Gradient Advisors, LLC

RIASEC RegisteredEst. 2010
Total AUM
$289M
Discretionary
$0
0% of AUM
Avg account
$134K
Accounts
2,152
Employees
173
Advisory reps
187

Firm details

Headquarters
Arden Hills, Minnesota
CRD number
152665
Registered since
February 10, 2010
Website
gradientadvisors.com
Custodians
CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • Individuals65.26%
  • HNWI34.69%
  • Corporations / Businesses0.05%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Gradient Advisors, LLC is a limited liability company that operates as an insurance broker-dealer and identifies itself as a capital allocator. The firm has been SEC-registered since 2010 and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fee arrangements are a mix of percentage-of-AUM, fixed fees and other structures. Gradient does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 56%, Exchange Traded Equities 32%, Cash & Cash Equivalents 6%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Non-Investment Grade Corp Bonds 1%, Derivatives 1%, Other 1%56%
  • Public Funds/Mutual Funds56%
  • Exchange Traded Equities32%
  • Cash & Cash Equivalents6%
  • US Government Bonds1%
  • State & Local Bonds1%

Owners & executives

3 of 4
  • Carson Graves

    Carson Graves

    Owner, President & CEOCRD 4499132

  • Steven Eckroth

    Steven Eckroth

    Founder and CEOCRD 3107278

  • Catherine Peters

    Chief Compliance OfficerCRD 1667478

Unlock 1 more executives →

Contacts

3 of 183
  • Daniel Brungard

    Daniel Brungard

    Retirement ConsultantCRD 5731553

  • Kevin Smith

    Kevin Smith

    PresidentCRD 5766480

  • David Topor

    David Topor

    Financial Services ProfessionalCRD 5783544

Unlock 180 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Arden Hills, MN

Ramsey

Location

Arden Hills, MN

Headquartered in Arden Hills, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Ramsey
Address
4105 Lexington Ave N
Time zone
CT (UTC-6)
Office locations

Similar firms

Paladin Financial

RIA

Arden Hills, MN

AUM $217MTEAM 7REPS 7

Pitzl Financial

RIA

Arden Hills, MN

AUM $498MTEAM 8REPS 6

Lifelong Wealth Advisors, Inc.

RIA

Arden Hills, MN

AUM $710MTEAM 12REPS 9

Paladin Capital

RIA

Arden Hills, MN

AUM $10MTEAM 5REPS 5

Gradient Investments, LLC

RIA

Arden Hills, MN

AUM $8.8BTEAM 41REPS 31

Echo Wealth Management, LLC

RIA

Plymouth, MN

AUM $288MTEAM 5REPS 4
More RIAs in Arden Hills →All Minnesota RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth