# Independent RIAs with the most CFP professionals in Minnesota

As of October 2, 2026, Wealth Enhancement Advisory Services, LLC ranked #1 in Minnesota in AdvisorIQ's ranking of independent RIAs with the most CFP professionals, with 426.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/most-cfp-professionals/minnesota/

## Facts

- ranking: Independent RIAs with the most CFP professionals
- how_it_is_computed: Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. SEC-registered and state-registered firms are both ranked. 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). 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.
- unit: count
- scope: Minnesota
- firms_listed: 105
- rows: rank: 1, crd: 116407, firm: Wealth Enhancement Advisory Services, LLC, city: Plymouth, state: MN, value: 426, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116407/; rank: 2, crd: 167908, firm: Northrock Partners, LLC, city: Minneapolis, state: MN, value: 34, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167908/; rank: 3, crd: 116140, firm: Focus Financial, city: Minneapolis, state: MN, value: 30, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/116140/; rank: 4, crd: 113074, firm: Advisornet Wealth Partners, city: Minnetonka, state: MN, value: 21, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113074/; rank: 5, crd: 111334, firm: Boulay Wealth, city: Eden Prairie, state: MN, value: 18, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111334/; rank: 6, crd: 308174, firm: Berger Financial Group, city: Plymouth, state: MN, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308174/; rank: 7, crd: 106550, firm: Jnba Financial Advisors, LLC, city: Bloomington, state: MN, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106550/; rank: 7, crd: 109890, firm: Cahill Financial Advisors, Inc., city: Edina, state: MN, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109890/; rank: 7, crd: 308193, firm: Pine Grove Financial Group, city: Woodbury, state: MN, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308193/; rank: 10, crd: 104753, firm: Fiduciary Counselling Inc, city: St. Paul, state: MN, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104753/; rank: 10, crd: 152665, firm: Gradient Advisors, LLC, city: Arden Hills, state: MN, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152665/; rank: 12, crd: 283682, firm: Bond & Devick Wealth Partners, city: St. Louis Park, state: MN, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/283682/; rank: 13, crd: 110532, firm: Silveroak Wealth Management LLC, city: Edina, state: MN, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110532/; rank: 13, crd: 155270, firm: The Advocate Group, LLC, city: Minnetonka, state: MN, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155270/; rank: 13, crd: 161261, firm: Boyum Wealth Architects LLC, city: Bloomington, state: MN, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/161261/; rank: 13, crd: 169962, firm: Birchwood Financial Partners, Inc., city: Bloomington, state: MN, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/169962/; rank: 17, crd: 110483, firm: BGM Wealth Management, city: Bloomington, state: MN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110483/; rank: 17, crd: 137260, firm: Everest Financial Group, city: Minneapolis, state: MN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/137260/; rank: 17, crd: 324489, firm: Bluestem Wealth Partners, LLC, city: Minnetonka, state: MN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324489/; rank: 17, crd: 339919, firm: Advisory Solutions Group, city: Plymouth, state: MN, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339919/; rank: 21, crd: 124947, firm: Cornerstone Wealth Advisors, Inc., city: Edina, state: MN, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124947/; rank: 21, crd: 128314, firm: Tradition Wealth Management LLC, city: Edina, state: MN, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128314/; rank: 21, crd: 135812, firm: Allodium Investment Consultants, LLC, city: Minneapolis, state: MN, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135812/; rank: 21, crd: 308215, firm: Great Waters Financial, city: Shoreview, state: MN, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308215/; rank: 21, crd: 311385, firm: The Wealth Group - Austin B. Colby & Associates, city: Eden Prairie, state: MN, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311385/; rank: 21, crd: 330050, firm: Parr McKnight Wealth Management Group, city: Minneapolis, state: MN, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330050/; rank: 21, crd: 343731, firm: Fathom Advisors LLC, city: Minneapolis, state: MN, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343731/; rank: 28, crd: 110179, firm: Gen Financial Management Inc., city: Plymouth, state: MN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110179/; rank: 28, crd: 122035, firm: Laurel Wealth Planning, city: Edina, state: MN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/122035/; rank: 28, crd: 135549, firm: Financial Perspectives, city: Minneapolis, state: MN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/135549/; rank: 28, crd: 147384, firm: Schwarz Dygos Wheeler Investment Advisors LLC, city: Minneapolis, state: MN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147384/; rank: 