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AdvisorIQ

Ranking, Minnesota

Independent RIAs with the most high net worth clients 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 high net worth clients, with 27,424.

Include wirehouses and broker-dealer firms

Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(b)(1)) in the data of October 2, 2026. 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.

Rank Firm City Most high net worth clients
1 Wealth Enhancement Advisory Services, LLC Plymouth 27,424
2 Riverbridge Minneapolis 3,482
3 Northrock Partners, LLC Minneapolis 2,255
4 Focus Financial Minneapolis 1,697
5 Advisornet Wealth Partners Minnetonka 923
6 Cedar Cove Wealth Partners Bloomington 881
7 Berger Financial Group Plymouth 813
8 Accredited Investors Wealth Management Edina 709
9 Fiduciary Counselling Inc St. Paul 643
10 Boulay Wealth Eden Prairie 630
11 Tradition Wealth Management LLC Edina 579
12 Cahill Financial Advisors, Inc. Edina 541
13 Stonebridge Capital Advisors LLC St. Paul 538
14 Jnba Financial Advisors, LLC Bloomington 514
15 Pine Grove Financial Group Woodbury 506
16 Birchwood Financial Partners, Inc. Bloomington 440
17 360 Financial Wayzata 421
18 Marks Group Wealth Management, Inc. Minnetonka 408
19 Great Waters Financial Shoreview 383
20 Guardian Wealth Strategies, LLC Minneapols 376
21 Affiance Financial LLC St. Louis Park 358
22 Everest Financial Group Minneapolis 350
23 Bluestem Wealth Partners, LLC Minnetonka 345
24 Punch & Associates Investment Management, Inc. Edina 333
25 Bond & Devick Wealth Partners St. Louis Park 330
26 Silveroak Wealth Management LLC Edina 328
26 Vantage Point Wealth Management Plymouth 328
28 Midwest Financial Partners St. Cloud 326
29 Summit Investment Advisory Services Roseville 320
30 Financial Perspectives Minneapolis 309
31 Isc Financial Advisors Albert Lea 307
32 Compass Capital Management Inc Minneapolis 278
33 The Wealth Group - Austin B. Colby & Associates Eden Prairie 277
34 The Advocate Group, LLC Minnetonka 222
35 Schwarz Dygos Wheeler Investment Advisors LLC Minneapolis 220
36 MD Financial Advisors / Vestment Financial Chanhassen 198
37 Navista Wealth Management, Inc. Minnetonka 196
38 Lifelong Wealth Advisors, Inc. Arden Hills 195
39 Navpoint Financial, Inc. Prior Lake 188
39 All Star Financial Minneapolis 188
41 Valtinson Bruner Financial Planning New Brighton 185
42 High Note Wealth, LLC Deephaven 184
43 Pitzl Financial Arden Hills 183
44 Ais Planning St. Cloud 176
45 Cornerstone Wealth Advisors, Inc. Edina 173
46 Nicollet Investment Management, Inc. Minneapolis 171
46 Highmark Wealth Management LLC St. Paul 171
46 White Oaks Wealth Advisors, Inc. Minneapolis 171
49 Tealwood Asset Management Minneapolis 169
49 Ballast Advisors, LLC Woodbury 169
51 Modus Advisors, LLC Excelsior 162
51 Parr McKnight Wealth Management Group Minneapolis 162
53 CFG Retirement Edina 159
54 Stevens Foster Financial Advisors Bloomington 151
55 Cedrus Wealth Group Andover 150
56 Flourish Wealth Management Inc. Edina 148
57 Legacy Wealth Woodbury 146
58 Access Financial Services, Inc. Minneapolis 142
59 Boyum Wealth Architects LLC Bloomington 141
59 Greater Midwest Financial Group, LLC St. Paul 141
61 BGM Wealth Management Bloomington 137
62 Acumen Financial Advisors, LLC Edina 134
63 Quarry Hill Advisors St. Paul 132
64 Laurel Wealth Planning Edina 129
64 Fiat Wealth Management Wayzata 129
66 Strong Tower Advisory Services Minneapolis 124
67 Allodium Investment Consultants, LLC Minneapolis 122
68 Rossi Dubuque Breckenridge, LLC Plymouth 116
68 Marquette Wealth Management Minnetonka 116
70 Gen Financial Management Inc. Plymouth 113
71 Redhawk Wealth Advisors, Inc. Minneapolis 112
72 Advisory Solutions Group Plymouth 106
73 Logan Park Wealth Management Minneapolis 105
73 Retire Agile Hermantown 105
75 Stiles Financial Services, Inc. Edina 104
75 Palisade Asset Management, LLC Minneapolis 104
77 Cordis Financial, LLC Minneapolis 102
77 Freedom Financial Partners LLC Oakdale 102
79 Legacy Financial Advisors Corporation Bloomington 99
80 All Terrain Financial Advisors Coon Rapids 98
80 FFP Wealth Management, LLC Coon Rapids 98
82 Mann Financial Group Detroit Lakes 97
83 Nepsis, Inc. Minneapolis 96
84 Caissa Wealth Strategies Bloomington 95
84 Bearing Point Capital Richfield 95
86 Paradigm, Strategies in Wealth Management, LLC Maple Grove 93
86 Elevation Wealth Management Eden Prairie 93
86 Fortress Financial Group, LLC Rochester 93
89 Dorval & Chorne Financial Advisors Maple Grove 90
89 Pack Private Wealth, LLC Wayzata 90
91 Murphy Pohlad Asset Management LLC Eden Prairie 89
91 Abbey Street Eden Prairie 89
93 Ulland Investment Advisors, LLC Minneapolis 86
94 Northland Capital Management Virginia 85
95 Kure Advisory, LLC Plymouth 84
96 Excel Financial, LLC Red Wing 83
96 Usadvisors Wealth Management, LLC Eden Prairie 83
96 Petros Family Wealth, LLC Bloomington 83
99 Element Squared Private Wealth Minneapolis 81
100 Lfa St. Cloud 80
100 Dougherty & Associates Financial Advisors, Inc. Buffalo 80
100 Rossjohnson & Associates, LLC Plymouth 80

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

More rankings

Most high net worth clients 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.