RIAs in Minnesota

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

By city

MinneapolisMinnesota93 FIRMS · $1.1T EdinaMinnesota31 FIRMS · $21.5B BloomingtonMinnesota30 FIRMS · $25.8B MinnetonkaMinnesota30 FIRMS · $60B PlymouthMinnesota20 FIRMS · $135B WayzataMinnesota19 FIRMS · $267B Saint PaulMinnesota16 FIRMS · $73.4B Eden PrairieMinnesota14 FIRMS · $6.5B Maple GroveMinnesota10 FIRMS · $1.6B WoodburyMinnesota8 FIRMS · $3.3B St Louis ParkMinnesota8 FIRMS · $3.2B Arden HillsMinnesota6 FIRMS · $9.9B ExcelsiorMinnesota6 FIRMS · $5B Saint CloudMinnesota4 FIRMS · $4.3B EaganMinnesota4 FIRMS · $575M White Bear LakeMinnesota3 FIRMS · $90.5M RochesterMinnesota3 FIRMS · $683M ShoreviewMinnesota3 FIRMS · $1.4B Coon RapidsMinnesota3 FIRMS · $755M DuluthMinnesota3 FIRMS · $792M New BrightonMinnesota2 FIRMS · $769M Albert LeaMinnesota2 FIRMS · $11.5B BlaineMinnesota2 FIRMS · $239M BurnsvilleMinnesota2 FIRMS · $130M ChanhassenMinnesota2 FIRMS · $425M HermantownMinnesota2 FIRMS · $527M LakevilleMinnesota2 FIRMS · $59.7M Long LakeMinnesota2 FIRMS · $83.7M MankatoMinnesota2 FIRMS · $242M Mendota HeightsMinnesota2 FIRMS · $232M Prior LakeMinnesota2 FIRMS · $790M Red WingMinnesota2 FIRMS · $419M SavageMinnesota2 FIRMS · $74M Vadnais HeightsMinnesota2 FIRMS · $217M Lake ElmoMinnesota1 FIRM · $3.1M AndoverMinnesota1 FIRM · $218M VirginiaMinnesota1 FIRM · $235M MahtomediMinnesota1 FIRM · $127M WaconiaMinnesota1 FIRM · $423K Detroit LakesMinnesota1 FIRM · $396M MarshallMinnesota1 FIRM · $100M WasecaMinnesota1 FIRM · $312M 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 EvelethMinnesota1 FIRM · $38.8M ElkoMinnesota1 FIRM · $28.6M Falcon HeightsMinnesota1 FIRM Fergus FallsMinnesota1 FIRM Grand RapidsMinnesota1 FIRM · $146M BayportMinnesota1 FIRM · $63.7M HopkinsMinnesota1 FIRM · $107M JacksonMinnesota1 FIRM · $180M JordanMinnesota1 FIRM · $237M

All RIAs in Minnesota

Merced Capital, L.P.

Minnetonka, MN

AUM $251MTEAM 5REPS 3

Excelsior Investors

Excelsior, MN

AUM $242MTEAM 2REPS 1

CFG Retirement

Edina, MN

AUM $241MTEAM 7REPS 3

PSC Capital Partners LLC

Minneapolis, MN

AUM $241MTEAM 19REPS 4

Jones Kertz & Associates, Inc.

Blaine, MN

AUM $239MTEAM 4REPS 4

North American Wealth Advisors Inc.

Jordan, MN

AUM $237MTEAM 3REPS 1

Northland Capital Management

Virginia, MN

AUM $235MTEAM 6REPS 3

ACM

Wayzata, MN

AUM $231MREPS 2

Bright Angel Advisors LLC

Saint Paul, MN

AUM $224MTEAM 4REPS 2

Phillip James Financial Co

Plymouth, MN

AUM $222MTEAM 3REPS 2

E-Wealth Partners

Minnetonka, MN

AUM $219MTEAM 5REPS 5

Piper Heartland Healthcare Capital, LLC

Minneapolis, MN

AUM $218MTEAM 16REPS 4

Strategic Asset Management LLC

Rochester, MN

AUM $218MTEAM 11REPS 11

Cedrus Wealth Group

Andover, MN

AUM $218MTEAM 7REPS 5

Enspyre Wealth Advisors, Inc.

Woodbury, MN

AUM $218MTEAM 3REPS 1

Paladin Financial

Arden Hills, MN

AUM $217MTEAM 7REPS 7

Rossjohnson & Associates, LLC

Plymouth, MN

AUM $212MTEAM 4REPS 4

Element Squared Private Wealth

Minneapolis, MN

AUM $203MTEAM 7REPS 6

Kowalski Financial Inc.

Minneapolis, MN

AUM $202MTEAM 7REPS 3

Great River Financial

Plymouth, MN

AUM $202MTEAM 4REPS 2

Keystone Wealth Advisors, Incorporated

Eagan, MN

AUM $201MTEAM 3REPS 3

MJT & Associates Financial Advisory Group, Inc.

Montevideo, MN

AUM $199MTEAM 2REPS 1

Michael Traxler Wealth Management, LLC

New Prague, MN

AUM $195MTEAM 6REPS 5

Thomas Leo Advisory, LLC

Minneapolis, MN

AUM $193MTEAM 2REPS 2

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