GRADIENT ADVISORS, LLC
CRD #152665 SEC #801-71000 ARDEN HILLS, MN 877-885-0508
SEC Registered Disclosures
Total AUM
$218.6M
Discretionary
$0
Employees
169
Clients
51
Accounts
3,222
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $218.6M | $0 | $218.6M | 169 | 4,373 |
| Oct 2025 | $218.6M | $0 | $218.6M | 169 | 4,373 |
| Jul 2025 | $218.6M | $0 | $218.6M | 169 | 4,373 |
| May 2025 | $218.6M | $0 | $218.6M | 169 | 4,373 |
| Apr 2025 | $218.6M | $0 | $218.6M | 169 | 4,373 |
| Apr 2025 | $218.6M | $0 | $218.6M | 169 | 4,373 |
| Mar 2025 | $218.6M | $0 | $218.6M | 169 | 4,373 |
| May 2024 | $207.1M | $0 | $207.1M | 157 | 2,706 |
| Apr 2024 | $207.1M | $207.1M | $0 | 157 | 2,706 |
| Mar 2024 | $207.1M | $207.1M | $0 | 157 | 2,706 |
| Jun 2023 | $177.1M | $177.1M | $0 | 142 | 1,503 |
| Apr 2023 | $177.1M | $177.1M | $0 | 142 | 1,503 |
| Mar 2023 | $177.1M | $177.1M | $0 | 142 | 1,503 |
| Mar 2023 | $177.1M | $177.1M | $0 | 142 | 1,503 |
| Nov 2022 | $176.8M | $176.8M | $0 | 128 | 2,944 |
| Mar 2022 | $176.8M | $176.8M | $0 | 128 | 2,944 |
| Apr 2021 | $120.6M | $120.6M | $0 | 112 | 4,536 |
| Mar 2021 | $120.6M | $120.6M | $0 | 112 | 4,536 |
| Oct 2020 | $100.3M | $100.3M | $0 | 90 | 4,850 |
| Jun 2020 | $100.3M | $100.3M | $0 | 90 | 4,850 |
| Jun 2020 | $100.3M | $100.3M | $0 | 90 | 4,850 |
| Mar 2020 | $100.3M | $100.3M | $0 | 90 | 4,850 |
| Mar 2019 | $47.4M | $47.4M | $0 | 90 | 3,189 |
| Sep 2018 | $36.4M | $36.4M | $0 | 92 | 3,316 |
| May 2018 | $36.4M | $36.4M | $0 | 92 | 3,316 |
| Mar 2018 | $36.4M | $36.4M | $0 | 92 | 3,316 |
| Mar 2018 | $36.4M | $36.4M | $0 | 92 | 3,316 |
| Jul 2017 | $42.1M | $42.1M | $0 | 73 | 3,600 |
| May 2017 | $42.1M | $42.1M | $0 | 73 | 3,600 |
| Mar 2017 | $42.1M | $42.1M | $0 | 73 | 3,600 |
| Sep 2016 | $26.3M | $26.3M | $0 | 70 | 3,000 |
| Aug 2016 | $26.3M | $26.3M | $0 | 70 | 3,000 |
| May 2016 | $26.3M | $26.3M | $0 | 70 | 3,000 |
| Apr 2016 | $26.3M | $26.3M | $0 | 70 | 3,000 |
| Mar 2016 | $26.3M | $26.3M | $0 | 70 | 3,000 |
| Mar 2016 | $26.3M | $26.3M | $0 | 70 | 3,000 |
| Apr 2015 | $21.9M | $21.9M | $0 | 90 | 2,100 |
| Apr 2015 | $21.9M | $21.9M | $0 | 90 | 2,100 |
| Mar 2015 | $21.9M | $21.9M | $0 | 90 | 2,100 |
| Jan 2015 | $17.8M | $17.8M | $0 | 92 | 2,100 |
| Dec 2014 | $17.8M | $17.8M | $0 | 92 | 2,100 |
| Oct 2014 | $17.8M | $17.8M | $0 | 92 | 2,100 |
| Oct 2014 | $131.2K | $0 | $131.2K | 92 | 2,100 |
| Jul 2014 | $131.2K | $0 | $131.2K | 92 | 2,100 |
| Jul 2014 | $131.2K | $0 | $131.2K | 92 | 2,100 |
| Feb 2014 | $131.2K | $0 | $131.2K | 92 | 2,100 |
| Feb 2014 | $131.2K | $0 | $131.2K | 92 | 2,100 |
| Nov 2013 | $553.9K | $0 | $553.9K | 65 | 500 |
| Nov 2013 | $553.9K | $0 | $553.9K | 65 | 500 |
| Sep 2013 | $553.9K | $0 | $553.9K | 65 | 500 |
| Sep 2013 | $553.9K | $0 | $553.9K | 65 | 500 |
| Jul 2013 | $553.9K | $0 | $553.9K | 65 | 500 |
| Jun 2013 | $553.9K | $0 | $553.9K | 65 | 500 |
| Jun 2013 | $553.9K | $0 | $553.9K | 65 | 500 |
| Apr 2013 | $553.9K | $0 | $553.9K | 65 | 500 |
| Mar 2013 | $553.9K | $0 | $553.9K | 65 | 500 |
| Feb 2013 | $553.9K | $0 | $553.9K | 65 | 500 |
