City
Wealth management firms in Minnetonka, Minnesota
As of October 2, 2026, 26 wealth management firms, including broker-dealer firms, with their main office in Minnetonka, Minnesota reported $11.1 billion in regulatory assets under management; the largest by assets was Advisornet Wealth Partners, with $3.1 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 26
- Regulatory assets under management
- $11.1 billion
- Average per firm
- $427.7 million
- SEC-registered, of those listed
- 11 of 26 (42.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Advisornet Wealth Partners | SEC | $3.1 billion | 9,293 |
| 2 | Marks Group Wealth Management, Inc. | SEC | $2.0 billion | 4,310 |
| 3 | Bluestem Wealth Partners, LLC | SEC | $1.1 billion | 8,328 |
| 4 | Marquette Wealth Management | SEC | $1.1 billion | 642 |
| 5 | The Advocate Group, LLC | SEC | $809.9 million | 1,068 |
| 6 | Navista Wealth Management, Inc. | SEC | $709.6 million | 1,477 |
| 7 | Cherry Tree Wealth Management, LLC | SEC | $673.5 million | 1,101 |
| 8 | Legacies Wealth LLC | SEC | $505.4 million | 298 |
| 9 | E-Wealth Partners | SEC | $218.7 million | 811 |
| 10 | Kingdom Legacy Advisors | SEC | $196.5 million | 823 |
| 11 | Quantitative 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. | SEC | $187.4 million | 155 |
| 12 | Duval Investment Group | State | $109.5 million | 201 |
| 13 | Regan Investments, Inc. | State | $67.0 million | 199 |
| 14 | Adams-Hansen & Associates | State | $66.3 million | 159 |
| 15 | Dorn & Co., 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. | State | $61.4 million | 116 |
| 16 | Wealth Planning Group LLC | State | $38.7 million | 83 |
| 17 | Money Matters | State | $24.6 million | 105 |
| 18 | Fidere Advisors | State | $24.5 million | 135 |
| 19 | Symmetric Advisors Inc | State | $22.7 million | 129 |
| 20 | Lundeen Abrams Advisors, LLC | State | $21.0 million | 156 |
| 21 | Layline Asset Management Inc | State | $14.5 million | 78 |
| 22 | 48 Peaks Wealth Advisors LLC | State | $7.2 million | 16 |
| 23 | Strategic Financial Planning, Inc. | State | $6.3 million | 7 |
| 24 | Oakfort Wealth Partners | State | $2.4 million | 50 |
| 25 | Family Wealth Counselors, 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 | $0 | 0 |
| 26 | Lodestone Fiduciary 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.