Wealth manager, independent · Edina, MN
Cahill Financial Advisors, Inc.
SEC-registered investment adviser · CRD 109890 · SEC 801-18388
At a glance
Cahill Financial Advisors, Inc. is an SEC-registered investment adviser based in Edina, Minnesota, with $1.8B in regulatory assets under management as of its Form ADV filed March 30, 2026. It reports 1,109 individual clients, 541 of them high-net-worth, holding an average of about $1.6 million each, and 22 employees. That ranks it 621st among the nation’s 5,657 independent wealth management RIAs and 17th of 140 in Minnesota. It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab.
Main office 952-926-1659cahillfa.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.8B
- Rank among independent wealth managers
- #621 of 5,657
- Rank among all SEC RIAs
- #3,893 of 17,210
- Rank in Minnesota
- #17 of 140
- Individual clients
- 1,109
- High-net-worth clients
- 541
- Accounts
- 4,083
- Discretionary
- 92% of AUM
- Employees
- 22
- Advisory staff
- 12
- Offices
- 1
Owners and executives on its Form ADV
- Jeffrey R. OhePresident
- Crystal M. NyeChief Compliance Officer/chief Operations Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Cahill Financial Advisors, Inc. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 541 | $1.5B | 85% |
| Individuals | 568 | $218M | 12% |
| Corporations or other businesses | 6 | $22M | 1% |
| Charitable organizations | – | $16M | <1% |
| Pension and profit sharing plans | – | $4M | <1% |
Disciplinary disclosures
Cahill Financial Advisors, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Selecting other advisers
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗cahillfa.com ↗
AtlasMembers
The full record on Cahill Financial Advisors, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 2,214 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Minnesota
All of Minnesota →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Punch & Associates Investment Management, Inc.Edina | $2.0B | 541 |
| Jnba Financial Advisors, LLCBloomington | $2.0B | 1,105 |
| Silveroak Wealth Management LLCEdina | $2.0B | 444 |
| ISC Financial AdvisorsAlbert LEA | $1.6B | 1,262 |
| Strategic Wealth GroupEden Prairie | $1.5B | 3,524 |
| Midwest Financial PartnersSt. Cloud | $1.5B | 438 |
Background
Questions
How much does Cahill Financial Advisors, Inc. manage?
Cahill Financial Advisors, Inc. reports $1.8B in regulatory assets under management across 4,083 accounts, 92% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
How many clients does Cahill Financial Advisors, Inc. have?
It reports 1,109 individual clients: 541 high-net-worth individuals and 568 other individuals. Individuals account for about 98% of its regulatory assets.
Where is Cahill Financial Advisors, Inc. headquartered?
Its main office is in Edina, Minnesota. It reports 1 office in total and 22 employees, 12 of whom perform investment advisory functions.
How does Cahill Financial Advisors, Inc. charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Cahill Financial Advisors, Inc. use?
It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab. On Schedule D of its Form ADV filed March 30, 2026, it reports these amounts held: Fidelity ($836M); Charles Schwab ($808M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Cahill Financial Advisors, Inc. a hybrid RIA with a broker-dealer?
Cahill Financial Advisors, Inc. reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Cahill Financial Advisors, Inc. a fiduciary?
As an SEC-registered investment adviser, Cahill Financial Advisors, Inc. owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Cahill Financial Advisors, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →