The RIA database

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

121. 6992
     White Oaks Wealth Advisors, Inc.Minneapolis, MN · 219 clientsWealth manager
     Schwab 99%
     +00% 1 yr$618M
122. 6993
     Wheeler Retirement Plans LLCDuluth, MN · 78 clientsAsset manager
     The Standard 36%Ascensus 24%Fidelity 22%
     +00% 1 yr$618M
123. 7037
     Highmark Wealth Management LLCSt. Paul, MN · 429 clientsWealth managerWrap sponsorHybrid
     Fidelity 100%
     +00% 1 yr$612M
124. 7053
     Cornerstone Wealth Advisors, Inc.Edina, MN · 337 clientsWealth manager
     Schwab 100%
     +00% 1 yr$609M
125. 7059
     Gradient Wealth ManagementArden Hills, MN · 4,553 clientsBroker-dealer firmHybrid
     SEI 46%
     +00% 1 yr$608M
126. 7102
     Modus Advisors, LLCExcelsior, MN · 347 clientsWealth manager
     Schwab 100%
     +00% 1 yr$601M
127. 7151
     AIS PlanningSt. Cloud, MN · 561 clientsWealth manager
     SEI 100%
     +00% 1 yr$591M
128. 7164
     Greater Midwest Financial Group, LLCSaint Paul, MN · 699 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$589M
129. 7237
     Twele Capital Management, Inc.Minnetonka, MN · 67 clientsAsset manager
     Schwab 100%
     +00% 1 yr$578M
130. 7250
     Allodium Investment Consultants, LLCMinneapolis, MN · 282 clientsWealth manager
     Schwab 100%
     +00% 1 yr$577M
131. 7259
     Northern Lakes Capital, L.P.Minneapolis, MN · 7 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$575M
132. 7321
     Deepwater Asset Management, LLCMinneapolis, MN · 11 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$567M
133. 7338
     Boyum Wealth Architects LLCBloomington, MN · 454 clientsWealth manager
     Schwab 100%
     +00% 1 yr$564M
134. 7398
     Nicollet Investment Management, Inc.Minneapolis, MN · 301 clientsWealth manager
     Schwab 100%
     +00% 1 yr$557M
135. 7454
     Stiles Financial Services, Inc.Edina, MN · 261 clientsWealth managerWrap sponsor
     Fidelity 100%
     +00% 1 yr$549M
136. 7473
     Legacy WealthWoodbury, MN · 493 clientsWealth managerWrap sponsorHybrid
     Schwab 100%
     +00% 1 yr$546M
137. 7605
     Mindful Asset PlanningApple Valley, MN · 372 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$529M
138. 7684
     BGM Wealth ManagementBloomington, MN · 213 clientsWealth manager
     Schwab 100%
     +00% 1 yr$517M
139. 7687
     Fiat Wealth ManagementWayzata, MN · 647 clientsWealth manager
     Schwab 100%
     +00% 1 yr$517M
140. 7797
     Legacies Wealth LLCMinnetonka, MN · 87 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$505M
141. 7799
     Perceptive Edge Investment Management, Inc.Wayzata, MN · 97 clientsAsset manager
     Fidelity 100%
     +00% 1 yr$505M
142. 7845
     Pitzl FinancialArden Hills, MN · 394 clientsWealth manager
     Fidelity 81%
     +00% 1 yr$498M
143. 7972
     Usadvisors Wealth Management, LLCEden Prairie, MN · 1,901 clientsWealth managerHybrid
     Schwab 100%
     +00% 1 yr$483M
144. 8076
     Van Clemens Wealth Management, LLCMinneapolis, MN · 616 clientsWealth managerPublic-company ownedHybridVan Clemens & Co. Incorporated
     RBC 52%Schwab 48%
     +00% 1 yr$470M
145. 8089
     Speece Thorson Capital Group IncMinnetonka, MN · 30 clientsAsset manager
     Trustmark National Bank 35%Northern Trust 34%U.S. Bank 31%
     +00% 1 yr$469M
146. 8127
     Acumen Financial Advisors, LLCEdina, MN · 220 clientsWealth managerHybrid
     No custodian reported
     +00% 1 yr$465M
147. 8131
     Logan Park Wealth ManagementMinneapolis, MN · 408 clientsWealth manager
     Schwab 100%
     +00% 1 yr$465M
148. 8170
     Vermillion Wealth Management Inc.Rosemount, MN · 706 clientsWealth managerBank-affiliated
     Schwab 100%
     +00% 1 yr$460M
149. 8216
     Flourish Wealth Management Inc.Edina, MN · 157 clientsWealth manager
     Schwab 100%
     +00% 1 yr$455M
150. 8218
     Cedar Cove Wealth PartnersBloomington, MN · 2,036 clientsWealth managerWrap sponsor
     Fidelity 100%
     +00% 1 yr$455M
151. 8229
     Laurel Wealth PlanningEdina, MN · 177 clientsWealth manager
     Raymond James 100%
     +00% 1 yr$454M
152. 8340
     Ulland Investment Advisors, LLCMinneapolis, MN · 211 clientsWealth manager
     Schwab 100%
     +00% 1 yr$443M
153. 8404
     Access Financial Services, Inc.Minneapolis, MN · 322 clientsWealth managerHybrid
     Schwab 99%
     +00% 1 yr$438M
154. 8437
     Retire AgileHermantown, MN · 188 clientsWealth managerWrap sponsor
     Schwab 71%Fidelity 29%
     +00% 1 yr$434M
155. 8467
     White Pine Capital LLCBloomington, MN · 84 clientsWealth manager
     Fidelity 88%
     +00% 1 yr$431M
156. 8695
     Advisory Solutions GroupPlymouth, MN · 807 clientsWealth managerHybridWealth Enhancement Brokerage Services, LLC, clears through National Financial Services (Fidelity)
     No custodian reported
     +00% 1 yr$408M
157. 8722
     Northland Asset ManagementMinneapolis, MN · 875 clientsBroker-dealer firmHybrid
     Pershing 100%
     +00% 1 yr$405M
158. 8737
     Excel Financial, LLCRed Wing, MN · 416 clientsWealth manager
     Schwab 77%Fidelity Distributors Company 23%
     +00% 1 yr$404M
159. 8819
     Webb Financial GroupBloomington, MN · 673 clientsWealth manager
     Schwab 66%Fidelity Distributors Company 34%
     +00% 1 yr$397M
160. 8848
     Mann Financial GroupDetroit Lakes, MN · 597 clientsWealth managerWrap sponsor
     Schwab 100%
     +00% 1 yr$396M