The RIA database

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161. 8856
     Quarry Hill AdvisorsSaint Paul, MN · 203 clientsWealth manager
     Schwab 100%
     +00% 1 yr$395M
162. 8885
     Dunnavan & Co.Minneapolis, MN · 231 clientsWealth manager
     Schwab 81%
     +00% 1 yr$393M
163. 9006
     Dougherty & Associates Financial Advisors, Inc.Buffalo, MN · 1,069 clientsWealth managerHybrid
     Schwab 100%
     +00% 1 yr$383M
164. 9051
     All Terrain Financial AdvisorsCoon Rapids, MN · 190 clientsWealth manager
     Schwab 100%
     +00% 1 yr$379M
165. 9065
     Freedom Financial Partners LLCOakdale, MN · 308 clientsWealth manager
     Schwab 100%
     +00% 1 yr$378M
166. 9096
     Abbey StreetEden Prairie, MN · 139 clientsWealth manager
     Fidelity 100%
     +00% 1 yr$375M
167. 9117
     Dorval & Chorne Financial AdvisorsMaple Grove, MN · 663 clientsWealth manager
     Schwab 100%
     +00% 1 yr$374M
168. 9224
     Tealwood Asset ManagementMinneapolis, MN · 231 clientsWealth manager
     Schwab 67%Fidelity 33%
     +00% 1 yr$365M
169. 9225
     India Capital LLCMinneapolis, MN · 2 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$365M
170. 9280
     Cordis Financial, LLCMinneapolis, MN · 273 clientsWealth manager
     Fidelity 66%Schwab 34%
     +00% 1 yr$361M
171. 9305
     Cloverfields Capital Group, LPMinneapolis, MN · 58 clientsWealth manager
     Fidelity 55%Northern Trust 45%
     +00% 1 yr$359M
172. 9335
     Split Rock Private Trading and Wealth Management LLCCloquet, MN · 998 clientsWealth manager
     Fidelity 77%TradePMR / Robinhood 23%
     +00% 1 yr$356M
173. 9346
     FpnavigatorsMaple Grove, MN · 433 clientsWealth manager
     LPL Financial 66%Schwab 34%
     +00% 1 yr$355M
174. 9381
     Fortress Financial Group, LLCRochester, MN · 330 clientsWealth managerWrap sponsor
     Fidelity 100%
     +00% 1 yr$352M
175. 9389
     LFASt. Cloud, MN · 518 clientsWealth managerHybrid
     Schwab 100%
     +00% 1 yr$351M
176. 9479
     Nepsis, Inc.Minneapolis, MN · 590 clientsWealth managerWrap sponsor
     Pershing 100%
     +00% 1 yr$345M
177. 9491
     Pathfinder 360 Managementco, LLCMinnetonka, MN · 3 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$344M
178. 9517
     Petros Family Wealth, LLCBloomington, MN · 533 clientsWealth managerWrap sponsor
     Wells Fargo 100%
     +00% 1 yr$342M
179. 9677
     GEN Financial Management Inc.Plymouth, MN · 246 clientsWealth manager
     Schwab 73%Fidelity Distributors Company 27%
     +00% 1 yr$332M
180. 9713
     Colliers Securities LLCMinneapolis, MN · 816 clientsBroker-dealer firmHybridColliers Securities (canada) Inc.
     No custodian reported
     +00% 1 yr$330M
181. 9761
     Vantage Point Wealth ManagementPlymouth, MN · 1,223 clientsWealth managerHybrid
     LPL Financial 100%
     +00% 1 yr$327M
182. 9768
     Pack Private Wealth, LLCWayzata, MN · 222 clientsWealth manager
     Schwab 100%
     +00% 1 yr$326M
183. 9882
     Legacy Financial Advisors CorporationBloomington, MN · 245 clientsWealth manager
     Schwab 100%
     +00% 1 yr$318M
184. 9946
     Paradigm, Strategies in Wealth Management, LLCMaple Grove, MN · 219 clientsWealth manager
     Schwab 100%
     +00% 1 yr$314M
185. 9952
     Hunter Street Partners, LPWayzata, MN · 7 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$313M
186. 9969
     IwealthWaseca, MN · 714 clientsWealth managerHybrid
     SEI 88%
     +00% 1 yr$312M
187. 10094
     MD Financial Advisors / Vestment FinancialChanhassen, MN · 478 clientsWealth manager
     Schwab 100%
     +00% 1 yr$304M
188. 10095
     Oakwood Capital, Inc.St. Louis Park, MN · 616 clientsWealth managerHybridOakwood Capital Securities, Inc.
     RBC 55%Schwab 42%
     +00% 1 yr$304M
189. 10135
     FFP Wealth Management, LLCCoon Rapids, MN · 317 clientsWealth manager
     Schwab 50%Fidelity Distributors Company 50%
     +00% 1 yr$301M
190. 10163
     Guardian Wealth Advisors, LLCSt Louis Park, MN · 260 clientsWealth manager
     Schwab 100%
     +00% 1 yr$300M
191. 10220
     Caissa Wealth StrategiesBloomington, MN · 153 clientsWealth manager
     Schwab 100%
     +00% 1 yr$297M
192. 10277
     Trademark Financial Management, LLCBloomington, MN · 458 clientsWealth manager
     Schwab 100%
     +00% 1 yr$293M
193. 10310
     Epiq Partners, LLCMinneapolis, MN · 93 clientsWealth manager
     Schwab 90%
     +00% 1 yr$291M
194. 10341
     Gradient Advisors, LLCArden Hills, MN · 2,152 clientsWealth managerHybridGradient Securities, LLC
     Schwab 77%SEI 23%
     +00% 1 yr$289M
195. 10363
     Echo Wealth Management, LLCPlymouth, MN · 144 clientsWealth manager
     Schwab 100%
     +00% 1 yr$288M
196. 10892
     Kure Advisory, LLCPlymouth, MN · 401 clientsWealth manager
     Schwab 100%
     +00% 1 yr$259M
197. 10979
     Secured Retirement Advisors, LLCSt Louis Park, MN · 602 clientsWealth manager
     Schwab 100%
     +00% 1 yr$255M
198. 11021
     MHS Advisory Services, LLCMaple Grove, MN · 313 clientsWealth managerHybrid
     Pershing 75%Fidelity 25%
     +00% 1 yr$253M
199. 11063
     Merced Capital, L.P.Minnetonka, MN · 7 clientsPrivate fund adviser
     No custodian reported
     +00% 1 yr$251M
200. 11243
     Excelsior InvestorsExcelsior, MN · 105 clientsWealth manager
     Fidelity 58%Schwab 42%
     +00% 1 yr$242M