Investment adviser firms in Minnesota
Firms grouped by their reported public principal-office state. This does not establish current registration or include every branch office.
276 firms · Source months shown: August 2026
- 360 FINANCIAL, INC.CRD 168600 · WAYZATA, MN$700,535,009.00Regulatory AUM · August 2026
- AB CARVAL INVESTORS, LPCRD 141819 · MINNEAPOLIS, MN$18,441,989,964.00Regulatory AUM · August 2026
- ABBEY STREET, LLCCRD 305107 · EDEN PRAIRIE, MN$375,395,430.00Regulatory AUM · August 2026
- ABENS FINANCIAL SERVICES INCCRD 106604 · EDINA, MN$120,118,491.00Regulatory AUM · August 2026
- ACCESS FINANCIAL SERVICES, INC.CRD 115361 · MINNEAPOLIS, MN$437,789,551.00Regulatory AUM · August 2026
- ACCREDITED INVESTOR SERVICES, LLCCRD 148821 · ST. CLOUD, MN$590,985,738.00Regulatory 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
- ADVANCED ADVISOR GROUP, LLCCRD 140393 · CAMBRIDGE, MN$10,932,672.00Regulatory AUM · August 2026
- ADVANCED CAPITAL GROUP, INC.CRD 109673 · MINNEAPOLIS, MN$29,988,968,764.00Regulatory AUM · August 2026
- ADVISORNET FINANCIAL, INC.CRD 113074 · MINNETONKA, MN$3,149,498,789.00Regulatory AUM · August 2026
- ADVISORY SOLUTIONS GROUP, LLCCRD 339919 · PLYMOUTH, MN$408,369,935.00Regulatory AUM · August 2026
- AFFIANCE FINANCIAL LLCCRD 113200 · ST. LOUIS PARK, MN$1,371,764,900.00Regulatory AUM · August 2026
- ALIGN FINANCIAL, LLCCRD 309238 · HERMANTOWN, MN$433,731,160.00Regulatory AUM · August 2026
- ALL STAR FINANCIAL LLCCRD 323765 · MINNEAPOLIS, MN$881,693,500.00Regulatory AUM · August 2026
- ALL TERRAIN FINANCIAL ADVISORS, LLCCRD 286683 · COON RAPIDS, MN$379,178,566.00Regulatory AUM · August 2026
- ALLIANZ INVESTMENT MANAGEMENT LLCCRD 111925 · MINNEAPOLIS, MN$19,091,182,080.00Regulatory AUM · August 2026
- ALLODIUM INVESTMENT CONSULTANTS, LLCCRD 135812 · MINNEAPOLIS, MN$576,759,336.00Regulatory AUM · August 2026
- AMERIPRISE FINANCIAL SERVICES, LLCCRD 6363 · MINNEAPOLIS, MN$660,474,421,776.00Regulatory AUM · August 2026
- ARTHUR VENTURES MANAGEMENT 2, LLCCRD 326592 · MINNEAPOLIS, MN$2,564,652,508.00Regulatory AUM · August 2026
- ASA MANAGED ACCOUNT MANAGERS LLCCRD 162855 · MINNEAPOLIS, MN$1,115,661,000.00Regulatory AUM · August 2026
- ASCENT ADVISORS LLCCRD 335353 · MANKATO, MN$101,000,000.00Regulatory AUM · August 2026
- ASSURED RETIREMENT FINANCIAL GROUP, INC.CRD 179516 · EDINA, MN$241,013,112.00Regulatory AUM · August 2026
- ASYMMETRIC CAPITAL MANAGEMENT, LLC.CRD 285739 · WAYZATA, MN$231,178,827.00Regulatory AUM · August 2026
- BALLAST ADVISORS, LLCCRD 285991 · WOODBURY, MN$674,476,752.00Regulatory AUM · August 2026
- BANNERSTONE CAPITAL MANAGEMENT, LLCCRD 147447 · WAYZATA, MN$155,343,700.00Regulatory AUM · August 2026
- BEARING POINT CAPITAL, LLCCRD 332023 · RICHFIELD, MN$1,111,491,574.00Regulatory AUM · August 2026
- BERGER FINANCIAL GROUP, INC.CRD 308174 · PLYMOUTH, MN$2,948,862,004.00Regulatory AUM · 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
- BLACK LAKE INVESTMENTS LLCCRD 334605 · WAYZATA, MN$1,189,319,275.00Regulatory AUM · August 2026
- BLOCKBRIDGE INVESTMENTS LLCCRD 341419 · MINNEAPOLIS, MNNot availableRegulatory AUM · August 2026
- BLUESTEM WEALTH PARTNERS, LLCCRD 324489 · MINNETONKA, MN$1,120,000,000.00Regulatory AUM · August 2026
- BOND & DEVICK FINANCIAL NETWORK, INC.CRD 283682 · SAINT LOUIS PARK, MN$705,527,786.00Regulatory AUM · August 2026
- BOULAY FINANCIAL ADVISORS, LLCCRD 111334 · EDEN PRAIRIE, MN$2,420,741,792.00Regulatory 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
- BRIGHT ANGEL ADVISORS LLCCRD 311704 · ST. PAUL, MN$224,115,580.00Regulatory AUM · August 2026
- C. C. DUNNAVAN & CO., INC.CRD 109058 · MINNEAPOLIS, MN$392,678,403.00Regulatory AUM · August 2026
- CAHILL FINANCIAL ADVISORS, INC.CRD 109890 · EDINA, MN$1,770,183,778.00Regulatory AUM · August 2026
- CAPITAL MANAGEMENT ASSOCIATES INCCRD 105010 · MINNEAPOLIS, MN$1,879,452,339.00Regulatory AUM · August 2026
- CARVAL CLO MANAGEMENT LLCCRD 298135 · MINNEAPOLIS, MN$7,304,940,802.00Regulatory AUM · August 2026
- CASTLELAKE, L.P.CRD 145165 · MINNEAPOLIS, MN$35,287,534,891.00Regulatory AUM · August 2026
- CEDRUS WEALTH GROUP LLCCRD 334995 · ANDOVER, MN$217,814,000.00Regulatory AUM · August 2026
- CHERRY TREE WEALTH MANAGEMENT, LLCCRD 151406 · MINNETONKA, MN$673,466,155.00Regulatory AUM · August 2026
- CHRISTENSEN GROUP FINANCIAL, LLCCRD 318144 · EDEN PRAIRIE, MN$24,816,321.00Regulatory AUM · August 2026
- CLEARWATER MANAGEMENT CO., INC.CRD 105307 · ST PAUL, MN$4,681,919,861.00Regulatory AUM · August 2026
- CLIFTONLARSONALLEN WEALTH ADVISORS, LLCCRD 38357 · MINNEAPOLIS, MN$14,426,640,890.00Regulatory AUM · August 2026
- CLOVERFIELDS CAPITAL GROUP, LPCRD 306590 · MINNEAPOLIS, MN$358,667,263.00Regulatory AUM · August 2026
- CLOVERPOINT, LLCCRD 335407 · MINNEAPOLIS, MNNot availableRegulatory AUM · August 2026
- COLLIERS SECURITIES LLCCRD 7477 · MINNEAPOLIS, MN$329,636,522.00Regulatory AUM · August 2026
- COMPASS CAPITAL MANAGEMENT INCCRD 107823 · MINNEAPOLIS, MN$2,556,854,435.00Regulatory AUM · August 2026
- CONTEGO CAPITAL GROUP, INC.CRD 128518 · EDINA, MN$87,999,479.00Regulatory AUM · August 2026
- CORDIS FINANCIAL, LLCCRD 294766 · MINNEAPOLIS, MN$360,728,097.00Regulatory AUM · August 2026
- CORNERSTONE WEALTH ADVISORS, INC.CRD 124947 · EDINA, MN$608,657,729.00Regulatory AUM · August 2026
- DEDEKER FINANCIAL, LLCCRD 325537 · ST. LOUIS PARK, MN$165,500,000.00Regulatory AUM · August 2026
- DEEPWATER ASSET MANAGEMENT, LLCCRD 316507 · MINNEAPOLIS, MN$626,710,008.00Regulatory AUM · August 2026
- DEVENIR INVESTMENT ADVISORS, LLCCRD 132824 · BLOOMINGTON, MN$12,992,592,090.00Regulatory AUM · August 2026
- DGV SOLUTIONS LPCRD 174379 · MINNETONKA, MN$944,441,114.00Regulatory AUM · August 2026
- DISCIPLINED GROWTH INVESTORS INCCRD 106746 · MINNEAPOLIS, MN$5,482,190,948.00Regulatory AUM · August 2026
- DORVAL CORPORATIONCRD 309512 · MAPLE GROVE, MN$373,851,948.00Regulatory AUM · August 2026
- DOUGHERTY & ASSOCIATES FINANCIAL ADVISORS, INC.CRD 165145 · BUFFALO, MN$382,859,944.00Regulatory AUM · August 2026
- DSG CAPITAL ADVISORS, LLCCRD 332056 · EDINA, MN$780,311,503.00Regulatory AUM · August 2026
- E-WEALTH PARTNERS, LLCCRD 327053 · MINNETONKA, MN$218,724,724.00Regulatory AUM · August 2026
- ECHO WEALTH MANAGEMENT, LLCCRD 174136 · PLYMOUTH, MN$288,189,706.00Regulatory AUM · August 2026
- EFS ADVISORS LLCCRD 115211 · CAMBRIDGE, MN$2,402,605,047.00Regulatory AUM · August 2026
