital Management, Parallel, LLC | Minneapolis | Not listed | Not listed | Not listed | 1 | (612) 243-4400 | gmbcapitalpartners.com | adviserinfo.sec.gov |
| Boria Wealth Management, LTD | Wayzata | Not listed | 0 | 1 | Not listed | (952) 994-8657 | adviserinfo.sec.gov | |
| Cloverpoint, LLC | Minneapolis | Not listed | 0 | 2 | Not listed | (952) 208-8620 | cloverpointcapital.com | adviserinfo.sec.gov |
| Fathom Advisors LLC | Minneapolis | Not listed | 0 | 22 | Not listed | (763) 367-7980 | fathom-advisors.com | adviserinfo.sec.gov |
| Lakestone Wealth Management | Minnetonka | Not listed | 0 | 6 | Not listed | (612) 347-8667 | adviserinfo.sec.gov | |
| Mississippi River Capital LLC | Minneapolis | Not listed | Not listed | Not listed | Not listed | (612) 673-6682 | adviserinfo.sec.gov | |
| Siimpl | Bloomington | Not listed | 0 | 1 | Not listed | (844) 474-4675 | siimpl.com | adviserinfo.sec.gov |
| Standard Valuations, Inc. | White Bear Lake | Not listed | 0 | 3 | Not listed | (651) 690-5441 | standardvaluations.com | adviserinfo.sec.gov |
| Vessel Wealth Partners | Mendota Heights | Not listed | 0 | 3 | Not listed | (651) 895-0182 | vesselwp.com | adviserinfo.sec.gov |
Advisers in Minnesota that manage private funds
75 advisers report private funds. The 40 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| AB Carval Investors, LP | Minneapolis | MN | 64 | 64 | Not listed | Not listed | Not listed | $11.39 billion | $18.44 billion | adviserinfo.sec.gov |
| Castlelake, L.P. | Minneapolis | MN | 46 | 3 | 35 | Not listed | Not listed | $35.07 billion | $35.29 billion | adviserinfo.sec.gov |
| Thrivent Private Investments | Minneapolis | MN | 36 | Not listed | 36 | Not listed | Not listed | $20.85 billion | $22.78 billion | adviserinfo.sec.gov |
| Proterra Investment Partners LP | Minneapolis | MN | 27 | Not listed | 27 | Not listed | Not listed | $2.89 billion | $3.71 billion | adviserinfo.sec.gov |
| Truehelm, LLC | Bloomington | MN | 19 | Not listed | 19 | Not listed | Not listed | $1.28 billion | $1.28 billion | adviserinfo.sec.gov |
| Sit Fixed Income Advisors II, LLC | Minneapolis | MN | 18 | 14 | Not listed | Not listed | Not listed | $910.2 million | $14.97 billion | adviserinfo.sec.gov |
| Rally Ventures Management, LLC | Minneapolis | MN | 18 | Not listed | Not listed | 18 | Not listed | $712 million | Not listed | adviserinfo.sec.gov |
| Carval Clo Management LLC | Minneapolis | MN | 17 | Not listed | Not listed | Not listed | Not listed | $7.30 billion | $7.30 billion | adviserinfo.sec.gov |
| Arthur Ventures | Minneapolis | MN | 17 | Not listed | 2 | 15 | Not listed | $2.56 billion | $2.56 billion | adviserinfo.sec.gov |
| Yukon Partners Management, L.L.C. | Minneapolis | MN | 17 | Not listed | 17 | Not listed | Not listed | $1.67 billion | $1.75 billion | adviserinfo.sec.gov |
| North Sky Capital, LLC | Wayzata | MN | 15 | Not listed | 1 | 7 | Not listed | $1.11 billion | $986.1 million | adviserinfo.sec.gov |
| RBC Global Asset Management (U.S.) Inc. | Minneapolis | MN | 14 | 5 | Not listed | Not listed | Not listed | $7.51 billion | $104.49 billion | adviserinfo.sec.gov |
| Norwest Capital Advisors, LLC | Minneapolis | MN | 12 | Not listed | 12 | Not listed | Not listed | $3.00 billion | $3.84 billion | adviserinfo.sec.gov |
| Shoreview Industries V, LLC | Minneapolis | MN | 11 | Not listed | 11 | Not listed | Not listed | $1.17 billion | $1.17 billion | adviserinfo.sec.gov |
| Whitebox Advisors LLC | Minneapolis | MN | 10 | 5 | Not listed | Not listed | Not listed | $15.74 billion | $15.74 billion | adviserinfo.sec.gov |
| Okabena Investment Services Inc | Minneapolis | MN | 10 | 10 | Not listed | Not listed | Not listed | $1.44 billion | $2.12 billion | adviserinfo.sec.gov |
| Deepwater Asset Management, LLC | Minneapolis | MN | 10 | 2 | Not listed | 8 | Not listed | $314.2 million | $566.5 million | adviserinfo.sec.gov |
| Sightline Partners LLC | Bloomington | MN | 9 | Not listed | 9 | Not listed | Not listed | $642.8 million | $642.8 million | adviserinfo.sec.gov |
| Clearwater Management Co., Inc. | St Paul | MN | 8 | 2 | 6 | Not listed | Not listed | $781.3 million | $4.68 billion | adviserinfo.sec.gov |
| Sit Investment Associates, Inc | Minneapolis | MN | 7 | Not listed | Not listed | Not listed | 1 | $234.6 million | $3.54 billion | adviserinfo.sec.gov |
| Rice Park Capital | Plymouth | MN | 7 | 4 | 1 | 2 | Not listed | $1.60 billion | $1.37 billion | adviserinfo.sec.gov |
| McGinty Road Partners, LP | Minnetonka | MN | 7 | Not listed | 7 | Not listed | Not listed | $470.6 million | $646 million | adviserinfo.sec.gov |
