City
Wealth management firms in Rochester, Minnesota
As of October 2, 2026, 7 wealth management firms, including broker-dealer firms, with their main office in Rochester, Minnesota reported $919.3 million in regulatory assets under management; the largest by assets was Fortress Financial Group, LLC, with $352.3 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 7
- Regulatory assets under management
- $919.3 million
- Average per firm
- $131.3 million
- SEC-registered, of those listed
- 4 of 7 (57.1%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Fortress Financial Group, LLC | SEC | $352.3 million | 958 |
| 2 | Strategic Asset Management LLC. | SEC | $218.3 million | 233 |
| 3 | Lifetime Wealth Management, LLC | SEC | $185.8 million | 515 |
| 4 | Superior Financial, LLC | SEC | $112.2 million | 385 |
| 5 | Ataraxis Financial | State | $50.7 million | 219 |
| 6 | Adviser Financial Group, Inc | State | $0 | 0 |
| 7 | Mako Wealth Group | 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.