City
Independent RIAs in Prior Lake, Minnesota
As of October 2, 2026, 5 independent wealth management RIAs with their main office in Prior Lake, Minnesota reported $843.4 million in regulatory assets under management; the largest by assets was Navpoint Financial, Inc., with $752.2 million.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 5
- Regulatory assets under management
- $843.4 million
- Average per firm
- $168.7 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Navpoint Financial, Inc. | SEC | $752.2 million | 945 |
| 2 | Icon Financial | State | $38.2 million | 173 |
| 3 | Custom Funds Management LLC | State | $26.2 million | 97 |
| 4 | Compass Private Wealth Consulting, LLC | State | $19.8 million | 88 |
| 5 | Strategic Finance & Management, LLC | State | $7.0 million | 20 |
Independent RIAs 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.