Investment advisers in Plymouth, MN
16 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | $122.19 billion | 1,700 | 0 |
| Northcrest Asset Management | $4.33 billion | 12 | 0 |
| Berger Financial Group | $2.95 billion | 89 | 0 |
| Next Century Growth Investors LLC | $1.52 billion | 9 | 0 |
| Rice Park Capital | $1.37 billion | 21 | 0 |
| Advisory Solutions Group | $408.4 million | 50 | 0 |
| Gen Financial Management Inc. | $331.8 million | 3 | 0 |
| Vantage Point Wealth Management | $326.6 million | 17 | 0 |
| Echo Wealth Management, LLC | $288.2 million | 5 | 0 |
| Kure Advisory, LLC | $259.0 million | 6 | 1 |
| Phillip James Financial Co. | $222.1 million | 3 | 0 |
| Rossjohnson & Associates, LLC | $211.6 million | 4 | 0 |
| Great River Financial | $201.9 million | 4 | 0 |
| Feltl Advisors | $165.6 million | 15 | 4 |
| Twin Cities Retirement Group | $144.9 million | 3 | 3 |
| Mwm Wealth Advisory, LLC | $140.3 million | 1 | 0 |