- EHLERS INVESTMENT PARTNERS, LLCCRD 146385 · MINNEAPOLIS, MN$3,173,440,473.00Regulatory AUM · August 2026
- ELEMENT SQUARED LLCCRD 311284 · MINNEAPOLIS, MN$203,482,682.00Regulatory AUM · August 2026
- ENCORE WEALTH ADVISORS, LLCCRD 336566 · MORRIS, MN$121,659,707.00Regulatory AUM · August 2026
- ENSPYRE WEALTH ADVISORS, INC.CRD 300992 · WOODBURY, MN$217,747,144.00Regulatory AUM · August 2026
- EPIQ PARTNERS, LLCCRD 165139 · MINNEAPOLIS, MN$290,914,339.00Regulatory AUM · August 2026
- ESTUARY CAPITAL MANAGEMENT LPCRD 323379 · WAYZATA, MN$853,863,466.00Regulatory AUM · August 2026
- EVEREST FINANCIAL GROUP LLCCRD 137260 · MINNEAPOLIS, MN$1,002,472,036.00Regulatory AUM · August 2026
- EXCEL FINANCIAL, LLCCRD 145301 · RED WING, MN$404,464,714.00Regulatory AUM · August 2026
- EXCELSIOR RENEWABLE ENERGY MANAGEMENT COMPANY LPCRD 289890 · EXCELSIOR, MN$1,505,418,687.00Regulatory AUM · August 2026
- FBD ASSET MGMT, LLCCRD 307216 · BLOOMINGTON, MN$76,763,198.00Regulatory AUM · August 2026
- FELTL ADVISORS, LLCCRD 165244 · PLYMOUTH, MN$165,615,748.00Regulatory AUM · August 2026
- FFP WEALTH MANAGEMENT, LLCCRD 300253 · COON RAPIDS, MN$301,108,000.00Regulatory AUM · August 2026
- FIAT WEALTH MANAGEMENT LLCCRD 318201 · WAYZATA, MN$517,382,209.00Regulatory AUM · August 2026
- FIDUCIARY COUNSELLING INCCRD 104753 · ST PAUL, MN$10,056,745,777.00Regulatory AUM · August 2026
- FINANCIAL EMPOWERMENT LLCCRD 131425 · BURNSVILLE, MN$126,374,281.00Regulatory AUM · August 2026
- FINANCIAL PERSPECTIVES, INC.CRD 135549 · MINNEAPOLIS, MN$1,166,901,043.00Regulatory AUM · August 2026
- FINANCIAL PLANNING NAVIGATORS CORPCRD 332831 · MAPLE GROVE, MN$355,078,609.00Regulatory AUM · August 2026
- FIRST ASSOCIATED INVESTMENT ADVISORS, INC.CRD 113086 · DULUTH, MN$93,144,375.00Regulatory 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
- FOCUS FINANCIAL NETWORK, INC.CRD 116140 · MINNEAPOLIS, MN$6,823,756,233.00Regulatory AUM · August 2026
- FORTRESS FINANCIAL GROUP, LLCCRD 315329 · ROCHESTER, MN$352,305,589.00Regulatory AUM · August 2026
- FREEDOM FINANCIAL PARTNERS LLCCRD 327560 · OAKDALE, MN$377,914,930.00Regulatory AUM · August 2026
- GALLIARD CAPITAL MANAGEMENT, LLCCRD 106487 · MINNEAPOLIS, MN$80,266,203,713.00Regulatory AUM · August 2026
- GARDA CAPITAL PARTNERS LPCRD 282439 · WAYZATA, MN$207,104,851,000.00Regulatory AUM · August 2026
- GEN FINANCIAL MANAGEMENT INC.CRD 110179 · PLYMOUTH, MN$331,817,781.00Regulatory AUM · August 2026
- GOLDNER HAWN LPCRD 299154 · MINNEAPOLIS, MN$898,931,531.00Regulatory AUM · August 2026
- GRADIENT ADVISORS, LLCCRD 152665 · ARDEN HILLS, MN$289,253,282.00Regulatory AUM · August 2026
- GRADIENT INVESTMENTS, LLCCRD 141726 · ARDEN HILLS, MN$8,201,136,002.00Regulatory AUM · August 2026
- GRADIENT SECURITIES, LLCCRD 127701 · ARDEN HILLS, MN$607,877,168.00Regulatory AUM · August 2026
- GRANITE EQUITY PARTNERS LLCCRD 158378 · ST. CLOUD, MN$1,885,970,369.00Regulatory AUM · August 2026
- GREAT RIVER FINANCIAL LLCCRD 314172 · PLYMOUTH, MN$201,939,212.00Regulatory AUM · August 2026
- GREAT WATERS WEALTH MANAGEMENTCRD 308215 · SHOREVIEW, MN$1,235,101,181.00Regulatory AUM · August 2026