Investment advisers in Edina, MN
20 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Accredited Investors Wealth Management | $4.41 billion | 53 | 0 |
| Tradition Wealth Management LLC | $2.60 billion | 32 | 0 |
| Punch & Associates Investment Management, Inc. | $2.03 billion | 34 | 0 |
| Silveroak Wealth Management LLC | $2.00 billion | 23 | 0 |
| Cahill Financial Advisors, Inc. | $1.77 billion | 22 | 0 |
| O'brien-staley Partners | $1.43 billion | 35 | 0 |
| First Light Asset Management, LLC | $1.41 billion | 14 | 0 |
| Dsg Capital Advisors, LLC | $780.3 million | 10 | 0 |
| Cornerstone Wealth Advisors, Inc. | $608.7 million | 8 | 0 |
| Stiles Financial Services, Inc. | $548.7 million | 12 | 0 |
| Acumen Financial Advisors, LLC | $465.2 million | 5 | 0 |
| Flourish Wealth Management Inc. | $455.2 million | 7 | 0 |
| Laurel Wealth Planning | $453.6 million | 8 | 0 |
| Cfg Retirement | $241.0 million | 7 | 0 |
| Trailhead Planners, LLC | $188.4 million | 4 | 0 |
| Vera Lake Capital, LLC | $180.4 million | 3 | 0 |
| Star Capital Inc. | $143.6 million | 6 | 0 |
| Josh Arnold Investment Consultant, LLC | $142.1 million | 2 | 0 |
| Abens Financial Services Inc | $120.1 million | 3 | 0 |
| Contego Capital Group, Inc. | $88.0 million | 8 | 0 |