28, crd: 148679, firm: Marks Group Wealth Management, Inc., city: Minnetonka, state: MN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148679/; rank: 28, crd: 148821, firm: Ais Planning, city: St. Cloud, state: MN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/148821/; rank: 28, crd: 150458, firm: Caissa Wealth Strategies, city: Bloomington, state: MN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/150458/; rank: 28, crd: 151406, firm: Cherry Tree Wealth Management, LLC, city: Minnetonka, state: MN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151406/; rank: 28, crd: 168594, firm: Summit Investment Advisory Services, city: Roseville, state: MN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168594/; rank: 28, crd: 168600, firm: 360 Financial, city: Wayzata, state: MN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168600/; rank: 28, crd: 171441, firm: Pitzl Financial, city: Arden Hills, state: MN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171441/; rank: 28, crd: 285991, firm: Ballast Advisors, LLC, city: Woodbury, state: MN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285991/; rank: 28, crd: 288334, firm: Quarry Hill Advisors, city: St. Paul, state: MN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288334/; rank: 28, crd: 294766, firm: Cordis Financial, LLC, city: Minneapolis, state: MN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/294766/; rank: 28, crd: 297866, firm: Valtinson Bruner Financial Planning, city: New Brighton, state: MN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297866/; rank: 28, crd: 306384, firm: Strategic Asset Management LLC., city: Rochester, state: MN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306384/; rank: 28, crd: 309512, firm: Dorval & Chorne Financial Advisors, city: Maple Grove, state: MN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309512/; rank: 28, crd: 324387, firm: Greater Midwest Financial Group, LLC, city: St. Paul, state: MN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324387/; rank: 28, crd: 327053, firm: E-Wealth Partners, city: Minnetonka, state: MN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327053/; rank: 28, crd: 331847, firm: Lifelong Wealth Advisors, Inc., city: Arden Hills, state: MN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331847/; rank: 28, crd: 336245, firm: Cedar Cove Wealth Partners, city: Bloomington, state: MN, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/336245/; rank: 49, crd: 108074, firm: Riverbridge, city: Minneapolis, state: MN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108074/; rank: 49, crd: 113200, firm: Affiance Financial LLC, city: St. Louis Park, state: MN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/113200/; rank: 49, crd: 136089, firm: Palisade Asset Management, LLC, city: Minneapolis, state: MN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/136089/; rank: 49, crd: 144239, firm: Secured Retirement Advisors, LLC, city: St. Louis Park, state: MN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144239/; rank: 49, crd: 157626, firm: Isc Financial Advisors, city: Albert Lea, state: MN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/157626/; rank: 49, crd: 167485, firm: Guardian Wealth Strategies, LLC, city: Minneapols, state: MN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167485/; rank: 49, crd: 167886, firm: Vantage Point Wealth Management, city: Plymouth, state: MN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167886/; rank: 49, crd: 168771, firm: MD Financial Advisors / Vestment Financial, city: Chanhassen, state: MN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168771/; rank: 49, crd: 170734, firm: Guide Financial Planning, city: Shoreview, state: MN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170734/; rank: 49, crd: 304113, firm: Equal Voices Wealth LLC, city: Minneapolis, state: MN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/304113/; rank: 49, crd: 309238, firm: Retire Agile, city: Hermantown, state: MN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309238/; rank: 49, crd: 314172, firm: Great River Financial, city: Plymouth, state: MN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314172/; rank: 49, crd: 315329, firm: Fortress Financial Group, LLC, city: Rochester, state: MN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315329/; rank: 49, crd: 332831, firm: Fpnavigators, city: Maple Grove, state: MN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332831/; rank: 49, crd: 334847, firm: Kingdom Legacy Advisors, city: Minnetonka, state: MN, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/334847/; rank: 64, crd: 109401, firm: Nicollet Investment Management, Inc., city: Minneapolis, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109401/; rank: 64, crd: 115361, firm: Access Financial Services, Inc., city: Minneapolis, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115361/; rank: 64, crd: 115384, firm: Legacy Financial Advisors Corporation, city: Bloomington, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115384/; rank: 64, crd: 117023, firm: Stiles Financial Services, Inc., city: Edina, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117023/; rank: 64, crd: 117962, firm: Punch & Associates Investment Management, Inc., city: Edina, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117962/; rank: 64, crd: 118995, firm: Lottsa Financial Services, Inc., city: Minneapolis, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118995/; rank: 64, crd: 121795, firm: Money Matters, city: Minnetonka, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/121795/; rank: 64, crd: 131425, firm: Financial Empowerment LLC, city: Burnsville, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/131425/; rank: 64, crd: 133181, firm: Colleen Weber CPA, LLC, city: Chanhassen, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133181/; rank: 64, crd: 134781, firm: Lions Gate Sovereign Capital, LLC, city: White Bear Lake, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/134781/; rank: 64, crd: 141203, firm: Nepsis, Inc., city: Minneapolis, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141203/; rank: 64, crd: 146616, firm: Redhawk Wealth Advisors, Inc., city: Minneapolis, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/146616/; rank: 64, crd: 155284, firm: Rossi Dubuque Breckenridge, LLC, city: Plymouth, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/155284/; rank: 64, crd: 164423, firm: Boulevard, city: Bloomington, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164423/; rank: 64, crd: 164790, firm: Highmark Wealth Management LLC, city: St. Paul, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164790/; rank: 64, crd: 171057, firm: Star Capital Inc., city: Edina, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171057/; rank: 64, crd: 172054, firm: PSC Financial LLC, city: Bloomington, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/172054/; rank: 64, crd: 173522, firm: White Oaks Wealth Advisors, Inc., city: Minneapolis, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173522/; rank: 64, crd: 174136, firm: Echo Wealth Management, LLC, city: Plymouth, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174136/; rank: 64, crd: 281978, firm: Vermillion Wealth Management Inc., city: Rosemount, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281978/; rank: 64, crd: 282090, firm: Crafted Wealth Management, city: Minneapolis, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282090/; rank: 64, crd: 284610, firm: Trailhead Planners, LLC, city: Edina, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284610/; rank: 64, crd: 288037, firm: Paladin Capital, city: Arden Hills, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288037/; rank: 64, crd: 291204, firm: Modus Advisors, LLC, city: Excelsior, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291204/; rank: 64, crd: 291860, firm: Peak Financial Consulting, Inc., city: Bloomington, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291860/; rank: 64, crd: 297878, firm: Mann Financial Group, city: Detroit Lakes, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/297878/; rank: 64, crd: 299007, firm: Logan Park Wealth Management, city: Minneapolis, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299007/; rank: 64, crd: 305107, firm: Abbey Street, city: Eden Prairie, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305107/; rank: 64, crd: 305768, firm: High Note Wealth, LLC, city: Deephaven, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305768/; rank: 64, crd: 310222, firm: Trumix Advisors, city: Bloomington, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310222/; rank: 64, crd: 311320, firm: Kure Advisory, LLC, city: Plymouth, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311320/; rank: 64, crd: 312103, firm: Drost Financial, city: Ham Lake, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312103/; rank: 64, crd: 314604, firm: Elevation Wealth Management, city: Eden Prairie, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/314604/; rank: 64, crd: 315106, firm: Strong Tower Advisory Services, city: Minneapolis, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/315106/; rank: 64, crd: 318201, firm: Fiat Wealth Management, city: Wayzata, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318201/; rank: 64, crd: 323765, firm: All Star Financial, city: Minneapolis, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/323765/; rank: 64, crd: 324059, firm: Petros Family Wealth, LLC, city: Bloomington, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324059/; rank: 64, crd: 327560, firm: Freedom Financial Partners LLC, city: Oakdale, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327560/; rank: 64, crd: 329292, firm: Upstream Financial Advisors LLC, city: Victoria, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/329292/; rank: 64, crd: 332244, firm: Hyland Lake Partners, city: Edina, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332244/; rank: 64, crd: 332373, firm: Navista Wealth Management, Inc., city: Minnetonka, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332373/; rank: 64, crd: 335353, firm: Ascent Advisors, city: Mankato, state: MN, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/335353/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Independent RIAs with the most CFP professionals, nationally](https://advisoriq.com/ria/rankings/most-cfp-professionals/)
- [RIA market data for Minnesota](https://advisoriq.com/ria/states/minnesota/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/most-cfp-professionals/minnesota/

License: https://advisoriq.com/license/