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Ranking, Minnesota

Fastest-growing independent RIAs over one year in Minnesota

As of October 2, 2026, E-Wealth Partners ranked #1 in Minnesota in AdvisorIQ's ranking of fastest-growing independent RIAs over one year, with 93.8%, from a base of $112.9 million.

Include wirehouses and broker-dealer firms

SEC-registered firms ranked by the change in RAUM between the SEC snapshots of September 2, 2025 and October 2, 2026, for firms with at least $100 million in RAUM in the earlier snapshot. The value is a fraction (0.25 is 25 percent) and base_value is the starting RAUM. Firms whose figure grew more than 300 percent 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 one year in Minnesota
Rank Firm City Growth Starting value
1 E-Wealth Partners Minnetonka 93.8% $112.9 million
2 Northrock Partners, LLC Minneapolis 84.7% $6.6 billion
3 Boyum Wealth Architects LLC Bloomington 78.3% $316.2 million
4 Strategic Asset Management LLC. Rochester 75.4% $124.4 million
5 Kingdom Legacy Advisors Minnetonka 68.0% $117.0 million
6 Cedrus Wealth Group Andover 60.2% $136.0 million
7 Elevation Wealth Management Eden Prairie 47.8% $175.4 million
8 Boulay Wealth Eden Prairie 41.5% $2.1 billion
9 Fiat Wealth Management Wayzata 39.6% $370.6 million
10 Allodium Investment Consultants, LLC Minneapolis 38.4% $416.6 million
11 Kure Advisory, LLC Plymouth 35.8% $190.7 million
12 Vermillion Wealth Management Inc. Rosemount 35.2% $340.2 million
13 Iwealth Waseca 35.1% $230.7 million
14 Quarry Hill Advisors St. Paul 35.0% $292.4 million
15 Advisornet Wealth Partners Minnetonka 34.6% $2.3 billion
16 Tailwinds Wealth, LLC Vadnais Heights 34.0% $143.8 million
17 Tradition Wealth Management LLC Edina 33.5% $2.0 billion
18 CFG Retirement Edina 32.5% $181.8 million
19 Gradient Advisors, LLC Arden Hills 32.3% $218.6 million
20 Marquette Wealth Management Minnetonka 30.6% $817.1 million
21 Wealth Enhancement Advisory Services, LLC Plymouth 29.1% $94.6 billion
22 FFP Wealth Management, LLC Coon Rapids 28.5% $234.4 million
23 Wacker & Associates, Inc. Jackson 27.2% $141.7 million
24 Trailhead Planners, LLC Edina 26.1% $149.4 million
25 Freedom Financial Partners LLC Oakdale 25.6% $300.9 million
26 The Wealth Group - Austin B. Colby & Associates Eden Prairie 25.5% $566.7 million
27 MD Financial Advisors / Vestment Financial Chanhassen 25.1% $243.2 million
28 Stiles Financial Services, Inc. Edina 24.9% $439.3 million
29 Great River Financial Plymouth 24.6% $162.1 million
30 Pitzl Financial Arden Hills 24.5% $400.0 million
31 Petros Family Wealth, LLC Bloomington 24.5% $274.5 million
32 Rossjohnson & Associates, LLC Plymouth 24.2% $170.4 million
33 Cahill Financial Advisors, Inc. Edina 23.6% $1.4 billion
34 Logan Park Wealth Management Minneapolis 23.5% $376.3 million
35 360 Financial Wayzata 23.4% $567.6 million
36 Fpnavigators Maple Grove 22.8% $289.1 million
37 Bearing Point Capital Richfield 22.5% $907.5 million
38 Pack Private Wealth, LLC Wayzata 22.1% $267.2 million
39 Winter & Associates, Inc. St. Paul 21.9% $147.5 million
40 Ais Planning St. Cloud 21.8% $485.1 million
41 Knox Avenue Financial Corp. St. Paul 21.7% $118.9 million
42 Excel Financial, LLC Red Wing 21.3% $333.5 million
43 MWM Wealth Advisory, LLC Plymouth 21.2% $119.1 million
44 Dorval & Chorne Financial Advisors Maple Grove 21.2% $308.4 million
45 Legacies Wealth LLC Minnetonka 20.9% $417.9 million
46 Element Squared Private Wealth Minneapolis 20.9% $168.3 million
