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RIA directory Rankings Fastest growing, 3 years Minnesota
Ranking, Minnesota
Fastest-growing independent RIAs over three years in Minnesota
As of October 2, 2026, Fiat Wealth Management ranked #1 in Minnesota in AdvisorIQ's ranking of fastest-growing independent RIAs over three years, with 57.1%, from a base of $133.4 million.
Include wirehouses and broker-dealer firms
SEC-registered firms ranked by compound annual growth in RAUM over the three years between the SEC snapshots of October 5, 2023 and October 2, 2026, for firms with at least $100 million in RAUM at the start. The value is a fraction per year and base_value is the starting RAUM. Firms growing more than 100 percent a year are left out: on Form ADV that almost always reflects a merger, an acquisition or assets moved from an affiliated adviser rather than growth, 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.
Fastest-growing independent RIAs over three years in Minnesota
Rank
Firm
City
Growth
Starting value
1
Fiat Wealth Management
Wayzata
57.1%
$133.4 million
2
Northrock Partners, LLC
Minneapolis
42.7%
$4.2 billion
3
Boyum Wealth Architects LLC
Bloomington
39.5%
$207.9 million
4
Tradition Wealth Management LLC
Edina
33.6%
$1.1 billion
5
Cordis Financial, LLC
Minneapolis
33.3%
$152.2 million
6
Petros Family Wealth, LLC
Bloomington
31.4%
$150.5 million
7
Strong Tower Advisory Services
Minneapolis
30.5%
$341.4 million
8
Wealth Enhancement Advisory Services, LLC
Plymouth
29.4%
$56.4 billion
9
Greater Midwest Financial Group, LLC
St. Paul
29.3%
$272.7 million
10
Berger Financial Group
Plymouth
29.3%
$1.4 billion
11
Pine Grove Financial Group
Woodbury
28.7%
$699.8 million
12
Strategic Asset Management LLC.
Rochester
28.2%
$103.7 million
13
Element Squared Private Wealth
Minneapolis
26.1%
$101.5 million
14
Fortress Financial Group, LLC
Rochester
25.2%
$179.4 million
15
The Wealth Group - Austin B. Colby & Associates
Eden Prairie
25.1%
$363.1 million
16
Echo Wealth Management, LLC
Plymouth
24.9%
$147.8 million
17
Abbey Street
Eden Prairie
24.9%
$192.6 million
18
Pack Private Wealth, LLC
Wayzata
23.8%
$172.0 million
19
Bluestem Wealth Partners, LLC
Minnetonka
23.6%
$592.9 million
20
Marquette Wealth Management
Minnetonka
23.3%
$569.9 million
21
MD Financial Advisors / Vestment Financial
Chanhassen
22.9%
$163.7 million
22
Logan Park Wealth Management
Minneapolis
22.6%
$252.0 million
23
MJT & Associates Financial Advisory Group, Inc.
Montevideo
20.8%
$112.8 million
24
Stiles Financial Services, Inc.
Edina
20.8%
$311.6 million
25
Flourish Wealth Management Inc.
Edina
20.7%
$258.9 million
26
Mann Financial Group
Detroit Lakes
20.6%
$225.4 million
27
Pitzl Financial
Arden Hills
20.4%
$285.3 million
28
Quarry Hill Advisors
St. Paul
20.4%
$226.3 million
29
Secured Retirement Advisors, LLC
St. Louis Park
20.4%
$146.2 million
30
Midwest Financial Partners
St. Cloud
20.2%
$873.5 million
31
Guardian Wealth Strategies, LLC
Minneapols
19.7%
$663.2 million
32
Vermillion Wealth Management Inc.
Rosemount
19.7%
$268.2 million
33
Modus Advisors, LLC
Excelsior
19.6%
$351.3 million
34
Michael Traxler Wealth Management, LLC
New Prague
19.0%
$115.4 million
35
Great River Financial
Plymouth
19.0%
$119.8 million
36
Affiance Financial LLC
St. Louis Park
19.0%
$814.8 million
37
Allodium Investment Consultants, LLC
Minneapolis
18.9%
$342.7 million
38
360 Financial
Wayzata
18.5%
$420.6 million
39
Everest Financial Group
Minneapolis
18.2%
$607.1 million
40
Birchwood Financial Partners, Inc.
Bloomington
18.0%
$518.7 million
41
Phillip James Financial Co.
Plymouth
18.0%
$135.0 million
42
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis
17.9%
$445.3 million
43
Summit Investment Advisory Services
Roseville
17.8%
$456.0 million
44
Gradient Advisors, LLC
Arden Hills
17.8%
$177.1 million
45
Rossjohnson & Associates, LLC
Plymouth
17.6%
$130.2 million
46
All Terrain Financial Advisors
Coon Rapids
17.3%
$234.7 million
47
Boulay Wealth
Eden Prairie
17.2%
$1.9 billion
48
Cahill Financial Advisors, Inc.
