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AdvisorIQ

Ranking, Minnesota

Independent RIAs with the fastest client growth over one year in Minnesota

As of October 2, 2026, Boyum Wealth Architects LLC ranked #1 in Minnesota in AdvisorIQ's ranking of independent RIAs with the fastest client growth over one year, with 140.6%, from a base of 192.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in their number of clients (counted as in the most clients ranking) between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least 100 clients in the earlier snapshot. The value is a fraction and base_value is the starting client count. Firms whose client count grew more than 300 percent are left out, since that almost always reflects a merger or acquisition, and each firm's own page still shows the change. 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 Growth Starting value
1 Boyum Wealth Architects LLC Bloomington 140.6% 192
2 Northrock Partners, LLC Minneapolis 78.3% 2,698
3 E-Wealth Partners Minnetonka 59.5% 291
4 360 Financial Wayzata 44.6% 836
5 Parr McKnight Wealth Management Group Minneapolis 41.1% 435
6 Kingdom Legacy Advisors Minnetonka 32.7% 168
7 Guardian Wealth Strategies, LLC Minneapols 29.6% 1,233
8 Wacker & Associates, Inc. Jackson 29.6% 142
9 Petros Family Wealth, LLC Bloomington 28.1% 416
10 Advisornet Wealth Partners Minnetonka 27.4% 2,932
11 Vantage Point Wealth Management Plymouth 24.0% 1,181
12 Mann Financial Group Detroit Lakes 23.3% 484
13 Highmark Wealth Management LLC St. Paul 22.0% 372
14 Wealth Enhancement Advisory Services, LLC Plymouth 20.1% 71,064
15 Tailwinds Wealth, LLC Vadnais Heights 19.6% 224
16 Usadvisors Wealth Management, LLC Eden Prairie 19.1% 1,596
17 Bond & Devick Wealth Partners St. Louis Park 17.2% 448
18 Echo Wealth Management, LLC Plymouth 16.1% 124
19 Bearing Point Capital Richfield 15.7% 204
20 Palisade Asset Management, LLC Minneapolis 14.6% 103
21 Allodium Investment Consultants, LLC Minneapolis 13.5% 251
22 Kure Advisory, LLC Plymouth 12.3% 357
23 Modus Advisors, LLC Excelsior 12.3% 310
24 Trailhead Planners, LLC Edina 11.9% 135
25 Trumix Advisors Bloomington 11.7% 154
26 Koob Wealth Management, LLC White Bear Township 10.8% 120
27 Legacy Wealth Woodbury 10.8% 445
28 Element Squared Private Wealth Minneapolis 10.6% 432
29 Stiles Financial Services, Inc. Edina 10.4% 250
30 Valtinson Bruner Financial Planning New Brighton 10.2% 1,825
31 Fortress Financial Group, LLC Rochester 10.0% 300
32 CFG Retirement Edina 9.7% 493
33 Access Financial Services, Inc. Minneapolis 9.4% 308
34 Legacy Financial Advisors Corporation Bloomington 8.9% 225
35 Guardian Wealth Advisors, LLC St. Louis Park 8.8% 239
36 Freedom Financial Partners LLC Oakdale 8.6% 302
37 Quarry Hill Advisors St. Paul 8.6% 187
38 Laurel Wealth Planning Edina 8.2% 171
39 Bluestem Wealth Partners, LLC Minnetonka 8.1% 1,561
40 Flourish Wealth Management Inc. Edina 8.1% 149
41 Ais Planning St. Cloud 7.9% 617
42 Winter & Associates, Inc. St. Paul 7.8% 193
43 Cahill Financial Advisors, Inc. Edina 7.6% 1,049
