City
Wealth management firms in St. Louis Park, Minnesota
As of October 2, 2026, 10 wealth management firms, including broker-dealer firms, with their main office in St. Louis Park, Minnesota reported $3.2 billion in regulatory assets under management; the largest by assets was Affiance Financial LLC, with $1.4 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 10
- Regulatory assets under management
- $3.2 billion
- Average per firm
- $323.5 million
- SEC-registered, of those listed
- 6 of 10 (60.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Affiance Financial LLC | SEC | $1.4 billion | 4,165 |
| 2 | Bond & Devick Wealth Partners | SEC | $705.5 million | 1,301 |
| 3 | Oakwood Capital, 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. | SEC | $304.2 million | 1,051 |
| 4 | Guardian Wealth Advisors, LLC | SEC | $300.2 million | 721 |
| 5 | Secured Retirement Advisors, LLC | SEC | $255.1 million | 1,732 |
| 6 | Captar Private Wealth | SEC | $165.5 million | 415 |
| 7 | Lions Wealth Management | State | $80.0 million | 472 |
| 8 | Hauge Wealth Management, LLC | State | $34.0 million | 128 |
| 9 | Carson Capital | State | $18.7 million | 179 |
| 10 | Heartworth Financial LLC | State | $396,127 | 5 |
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.