Research Report · 2026-06-30
Largest Registered Investment Advisers in Minnesota
Minnesota SEC-registered investment advisers ranked by latest reported regulatory assets under management from ADV Part 1 filings.
Firms
283
Total AUM
$2.46T
Median AUM
$517.5M
Latest Filing
2026-06-30
| Rank↕ | Firm Name | City | CRD↕ | AUM↕ | Employees↕ | Latest Filing | |
|---|---|---|---|---|---|---|---|
| 201 | GRADIENT ADVISORS, LLC | ARDEN HILLS | 152665 | $289.3M | 173 | 2026-03-31 | → |
| 202 | ECHO WEALTH MANAGEMENT, LLC | PLYMOUTH | 174136 | $288.2M | 5 | 2026-04-30 | → |
| 203 | GS INVESTMENTS, INC. | EAGAN | 107782 | $276.6M | 4 | 2026-03-31 | → |
| 204 | TRUE VISION MN LLC | WOODBURY | 322783 | $271.7M | 9 | 2026-02-28 | → |
| 205 | KURE ADVISORY, LLC | PLYMOUTH | 311320 | $259.0M | 6 | 2026-03-31 | → |
| 206 | SECURED RETIREMENT ADVISORS, LLC | ST LOUIS PARK | 144239 | $255.1M | 6 | 2026-02-28 | → |
| 207 | MHS ADVISORY SERVICES, LLC | MAPLE GROVE | 174590 | $253.3M | 7 | 2026-03-31 | → |
| 208 | MERCED CAPITAL, L.P. | MINNETONKA | 137228 | $251.2M | 5 | 2026-03-31 | → |
| 209 | INTELLIGENT FINANCIAL STRATEGIES, LLC | EXCELSIOR | 108048 | $242.0M | 2 | 2026-01-31 | → |
| 210 | ASSURED RETIREMENT FINANCIAL GROUP, INC. | EDINA | 179516 | $241.0M | 7 | 2026-03-31 | → |
| 211 | PSC CAPITAL PARTNERS LLC | MINNEAPOLIS | 165620 | $240.8M | 19 | 2026-03-31 | → |
| 212 | JONES KERTZ & ASSOCIATES, INC. | BLAINE | 104976 | $239.2M | 4 | 2026-03-31 | → |
| 213 | NORTH AMERICAN WEALTH ADVISORS INC. | JORDAN | 297057 | $237.3M | 3 | 2026-03-31 | → |
| 214 | NORTHLAND CAPITAL MANAGEMENT, LLC | VIRGINIA | 146452 | $235.0M | 6 | 2026-02-28 | → |
| 215 | ASYMMETRIC CAPITAL MANAGEMENT, LLC. | WAYZATA | 285739 | $231.2M | 0 | 2026-03-31 | → |
| 216 | RYAN & HOPPE INVESTMENT MANAGEMENT, LLC | AITKIN | 323255 | $230.7M | 6 | 2025-07-31 | → |
| 217 | BRIGHT ANGEL ADVISORS LLC | ST. PAUL | 311704 | $224.1M | 4 | 2026-01-31 | → |
| 218 | PHILLIP JAMES CONSULTING CO. | PLYMOUTH | 168228 | $222.1M | 3 | 2026-03-31 | → |
| 219 | E-WEALTH PARTNERS, LLC | MINNETONKA | 327053 | $218.7M | 5 | 2026-04-30 | → |
| 220 | PIPER HEARTLAND HEALTHCARE CAPITAL, LLC | MINNEAPOLIS | 310044 | $218.3M | 16 | 2026-03-31 | → |
| 221 | STRATEGIC ASSET MANAGEMENT LLC. | ROCHESTER | 306384 | $218.3M | 11 | 2026-01-31 | → |
| 222 | CEDRUS WEALTH GROUP LLC | ANDOVER | 334995 | $217.8M | 7 | 2026-06-30 | → |
| 223 | ENSPYRE WEALTH ADVISORS, INC. | WOODBURY | 300992 | $217.7M | 3 | 2026-03-31 | → |
| 224 | PALADIN WEALTH, LLC | ARDEN HILLS | 288387 | $216.9M | 7 | 2026-06-30 | → |
| 225 | ROSSJOHNSON & ASSOCIATES, LLC | PLYMOUTH | 297583 | $211.6M | 4 | 2026-03-31 | → |
