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Wealth manager, independent · Eden Prairie, MN

Strategic Wealth Group

Strategic Wealth Group Registered Investment Advisor, LLC · SEC-registered investment adviser · CRD 284430 · SEC 801-108208

At a glance

Strategic Wealth Group is an SEC-registered investment adviser based in Eden Prairie, Minnesota, with $1.5B in regulatory assets under management as of its Form ADV filed June 11, 2026. It reports 3,524 individual clients, 1,177 of them high-net-worth, holding an average of about $0.4 million each, and 23 employees. That ranks it 711th among the nation’s 5,657 independent wealth management RIAs and 19th of 140 in Minnesota. It reports 2 custodians for its clients’ separately managed accounts: LPL Financial and Charles Schwab.

Main office 952-843-4944swgria.comLinkedInAs filed on Form ADV

Regulatory AUM
$1.5B
Rank among independent wealth managers
#711 of 5,657
Rank among all SEC RIAs
#4,205 of 17,210
Rank in Minnesota
#19 of 140
Individual clients
3,524
High-net-worth clients
1,177
Accounts
6,600
Discretionary
100% of AUM
Employees
23
Advisory staff
23
Offices
8

Owners and executives on its Form ADV

Custody and brokerage

2 custodians

  1. LPL Financial$1.3B88%
  2. Charles Schwab$187M12%

Other RIAs using LPL FinancialOther multi-custodian RIAs

Broker-dealer

Hybrid RIA

Strategic Wealth Group is a hybrid RIA: 19 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: LPL Financial LLC.

  • LPL Financial LLC

Its Form ADV brochure (filed February 2026) names LPL Financial as the broker-dealer its advisers are registered with.

Owner Tyler Hirth is dually registered with LPL as registered representative.

Other hybrid RIAs

Who it serves

Client typeClientsRegulatory AUMShare
High-net-worth individuals1,177$1.1B69%
Individuals2,347$461M30%
Pension and profit sharing plans17$12M<1%
Charitable organizations7$8M<1%
Corporations or other businesses9$3M<1%

Disciplinary disclosures

Strategic Wealth Group 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

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees
  • Other

Form ADV and brochures on the SEC’s adviser search ↗swgria.com ↗

AtlasMembers

The full record on Strategic Wealth Group

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, 9 years of filings
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Growth over one, three and five years
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Rank against 2,476 peers of its type and size
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Owners and executives, with titles and stakes
1 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
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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 →
FirmRegulatory AUMClients
Silveroak Wealth Management LLCEdina$2.0B444
Cahill Financial Advisors, Inc.Edina$1.8B1,109
ISC Financial AdvisorsAlbert LEA$1.6B1,262
Midwest Financial PartnersSt. Cloud$1.5B438
Pine Grove Financial GroupWoodbury$1.5B1,404
Redhawk Wealth Advisors, Inc.Minneapolis$1.5B3,118

Background

Questions

How much does Strategic Wealth Group manage?

Strategic Wealth Group reports $1.5B in regulatory assets under management across 6,600 accounts, 100% of it on a discretionary basis, on its Form ADV filed June 11, 2026.

How many clients does Strategic Wealth Group have?

It reports 3,524 individual clients: 1,177 high-net-worth individuals and 2,347 other individuals. Individuals account for about 98% of its regulatory assets.

Where is Strategic Wealth Group headquartered?

Its main office is in Eden Prairie, Minnesota. It reports 8 offices in total and 23 employees, 23 of whom perform investment advisory functions.

How does Strategic Wealth Group charge clients?

On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees; other. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.

What custodian does Strategic Wealth Group use?

It reports 2 custodians for its clients’ separately managed accounts: LPL Financial and Charles Schwab. On Schedule D of its Form ADV filed June 11, 2026, it reports these amounts held: LPL Financial ($1.3B); Charles Schwab ($187M). Form ADV lists only custodians holding 10% or more of separately managed account assets.

Is Strategic Wealth Group a hybrid RIA with a broker-dealer?

Strategic Wealth Group is a hybrid RIA: 19 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: LPL Financial LLC. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.

Is Strategic Wealth Group a fiduciary?

As an SEC-registered investment adviser, Strategic Wealth Group owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 19 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.

Where these numbers come from

Every figure is Strategic Wealth Group’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 (2026-06-11), 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 →