| Jan 2013 | $1.1M | $0 | $1.1M | 49 | 300 |
| Jan 2013 | $1.1M | $0 | $1.1M | 49 | 300 |
| Sep 2012 | $1.1M | $0 | $1.1M | 1 | 300 |
| Feb 2012 | $1.1M | $0 | $1.1M | 1 | 300 |
| Feb 2012 | $1.1M | $0 | $1.1M | 1 | 300 |
| Feb 2012 | $1.1M | $0 | $1.1M | 1 | 300 |
| Jan 2012 | $0 | $0 | $0 | 1 | 300 |
| Jan 2012 | $0 | $0 | $0 | 1 | 300 |
| Aug 2011 | $0 | $0 | $0 | 5 | -- |
| Aug 2011 | $0 | $0 | $0 | 5 | -- |
| Jun 2011 | $0 | $0 | $0 | 5 | -- |
| Mar 2011 | $0 | $0 | $0 | 5 | -- |
DateDec 2025
Total AUM$218.6M
Discretionary$0
Non-Disc.$218.6M
Employees169
Clients4,373
DateOct 2025
Total AUM$218.6M
Discretionary$0
Non-Disc.$218.6M
Employees169
Clients4,373
DateJul 2025
Total AUM$218.6M
Discretionary$0
Non-Disc.$218.6M
Employees169
Clients4,373
DateMay 2025
Total AUM$218.6M
Discretionary$0
Non-Disc.$218.6M
Employees169
Clients4,373
DateApr 2025
Total AUM$218.6M
Discretionary$0
Non-Disc.$218.6M
Employees169
Clients4,373
DateApr 2025
Total AUM$218.6M
Discretionary$0
Non-Disc.$218.6M
Employees169
Clients4,373
DateMar 2025
Total AUM$218.6M
Discretionary$0
Non-Disc.$218.6M
Employees169
Clients4,373
DateMay 2024
Total AUM$207.1M
Discretionary$0
Non-Disc.$207.1M
Employees157
Clients2,706
DateApr 2024
Total AUM$207.1M
Discretionary$207.1M
Non-Disc.$0
Employees157
Clients2,706
DateMar 2024
Total AUM$207.1M
Discretionary$207.1M
Non-Disc.$0
Employees157
Clients2,706
DateJun 2023
Total AUM$177.1M
Discretionary$177.1M
Non-Disc.$0
Employees142
Clients1,503
DateApr 2023
Total AUM$177.1M
Discretionary$177.1M
Non-Disc.$0
Employees142
Clients1,503
DateMar 2023
Total AUM$177.1M
Discretionary$177.1M
Non-Disc.$0
Employees142
Clients1,503
DateMar 2023
Total AUM$177.1M
Discretionary$177.1M
Non-Disc.$0
Employees142
Clients1,503
DateNov 2022
Total AUM$176.8M
Discretionary$176.8M
Non-Disc.$0
Employees128
Clients2,944
DateMar 2022
Total AUM$176.8M
Discretionary$176.8M
Non-Disc.$0
Employees128
Clients2,944
DateApr 2021
Total AUM$120.6M
Discretionary$120.6M
Non-Disc.$0
Employees112
Clients4,536
DateMar 2021
Total AUM$120.6M
Discretionary$120.6M
Non-Disc.$0
Employees112
Clients4,536
DateOct 2020
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees90
Clients4,850
DateJun 2020
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees90
Clients4,850
DateJun 2020
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees90
Clients4,850
DateMar 2020
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees90
Clients4,850
DateMar 2019
Total AUM$47.4M
Discretionary$47.4M
Non-Disc.$0
Employees90
Clients3,189
DateSep 2018
Total AUM$36.4M
Discretionary$36.4M
Non-Disc.$0
Employees92
Clients3,316
DateMay 2018
Total AUM$36.4M
Discretionary$36.4M
Non-Disc.$0
Employees92
Clients3,316
DateMar 2018
Total AUM$36.4M
Discretionary$36.4M
Non-Disc.$0
Employees92
Clients3,316
DateMar 2018
Total AUM$36.4M
Discretionary$36.4M
Non-Disc.$0
Employees92
Clients3,316
DateJul 2017
Total AUM$42.1M
Discretionary$42.1M
Non-Disc.$0
Employees73
Clients3,600
DateMay 2017
Total AUM$42.1M
Discretionary$42.1M
Non-Disc.$0
Employees73
Clients3,600
DateMar 2017
Total AUM$42.1M
Discretionary$42.1M
Non-Disc.$0
Employees73
Clients3,600
DateSep 2016
Total AUM$26.3M
Discretionary$26.3M
Non-Disc.$0
Employees70
Clients3,000
DateAug 2016
Total AUM$26.3M
Discretionary$26.3M
Non-Disc.$0
Employees70
Clients3,000
DateMay 2016
Total AUM$26.3M
Discretionary$26.3M
Non-Disc.$0
Employees70
Clients3,000
DateApr 2016
Total AUM$26.3M
Discretionary$26.3M
Non-Disc.$0
Employees70
Clients3,000
DateMar 2016
Total AUM$26.3M
Discretionary$26.3M
Non-Disc.$0
Employees70
Clients3,000
DateMar 2016
Total AUM$26.3M
Discretionary$26.3M
Non-Disc.$0
Employees70
Clients3,000
DateApr 2015
Total AUM$21.9M
Discretionary$21.9M
Non-Disc.$0
Employees90
Clients2,100
DateApr 2015
Total AUM$21.9M
Discretionary$21.9M
Non-Disc.$0
Employees90
Clients2,100
DateMar 2015
Total AUM$21.9M
Discretionary$21.9M
Non-Disc.$0
Employees90
Clients2,100
DateJan 2015
Total AUM$17.8M
Discretionary$17.8M
Non-Disc.$0
Employees92
Clients2,100
DateDec 2014
Total AUM$17.8M
Discretionary$17.8M
Non-Disc.$0
Employees92
Clients2,100
DateOct 2014
Total AUM$17.8M
Discretionary$17.8M
Non-Disc.$0
Employees92
Clients2,100
DateOct 2014
Total AUM$131.2K
Discretionary$0
Non-Disc.$131.2K
Employees92
Clients2,100
DateJul 2014
Total AUM$131.2K
Discretionary$0
Non-Disc.$131.2K
Employees92
Clients2,100
DateJul 2014
Total AUM$131.2K
Discretionary$0
Non-Disc.$131.2K
Employees92
Clients2,100
DateFeb 2014
Total AUM$131.2K
Discretionary$0
Non-Disc.$131.2K
Employees92
Clients2,100
DateFeb 2014
Total AUM$131.2K
Discretionary$0
Non-Disc.$131.2K
Employees92
Clients2,100
DateNov 2013
Total AUM$553.9K
Discretionary$0
Non-Disc.$553.9K
Employees65
Clients500
DateNov 2013
Total AUM$553.9K
Discretionary$0
Non-Disc.$553.9K
Employees65
Clients500
DateSep 2013
Total AUM$553.9K
Discretionary$0
Non-Disc.$553.9K
Employees65
Clients500
DateSep 2013
Total AUM$553.9K
Discretionary$0
Non-Disc.$553.9K
Employees65
Clients500
DateJul 2013
Total AUM$553.9K
Discretionary$0
Non-Disc.$553.9K
Employees65
Clients500
DateJun 2013
Total AUM$553.9K
Discretionary$0
Non-Disc.$553.9K
Employees65
Clients500
DateJun 2013
Total AUM$553.9K
Discretionary$0
Non-Disc.$553.9K
Employees65
Clients500
DateApr 2013
Total AUM$553.9K
Discretionary$0
Non-Disc.$553.9K
Employees65
Clients500
DateMar 2013
Total AUM$553.9K
Discretionary$0
Non-Disc.$553.9K
Employees65
Clients500
DateFeb 2013
Total AUM$553.9K
Discretionary$0
Non-Disc.$553.9K
Employees65
Clients500
DateJan 2013
Total AUM$1.1M
Discretionary$0
Non-Disc.$1.1M
Employees49
Clients300
DateJan 2013
Total AUM$1.1M
Discretionary$0
Non-Disc.$1.1M
Employees49
Clients300
DateSep 2012
Total AUM$1.1M
Discretionary$0
Non-Disc.$1.1M
Employees1
Clients300
DateFeb 2012
Total AUM$1.1M
Discretionary$0
Non-Disc.$1.1M
Employees1
Clients300
DateFeb 2012
Total AUM$1.1M
Discretionary$0
Non-Disc.$1.1M
Employees1
Clients300
DateFeb 2012
Total AUM$1.1M
Discretionary$0
Non-Disc.$1.1M
Employees1
Clients300
DateJan 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients300
DateJan 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients300
DateAug 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateAug 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--