Adviser Record

Investment advisers in MN

276 SEC-registered firms · $2.43 trillion in regulatory assets · 32 reporting a disciplinary disclosure.

Form ADV data as of 2026-09-01

Cities

All firms

FirmCityAssetsDisclosures
360 FinancialWayzata$700.5 million4
Ab Carval Investors, LPMinneapolis$18.44 billion0
Abbey StreetEden Prairie$375.4 million0
Abens Financial Services IncEdina$120.1 million0
Access Financial Services, Inc.Minneapolis$437.8 million0
Accredited Investors Wealth ManagementEdina$4.41 billion0
AcmWayzata$231.2 million0
Acumen Financial Advisors, LLCEdina$465.2 million0
Advanced Advisor Group, LLCCambridge$10.9 million0
Advanced Capital GroupMinneapolis$29.99 billion0
Advisornet Wealth PartnersMinnetonka$3.15 billion1
Advisory Solutions GroupPlymouth$408.4 million0
Affiance Financial LLCSt. Louis Park$1.37 billion0
Ais PlanningSt. Cloud$591.0 million0
All Star FinancialMinneapolis$881.7 million0
All Terrain Financial AdvisorsCoon Rapids$379.2 million0
Allianz Investment Management LLCMinneapolis$19.09 billion2
Allodium Investment Consultants, LLCMinneapolis$576.8 million0
Ameriprise Financial Services, LLCMinneapolis$660.47 billion19
Arthur VenturesMinneapolis$2.56 billion0
Asa Managed Account Managers LLCMinneapolis$1.12 billion0
Ascent AdvisorsMankato$101.0 million0
Ballast Advisors, LLCWoodbury$674.5 million0
Bannerstone CapitalWayzata$155.3 million0
Bearing Point CapitalRichfield$1.11 billion0
Berger Financial GroupPlymouth$2.95 billion0
Bgm Wealth ManagementBloomington$517.5 million0
Birchwood Financial Partners, Inc.Bloomington$853.2 million0
Black Lake Investments LLCWayzata$1.19 billion0
Blockbridge Investments LLCMinneapolis$00
Bluestem Wealth Partners, LLCMinnetonka$1.12 billion0
Bond & Devick Wealth PartnersSt. Louis Park$705.5 million0
Boulay WealthEden Prairie$3.01 billion0
BoulevardBloomington$119.5 million0
Boyum Wealth Architects LLCBloomington$564.0 million0
Bps Capital Management, Inc.Bloomington$3.10 billion0
Bright Angel Advisors LLCSt. Paul$224.1 million0
Cahill Financial Advisors, Inc.Edina$1.77 billion0
Caissa Wealth StrategiesBloomington$297.0 million0
Capital Management Associates IncMinneapolis$1.88 billion0
Captar Private WealthSt. Louis Park$165.5 million0
Carval Clo Management LLCMinneapolis$7.30 billion0
Castlelake, L.P.Minneapolis$35.29 billion0
Cedar Cove Wealth PartnersBloomington$455.0 million0
Cedrus Wealth GroupAndover$217.8 million0
Cfg RetirementEdina$241.0 million0
Cherry Tree Wealth Management, LLCMinnetonka$673.5 million0
Christensen Group Financial, LLCEden Prairie$24.8 million0
Clearwater Management Co., Inc.St. Paul$4.68 billion0
Cliftonlarsonallen Wealth Advisors, LLCMinneapolis$14.43 billion2
Cloverfields Capital Group, LPMinneapolis$358.7 million0
Cloverpoint, LLCMinneapolis$00
Colleen Weber Cpa, LLCChanhassen$120.6 million0
Colliers Securities LLCMinneapolis$329.6 million2
Compass Capital Management IncMinneapolis$2.56 billion0
Contego Capital Group, Inc.Edina$88.0 million0
Cordis Financial, LLCMinneapolis$360.7 million0
Cornerstone Wealth Advisors, Inc.Edina$608.7 million0
Deepwater Asset Management, LLCMinneapolis$566.5 million0
Devenir Investment Advisors, LLCBloomington$12.99 billion0
Dgv Solutions LPMinnetonka$944.4 million0
Disciplined Growth Investors IncMinneapolis$5.48 billion0
Dorval & Chorne Financial AdvisorsMaple Grove$373.9 million0
Dougherty & Associates Financial Advisors, Inc.Buffalo$382.9 million0
Dsg Capital Advisors, LLCEdina$780.3 million0
Dunnavan & Co.Minneapolis$392.7 million0
E-wealth PartnersMinnetonka$218.7 million0
Echo Wealth Management, LLCPlymouth$288.2 million0
