RIA Intelligence

Investment Advisers in Minnesota

572 registered firms

CHERRY TREE FAMILY OFFICE LLC
CRD #145221 MINNETONKA, MN
SEC
AUM
$251.1M
Employees
10
PSC CAPITAL PARTNERS LLC
CRD #165620 MINNEAPOLIS, MN
SEC Private Funds
AUM
$250.7M
Employees
18
TRADEMARK FINANCIAL MANAGEMENT, LLC
CRD #116543 BLOOMINGTON, MN
SEC
AUM
$246.3M
Employees
4
ECHO WEALTH MANAGEMENT, LLC
CRD #174136 PLYMOUTH, MN
SEC
AUM
$245.2M
Employees
4
TNJOURNEY LLC
CRD #135616 OAKDALE, MN
SEC
AUM
$243.4M
Employees
8
VESTMENT FINANCIAL LLC
CRD #168771 CHANHASSEN, MN
SEC
AUM
$243.2M
Employees
21
PRESTIGE PLANNING, INC.
CRD #110304 WOODBURY, MN
SEC
AUM
$240.8M
Employees
3
MHS ADVISORY SERVICES, LLC
CRD #174590 MAPLE GROVE, MN
SEC
AUM
$238.5M
Employees
7
WEBSTER PARTNERS INC
CRD #107698 MINNEAPLOIS, MN
SEC
AUM
$237.1M
Employees
2
BREMER TRUST NATIONAL ASSOCIATION
CRD #115029 ST. CLOUD, MN
SEC
AUM
$237M
Employees
10
PROVIDENT ADVISORS LLC
CRD #137153 PLYMOUTH, MN
SEC Private Funds Disclosures
AUM
$234.9M
Employees
6
TRUE VISION MN LLC
CRD #322783 WOODBURY, MN
SEC
AUM
$234.4M
Employees
6
FFP WEALTH MANAGEMENT, LLC
CRD #300253 COON RAPIDS, MN
SEC
AUM
$234.4M
Employees
8
CAPITAL ASSET CARE INC
CRD #107526 EAGAN, MN
SEC
AUM
$234.1M
Employees
5
AUM
$230.7M
Employees
6
IWEALTH FINANCIAL, LLC
CRD #329980 WASECA, MN
SEC
AUM
$230.7M
Employees
10
BURR OAK GROUP INC
CRD #110406 ST LOUIS PARK, MN
SEC
AUM
$230M
Employees
5
MILL CITY CAPITAL, L.P.
CRD #162652 MINNEAPOLIS, MN
Private Funds
AUM
$229.7M
Employees
2
SECURED RETIREMENT ADVISORS, LLC
CRD #144239 ST LOUIS PARK, MN
SEC
AUM
$228.2M
Employees
9
TELLURIDE ASSET MANAGEMENT LLC
CRD #161639 WAYZATA, MN
SEC Private Funds
AUM
$228.1M
Employees
19
PIPER HEARTLAND HEALTHCARE CAPITAL, LLC
CRD #310044 MINNEAPOLIS, MN
SEC Private Funds
AUM
$221.4M
Employees
17
INTELLIGENT FINANCIAL STRATEGIES, LLC
CRD #108048 EXCELSIOR, MN
SEC
AUM
$219.2M
Employees
2
GRADIENT ADVISORS, LLC
CRD #152665 ARDEN HILLS, MN
SEC Disclosures
AUM
$218.6M
Employees
169
CTB FINANCIAL SERVICES, LTD.
CRD #141278 SAINT LOUIS PARK, MN
SEC
AUM
$218.3M
Employees
9
MILLER JOHNSON STEICHEN KINNARD, INC.
CRD #694 MINNEAPOLIS, MN
SEC
AUM
$213.5M
Employees
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