| 226 | ELEMENT SQUARED LLC | MINNEAPOLIS | 311284 | $203.5M | 7 | 2026-02-28 | → |
| 227 | KOWALSKI FINANCIAL INC. | MINNEAPOLIS | 300424 | $202.0M | 7 | 2026-01-31 | → |
| 228 | GREAT RIVER FINANCIAL LLC | PLYMOUTH | 314172 | $201.9M | 4 | 2026-02-28 | → |
| 229 | KEYSTONE WEALTH ADVISORS, INCORPORATED | EAGAN | 153418 | $201.4M | 3 | 2026-06-30 | → |
| 230 | BROWN WEALTH MANAGEMENT, LLC | EDEN PRAIRIE | 121072 | $199.5M | 4 | 2025-03-31 | → |
| 231 | MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC. | MONTEVIDEO | 297716 | $198.9M | 2 | 2026-02-28 | → |
| 232 | MICHAEL TRAXLER WEALTH MANAGEMENT, LLC | NEW PRAGUE | 285427 | $194.7M | 6 | 2026-02-28 | → |
| 233 | THOMAS LEO ADVISORY, LLC | MINNEAPOLIS | 159271 | $192.7M | 2 | 2026-03-31 | → |
| 234 | TAILWINDS WEALTH, LLC | VADNAIS HEIGHTS | 322924 | $192.7M | 8 | 2026-06-30 | → |
| 235 | TRAILHEAD PLANNERS, LLC | EDINA | 284610 | $188.4M | 4 | 2026-01-31 | → |
| 236 | QUANTITATIVE ASSET MANAGEMENT, LLC | MINNETONKA | 143279 | $187.4M | 2 | 2026-03-31 | → |
| 237 | X CUBED CAPITAL MANAGEMENT LLC | MINNEAPOLIS | 313966 | $184.0M | 9 | 2026-05-31 | → |
| 238 | WOLD FINANCIAL GROUP LLC | MENDOTA HEIGHTS | 316409 | $182.5M | 3 | 2026-03-31 | → |
| 239 | VERA LAKE CAPITAL, LLC | EDINA | 341142 | $180.4M | 3 | 2026-06-30 | → |
| 240 | WACKER & ASSOCIATES, INC. | JACKSON | 159879 | $180.2M | 4 | 2026-04-30 | → |
| 241 | WINTER & ASSOCIATES, INC. | ST. PAUL | 310349 | $179.7M | 5 | 2026-06-30 | → |
| 242 | KOOB WEALTH MANAGEMENT, LLC | WHITE BEAR TOWNSHIP | 154830 | $171.8M | 3 | 2026-02-28 | → |
| 243 | GTS FINANCIAL, LLC | BLOOMINGTON | 310222 | $169.9M | 6 | 2026-03-31 | → |
| 244 | FELTL ADVISORS, LLC | PLYMOUTH | 165244 | $165.6M | 15 | 2026-03-31 | → |
| 245 | DEDEKER FINANCIAL, LLC | ST. LOUIS PARK | 325537 | $165.5M | 2 | 2026-04-30 | → |
| 246 | BANNERSTONE CAPITAL MANAGEMENT, LLC | WAYZATA | 147447 | $155.3M | 3 | 2026-03-31 | → |
| 247 | SOLPACIFIC, LLC | DULUTH | 315184 | $154.0M | 8 | 2026-03-31 | → |
| 248 | BLUE CLAY CAPITAL MANAGEMENT, LLC | MINNEAPOLIS | 166382 | $153.1M | 8 | 2024-12-31 | → |
| 249 | NORTH COMPASS FINANCIAL ADVISORS, LLC | GRAND RAPIDS | 146626 | $146.0M | 4 | 2026-05-31 | → |
| 250 | SOMERSET GROUP LLC | WAYZATA | 160282 | $145.6M | 3 | 2026-03-31 | → |
| 251 | TWIN CITIES RETIREMENT GROUP, LLC | PLYMOUTH | 154974 | $144.9M | 3 | 2026-04-30 | → |
| 252 | KNOX AVENUE FINANCIAL CORP. | ST. PAUL | 289094 | $144.7M | 1 | 2026-02-28 | → |
| 253 | STAR CAPITAL INC. | EDINA | 171057 | $143.6M | 6 | 2026-03-31 | → |
| 254 | JOSH ARNOLD INVESTMENT CONSULTANT, LLC | EDINA | 163088 | $142.1M | 2 | 2026-03-31 | → |
