City
Wealth management firms in Plymouth, Minnesota
As of October 2, 2026, 20 wealth management firms, including broker-dealer firms, with their main office in Plymouth, Minnesota reported $128.0 billion in regulatory assets under management; the largest by assets was Wealth Enhancement Advisory Services, LLC, with $122.2 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 20
- Regulatory assets under management
- $128.0 billion
- Average per firm
- $6.4 billion
- SEC-registered, of those listed
- 13 of 20 (65.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory Services, LLC | SEC | $122.2 billion | 221,892 |
| 2 | Berger Financial Group | SEC | $2.9 billion | 11,139 |
| 3 | Advisory Solutions Group | SEC | $408.4 million | 2,062 |
| 4 | Gen Financial Management Inc. | SEC | $331.8 million | 1,170 |
| 5 | Vantage Point Wealth Management | SEC | $326.6 million | 1,715 |
| 6 | Echo Wealth Management, LLC | SEC | $288.2 million | 763 |
| 7 | Kure Advisory, LLC | SEC | $259.0 million | 990 |
| 8 | Phillip James Financial Co. | SEC | $222.1 million | 758 |
| 9 | Rossjohnson & Associates, LLC | SEC | $211.6 million | 607 |
| 10 | Great River Financial | SEC | $201.9 million | 438 |
| 11 | Feltl Advisors 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 | $165.6 million | 563 |
| 12 | Twin Cities Retirement Group | SEC | $144.9 million | 234 |
| 13 | MWM Wealth Advisory, LLC | SEC | $144.4 million | 366 |
| 14 | Celadon Managed Wealth | State | $79.7 million | 284 |
| 15 | Lakeview Investment Advisors, LLC | State | $54.5 million | 27 |
| 16 | Grounded Wealth | State | $31.4 million | 35 |
| 17 | RLN Wealth | State | $20.1 million | 39 |
| 18 | Spencer Financial Advisors | State | $14.0 million | 14 |
| 19 | Rossi Dubuque Breckenridge, LLC | State | $0 | 0 |
| 20 | Side-by-Side Financial Planning, 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.