RIAs in Minnesota

385 RIAs headquartered in Minnesota managing a combined $1.8T.

By city

MinneapolisMinnesota89 FIRMS · $1.1T MinnetonkaMinnesota33 FIRMS · $61.1B EdinaMinnesota30 FIRMS · $20.6B BloomingtonMinnesota30 FIRMS · $25.8B PlymouthMinnesota20 FIRMS · $135B WayzataMinnesota20 FIRMS · $267B Saint PaulMinnesota17 FIRMS · $73.4B Eden PrairieMinnesota14 FIRMS · $7.1B Maple GroveMinnesota9 FIRMS · $1.5B St Louis ParkMinnesota8 FIRMS · $3.2B WoodburyMinnesota7 FIRMS · $3.1B Arden HillsMinnesota6 FIRMS · $10.6B ExcelsiorMinnesota6 FIRMS · $5B EaganMinnesota4 FIRMS · $491M Saint CloudMinnesota4 FIRMS · $4.3B ChanhassenMinnesota3 FIRMS · $475M White Bear LakeMinnesota3 FIRMS · $90.5M RochesterMinnesota3 FIRMS · $683M Coon RapidsMinnesota3 FIRMS · $755M Mendota HeightsMinnesota3 FIRMS · $232M DuluthMinnesota3 FIRMS · $792M ShoreviewMinnesota3 FIRMS · $1.4B New BrightonMinnesota2 FIRMS · $772M Albert LeaMinnesota2 FIRMS · $11.5B BlaineMinnesota2 FIRMS · $239M BurnsvilleMinnesota2 FIRMS · $130M HermantownMinnesota2 FIRMS · $527M LakevilleMinnesota2 FIRMS · $59.7M Long LakeMinnesota2 FIRMS · $83.7M MankatoMinnesota2 FIRMS · $252M Prior LakeMinnesota2 FIRMS · $790M Red WingMinnesota2 FIRMS · $419M SavageMinnesota2 FIRMS · $74M Vadnais HeightsMinnesota2 FIRMS · $217M Lake ElmoMinnesota1 FIRM · $3.1M VirginiaMinnesota1 FIRM · $235M WaconiaMinnesota1 FIRM · $423K MahtomediMinnesota1 FIRM · $127M WasecaMinnesota1 FIRM · $312M ElkoMinnesota1 FIRM · $28.6M MarshallMinnesota1 FIRM · $100M Detroit LakesMinnesota1 FIRM · $396M MilacaMinnesota1 FIRM · $16.2M CloquetMinnesota1 FIRM · $356M Clear LakeMinnesota1 FIRM · $1.5M MontevideoMinnesota1 FIRM · $199M MorrisMinnesota1 FIRM · $122M AitkinMinnesota1 FIRM · $628K New PragueMinnesota1 FIRM · $195M OakdaleMinnesota1 FIRM · $378M OsseoMinnesota1 FIRM OwatonnaMinnesota1 FIRM · $35.1M CambridgeMinnesota1 FIRM · $2.4B PrestonMinnesota1 FIRM · $17.4M PrincetonMinnesota1 FIRM · $49.8M Apple ValleyMinnesota1 FIRM · $529M AnokaMinnesota1 FIRM · $120M RichfieldMinnesota1 FIRM · $1.1B BuffaloMinnesota1 FIRM · $383M RosemountMinnesota1 FIRM · $460M RosevilleMinnesota1 FIRM · $746M BrainerdMinnesota1 FIRM · $60.7M Blooming PrairieMinnesota1 FIRM · $55.6M Saint PeterMinnesota1 FIRM · $37.6M White Bear Lake TownshipMinnesota1 FIRM · $172M Belle PlaineMinnesota1 FIRM · $92.7M Spring ParkMinnesota1 FIRM · $43.2M StillwaterMinnesota1 FIRM · $701M BayportMinnesota1 FIRM · $63.7M EvelethMinnesota1 FIRM · $38.8M Falcon HeightsMinnesota1 FIRM Fergus FallsMinnesota1 FIRM Grand RapidsMinnesota1 FIRM · $146M AndoverMinnesota1 FIRM · $218M HopkinsMinnesota1 FIRM · $107M JacksonMinnesota1 FIRM · $180M JordanMinnesota1 FIRM · $237M

All RIAs in Minnesota

Boreal Advisors LLC

New Brighton, MN

AUM $57MTEAM 1REPS 1

Calhoun Financial Planning and Management

Minneapolis, MN

AUM $57MTEAM 1REPS 1

Lebens Advisory Group LLC

Lakeville, MN

AUM $56.9MTEAM 3REPS 1

Hammer Advisory Services, Inc.

Woodbury, MN

AUM $56.8MTEAM 1REPS 1

Planwell Financial Guidance, LLC

Blooming Prairie, MN

AUM $55.6MTEAM 2REPS 1

Nord Associates LLC

Chanhassen, MN

AUM $49.8MTEAM 1REPS 1

Jason Janes Wealth Management, Inc.

Princeton, MN

AUM $49.8MTEAM 2REPS 2

Castle Rock Financial Planning, Inc.

Mendota Heights, MN

AUM $49.3MTEAM 2REPS 1

Torchlight Financial

Edina, MN

AUM $48.2MTEAM 1REPS 1

The Hatlestad Group

Edina, MN

AUM $47.9MTEAM 1REPS 1

Cookson Financial, LLC

Excelsior, MN

AUM $47.7MTEAM 1REPS 1

Thompson Financial Transitions Inc.

White Bear Lake, MN

AUM $46.5MTEAM 1REPS 1

Summit Advisor Group

Bloomington, MN

AUM $46.5MTEAM 1REPS 1

Wealthspring Advisors, LLC

Minneapolis, MN

AUM $46.1MTEAM 2REPS 2

Lions Gate Sovereign Capital, LLC

White Bear Lake, MN

AUM $44MTEAM 2REPS 2

Crane Capital Management LLC

Spring Park, MN

AUM $43.2MTEAM 2REPS 2

Trustmerit Capital

Eden Prairie, MN

AUM $42.5MTEAM 1REPS 1

Naylor Asset Management, LLC

Bloomington, MN

AUM $42MTEAM 2REPS 1

Wisdom Wealth Management

Bloomington, MN

AUM $39.3MTEAM 2REPS 1

DUE North Financial, LLC

Eveleth, MN

AUM $38.8MTEAM 1REPS 1

Wealth Planning Group LLC

Minnetonka, MN

AUM $38.7MTEAM 1REPS 1

Icon Financial

Prior Lake, MN

AUM $38.2MTEAM 1REPS 2

The Sherwin Group

Saint Peter, MN

AUM $37.6MTEAM 2REPS 2

Pharmd Financial Planning LLC

Owatonna, MN

AUM $35.1MTEAM 1REPS 1

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