City
Wealth management firms in Minneapolis, Minnesota
As of October 2, 2026, 55 wealth management firms, including broker-dealer firms, with their main office in Minneapolis, Minnesota reported $746.8 billion in regulatory assets under management; the largest by assets was Ameriprise Financial Services, LLC, with $660.5 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 55
- Regulatory assets under management
- $746.8 billion
- Average per firm
- $13.6 billion
- SEC-registered, of those listed
- 35 of 55 (63.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Ameriprise Financial Services, 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. | SEC | $660.5 billion | 2,424,045 |
| 2 | Thrivent Investment Management Inc. 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 | $20.8 billion | 54,503 |
| 3 | Cliftonlarsonallen Wealth Advisors, 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. | SEC | $14.4 billion | 23,169 |
| 4 | Northrock Partners, LLC | SEC | $12.2 billion | 24,014 |
| 5 | Thrivent Advisor Network, 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. | SEC | $6.8 billion | 25,415 |
| 6 | Focus Financial | SEC | $6.8 billion | 27,510 |
| 7 | Riverbridge | SEC | $5.0 billion | 3,656 |
| 8 | Compass Capital Management Inc | SEC | $2.6 billion | 1,676 |
| 9 | Capital Management Associates Inc 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 | $1.9 billion | 931 |
| 10 | Redhawk Wealth Advisors, Inc. | SEC | $1.5 billion | 6,639 |
| 11 | Palisade Asset Management, LLC | SEC | $1.3 billion | 839 |
| 12 | Financial Perspectives | SEC | $1.2 billion | 1,852 |
| 13 | Parr McKnight Wealth Management Group | SEC | $1.1 billion | 2,040 |
| 14 | Everest Financial Group | SEC | $1.0 billion | 4,505 |
| 15 | All Star Financial | SEC | $881.7 million | 1,839 |
| 16 | Strong Tower Advisory Services | SEC | $759.2 million | 314 |
| 17 | Schwarz Dygos Wheeler Investment Advisors LLC | SEC | $730.4 million | 2,004 |
| 18 | White Oaks Wealth Advisors, Inc. | SEC | $618.3 million | 222 |
| 19 | Allodium Investment Consultants, LLC | SEC | $576.8 million | 831 |
| 20 | Nicollet Investment Management, Inc. | SEC | $557.4 million | 860 |
| 21 | Van Clemens Wealth 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. | SEC | $470.4 million | 1,589 |
| 22 | Logan Park Wealth Management | SEC | $464.8 million | 1,452 |
| 23 | Ulland Investment Advisors, LLC | SEC | $442.9 million | 211 |
| 24 | Access Financial Services, Inc. | SEC | $437.8 million | 812 |
| 25 | Northland Asset Management 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 | $405.5 million | 1,192 |
| 26 | Dunnavan & Co. | SEC | $392.7 million | 231 |
| 27 | Tealwood Asset Management | SEC | $365.4 million | 681 |
| 28 | Cordis Financial, LLC | SEC | $360.7 million | 856 |
| 29 | Cloverfields Capital Group, LP | SEC | $358.7 million | 58 |
| 30 | Nepsis, Inc. | SEC | $344.5 million | 1,267 |
| 31 | Colliers Securities 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. | SEC | $329.6 million | 1,055 |
| 32 | Epiq Partners, LLC | SEC | $290.9 million | 318 |
| 33 | Element Squared Private Wealth | SEC | $203.5 million | 478 |
| 34 | Thomas Leo Advisory, LLC | SEC | $192.7 million | 390 |
| 35 | Lottsa Financial Services, Inc. | State | $95.2 million | 519 |
| 36 | Alberg Financial Services, Inc. | State | $92.6 million | 256 |
| 37 | S3, Inc | State | $88.8 million | 198 |
| 38 | Crafted Wealth Management | State | $81.2 million | 351 |
| 39 | Equal Voices Wealth LLC | State | $59.0 million | 321 |
| 40 | Calhoun Financial Planning and Management | State | $57.0 million | 375 |
| 41 | Wealthspring Advisors, LLC | State | $46.1 million | 150 |
| 42 | Siol Wealth Advisors | State | $41.0 million | 26 |
| 43 | MSM Financial, LLC | State | $14.4 million | 31 |
| 44 | Adaptive Financial Design LLC | State | $14.2 million | 104 |
| 45 | Bernstein Financial Advisory | State | $9.5 million | 23 |
| 46 | Invested Interests, LLC | State | $7.9 million | 72 |
| 47 | Thoughtful Financial Planning, LLC | State | $6.8 million | 81 |
| 48 | Saffron Capital, LLC | State | $5.6 million | 13 |
| 49 | Second Avenue Capital | State | $5.0 million | 1 |
| 50 | Foundry Wealth Group | State | $1.3 million | 20 |
| 51 | Authentic Life Financial Planning | State | $922,091 | 22 |
| 52 | Fathom Advisors LLC | SEC | $0 | 0 |
| 53 | Forethought Planning LLC | State | $0 | 0 |
| 54 | Luminous Money | State | $0 | 0 |
| 55 | McFee Financial Group, 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.