Investment adviser firms in BLOOMINGTON, Minnesota
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
23 firms · Source months shown: August 2026
- BGM WEALTH PARTNERS, LLCCRD 110483 · BLOOMINGTON, MN$517,482,644.00Regulatory AUM · August 2026
- BIRCHWOOD FINANCIAL PARTNERS, INC.CRD 169962 · BLOOMINGTON, MN$853,198,867.00Regulatory AUM · August 2026
- BOULEVARD WEALTH MANAGEMENT, INC.CRD 164423 · BLOOMINGTON, MN$119,494,387.00Regulatory AUM · August 2026
- BOYUM WEALTH ARCHITECTS LLCCRD 161261 · BLOOMINGTON, MN$563,959,565.00Regulatory AUM · August 2026
- BPS CAPITAL MANAGEMENT, INC.CRD 120006 · BLOOMINGTON, MN$3,104,631,016.00Regulatory AUM · August 2026
- DEVENIR INVESTMENT ADVISORS, LLCCRD 132824 · BLOOMINGTON, MN$12,992,592,090.00Regulatory AUM · August 2026
- FBD ASSET MGMT, LLCCRD 307216 · BLOOMINGTON, MN$76,763,198.00Regulatory AUM · August 2026
- GTS FINANCIAL, LLCCRD 310222 · BLOOMINGTON, MN$169,917,892.00Regulatory AUM · August 2026
- JNBA FINANCIAL ADVISORS, LLCCRD 106550 · BLOOMINGTON, MN$2,005,136,361.00Regulatory AUM · August 2026
- KP FINANCIAL MANAGEMENT, LLC DBA CAISSA WEALTH STRATEGIESCRD 150458 · BLOOMINGTON, MN$296,976,582.00Regulatory AUM · August 2026
- LEGACY FINANCIAL ADVISORS CORPORATIONCRD 115384 · BLOOMINGTON, MN$317,668,456.00Regulatory AUM · August 2026
- PEAK FINANCIAL CONSULTING, INC.CRD 291860 · BLOOMINGTON, MN$132,271,141.00Regulatory AUM · August 2026
- PETROS FAMILY WEALTH, LLCCRD 324059 · BLOOMINGTON, MN$341,596,465.00Regulatory AUM · August 2026
- PSC FINANCIAL LLCCRD 172054 · BLOOMINGTON, MN$135,074,412.00Regulatory AUM · August 2026
- SBE LLC DBA CEDAR COVE WEALTH PARTNERSCRD 336245 · BLOOMINGTON, MN$455,020,729.00Regulatory AUM · August 2026
- SIGHTLINE PARTNERS LLCCRD 162629 · BLOOMINGTON, MN$642,835,139.00Regulatory AUM · August 2026
- SIIMPL, LLCCRD 311048 · BLOOMINGTON, MNNot availableRegulatory AUM · August 2026
- STEVENS, FOSTER FINANCIAL SERVICES, INC.CRD 115752 · BLOOMINGTON, MN$750,430,120.00Regulatory AUM · August 2026
- SYSTELLIGENCE, LLCCRD 283582 · BLOOMINGTON, MN$783,897,454.00Regulatory AUM · August 2026
- TRADEMARK FINANCIAL MANAGEMENT, LLCCRD 116543 · BLOOMINGTON, MN$293,422,543.00Regulatory AUM · August 2026
- TTCP MANAGEMENT SERVICES, LLCCRD 165448 · BLOOMINGTON, MN$1,284,914,683.00Regulatory AUM · August 2026
- WEBB ADVISORS INCORPORATEDCRD 106617 · BLOOMINGTON, MN$397,200,000.00Regulatory AUM · August 2026
- WHITE PINE CAPITAL LLCCRD 108417 · BLOOMINGTON, MN$430,613,034.00Regulatory AUM · August 2026