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RIA directory Rankings Biggest asset gains Minnesota
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 .