Edina
17.2%
$1.1 billion
49
FFP Wealth Management, LLC
Coon Rapids
17.0%
$188.1 million
50
Sieben Wealth Planning LLC
Edina
16.7%
$101.3 million
51
Valtinson Bruner Financial Planning
New Brighton
16.7%
$448.4 million
52
Cornerstone Wealth Advisors, Inc.
Edina
16.6%
$384.4 million
53
Enspyre Wealth Advisors, Inc.
Woodbury
16.4%
$137.9 million
54
Captar Private Wealth
St. Louis Park
16.4%
$105.0 million
55
Financial Perspectives
Minneapolis
16.2%
$744.1 million
56
Excel Financial, LLC
Red Wing
16.1%
$258.3 million
57
Legacies Wealth LLC
Minnetonka
16.0%
$323.9 million
58
Jones Kertz & Associates, Inc.
Blaine
15.7%
$154.3 million
59
Isc Financial Advisors
Albert Lea
15.7%
$1.0 billion
60
Jnba Financial Advisors, LLC
Bloomington
15.7%
$1.3 billion
61
Legacy Wealth
Woodbury
15.4%
$355.7 million
62
Highmark Wealth Management LLC
St. Paul
15.3%
$398.5 million
63
Focus Financial
Minneapolis
15.2%
$4.5 billion
64
Acumen Financial Advisors, LLC
Edina
15.0%
$306.1 million
65
Guardian Wealth Advisors, LLC
St. Louis Park
14.9%
$197.8 million
66
Northland Capital Management
Virginia
14.8%
$155.4 million
67
Excelsior Investors
Excelsior
14.7%
$160.5 million
68
Accredited Investors Wealth Management
Edina
14.3%
$3.0 billion
69
Silveroak Wealth Management LLC
Edina
13.8%
$1.4 billion
70
Thomas Leo Advisory, LLC
Minneapolis
13.6%
$131.5 million
71
Compass Capital Management Inc
Minneapolis
13.5%
$1.8 billion
72
Lfa
St. Cloud
12.9%
$244.5 million
73
Stonebridge Capital Advisors LLC
St. Paul
12.7%
$1.8 billion
74
MHS Advisory Services, LLC
Maple Grove
12.6%
$177.6 million
75
Ballast Advisors, LLC
Woodbury
12.5%
$473.5 million
76
Bond & Devick Wealth Partners
St. Louis Park
12.1%
$500.2 million
77
Legacy Financial Advisors Corporation
Bloomington
12.1%
$225.3 million
78
Trademark Financial Management, LLC
Bloomington
12.1%
$208.2 million
79
Bright Angel Advisors LLC
St. Paul
12.0%
$159.3 million
80
High Note Wealth, LLC
Deephaven
11.6%
$491.2 million
81
Access Financial Services, Inc.
Minneapolis
11.6%
$314.7 million
82
Cherry Tree Wealth Management, LLC
Minnetonka
11.6%
$484.9 million
83
Lifetime Wealth Management, LLC
Rochester
11.6%
$133.8 million
84
Dougherty & Associates Financial Advisors, Inc.
Buffalo
11.3%
$277.5 million
85
Marks Group Wealth Management, Inc.
Minnetonka
11.3%
$1.5 billion
86
White Oaks Wealth Advisors, Inc.
Minneapolis
11.2%
$449.3 million
87
The Advocate Group, LLC
Minnetonka
11.1%
$591.1 million
88
Navpoint Financial, Inc.
Prior Lake
11.0%
$549.5 million
89
Laurel Wealth Planning
Edina
11.0%
$331.8 million
90
Webb Financial Group
Bloomington
10.4%
$295.1 million
91
Caissa Wealth Strategies
Bloomington
10.4%
$220.7 million
92
Usadvisors Wealth Management, LLC
Eden Prairie
10.2%
$360.9 million
93
White Pine Capital LLC
Bloomington
9.9%
$324.6 million
94
Stevens Foster Financial Advisors
Bloomington
9.2%
$576.5 million
95
All Star Financial
Minneapolis
9.1%
$679.8 million
96
Nicollet Investment Management, Inc.
Minneapolis
9.0%
$430.7 million
97
Great Waters Financial
Shoreview
8.9%
$957.6 million
98
Perkins Capital Management Inc
Wayzata
8.7%
$115.0 million
99
Keystone Wealth Advisors, Incorporated
Eagan
8.7%
$156.9 million
100
Paradigm, Strategies in Wealth Management, LLC
Maple Grove
7.7%
$250.8 million
Showing the top 100. Figures are as firms reported them on Form ADV.
More rankings
Fastest growing, 3 years 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 .