Investment adviser firms in EXCELSIOR, Minnesota
Firms grouped by their reported public principal-office city. Additional offices and notice filings do not determine membership.
5 firms · Source months shown: August 2026
- EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LPCRD 289890 · EXCELSIOR, MN$1,505,418,687.00Regulatory AUM · August 2026
- INTELLIGENT FINANCIAL STRATEGIES, LLCCRD 108048 · EXCELSIOR, MN$241,994,381.00Regulatory AUM · August 2026
- LOCORR FUND MANAGEMENT, LLCCRD 156247 · EXCELSIOR, MN$2,528,449,276.00Regulatory AUM · August 2026
- MODUS ADVISORS, LLCCRD 291204 · EXCELSIOR, MN$601,069,964.00Regulatory AUM · August 2026
- STEBEN & COMPANY, LLCCRD 117808 · EXCELSIOR, MN$69,181,112.00Regulatory AUM · August 2026