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AdvisorIQ

Ranking, Minnesota

Fastest-growing wealth firms over one year, including broker-dealer firms in Minnesota

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

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

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.

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 Strategic Wealth Group Broker-dealer affiliated Eden Prairie 49.4% $1.0 billion
8 Elevation Wealth Management Eden Prairie 47.8% $175.4 million
9 The Oak Ridge Financial Services Group, Inc Broker-dealer affiliated Golden Valley 46.5% $456.4 million
10 Van Clemens Wealth Management, LLC Broker-dealer affiliated Minneapolis 43.7% $327.2 million
11 Paladin Financial Broker-dealer affiliated Arden Hills 43.6% $151.0 million
12 Boulay Wealth Eden Prairie 41.5% $2.1 billion
13 Fiat Wealth Management Wayzata 39.6% $370.6 million
14 Allodium Investment Consultants, LLC Minneapolis 38.4% $416.6 million
15 Kure Advisory, LLC Plymouth 35.8% $190.7 million
16 Vermillion Wealth Management Inc. Rosemount 35.2% $340.2 million
17 Iwealth Waseca 35.1% $230.7 million
18 Quarry Hill Advisors St. Paul 35.0% $292.4 million
19 Advisornet Wealth Partners Minnetonka 34.6% $2.3 billion
20 Tailwinds Wealth, LLC Vadnais Heights 34.0% $143.8 million
21 Tradition Wealth Management LLC Edina 33.5% $2.0 billion
22 CFG Retirement Edina 32.5% $181.8 million
23 Gradient Advisors, LLC Arden Hills 32.3% $218.6 million
24 Marquette Wealth Management Minnetonka 30.6% $817.1 million
25 Wealth Enhancement Advisory Services, LLC Plymouth 29.1% $94.6 billion
26 FFP Wealth Management, LLC Coon Rapids 28.5% $234.4 million
27 Wacker & Associates, Inc. Jackson 27.2% $141.7 million
28 Trailhead Planners, LLC Edina 26.1% $149.4 million
29 Freedom Financial Partners LLC Oakdale 25.6% $300.9 million
30 The Wealth Group - Austin B. Colby & Associates Eden Prairie 25.5% $566.7 million
31 MD Financial Advisors / Vestment Financial Chanhassen 25.1% $243.2 million
32 Feltl Advisors Broker-dealer affiliated Plymouth 25.1% $132.4 million
33 Stiles Financial Services, Inc. Edina 24.9% $439.3 million
34 Great River Financial Plymouth 24.6% $162.1 million
35 Pitzl Financial Arden Hills 24.5% $400.0 million
36 Petros Family Wealth, LLC Bloomington 24.5% $274.5 million
37 Rossjohnson & Associates, LLC Plymouth 24.2% $170.4 million
38 Cahill Financial Advisors, Inc. Edina 23.6% $1.4 billion
39 Logan Park Wealth Management Minneapolis 23.5% $376.3 million
40 360 Financial Wayzata 23.4% $567.6 million
41 Fpnavigators Maple Grove 22.8% $289.1 million
42 Bearing Point Capital Richfield 22.5% $907.5 million
43 Pack Private Wealth, LLC Wayzata 22.1% $267.2 million
44 Winter & Associates, Inc. St. Paul 21.9% $147.5 million
45 Ais Planning St. Cloud 21.8% $485.1 million
46 Knox Avenue Financial Corp. St. Paul 21.7% $118.9 million
47 Excel Financial, LLC Red Wing 21.3% $333.5 million
48 MWM Wealth Advisory, LLC Plymouth 21.2% $119.1 million
49 Dorval & Chorne Financial Advisors Maple Grove 21.2% $308.4 million
50 Legacies Wealth LLC Minnetonka 20.9% $417.9 million
51 Element Squared Private Wealth Minneapolis 20.9% $168.3 million
52 Captar Private Wealth St. Louis Park 20.8% $137.0 million
