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For asset managers
AdvisorIQ

Ranking, Minnesota

Wealth firms with the biggest asset gains over one year, including broker-dealer firms in Minnesota

As of October 2, 2026, Ameriprise Financial Services, LLC ranked #1 in Minnesota in AdvisorIQ's ranking of wealth firms with the biggest asset gains over one year, including broker-dealer firms, with $95.9 billion.

Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only

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.

Rank Firm City Increase
1 Ameriprise Financial Services, LLC Broker-dealer affiliated Minneapolis $95.9 billion
2 Wealth Enhancement Advisory Services, LLC Plymouth $27.6 billion
3 Northrock Partners, LLC Minneapolis $5.6 billion
4 Thrivent Investment Management Inc. Broker-dealer affiliated Minneapolis $3.3 billion
5 Cliftonlarsonallen Wealth Advisors, LLC Broker-dealer affiliated Minneapolis $2.1 billion
6 Boulay Wealth Eden Prairie $882.4 million
7 Advisornet Wealth Partners Minnetonka $809.9 million
8 Accredited Investors Wealth Management Edina $697.7 million
9 Tradition Wealth Management LLC Edina $653.1 million
10 Focus Financial Minneapolis $561.1 million
11 Fiduciary Counselling Inc St. Paul $551.8 million
12 Strategic Wealth Group Broker-dealer affiliated Eden Prairie $508.0 million
13 Cedar Cove Wealth Partners Bloomington $455.0 million
14 Berger Financial Group Plymouth $448.1 million
15 Cahill Financial Advisors, Inc. Edina $337.9 million
16 Retire Agile Hermantown $332.2 million
17 Jnba Financial Advisors, LLC Bloomington $321.5 million
18 Silveroak Wealth Management LLC Edina $281.5 million
19 U.S. Bancorp Advisors, LLC Broker-dealer affiliated St. Paul $279.6 million
20 Stonebridge Capital Advisors LLC St. Paul $253.2 million
21 Midwest Financial Partners St. Cloud $252.9 million
22 Capital Management Associates Inc Broker-dealer affiliated Minneapolis $251.6 million
23 Marquette Wealth Management Minnetonka $250.4 million
24 Boyum Wealth Architects LLC Bloomington $247.7 million
25 Pine Grove Financial Group Woodbury $243.4 million
26 Affiance Financial LLC St. Louis Park $226.1 million
27 The Oak Ridge Financial Services Group, Inc Broker-dealer affiliated Golden Valley $212.2 million
28 Bearing Point Capital Richfield $204.0 million
29 Isc Financial Advisors Albert Lea $202.1 million
30 Guardian Wealth Strategies, LLC Minneapols $193.6 million
31 Thrivent Advisor Network, LLC Broker-dealer affiliated Minneapolis $186.9 million
32 Financial Perspectives Minneapolis $166.7 million
33 Allodium Investment Consultants, LLC Minneapolis $160.1 million
34 Bluestem Wealth Partners, LLC Minnetonka $152.0 million
35 Fiat Wealth Management Wayzata $146.8 million
36 The Wealth Group - Austin B. Colby & Associates Eden Prairie $144.3 million
37 Van Clemens Wealth Management, LLC Broker-dealer affiliated Minneapolis $143.1 million
38 360 Financial Wayzata $133.0 million
39 Efs Advisors Broker-dealer affiliated Cambridge $130.8 million
40 All Star Financial Minneapolis $123.7 million
41 Vermillion Wealth Management Inc. Rosemount $119.7 million
42 Parr McKnight Wealth Management Group Minneapolis $116.2 million
43 Summit Investment Advisory Services Roseville $113.3 million
44 Stiles Financial Services, Inc. Edina $109.5 million
45 Birchwood Financial Partners, Inc. Bloomington $109.2 million
46 Navpoint Financial, Inc. Prior Lake $108.5 million
47 Valtinson Bruner Financial Planning New Brighton $108.3 million
48 High Note Wealth, LLC Deephaven $107.3 million
49 E-Wealth Partners Minnetonka $105.9 million
50 Ais Planning St. Cloud $105.9 million
51 Strong Tower Advisory Services Minneapolis $104.8 million
52 Quarry Hill Advisors St. Paul $102.5 million
53 Pitzl Financial Arden Hills $98.0 million
54 The Advocate Group, LLC Minnetonka $96.6 million
55 DSG Capital Advisors, LLC Edina $96.5 million
56 Lifelong Wealth Advisors, Inc. Arden Hills $95.3 million
57 Strategic Asset Management LLC. Rochester $93.9 million
58 Everest Financial Group Minneapolis $90.1 million
59 Stevens Foster Financial Advisors Bloomington $89.7 million
60 Bond & Devick Wealth Partners St. Louis Park $89.7 million
61 Highmark Wealth Management LLC St. Paul $88.8 million
62 Logan Park Wealth Management Minneapolis $88.5 million
63 White Oaks Wealth Advisors, Inc. Minneapolis $88.3 million
64 Legacies Wealth LLC Minnetonka $87.4 million
65 Modus Advisors, LLC Excelsior $87.1 million
66 Ballast Advisors, LLC Woodbury $86.9 million
67 Schwarz Dygos Wheeler Investment Advisors LLC Minneapolis $85.9 million
68 BGM Wealth Management Bloomington $84.1 million
69 Elevation Wealth Management Eden Prairie $83.8 million
70 Cedrus Wealth Group Andover $81.8 million
71 Iwealth Waseca $81.0 million
72 Cornerstone Wealth Advisors, Inc. Edina $80.9 million
73 Cherry Tree Wealth Management, LLC Minnetonka $80.2 million
74 Kingdom Legacy Advisors Minnetonka $79.5 million
75 Greater Midwest Financial Group, LLC St. Paul $77.4 million
76 Freedom Financial Partners LLC Oakdale $77.1 million
77 Navista Wealth Management, Inc. Minnetonka $77.0 million
78 Flourish Wealth Management Inc. Edina $72.2 million
79 Legacy Wealth Woodbury $71.0 million
80 Excel Financial, LLC Red Wing $71.0 million
81 Gradient Advisors, LLC Arden Hills $70.6 million
82 Kure Advisory, LLC Plymouth $68.2 million
83 Petros Family Wealth, LLC Bloomington $67.1 million
84 White Pine Capital LLC Bloomington $66.9 million
85 FFP Wealth Management, LLC Coon Rapids $66.7 million
86 Fpnavigators Maple Grove $65.9 million
87 Paladin Financial Broker-dealer affiliated Arden Hills $65.9 million
88 Dorval & Chorne Financial Advisors Maple Grove $65.4 million
89 Murphy Pohlad Asset Management LLC Eden Prairie $61.9 million
90 Acumen Financial Advisors, LLC Edina $61.5 million
91 MD Financial Advisors / Vestment Financial Chanhassen $61.1 million
92 Mann Financial Group Detroit Lakes $60.3 million
93 Abbey Street Eden Prairie $60.3 million
94 CFG Retirement Edina $59.2 million
95 Pack Private Wealth, LLC Wayzata $59.0 million
96 Laurel Wealth Planning Edina $58.1 million
97 All Terrain Financial Advisors Coon Rapids $55.5 million
98 Great Waters Financial Shoreview $52.0 million
99 Vantage Point Wealth Management Plymouth $49.2 million
100 Colliers Securities LLC Broker-dealer affiliated Minneapolis $49.0 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.