44 Navista Wealth Management, Inc. Minnetonka 7.0% 383
45 Lifetime Wealth Management, LLC Rochester 6.8% 146
46 MD Financial Advisors / Vestment Financial Chanhassen 6.8% 488
47 The Wealth Group - Austin B. Colby & Associates Eden Prairie 6.7% 554
48 Fpnavigators Maple Grove 6.5% 413
49 BGM Wealth Management Bloomington 6.5% 200
50 Enspyre Wealth Advisors, Inc. Woodbury 6.4% 125
51 Michael Traxler Wealth Management, LLC New Prague 6.4% 407
52 Boulay Wealth Eden Prairie 6.2% 1,060
53 Affiance Financial LLC St. Louis Park 6.1% 1,123
54 Financial Perspectives Minneapolis 5.7% 699
55 Lfa St. Cloud 5.7% 490
56 Pitzl Financial Arden Hills 5.6% 373
57 Accredited Investors Wealth Management Edina 5.2% 900
58 Tradition Wealth Management LLC Edina 4.4% 2,304
59 Peak Financial Consulting, Inc. Bloomington 4.2% 356
60 FFP Wealth Management, LLC Coon Rapids 4.2% 313
61 Strong Tower Advisory Services Minneapolis 4.0% 302
62 Bannerstone Capital Wayzata 3.9% 102
63 Great River Financial Plymouth 3.8% 131
64 Stonebridge Capital Advisors LLC St. Paul 3.6% 1,616
65 MWM Wealth Advisory, LLC Plymouth 3.5% 198
66 Ballast Advisors, LLC Woodbury 3.3% 807
67 Marks Group Wealth Management, Inc. Minnetonka 3.2% 784
68 Pine Grove Financial Group Woodbury 3.2% 1,361
69 Berger Financial Group Plymouth 3.1% 3,684
70 MJT & Associates Financial Advisory Group, Inc. Montevideo 2.9% 308
71 Logan Park Wealth Management Minneapolis 2.8% 397
72 Cornerstone Wealth Advisors, Inc. Edina 2.7% 329
73 All Terrain Financial Advisors Coon Rapids 2.5% 199
74 Cherry Tree Wealth Management, LLC Minnetonka 2.5% 326
75 Stevens Foster Financial Advisors Bloomington 2.4% 422
76 Jnba Financial Advisors, LLC Bloomington 2.4% 1,101
77 Fiduciary Counselling Inc St. Paul 2.3% 1,721
78 Knox Avenue Financial Corp. St. Paul 2.3% 222
79 Trademark Financial Management, LLC Bloomington 2.0% 449
80 Paradigm, Strategies in Wealth Management, LLC Maple Grove 1.9% 215
81 PSC Financial LLC Bloomington 1.8% 109
82 Lifeplan Financial, LLC Mankato 1.6% 251
83 Lifelong Wealth Advisors, Inc. Arden Hills 1.5% 852
84 High Note Wealth, LLC Deephaven 1.5% 275
85 Excel Financial, LLC Red Wing 1.4% 415
86 Webb Financial Group Bloomington 1.4% 664
87 Cedrus Wealth Group Andover 1.1% 544
88 Star Capital Inc. Edina 1.0% 694
89 Excelsior Investors Excelsior 1.0% 104
90 Isc Financial Advisors Albert Lea 0.8% 1,310
91 Northland Capital Management Virginia 0.7% 281
92 The Advocate Group, LLC Minnetonka 0.7% 424
93 Compass Capital Management Inc Minneapolis 0.7% 440
94 Silveroak Wealth Management LLC Edina 0.0% 458
94 Thomas Leo Advisory, LLC Minneapolis 0.0% 145
96 Christensen Group Financial, LLC Eden Prairie -0.4% 502
97 Dougherty & Associates Financial Advisors, Inc. Buffalo -0.7% 1,077
98 Josh Arnold Investment Consultant, LLC Edina -0.8% 258
99 Navpoint Financial, Inc. Prior Lake -0.8% 237
100 Schwarz Dygos Wheeler Investment Advisors LLC Minneapolis -0.9% 542

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

More rankings

Client growth 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.