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RB An Amazon intern in 2020, Nevis CEO Mark Swan is the unlikely dream weaver for Focus Financial and other big RIA rollups with 'nightmare' integration issues -- with help from Schwab, Fidelity, OpenAI and AnthropicIN SpaceX’s AI segment now drives more than half its revenue. Here’s what advisors should watch nextFP Why AI might recommend your competitor instead of youFP Why clients are choosing phased retirement — and what advisors should know4K SPARK Forum Offering Scholarships for Retirement Plan AdvisorsFP What Schwab's new ETF platform fees mean for clients, advisorsWM RIA Platform Leaders Ask ‘What’s the Advantage in Having Your Own Form ADV?’IN Fake e-vite phishing scams put high-net-worth clients at riskRB Rick Wurster says Schwab is tackling its forced rationing of long/short SMAs with proprietary 'offering' to stretch balance sheet, but it may be more about a fee upside, a long/short manager saysIN Fintech bytes: 55ip, Vise, Syntax push tax-smart tools for RIAs
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Atlas screenerWealth Manager databaseThis month’s moversCustodian profilesRIA statistics

Registered RIAs
17,210
Regulatory AUM
$177.9T
Use more than one custodian
4,024
Hybrid
3,733

Where their clients’ assets sit. Select a custodian to filter the list.

Filters1

276 firms manage $2.4 trillionMinnesota

Open in the Atlas screener

Atlas The basics here are free. Atlas adds ten years of growth, owners, broker-dealer affiliation, contacts on file and signals for every firm, with alerts and exports. See Atlas

