Wealth manager, independent · Plymouth, MN
Twin Cities Retirement Group
Twin Cities Retirement Group, LLC · SEC-registered investment adviser · CRD 154974 · SEC 801-135555
At a glance
Twin Cities Retirement Group is an SEC-registered investment adviser based in Plymouth, Minnesota, with $145 million in regulatory assets under management as of its Form ADV filed April 20, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 84 individual clients. By Form ADV it is a wealth manager, ranked 7,017th of 8,915 wealth managers and 13,851st of 17,210 SEC-registered advisers by assets.
Main office 952-600-7550twincitiesretirementgroup.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $145M
- Rank among wealth managers
- #7,017 of 8,915
- Rank among all SEC RIAs
- #13,851 of 17,210
- Rank in Minnesota
- #239 of 276
- Individual clients
- 84
- High-net-worth clients
- 47
- Accounts
- 234
- Discretionary
- 100% of AUM
- Employees
- 3
- Advisory staff
- 2
- Offices
- 2
Owners and executives on its Form ADV
- Patrick J. IlliesPresident/chief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 47 | $108M | 75% |
| Individuals | 37 | $37M | 25% |
Disciplinary disclosures
Twin Cities Retirement Group answers yes to 3 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Other
Form ADV and brochures on the SEC’s adviser search ↗twincitiesretirementgroup.com ↗
AtlasMembers
The full record on Twin Cities Retirement 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, 1 years of filings
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- Growth over one, three and five years
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- Rank against 5,296 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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Background
Questions
How much does Twin Cities Retirement Group manage?
Twin Cities Retirement Group reports $145 million in regulatory assets under management across 234 accounts, 100% of it on a discretionary basis, on its Form ADV filed April 20, 2026.
What kind of firm is Twin Cities Retirement Group?
Twin Cities Retirement Group is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Twin Cities Retirement Group’s clients?
By assets, its largest client types are high-net-worth individuals ($108 million, 47 clients); individuals ($37 million, 37 clients).
Does Twin Cities Retirement Group have any disciplinary history?
Twin Cities Retirement Group answers yes to 3 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Twin Cities Retirement 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 (2026-04-20), 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). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. 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 →