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Ranking, Minnesota

Independent RIAs with the biggest asset gains over one year in Minnesota

As of October 2, 2026, Wealth Enhancement Advisory Services, LLC ranked #1 in Minnesota in AdvisorIQ's ranking of independent RIAs with the biggest asset gains over one year, with $27.6 billion.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the dollar increase in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026. Only firms whose RAUM rose are ranked; base_value is the starting RAUM. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). Only SEC-registered firms are ranked: the state-registered firm data is current only, with no earlier snapshots. Growth includes market movement, net new assets and acquisitions. State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.

Independent RIAs with the biggest asset gains over one year in Minnesota
Rank Firm City Increase
1 Wealth Enhancement Advisory Services, LLC Plymouth $27.6 billion
2 Northrock Partners, LLC Minneapolis $5.6 billion
3 Boulay Wealth Eden Prairie $882.4 million
4 Advisornet Wealth Partners Minnetonka $809.9 million
5 Accredited Investors Wealth Management Edina $697.7 million
6 Tradition Wealth Management LLC Edina $653.1 million
7 Focus Financial Minneapolis $561.1 million
8 Fiduciary Counselling Inc St. Paul $551.8 million
9 Cedar Cove Wealth Partners Bloomington $455.0 million
10 Berger Financial Group Plymouth $448.1 million
11 Cahill Financial Advisors, Inc. Edina $337.9 million
12 Retire Agile Hermantown $332.2 million
13 Jnba Financial Advisors, LLC Bloomington $321.5 million
14 Silveroak Wealth Management LLC Edina $281.5 million
15 Stonebridge Capital Advisors LLC St. Paul $253.2 million
16 Midwest Financial Partners St. Cloud $252.9 million
17 Marquette Wealth Management Minnetonka $250.4 million
18 Boyum Wealth Architects LLC Bloomington $247.7 million
19 Pine Grove Financial Group Woodbury $243.4 million
20 Affiance Financial LLC St. Louis Park $226.1 million
21 Bearing Point Capital Richfield $204.0 million
22 Isc Financial Advisors Albert Lea $202.1 million
23 Guardian Wealth Strategies, LLC Minneapols $193.6 million
24 Financial Perspectives Minneapolis $166.7 million
25 Allodium Investment Consultants, LLC Minneapolis $160.1 million
26 Bluestem Wealth Partners, LLC Minnetonka $152.0 million
27 Fiat Wealth Management Wayzata $146.8 million
28 The Wealth Group - Austin B. Colby & Associates Eden Prairie $144.3 million
29 360 Financial Wayzata $133.0 million
30 All Star Financial Minneapolis $123.7 million
31 Vermillion Wealth Management Inc. Rosemount $119.7 million
32 Parr McKnight Wealth Management Group Minneapolis $116.2 million
33 Summit Investment Advisory Services Roseville $113.3 million
34 Stiles Financial Services, Inc. Edina $109.5 million
35 Birchwood Financial Partners, Inc. Bloomington $109.2 million
36 Navpoint Financial, Inc. Prior Lake $108.5 million
37 Valtinson Bruner Financial Planning New Brighton $108.3 million
38 High Note Wealth, LLC Deephaven $107.3 million
39 E-Wealth Partners Minnetonka $105.9 million
40 Ais Planning St. Cloud $105.9 million
41 Strong Tower Advisory Services Minneapolis $104.8 million
42 Quarry Hill Advisors St. Paul $102.5 million
43 Pitzl Financial Arden Hills $98.0 million
44 The Advocate Group, LLC Minnetonka $96.6 million
45 DSG Capital Advisors, LLC Edina $96.5 million
46 Lifelong Wealth Advisors, Inc. Arden Hills $95.3 million
47 Strategic Asset Management LLC. Rochester $93.9 million
48 Everest Financial Group Minneapolis $90.1 million
49 Stevens Foster Financial Advisors Bloomington $89.7 million
50 Bond & Devick Wealth Partners St. Louis Park $89.7 million
51 Highmark Wealth Management LLC St. Paul $88.8 million
52 Logan Park Wealth Management Minneapolis $88.5 million
53 White Oaks Wealth Advisors, Inc. Minneapolis $88.3 million
54 Legacies Wealth LLC Minnetonka $87.4 million
55 Modus Advisors, LLC Excelsior $87.1 million
56 Ballast Advisors, LLC Woodbury $86.9 million
57 Schwarz Dygos Wheeler Investment Advisors LLC Minneapolis $85.9 million
58 BGM Wealth Management Bloomington $84.1 million
59 Elevation Wealth Management Eden Prairie $83.8 million
60 Cedrus Wealth Group Andover $81.8 million
61 Iwealth Waseca $81.0 million
62 Cornerstone Wealth Advisors, Inc. Edina $80.9 million
63 Cherry Tree Wealth Management, LLC Minnetonka $80.2 million
64 Kingdom Legacy Advisors Minnetonka $79.5 million
65 Greater Midwest Financial Group, LLC St. Paul $77.4 million
66 Freedom Financial Partners LLC Oakdale $77.1 million
67 Navista Wealth Management, Inc. Minnetonka $77.0 million
68 Flourish Wealth Management Inc. Edina $72.2 million
69 Legacy Wealth Woodbury $71.0 million
70 Excel Financial, LLC Red Wing $71.0 million
71 Gradient Advisors, LLC Arden Hills $70.6 million
72 Kure Advisory, LLC Plymouth $68.2 million
73 Petros Family Wealth, LLC Bloomington $67.1 million
74 White Pine Capital LLC Bloomington $66.9 million
75 FFP Wealth Management, LLC Coon Rapids $66.7 million
76 Fpnavigators Maple Grove $65.9 million
77 Dorval & Chorne Financial Advisors Maple Grove $65.4 million
78 Murphy Pohlad Asset Management LLC Eden Prairie $61.9 million
79 Acumen Financial Advisors, LLC Edina $61.5 million
80 MD Financial Advisors / Vestment Financial Chanhassen $61.1 million
81 Mann Financial Group Detroit Lakes $60.3 million
82 Abbey Street Eden Prairie $60.3 million
83 CFG Retirement Edina $59.2 million
84 Pack Private Wealth, LLC Wayzata $59.0 million
85 Laurel Wealth Planning Edina $58.1 million
86 All Terrain Financial Advisors Coon Rapids $55.5 million
87 Great Waters Financial Shoreview $52.0 million
88 Vantage Point Wealth Management Plymouth $49.2 million
89 Tailwinds Wealth, LLC Vadnais Heights $48.9 million
90 Fortress Financial Group, LLC Rochester $48.6 million
91 Marks Group Wealth Management, Inc. Minnetonka $48.5 million
92 Trademark Financial Management, LLC Bloomington $47.1 million
93 Cordis Financial, LLC Minneapolis $43.1 million
94 Echo Wealth Management, LLC Plymouth $43.0 million
95 Lfa St. Cloud $42.3 million
96 Rossjohnson & Associates, LLC Plymouth $41.2 million
97 Great River Financial Plymouth $39.9 million
98 Trailhead Planners, LLC Edina $39.0 million
99 Northland Capital Management Virginia $38.7 million
100 Wacker & Associates, Inc. Jackson $38.5 million

Showing the top 100. Figures are as firms reported them on Form ADV.

More rankings

Biggest asset gains by state

Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.