53 MJT & Associates Financial Advisory Group, Inc. Montevideo 20.6% $164.9 million
54 Enspyre Wealth Advisors, Inc. Woodbury 20.5% $180.6 million
55 Guardian Wealth Strategies, LLC Minneapols 20.5% $944.1 million
56 Peak Financial Consulting, Inc. Bloomington 20.1% $110.2 million
57 Midwest Financial Partners St. Cloud 20.0% $1.3 billion
58 Affiance Financial LLC St. Louis Park 19.7% $1.1 billion
59 Northland Capital Management Virginia 19.7% $196.3 million
60 Pine Grove Financial Group Woodbury 19.5% $1.2 billion
61 BGM Wealth Management Bloomington 19.4% $433.3 million
62 Trademark Financial Management, LLC Bloomington 19.1% $246.3 million
63 Abbey Street Eden Prairie 19.1% $315.1 million
64 Jnba Financial Advisors, LLC Bloomington 19.1% $1.7 billion
65 Flourish Wealth Management Inc. Edina 18.8% $383.0 million
66 Accredited Investors Wealth Management Edina 18.8% $3.7 billion
67 Thrivent Investment Management Inc. Broker-dealer affiliated Minneapolis 18.7% $17.5 billion
68 High Note Wealth, LLC Deephaven 18.6% $576.2 million
69 U.S. Bancorp Advisors, LLC Broker-dealer affiliated St. Paul 18.4% $1.5 billion
70 White Pine Capital LLC Bloomington 18.4% $363.7 million
71 Mann Financial Group Detroit Lakes 18.0% $335.2 million
72 Valtinson Bruner Financial Planning New Brighton 17.9% $603.7 million
73 Berger Financial Group Plymouth 17.9% $2.5 billion
74 Summit Investment Advisory Services Roseville 17.9% $632.5 million
75 Vantage Point Wealth Management Plymouth 17.8% $277.4 million
76 Echo Wealth Management, LLC Plymouth 17.5% $245.2 million
77 Colliers Securities LLC Broker-dealer affiliated Minneapolis 17.5% $280.7 million
78 All Terrain Financial Advisors Coon Rapids 17.2% $323.6 million
79 Cliftonlarsonallen Wealth Advisors, LLC Broker-dealer affiliated Minneapolis 17.0% $12.3 billion
80 Highmark Wealth Management LLC St. Paul 17.0% $522.8 million
81 Ameriprise Financial Services, LLC Broker-dealer affiliated Minneapolis 17.0% $564.6 billion
82 Modus Advisors, LLC Excelsior 16.9% $514.0 million
83 Navpoint Financial, Inc. Prior Lake 16.9% $643.6 million
84 Oakwood Capital, Inc. Broker-dealer affiliated St. Louis Park 16.9% $260.3 million
85 Financial Perspectives Minneapolis 16.7% $1.0 billion
86 White Oaks Wealth Advisors, Inc. Minneapolis 16.7% $530.0 million
87 Silveroak Wealth Management LLC Edina 16.4% $1.7 billion
88 All Star Financial Minneapolis 16.3% $758.0 million
89 Perkins Capital Management Inc Wayzata 16.2% $127.2 million
90 Jones Kertz & Associates, Inc. Blaine 16.0% $206.2 million
91 Strong Tower Advisory Services Minneapolis 16.0% $654.5 million
92 Fortress Financial Group, LLC Rochester 16.0% $303.7 million
93 Bluestem Wealth Partners, LLC Minnetonka 15.7% $968.0 million
94 Lifelong Wealth Advisors, Inc. Arden Hills 15.5% $615.1 million
95 Capital Management Associates Inc Broker-dealer affiliated Minneapolis 15.5% $1.6 billion
96 Trumix Advisors Bloomington 15.4% $147.2 million
97 Lifeplan Financial, LLC Mankato 15.3% $122.3 million
98 Cornerstone Wealth Advisors, Inc. Edina 15.3% $527.8 million
99 Acumen Financial Advisors, LLC Edina 15.2% $403.7 million
100 Sieben Wealth Planning LLC Edina 15.2% $140.0 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.