IAR CE deadline: December 31. 84 days left in adopting states. Check what you owe

For asset managers

City

Wealth management firms in Eden Prairie, Minnesota

As of October 2, 2026, 18 wealth management firms, including broker-dealer firms, with their main office in Eden Prairie, Minnesota reported $7.5 billion in regulatory assets under management; the largest by assets was Boulay Wealth, with $3.0 billion.

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

Wealth management firms
18
Regulatory assets under management
$7.5 billion
Average per firm
$414.3 million
SEC-registered, of those listed
9 of 18 (50.0%)

Firms by assets

Wealth management firms in Eden Prairie, Minnesota, largest first
#FirmRegistrationRAUMAccounts
1 Boulay Wealth SEC $3.0 billion 4,384
2 Strategic Wealth Group Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. SEC $1.5 billion 6,600
3 The Wealth Group - Austin B. Colby & Associates SEC $711.0 million 2,486
4 Murphy Pohlad Asset Management LLC SEC $639.7 million 320
5 Usadvisors Wealth Management, LLC SEC $483.3 million 2,145
6 Abbey Street SEC $375.4 million 139
7 Elevation Wealth Management SEC $259.2 million 696
8 Gary L. Greenberg SEC $141.1 million 124
9 Provenire Capital LLC State $75.3 million 7
10 Reinking Financial Consulting State $62.1 million 163
11 Fortress Investment Services, Ltd State $44.6 million 193
12 Trustmerit Capital State $42.5 million 81
13 Financial Compass Corporation State $34.9 million 200
14 Christensen Group Financial, LLC SEC $24.8 million 94
15 Wenzel Analytics, Inc. State $13.6 million 71
16 Twig Asset Management, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. State $3.9 million 35
17 Remloe Capital LLC State $0 0
18 Waterstreet Asset Management LLC 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.