Efs AdvisorsCambridge$2.40 billion3
EhlersMinneapolis$3.59 billion0
Element Squared Private WealthMinneapolis$203.5 million1
Encore Wealth AdvisorsMorris$121.7 million0
Enspyre Wealth Advisors, Inc.Woodbury$217.7 million0
Epiq Partners, LLCMinneapolis$290.9 million0
Estuary Capital Management LPWayzata$853.9 million0
Everest Financial GroupMinneapolis$1.00 billion0
Excel Financial, LLCRed Wing$404.5 million0
Excelsior InvestorsExcelsior$242.0 million0
Excelsior Renewable Energy Management Company LPExcelsior$1.51 billion0
Fbd Asset MgmtBloomington$76.8 million0
Feltl AdvisorsPlymouth$165.6 million4
Ffp Wealth Management, LLCCoon Rapids$301.1 million0
Fiat Wealth ManagementWayzata$517.4 million0
Fiduciary Counselling IncSt. Paul$10.06 billion0
Financial Empowerment LLCBurnsville$126.4 million0
Financial PerspectivesMinneapolis$1.17 billion0
First Associated Investment Advisors, Inc.Duluth$93.1 million0
First Light Asset Management, LLCEdina$1.41 billion0
Flourish Wealth Management Inc.Edina$455.2 million0
Focus FinancialMinneapolis$6.82 billion3
Fortress Financial Group, LLCRochester$352.3 million0
FpnavigatorsMaple Grove$355.1 million0
Freedom Financial Partners LLCOakdale$377.9 million0
Future BrightMaple Grove$120.6 million0
Galliard Capital ManagementMinneapolis$80.27 billion0
Garda Capital PartnersWayzata$207.10 billion0
Gary L. GreenbergEden Prairie$141.1 million0
Gen Financial Management Inc.Plymouth$331.8 million0
Goldner HawnMinneapolis$898.9 million0
Gradient Advisors, LLCArden Hills$289.3 million6
Gradient Investments, LLCArden Hills$8.84 billion1
Gradient Wealth ManagementArden Hills$607.9 million8
Granite PartnersSt. Cloud$1.89 billion0
Great River FinancialPlymouth$201.9 million0
Great Waters FinancialShoreview$1.24 billion0
Greater Midwest Financial Group, LLCSt. Paul$589.3 million0
Gs Investment IncEagan$276.6 million0
Guardian Wealth Advisors, LLCSt. Louis Park$300.2 million0
Guardian Wealth Strategies, LLCMinneapols$1.14 billion0
Hays Financial Group, LLCMinneapolis$7.45 billion0
High Note Wealth, LLCDeephaven$683.5 million0
Highmark Wealth Management LLCSt. Paul$611.7 million0
Hunter Street Partners, LPWayzata$313.0 million0
India Capital LLCMinneapolis$365.3 million0
Intellicents Investment Solutions IncAlbert Lea$9.92 billion0
Intelligent Alpha LLCMinneapolis$27.0 million0
Isc Financial AdvisorsAlbert Lea$1.55 billion0
IwealthWaseca$311.6 million0
Jnba Financial Advisors, LLCBloomington$2.01 billion0
Jones Kertz & Associates, Inc.Blaine$239.2 million0
Josh Arnold Investment Consultant, LLCEdina$142.1 million0
Keystone Wealth Advisors, IncorporatedEagan$201.4 million0
Knox Avenue Financial Corp.St. Paul$144.7 million0
Koob Wealth Management, LLCWhite Bear Township$171.8 million0
Kure Advisory, LLCPlymouth$259.0 million1
Laurel Wealth PlanningEdina$453.6 million0
Legacies Wealth LLCMinnetonka$505.4 million0
Legacy Financial Advisors CorporationBloomington$317.7 million0
Legacy WealthWoodbury$546.0 million0
Leuthold Weeden Capital ManagementMinneapolis$1.17 billion0
LfaSt. Cloud$351.5 million0
Lifelong Wealth Advisors, Inc.Arden Hills$710.4 million0
Lifeplan Financial, LLCMankato$141.0 million0
Locorr Fund Management, LLCExcelsior$2.53 billion0
Logan Park Wealth ManagementMinneapolis$464.8 million0
Mairs & PowerSt. Paul$12.14 billion0
Mann Financial GroupDetroit Lakes$395.5 million0
Marks Group Wealth Management, Inc.Minnetonka$2.02 billion0
Marquette Wealth ManagementMinneapolis$871.6 million0
Mcginty Road Partners, LPMinnetonka$646.0 million0
Md Financial Advisors / Vestment FinancialChanhassen$304.3 million0
