City
Wealth management firms in Edina, Minnesota
As of October 2, 2026, 34 wealth management firms, including broker-dealer firms, with their main office in Edina, Minnesota reported $18.1 billion in regulatory assets under management; the largest by assets was Accredited Investors Wealth Management, with $4.4 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 34
- Regulatory assets under management
- $18.1 billion
- Average per firm
- $532.5 million
- SEC-registered, of those listed
- 18 of 34 (52.9%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Accredited Investors Wealth Management | SEC | $4.4 billion | 5,077 |
| 2 | Tradition Wealth Management LLC | SEC | $2.6 billion | 5,771 |
| 3 | Punch & Associates Investment Management, Inc. | SEC | $2.0 billion | 559 |
| 4 | Silveroak Wealth Management LLC | SEC | $2.0 billion | 1,992 |
| 5 | Cahill Financial Advisors, Inc. | SEC | $1.8 billion | 4,083 |
| 6 | DSG Capital Advisors, LLC | SEC | $780.3 million | 510 |
| 7 | Cornerstone Wealth Advisors, Inc. | SEC | $608.7 million | 1,479 |
| 8 | Stiles Financial Services, Inc. | SEC | $548.7 million | 793 |
| 9 | Acumen Financial Advisors, LLC | SEC | $465.2 million | 624 |
| 10 | Flourish Wealth Management Inc. | SEC | $455.2 million | 900 |
| 11 | Laurel Wealth Planning | SEC | $453.6 million | 1,008 |
| 12 | CFG Retirement | SEC | $241.0 million | 526 |
| 13 | Trailhead Planners, LLC | SEC | $188.4 million | 594 |
| 14 | Vera Lake Capital, LLC | SEC | $180.4 million | 25 |
| 15 | Sieben Wealth Planning LLC | SEC | $161.2 million | 435 |
| 16 | Star Capital Inc. | SEC | $143.6 million | 1,913 |
| 17 | Josh Arnold Investment Consultant, LLC | SEC | $142.1 million | 401 |
| 18 | Abens Financial Services Inc | SEC | $120.1 million | 98 |
| 19 | Hyland Lake Partners | State | $93.4 million | 361 |
| 20 | Hofkin Capital Management, Inc. | State | $88.0 million | 69 |
| 21 | Graff Financial LLC | State | $87.5 million | 44 |
| 22 | Akm Advisory | State | $84.1 million | 173 |
| 23 | Cardinal Wealth Advisors, L.L.C. | State | $82.2 million | 273 |
| 24 | Exhale Wealth | State | $62.0 million | 199 |
| 25 | Swan Wealth Management LLC | State | $49.4 million | 205 |
| 26 | Torchlight Financial | State | $48.2 million | 203 |
| 27 | The Hatlestad Group | State | $47.9 million | 195 |
| 28 | Kerwin Asset Management, LLC | State | $43.8 million | 113 |
| 29 | Baztec Capital Management, LLC | State | $40.2 million | 16 |
| 30 | Telos Solutions | State | $33.0 million | 18 |
| 31 | Kubo Financial Planning and Investments, LLC | State | $31.2 million | 28 |
| 32 | Alphasfuture LLC | State | $8.6 million | 24 |
| 33 | Holleyjo Wealth Advisors | State | $6.7 million | 43 |
| 34 | DA Financial Advisors, Inc. | 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.