Investment adviser firms in EDINA, Minnesota
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
21 firms · Source months shown: August 2026
- ABENS FINANCIAL SERVICES INCCRD 106604 · EDINA, MN$120,118,491.00Regulatory AUM · August 2026
- ACCREDITED INVESTORS INCCRD 105439 · EDINA, MN$4,412,886,238.00Regulatory AUM · August 2026
- ACUMEN FINANCIAL ADVISORS, LLCCRD 152748 · EDINA, MN$465,210,861.00Regulatory AUM · August 2026
- ASSURED RETIREMENT FINANCIAL GROUP, INC.CRD 179516 · EDINA, MN$241,013,112.00Regulatory AUM · August 2026
- CAHILL FINANCIAL ADVISORS, INC.CRD 109890 · EDINA, MN$1,770,183,778.00Regulatory AUM · August 2026
- CONTEGO CAPITAL GROUP, INC.CRD 128518 · EDINA, MN$87,999,479.00Regulatory AUM · August 2026
- CORNERSTONE WEALTH ADVISORS, INC.CRD 124947 · EDINA, MN$608,657,729.00Regulatory AUM · August 2026
- DSG CAPITAL ADVISORS, LLCCRD 332056 · EDINA, MN$780,311,503.00Regulatory AUM · August 2026
- FIRST LIGHT ASSET MANAGEMENT, LLCCRD 168899 · EDINA, MN$1,407,517,876.00Regulatory AUM · August 2026
- FLOURISH WEALTH MANAGEMENT INC.CRD 170591 · EDINA, MN$455,213,739.00Regulatory AUM · August 2026
- JOSH ARNOLD INVESTMENT CONSULTANT, LLCCRD 163088 · EDINA, MN$142,137,000.00Regulatory AUM · August 2026
- LAUREL WEALTH PLANNING LLCCRD 122035 · EDINA, MN$453,642,492.00Regulatory AUM · August 2026
- OSP, LLCCRD 169245 · EDINA, MN$1,427,581,972.00Regulatory AUM · August 2026
- PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.CRD 117962 · EDINA, MN$2,026,865,282.00Regulatory AUM · August 2026
- RUNNING OAK CAPITAL LLCCRD 286656 · EDINA, MN$874,740,150.00Regulatory AUM · August 2026
- SILVEROAK WEALTH MANAGEMENT LLCCRD 110532 · EDINA, MN$1,998,398,183.00Regulatory AUM · August 2026
- STAR CAPITAL INC.CRD 171057 · EDINA, MN$143,595,858.00Regulatory AUM · August 2026
- STILES FINANCIAL SERVICES INCORPORATEDCRD 117023 · EDINA, MN$548,748,527.00Regulatory AUM · August 2026
- TRADITION WEALTH MANAGEMENT LLCCRD 128314 · EDINA, MN$2,603,155,796.00Regulatory AUM · August 2026
- TRAILHEAD PLANNERS, LLCCRD 284610 · EDINA, MN$188,418,848.00Regulatory AUM · August 2026
- VERA LAKE CAPITAL, LLCCRD 341142 · EDINA, MN$180,355,372.00Regulatory AUM · August 2026