City
Wealth management firms in Shoreview, Minnesota
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Shoreview, Minnesota reported $1.4 billion in regulatory assets under management; the largest by assets was Great Waters Financial, with $1.2 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $1.4 billion
- Average per firm
- $281.2 million
- SEC-registered, of those listed
- 1 of 5 (20.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Great Waters Financial | SEC | $1.2 billion | 6,141 |
| 2 | Solidity Financial LLC | State | $73.5 million | 410 |
| 3 | Guide Financial Planning | State | $69.9 million | 489 |
| 4 | GB Associates, Inc. | State | $25.2 million | 31 |
| 5 | Aberdour Investments | State | $2.2 million | 12 |
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.