City
Wealth management firms in Bloomington, Minnesota
As of October 2, 2026, 32 wealth management firms, including broker-dealer firms, with their main office in Bloomington, Minnesota reported $8.4 billion in regulatory assets under management; the largest by assets was Jnba Financial Advisors, LLC, with $2.0 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 32
- Regulatory assets under management
- $8.4 billion
- Average per firm
- $261.8 million
- SEC-registered, of those listed
- 17 of 32 (53.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Jnba Financial Advisors, LLC | SEC | $2.0 billion | 4,157 |
| 2 | Birchwood Financial Partners, Inc. | SEC | $853.2 million | 1,742 |
| 3 | Stevens Foster Financial Advisors | SEC | $750.4 million | 1,003 |
| 4 | Boyum Wealth Architects LLC | SEC | $564.0 million | 1,155 |
| 5 | BGM Wealth Management | SEC | $517.5 million | 889 |
| 6 | Cedar Cove Wealth Partners | SEC | $455.0 million | 2,036 |
| 7 | White Pine Capital LLC | SEC | $430.6 million | 353 |
| 8 | Webb Financial Group | SEC | $397.2 million | 1,896 |
| 9 | Petros Family Wealth, LLC | SEC | $341.6 million | 1,736 |
| 10 | Legacy Financial Advisors Corporation | SEC | $317.7 million | 948 |
| 11 | Caissa Wealth Strategies | SEC | $297.0 million | 175 |
| 12 | Trademark Financial Management, LLC | SEC | $293.4 million | 923 |
| 13 | Trumix Advisors | SEC | $169.9 million | 714 |
| 14 | PSC Financial LLC | SEC | $135.1 million | 228 |
| 15 | Peak Financial Consulting, Inc. | SEC | $132.3 million | 371 |
| 16 | Boulevard | SEC | $119.5 million | 858 |
| 17 | Clerestory Advisors, Inc | State | $99.6 million | 227 |
| 18 | Northstar Wealth Management, Inc. | State | $85.5 million | 323 |
| 19 | Bane O'Leary LLC | State | $85.3 million | 453 |
| 20 | Centurion Financial Strategies LLC | State | $78.5 million | 375 |
| 21 | FBD Asset MGMT | SEC | $76.8 million | 137 |
| 22 | Summit Advisor Group | State | $46.5 million | 150 |
| 23 | Naylor Asset Management, LLC | State | $42.0 million | 180 |
| 24 | Wisdom Wealth Management | State | $39.3 million | 153 |
| 25 | Fiduciary Wealth | State | $16.1 million | 66 |
| 26 | Barrington Capital Management, Inc. | State | $11.9 million | 76 |
| 27 | Wealth Planning Systems, LLC | State | $10.7 million | 88 |
| 28 | KMB Wealth Management, LLC | State | $5.4 million | 35 |
| 29 | Guzek Asset Management | State | $0 | 0 |
| 30 | Kruger Wealth Management, Inc. | State | $0 | 0 |
| 31 | Provident Financial Group LLC | State | $0 | 0 |
| 32 | Your Path Wealth Management | State | $0 | 0 |
Wealth management firms in Minnesota, including every city.
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.