City
Wealth management firms in St. Paul, Minnesota
As of October 2, 2026, 18 wealth management firms, including broker-dealer firms, with their main office in St. Paul, Minnesota reported $16.9 billion in regulatory assets under management; the largest by assets was Fiduciary Counselling Inc, with $10.1 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 18
- Regulatory assets under management
- $16.9 billion
- Average per firm
- $941.0 million
- SEC-registered, of those listed
- 10 of 18 (55.6%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Fiduciary Counselling Inc | SEC | $10.1 billion | 1,761 |
| 2 | Stonebridge Capital Advisors LLC | SEC | $2.5 billion | 3,151 |
| 3 | U.S. Bancorp Advisors, LLC 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 | $1.8 billion | 3,992 |
| 4 | Highmark Wealth Management LLC | SEC | $611.7 million | 1,679 |
| 5 | Greater Midwest Financial Group, LLC | SEC | $589.3 million | 2,587 |
| 6 | Quarry Hill Advisors | SEC | $394.8 million | 1,048 |
| 7 | Bright Angel Advisors LLC | SEC | $224.1 million | 106 |
| 8 | Winter & Associates, Inc. | SEC | $179.7 million | 565 |
| 9 | Knox Avenue Financial Corp. | SEC | $144.7 million | 758 |
| 10 | Ramsey Hill Asset Management LLC | SEC | $132.1 million | 93 |
| 11 | Wilkinson Capital Management, LLC 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. | State | $97.0 million | 338 |
| 12 | Heritage Capital Advisors, LLC | State | $88.5 million | 97 |
| 13 | R.M. Shannon Wealth Management, LLC | State | $31.0 million | 133 |
| 14 | Azure Wealth Management | State | $30.7 million | 255 |
| 15 | Endurance Financial Group | State | $18.1 million | 55 |
| 16 | White Turf Financial LLC. | State | $17.7 million | 74 |
| 17 | Twin Arbor Wealth Management LLC | State | $6.3 million | 10 |
| 18 | Wagner Road Capital Management, LLC | State | $124,879 | 4 |
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.