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AdvisorIQ

Ranking, Minnesota

Wealth firms with the fastest client growth over one year, including broker-dealer firms in Minnesota

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

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

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 Colliers Securities LLC Broker-dealer affiliated Minneapolis 121.4% 739
3 Northrock Partners, LLC Minneapolis 78.3% 2,698
4 E-Wealth Partners Minnetonka 59.5% 291
5 Thrivent Investment Management Inc. Broker-dealer affiliated Minneapolis 47.0% 142,759
6 360 Financial Wayzata 44.6% 836
7 Parr McKnight Wealth Management Group Minneapolis 41.1% 435
8 Kingdom Legacy Advisors Minnetonka 32.7% 168
9 Guardian Wealth Strategies, LLC Minneapols 29.6% 1,233
10 Wacker & Associates, Inc. Jackson 29.6% 142
11 Thrivent Advisor Network, LLC Broker-dealer affiliated Minneapolis 28.1% 12,121
12 Petros Family Wealth, LLC Bloomington 28.1% 416
13 Advisornet Wealth Partners Minnetonka 27.4% 2,932
14 Strategic Wealth Group Broker-dealer affiliated Eden Prairie 26.3% 2,820
15 Vantage Point Wealth Management Plymouth 24.0% 1,181
16 Mann Financial Group Detroit Lakes 23.3% 484
17 Highmark Wealth Management LLC St. Paul 22.0% 372
18 Wealth Enhancement Advisory Services, LLC Plymouth 20.1% 71,064
19 Paladin Financial Broker-dealer affiliated Arden Hills 19.9% 443
20 Tailwinds Wealth, LLC Vadnais Heights 19.6% 224
21 Usadvisors Wealth Management, LLC Eden Prairie 19.1% 1,596
22 Bond & Devick Wealth Partners St. Louis Park 17.2% 448
23 Echo Wealth Management, LLC Plymouth 16.1% 124
24 Bearing Point Capital Richfield 15.7% 204
25 Palisade Asset Management, LLC Minneapolis 14.6% 103
26 Allodium Investment Consultants, LLC Minneapolis 13.5% 251
27 Van Clemens Wealth Management, LLC Broker-dealer affiliated Minneapolis 13.2% 567
28 Kure Advisory, LLC Plymouth 12.3% 357
29 Modus Advisors, LLC Excelsior 12.3% 310
30 Trailhead Planners, LLC Edina 11.9% 135
31 Trumix Advisors Bloomington 11.7% 154
32 Koob Wealth Management, LLC White Bear Township 10.8% 120
33 Legacy Wealth Woodbury 10.8% 445
34 Element Squared Private Wealth Minneapolis 10.6% 432
35 Stiles Financial Services, Inc. Edina 10.4% 250
36 Valtinson Bruner Financial Planning New Brighton 10.2% 1,825
37 Fortress Financial Group, LLC Rochester 10.0% 300
38 CFG Retirement Edina 9.7% 493
39 Access Financial Services, Inc. Minneapolis 9.4% 308
40 Northland Asset Management Broker-dealer affiliated Minneapolis 8.9% 896
41 Legacy Financial Advisors Corporation Bloomington 8.9% 225
42 Guardian Wealth Advisors, LLC St. Louis Park 8.8% 239
43 Freedom Financial Partners LLC Oakdale 8.6% 302
44 Quarry Hill Advisors St. Paul 8.6% 187
45 Cliftonlarsonallen Wealth Advisors, LLC Broker-dealer affiliated Minneapolis 8.5% 7,311
46 Laurel Wealth Planning Edina 8.2% 171
47 Bluestem Wealth Partners, LLC Minnetonka 8.1% 1,561
48 Flourish Wealth Management Inc. Edina 8.1% 149
49 Ais Planning St. Cloud 7.9% 617
50 Winter & Associates, Inc. St. Paul 7.8% 193
51 Cahill Financial Advisors, Inc. Edina 7.6% 1,049
52 Navista Wealth Management, Inc. Minnetonka 7.0% 383
53 Lifetime Wealth Management, LLC Rochester 6.8% 146
54 MD Financial Advisors / Vestment Financial Chanhassen 6.8% 488
55 The Wealth Group - Austin B. Colby & Associates Eden Prairie 6.7% 554
56 Fpnavigators Maple Grove 6.5% 413
57 BGM Wealth Management Bloomington 6.5% 200
58 Enspyre Wealth Advisors, Inc. Woodbury 6.4% 125
59 Michael Traxler Wealth Management, LLC New Prague 6.4% 407
60 Boulay Wealth Eden Prairie 6.2% 1,060
61 Affiance Financial LLC St. Louis Park 6.1% 1,123
62 Financial Perspectives Minneapolis 5.7% 699
63 Lfa St. Cloud 5.7% 490
64 Pitzl Financial Arden Hills 5.6% 373
65 Accredited Investors Wealth Management Edina 5.2% 900
66 Tradition Wealth Management LLC Edina 4.4% 2,304
67 Peak Financial Consulting, Inc. Bloomington 4.2% 356
68 FFP Wealth Management, LLC Coon Rapids 4.2% 313
69 Gradient Wealth Management Broker-dealer affiliated Arden Hills 4.1% 4,617
70 Strong Tower Advisory Services Minneapolis 4.0% 302
71 Bannerstone Capital Wayzata 3.9% 102
72 Great River Financial Plymouth 3.8% 131
73 Stonebridge Capital Advisors LLC St. Paul 3.6% 1,616
74 MWM Wealth Advisory, LLC Plymouth 3.5% 198
75 Ameriprise Financial Services, LLC Broker-dealer affiliated Minneapolis 3.4% 1,460,884
76 Ballast Advisors, LLC Woodbury 3.3% 807
77 Marks Group Wealth Management, Inc. Minnetonka 3.2% 784
78 Pine Grove Financial Group Woodbury 3.2% 1,361
79 Berger Financial Group Plymouth 3.1% 3,684
80 Feltl Advisors Broker-dealer affiliated Plymouth 3.1% 385
81 MJT & Associates Financial Advisory Group, Inc. Montevideo 2.9% 308
82 Oakwood Capital, Inc. Broker-dealer affiliated St. Louis Park 2.8% 599
83 Logan Park Wealth Management Minneapolis 2.8% 397
84 Cornerstone Wealth Advisors, Inc. Edina 2.7% 329
85 All Terrain Financial Advisors Coon Rapids 2.5% 199
86 Cherry Tree Wealth Management, LLC Minnetonka 2.5% 326
87 Stevens Foster Financial Advisors Bloomington 2.4% 422
88 Jnba Financial Advisors, LLC Bloomington 2.4% 1,101
89 Fiduciary Counselling Inc St. Paul 2.3% 1,721
90 Knox Avenue Financial Corp. St. Paul 2.3% 222
91 Trademark Financial Management, LLC Bloomington 2.0% 449
92 U.S. Bancorp Advisors, LLC Broker-dealer affiliated St. Paul 2.0% 3,279
93 Paradigm, Strategies in Wealth Management, LLC Maple Grove 1.9% 215
94 PSC Financial LLC Bloomington 1.8% 109
95 Lifeplan Financial, LLC Mankato 1.6% 251
96 Lifelong Wealth Advisors, Inc. Arden Hills 1.5% 852
97 High Note Wealth, LLC Deephaven 1.5% 275
98 Excel Financial, LLC Red Wing 1.4% 415
99 Webb Financial Group Bloomington 1.4% 664
100 Efs Advisors Broker-dealer affiliated Cambridge 1.2% 21,451

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.