City
Wealth management firms in Excelsior, Minnesota
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Excelsior, Minnesota reported $915.2 million in regulatory assets under management; the largest by assets was Modus Advisors, LLC, with $601.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $915.2 million
- Average per firm
- $183.0 million
- SEC-registered, of those listed
- 2 of 5 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Modus Advisors, LLC | SEC | $601.1 million | 1,500 |
| 2 | Excelsior Investors | SEC | $242.0 million | 326 |
| 3 | Cookson Financial, LLC | State | $47.7 million | 70 |
| 4 | Analytics Investment Advisors | State | $22.4 million | 10 |
| 5 | Bridgehaven Capital Management LLC | State | $2.0 million | 10 |
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.