| 255 | GREENBERG GARY LOUIS | EDEN PRAIRIE | 108423 | $141.1M | 1 | 2026-03-31 | → |
| 256 | LIFEPLAN FINANCIAL, LLC | MANKATO | 136981 | $141.0M | 7 | 2026-02-28 | → |
| 257 | MWM WEALTH ADVISORY, LLC | PLYMOUTH | 287705 | $140.3M | 1 | 2026-05-31 | → |
| 258 | TONKA CAPITAL PARTNERS, LLC | MINNETONKA | 298336 | $139.8M | 3 | 2026-05-31 | → |
| 259 | PERKINS CAPITAL MANAGEMENT INC | WAYZATA | 105028 | $139.0M | 9 | 2026-03-31 | → |
| 260 | PSC FINANCIAL LLC | BLOOMINGTON | 172054 | $135.1M | 3 | 2026-03-31 | → |
| 261 | PEAK FINANCIAL CONSULTING, INC. | BLOOMINGTON | 291860 | $132.3M | 2 | 2026-02-28 | → |
| 262 | S CAPITAL WEALTH ADVISORS, LLC | MAHTOMEDI | 172591 | $127.5M | 7 | 2026-03-31 | → |
| 263 | FINANCIAL EMPOWERMENT LLC | BURNSVILLE | 131425 | $126.4M | 2 | 2026-03-31 | → |
| 264 | ENCORE WEALTH ADVISORS, LLC | MORRIS | 336566 | $121.7M | 4 | 2026-04-30 | → |
| 265 | WEBER CONTRACTING, LLC | CHANHASSEN | 133181 | $120.6M | 2 | 2026-06-30 | → |
| 266 | TROTT BROOK FINANCIAL, INC. | ANOKA | 290962 | $120.5M | 3 | 2026-04-30 | → |
| 267 | ABENS FINANCIAL SERVICES INC | EDINA | 106604 | $120.1M | 3 | 2026-03-31 | → |
| 268 | BOULEVARD WEALTH MANAGEMENT, INC. | BLOOMINGTON | 164423 | $119.5M | 5 | 2026-04-30 | → |
| 269 | SUPERIOR FINANCIAL, LLC | ROCHESTER | 148326 | $112.2M | 1 | 2026-04-30 | → |
| 270 | UNDERDOG WEALTH MANAGEMENT, LLC | MAPLE GROVE | 152998 | $111.9M | 2 | 2026-06-30 | → |
| 271 | TOTAL WEALTH ADVISORS, LLC | HOPKINS | 164633 | $107.2M | 2 | 2026-03-31 | → |
| 272 | ASCENT ADVISORS LLC | MANKATO | 335353 | $101.0M | 9 | 2026-04-30 | → |
| 273 | FIRST ASSOCIATED INVESTMENT ADVISORS, INC. | DULUTH | 113086 | $93.1M | 4 | 2026-06-30 | → |
| 274 | CONTEGO CAPITAL GROUP, INC. | EDINA | 128518 | $88.0M | 8 | 2026-04-30 | → |
| 275 | FBD ASSET MGMT, LLC | BLOOMINGTON | 307216 | $76.8M | 1 | 2026-03-31 | → |
| 276 | STEBEN & COMPANY, LLC | EXCELSIOR | 117808 | $69.2M | 8 | 2026-02-28 | → |
| 277 | NORTHERN PACIFIC GROWTH INVESTMENT ADVISORS, LLC | MINNEAPOLIS | 173350 | $58.6M | 4 | 2026-05-31 | → |
| 278 | NORTHERN PACIFIC GROUP, L.P. | MINNEAPOLIS | 299012 | $58.6M | 3 | 2026-05-31 | → |
| 279 | INTELLIGENT ALPHA LLC | MINNEAPOLIS | 332518 | $27.0M | 1 | 2026-03-31 | → |
| 280 | CHRISTENSEN GROUP FINANCIAL, LLC | EDEN PRAIRIE | 318144 | $24.8M | 6 | 2026-03-31 | → |
| 281 | ADVANCED ADVISOR GROUP, LLC | CAMBRIDGE | 140393 | $10.9M | 11 | 2026-03-31 | → |
| 282 | PALADIN CAPITAL, LLC | ARDEN HILLS | 288037 | $10.0M | 5 | 2026-06-30 | → |
| 283 | WAYZATA INVESTMENT PARTNERS LLC | WAYZATA | 132046 | $9.4M | 4 | 2026-03-31 | → |
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