Merced Capital, L.P.Minnetonka$251.2 million0
Mhs Advisory Services, LLCMaple Grove$253.3 million0
Michael Traxler Wealth Management, LLCNew Prague$194.7 million0
Midwest Financial PartnersSt. Cloud$1.52 billion0
Mindful Asset PlanningApple Valley$529.5 million0
Minneapolis Portfolio Management Group, LLCWayzata$1.10 billion0
Mjt & Associates Financial Advisory Group, Inc.Montevideo$198.9 million0
Modus Advisors, LLCExcelsior$601.1 million0
Murphy Pohlad Asset Management LLCEden Prairie$639.7 million0
Mwm Wealth Advisory, LLCPlymouth$140.3 million0
Navista Wealth Management, Inc.Minnetonka$709.6 million0
Navpoint Financial, Inc.Prior Lake$752.2 million0
Nepsis, Inc.Minneapolis$344.5 million0
Next Century Growth Investors LLCPlymouth$1.52 billion0
Nicollet Investment Management, Inc.Minneapolis$557.4 million0
North American Wealth Advisors Inc.Jordan$237.3 million0
North Compass Financial Advisors, LLCGrand Rapids$146.0 million0
North Sky Capital, LLCWayzata$986.1 million0
Northcrest Asset ManagementPlymouth$4.33 billion0
Northern Lakes Capital, L.P.Minneapolis$575.4 million0
Northern Pacific Group, L.P.Minneapolis$58.6 million0
Northern Pacific Growth Investment Advisors, LLCMinneapolis$58.6 million0
Northland Asset ManagementMinneapolis$405.5 million7
Northland Capital ManagementVirginia$235.0 million0
Northrock Partners, LLCMinneapolis$12.19 billion0
Northstar CapitalMinneapolis$1.02 billion0
Norwest Capital Advisors, LLCMinneapolis$3.84 billion0
O'brien-staley PartnersEdina$1.43 billion0
Oakwood Capital, Inc.St. Louis Park$304.2 million2
Okabena Investment Services IncMinneapolis$2.12 billion0
Pack Private Wealth, LLCWayzata$326.2 million0
Paladin CapitalArden Hills$10.0 million0
Paladin FinancialArden Hills$216.9 million0
Palisade Asset Management, LLCMinneapolis$1.27 billion0
Paradigm, Strategies in Wealth Management, LLCMaple Grove$313.7 million0
Parr Mcknight Wealth Management GroupMinneapolis$1.07 billion0
Pathfinder 360 Managementco, LLCMinnetonka$343.8 million0
Peak Financial Consulting, Inc.Bloomington$132.3 million0
Perceptive Edge Investment Management, Inc.Wayzata$505.0 million0
Peregrine Capital Management, LLCMinneapolis$4.07 billion0
Perkins Capital Management IncWayzata$147.8 million0
Petros Family Wealth, LLCBloomington$341.6 million0
Phillip James Financial Co.Plymouth$222.1 million0
Pine Grove Financial GroupWoodbury$1.49 billion0
Pine River Capital Management L.P.Minnetonka$46.87 billion0
Piper Heartland Healthcare Capital, LLCMinneapolis$218.3 million0
Piper Sandler & Co.Minneapolis$1.28 billion4
Pitzl FinancialArden Hills$498.0 million0
Proterra Investment Partners LPMinneapolis$3.71 billion0
Psc Capital Partners LLCMinneapolis$240.8 million0
Psc Financial LLCBloomington$135.1 million0
Punch & Associates Investment Management, Inc.Edina$2.03 billion0
Quantitative Asset Management, LLCMinnetonka$187.4 million2
Quarry Hill AdvisorsSt. Paul$394.8 million0
Rbc Global Asset Management (U.s.) Inc.Minneapolis$104.49 billion3
Redhawk Wealth Advisors, Inc.Minneapolis$1.46 billion0
Retire AgileHermantown$433.7 million0
Rice Park CapitalPlymouth$1.37 billion0
RiverbridgeMinneapolis$5.03 billion0
Rossjohnson & Associates, LLCPlymouth$211.6 million0
Running Oak Capital LLCMinneapolis$874.7 million0
Schwarz Dygos Wheeler Investment Advisors LLCMinneapolis$730.4 million0
Secured Retirement Advisors, LLCSt. Louis Park$255.1 million0
Securian Asset Management, Inc.St. Paul$41.56 billion0
Shoreview Industries V, LLCMinneapolis$1.17 billion0
Sightline Partners LLCBloomington$642.8 million0
SiimplBloomington$00
Silveroak Wealth Management LLCEdina$2.00 billion0
Sit Fixed Income Advisors Ii, LLCMinneapolis$14.97 billion0
Sit Investment Associates, IncMinneapolis$3.54 billion0
Solpacific, LLCDuluth$154.0 million0
Somerset Group LLCWayzata$145.6 million0
Speece Thorson Capital Group IncMinnetonka$469.0 million0
Split Rock Private Trading and Wealth Management LLCCloquet$356.1 million0
Stairway Partners, LLCMinneapolis$2.36 billion0
Standard Valuations, Inc.White Bear Lake$00
Star Capital Inc.Edina$143.6 million0
Steben & Company, LLCExcelsior$69.2 million0
Stevens Foster Financial AdvisorsBloomington$750.4 million0
Stiles Financial Services, Inc.Edina$548.7 million0
Stillwater Asset Management, LLCStillwater$701.4 million0
Stonebridge Capital Advisors LLCSt. Paul$2.52 billion0
Strategic Asset Management LLC.Rochester$218.3 million0
Strategic Wealth GroupEden Prairie$1.54 billion0
Strong Tower Advisory ServicesMinneapolis$759.2 million0
Summit Creek AdvisorsMinneapolis$650.9 million0
Summit Investment Advisory ServicesRoseville$745.8 million0
Superior Financial, LLCRochester$112.2 million0
Systelligence, LLCBloomington$783.9 million0
Tailwinds Wealth, LLCVadnais Heights$192.7 million0
Tealwood Asset ManagementMinneapolis$365.4 million0
The Advocate Group, LLCMinnetonka$809.9 million0
The Oak Ridge Financial Services Group, IncGolden Valley$668.6 million4
The Wealth Group - Austin B. Colby & AssociatesEden Prairie$711.0 million0
Thomas Leo Advisory, LLCMinneapolis$192.7 million0
Thrivent Advisor Network, LLCMinneapolis$6.84 billion0
Thrivent Asset Management, LLCMinneapolis$47.99 billion0
Thrivent Financial for LutheransMinneapolis$128.73 billion6
Thrivent Investment Management Inc.Minneapolis$20.77 billion10
Thrivent Private InvestmentsMinneapolis$22.78 billion0
Tonka Capital Partners, LLCMinnetonka$139.8 million0
Total Wealth Advisors, LLCHopkins$107.2 million0
Trademark Financial Management, LLCBloomington$293.4 million0
Tradition Wealth Management LLCEdina$2.60 billion0
Trailhead Planners, LLCEdina$188.4 million0
Trott Brook FinancialAnoka$120.5 million0
Truehelm, LLCBloomington$1.28 billion0
Trumix AdvisorsBloomington$169.9 million0
Twele Capital Management, Inc.Minnetonka$578.5 million0
Twin Cities Retirement GroupPlymouth$144.9 million3
U.S. Bancorp Advisors, LLCSt. Paul$1.80 billion8
U.S. Bancorp Asset Management, Inc.Minneapolis$427.48 billion8
Ulland Investment Advisors, LLCMinneapolis$442.9 million1
Underdog Wealth Management, LLCMaple Grove$111.9 million0
Usadvisors Wealth Management, LLCEden Prairie$483.3 million0
Valtinson Bruner Financial PlanningNew Brighton$712.0 million2
Van Clemens Wealth Management, LLCMinneapolis$470.4 million0
Vantage Point Wealth ManagementPlymouth$326.6 million0
Vera Lake Capital, LLCEdina$180.4 million0
Vermillion Wealth Management Inc.Rosemount$459.9 million0
Wacker & Associates, Inc.Jackson$180.2 million2
Walleye Capital LLCWayzata$52.11 billion4
Wayzata Investment Partners LLCWayzata$9.4 million2
Wealth Enhancement Advisory Services, LLCPlymouth$122.19 billion0
Webb Financial GroupBloomington$397.2 million0
Wheeler Retirement Plans LLCDuluth$618.1 million0
White Oaks Wealth Advisors, Inc.Minneapolis$618.3 million0
White Pine Capital LLCBloomington$430.6 million0
Whitebox Advisors LLCMinneapolis$15.74 billion4
Winslow Capital Management LLCMinneapolis$28.66 billion2
Winter & Associates, Inc.St. Paul$179.7 million0
Wold Financial GroupMendota Heights$182.5 million0
X Cubed Capital Management LLCMinneapolis$184.0 million0
Yes Wealth ManagementMahtomedi$127.5 million0
Yukon Partners Management, L.L.C.Minneapolis$1.75 billion0