  1. 4921
    Shoreview Industries V, LLCMinneapolis, MN · 11 clientsPrivate fund adviser
    No custodian reported
    $1.2B
  2. 4990
    Guardian Wealth Strategies, LLCMinneapols, MN · 1,273 clientsWealth manager
    Schwab 87%
    $1.1B
  3. 5040
    Bluestem Wealth Partners, LLCMinnetonka, MN · 1,687 clientsWealth manager
    Schwab 100%
    $1.1B
  4. 5047
    ASA Managed Account Managers LLCMinneapolis, MN · 227 clientsWealth manager
    Schwab 77%Cadence Bank 23%
    $1.1B
  5. 5058
    Bearing Point CapitalRichfield, MN · 236 clientsWealth manager
    Raymond James 100%
    $1.1B
  6. 5086
    Minneapolis Portfolio Management Group, LLCWayzata, MN · 1,830 clientsWealth manager
    Schwab 100%
    $1.1B
  7. 5172
    Parr McKnight Wealth Management GroupMinneapolis, MN · 613 clientsWealth manager
    TradePMR / Robinhood 100%
    $1.1B
  8. 5176
    Marquette Wealth ManagementMinnetonka, MN · 229 clientsWealth manager
    Schwab 100%
    $1.1B
  9. 5317
    Northstar CapitalMinneapolis, MN · 6 clientsPrivate fund adviser
    No custodian reported
    $1.0B
  10. 5382
    Everest Financial GroupMinneapolis, MN · 1,940 clientsWealth managerHybrid
    Schwab 100%
    $1.0B
  11. 5425
    North Sky Capital, LLCWayzata, MN · 15 clientsPrivate fund adviser
    No custodian reported
    $986M
  12. 5539
    DGV Solutions LPMinnetonka, MN · 2 clientsPrivate fund adviser
    Northern Trust 100%
    $944M
  13. 5712
    Goldner HawnMinneapolis, MN · 3 clientsPrivate fund adviser
    No custodian reported
    $899M
  14. 5783
    All Star FinancialMinneapolis, MN · 558 clientsWealth managerBank-affiliated
    Fidelity 95%
    $882M
  15. 5801
    Running Oak Capital LLCMinneapolis, MN · 1,035 clientsWealth managerWrap sponsor
    Fidelity 86%
    $875M
  16. 5879
    Estuary Capital Management LPWayzata, MN · 3 clientsPrivate fund adviser
    No custodian reported
    $854M
  17. 5882
    Birchwood Financial Partners, Inc.Bloomington, MN · 763 clientsWealth manager
    Schwab 100%
    $853M
  18. 6046
    The Advocate Group, LLCMinnetonka, MN · 394 clientsWealth manager
    Schwab 100%
    $810M
  19. 6173
    Systelligence, LLCBloomington, MN · 6 clientsAsset manager
    No custodian reported
    $784M
  20. 6191
    DSG Capital Advisors, LLCEdina, MN · 115 clientsWealth managerWrap sponsor
    LPL Financial 89%
    $780M
  21. 6277
    Strong Tower Advisory ServicesMinneapolis, MN · 314 clientsWealth managerHybrid
    Pershing 100%
    $759M
  22. 6303
    Navpoint Financial, Inc.Prior Lake, MN · 229 clientsWealth manager
    Schwab 100%
    $752M
  23. 6311
    Stevens Foster Financial AdvisorsBloomington, MN · 332 clientsWealth manager
    Fidelity 98%
    $750M
  24. 6341
    Summit Investment Advisory ServicesRoseville, MN · 1,075 clientsWealth managerHybrid
    LPL Financial 100%
    $746M
  25. 6406
    Schwarz Dygos Wheeler Investment Advisors LLCMinneapolis, MN · 525 clientsWealth manager
    Fidelity Distributors Company 100%
    $730M
  26. 6491
    Valtinson Bruner Financial PlanningNew Brighton, MN · 1,992 clientsWealth managerWrap sponsor
    Schwab 100%
    $712M
  27. 6495
    The Wealth Group - Austin B. Colby & AssociatesEden Prairie, MN · 591 clientsWealth managerWrap sponsor
    Raymond James 100%
    $711M
  28. 6497
    Lifelong Wealth Advisors, Inc.Arden Hills, MN · 865 clientsWealth manager
    Schwab 100%
    $710M
  29. 6501
    Navista Wealth Management, Inc.Minnetonka, MN · 402 clientsWealth managerHybrid
    Raymond James 100%
    $710M
  30. 6518
    Bond & Devick Wealth PartnersSaint Louis Park, MN · 518 clientsWealth manager
    Schwab 100%
    $706M
  31. 6539
    Stillwater Asset Management, LLCStillwater, MN · 8 clientsPrivate fund adviser
    No custodian reported
    $701M
  32. 6543
    360 FinancialWayzata, MN · 1,206 clientsWealth managerHybrid
    LPL Financial 100%
    $701M
  33. 6626
    High Note Wealth, LLCDeephaven, MN · 279 clientsWealth manager
    Schwab 100%
    $683M
  34. 6681
    Ballast Advisors, LLCWoodbury, MN · 831 clientsWealth manager
    Schwab 100%
    $674M
  35. 6686
    Cherry Tree Wealth Management, LLCMinnetonka, MN · 334 clientsWealth managerHybridCherry Tree & Associates, LLC
    Schwab 69%Fidelity 31%
    $673M
  36. 6713
    The Oak Ridge Financial Services Group, IncGolden Valley, MN · 1,005 clientsBroker-dealer firmHybridThe Oak Ridge Financial Services Group, Inc
    RBC 100%
    $669M
  37. 6801
    Summit Creek AdvisorsMinneapolis, MN · 27 clientsAsset manager
    BNY 100%
    $651M
  38. 6828
    McGinty Road Partners, LPMinnetonka, MN · 7 clientsPrivate fund adviser
    No custodian reported
    $646M
  39. 6847
    Sightline Partners LLCBloomington, MN · 9 clientsPrivate fund adviser
    No custodian reported
    $643M
  40. 6869
    Murphy Pohlad Asset Management LLCEden Prairie, MN · 113 clientsWealth manager
    Schwab 100%
    $640M

RIAs by state