| Northern Lakes Capital, L.P. | Minneapolis | MN | 7 | Not listed | 7 | Not listed | Not listed | $575.4 million | $575.4 million | adviserinfo.sec.gov |
| O'Brien-Staley Partners | Edina | MN | 6 | Not listed | Not listed | Not listed | Not listed | $1.43 billion | $1.43 billion | adviserinfo.sec.gov |
| Northstar Capital | Minneapolis | MN | 6 | Not listed | 6 | Not listed | Not listed | $763.4 million | $1.02 billion | adviserinfo.sec.gov |
| Merced Capital, L.P. | Minnetonka | MN | 6 | 1 | 3 | Not listed | 2 | $251.2 million | $251.2 million | adviserinfo.sec.gov |
| PSC Capital Partners LLC | Minneapolis | MN | 6 | Not listed | 6 | Not listed | Not listed | $240.8 million | $240.8 million | adviserinfo.sec.gov |
| Great North Ventures | Maple Grove | MN | 6 | Not listed | Not listed | 6 | Not listed | $76 million | Not listed | adviserinfo.sec.gov |
| Walleye Capital LLC | Wayzata | MN | 5 | 5 | Not listed | Not listed | Not listed | $53.34 billion | $52.11 billion | adviserinfo.sec.gov |
| Hunter Street Partners, LP | Wayzata | MN | 4 | Not listed | 1 | Not listed | Not listed | $277.7 million | $313 million | adviserinfo.sec.gov |
| Northern Pacific Group, L.P. | Minneapolis | MN | 4 | Not listed | 4 | Not listed | Not listed | $41.6 million | $58.6 million | adviserinfo.sec.gov |
| Everstream Energy Capital Advisers, LLC | Wayzata | MN | 4 | Not listed | 4 | Not listed | Not listed | $75.2 million | Not listed | adviserinfo.sec.gov |
| Spell Capital Partners, LLC | Minneapolis | MN | 4 | Not listed | 4 | Not listed | Not listed | $157.7 million | Not listed | adviserinfo.sec.gov |
| Split Rock Partners, LLC | Eden Prairie | MN | 4 | Not listed | Not listed | 4 | Not listed | $87.2 million | Not listed | adviserinfo.sec.gov |
| Galliard Capital Management | Minneapolis | MN | 3 | Not listed | Not listed | Not listed | Not listed | $429.8 million | $80.27 billion | adviserinfo.sec.gov |
| Winslow Capital Management LLC | Minneapolis | MN | 3 | Not listed | Not listed | 3 | Not listed | $519.3 million | $28.66 billion | adviserinfo.sec.gov |
| Disciplined Growth Investors Inc | Minneapolis | MN | 3 | 2 | Not listed | Not listed | Not listed | $1.04 billion | $5.48 billion | adviserinfo.sec.gov |
| Granite Partners | St. Cloud | MN | 3 | Not listed | 3 | Not listed | Not listed | $1.89 billion | $1.89 billion | adviserinfo.sec.gov |
| First Light Asset Management, LLC | Edina | MN | 3 | 3 | Not listed | Not listed | Not listed | $975.2 million | $1.41 billion | adviserinfo.sec.gov |
| Goldner Hawn | Minneapolis | MN | 3 | Not listed | 3 | Not listed | Not listed | $898.9 million | $898.9 million | adviserinfo.sec.gov |
Newest SEC registrations in Minnesota
5 advisers with an SEC status effective in the 90 days to November 2, 2026.
| Adviser | City | State | SEC status effective | AUM | Website | Source |
|---|---|---|---|---|---|---|
| Lakestone Wealth Management | Minnetonka | MN | October 7, 2026 | Not listed | adviserinfo.sec.gov | |
| Boria Wealth Management, LTD | Wayzata | MN | September 24, 2026 | Not listed | adviserinfo.sec.gov | |
| Vessel Wealth Partners | Mendota Heights | MN | September 14, 2026 | Not listed | vesselwp.com | adviserinfo.sec.gov |
| Fathom Advisors LLC | Minneapolis | MN | September 14, 2026 | Not listed | fathom-advisors.com | adviserinfo.sec.gov |
| North Compass Financial Advisors, LLC | Grand Rapids | MN | August 5, 2026 | $146 million | northcompassfinancial.com | adviserinfo.sec.gov |
Cities in Minnesota
| City | Advisers | AUM |
|---|---|---|
| Minneapolis | 86 | $1.78 trillion |
| Bloomington | 23 | $26.67 billion |
| Edina | 21 | $20.06 billion |
| Minnetonka | 21 | $60.70 billion |
| Wayzata | 17 | $266.07 billion |
| Plymouth | 17 | $135.06 billion |
More ways to read Minnesota
- Advisers in Minnesota with $10 billion to $100 billion in AUM
- Advisers in Minnesota with $1 billion to $10 billion in AUM
- Advisers in Minnesota with $500 million to $1 billion in AUM
- Advisers in Minnesota with $100 million to $500 million in AUM
- Advisers in Minnesota serving individuals
- Advisers in Minnesota serving high net worth individuals
- Advisers in Minnesota serving investment companies
- Advisers in Minnesota serving pooled investment vehicles
- Advisers in Minnesota serving pension and profit sharing plans
- Advisers in Minnesota serving charitable organizations
- Advisers in Minnesota serving state and municipal governments
- Advisers in Minnesota serving other investment advisers
- Advisers in Minnesota serving insurance companies
- Advisers in Minnesota serving corporations and other businesses
- Private fund advisers in Minnesota
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.