47 Captar Private Wealth St. Louis Park 20.8% $137.0 million
48 MJT & Associates Financial Advisory Group, Inc. Montevideo 20.6% $164.9 million
49 Enspyre Wealth Advisors, Inc. Woodbury 20.5% $180.6 million
50 Guardian Wealth Strategies, LLC Minneapols 20.5% $944.1 million
51 Peak Financial Consulting, Inc. Bloomington 20.1% $110.2 million
52 Midwest Financial Partners St. Cloud 20.0% $1.3 billion
53 Affiance Financial LLC St. Louis Park 19.7% $1.1 billion
54 Northland Capital Management Virginia 19.7% $196.3 million
55 Pine Grove Financial Group Woodbury 19.5% $1.2 billion
56 BGM Wealth Management Bloomington 19.4% $433.3 million
57 Trademark Financial Management, LLC Bloomington 19.1% $246.3 million
58 Abbey Street Eden Prairie 19.1% $315.1 million
59 Jnba Financial Advisors, LLC Bloomington 19.1% $1.7 billion
60 Flourish Wealth Management Inc. Edina 18.8% $383.0 million
61 Accredited Investors Wealth Management Edina 18.8% $3.7 billion
62 High Note Wealth, LLC Deephaven 18.6% $576.2 million
63 White Pine Capital LLC Bloomington 18.4% $363.7 million
64 Mann Financial Group Detroit Lakes 18.0% $335.2 million
65 Valtinson Bruner Financial Planning New Brighton 17.9% $603.7 million
66 Berger Financial Group Plymouth 17.9% $2.5 billion
67 Summit Investment Advisory Services Roseville 17.9% $632.5 million
68 Vantage Point Wealth Management Plymouth 17.8% $277.4 million
69 Echo Wealth Management, LLC Plymouth 17.5% $245.2 million
70 All Terrain Financial Advisors Coon Rapids 17.2% $323.6 million
71 Highmark Wealth Management LLC St. Paul 17.0% $522.8 million
72 Modus Advisors, LLC Excelsior 16.9% $514.0 million
73 Navpoint Financial, Inc. Prior Lake 16.9% $643.6 million
74 Financial Perspectives Minneapolis 16.7% $1.0 billion
75 White Oaks Wealth Advisors, Inc. Minneapolis 16.7% $530.0 million
76 Silveroak Wealth Management LLC Edina 16.4% $1.7 billion
77 All Star Financial Minneapolis 16.3% $758.0 million
78 Perkins Capital Management Inc Wayzata 16.2% $127.2 million
79 Jones Kertz & Associates, Inc. Blaine 16.0% $206.2 million
80 Strong Tower Advisory Services Minneapolis 16.0% $654.5 million
81 Fortress Financial Group, LLC Rochester 16.0% $303.7 million
82 Bluestem Wealth Partners, LLC Minnetonka 15.7% $968.0 million
83 Lifelong Wealth Advisors, Inc. Arden Hills 15.5% $615.1 million
84 Trumix Advisors Bloomington 15.4% $147.2 million
85 Lifeplan Financial, LLC Mankato 15.3% $122.3 million
86 Cornerstone Wealth Advisors, Inc. Edina 15.3% $527.8 million
87 Acumen Financial Advisors, LLC Edina 15.2% $403.7 million
88 Sieben Wealth Planning LLC Edina 15.2% $140.0 million
89 Greater Midwest Financial Group, LLC St. Paul 15.1% $511.9 million
90 Isc Financial Advisors Albert Lea 15.0% $1.3 billion
91 Legacy Wealth Woodbury 14.9% $475.0 million
92 Ballast Advisors, LLC Woodbury 14.8% $587.6 million
93 Birchwood Financial Partners, Inc. Bloomington 14.7% $744.0 million
94 Laurel Wealth Planning Edina 14.7% $395.6 million
95 Michael Traxler Wealth Management, LLC New Prague 14.6% $169.9 million
96 Bond & Devick Wealth Partners St. Louis Park 14.6% $615.9 million
97 Koob Wealth Management, LLC White Bear Township 14.3% $150.3 million
98 DSG Capital Advisors, LLC Edina 14.1% $683.8 million
99 Lfa St. Cloud 13.7% $309.2 million
100 Stevens Foster Financial Advisors Bloomington 13.6% $660.8 million

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

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Fastest growing 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.