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IN RIA moves: Kintra Wealth adds $355M Great Scott Financial practice4K Retirement Confidence Surges Despite Financial Pressures: MFSWM Private Credit Group Says Market Fears Are Divorced From RealityWSR The Most Important Year-End Review Is Your OwnWSR AmeriFlex Recruits 17 Advisors Representing Over $1.4 Billion In Client AssetsWSR Cerulli: Many Investors Still Struggle To Understand Advisors’ FeesWSR Dear Ryan: Transformed On Paper, Uncertain In PracticeWM As AI Expands, the Standard for Human Advice Must RiseIN Meta deal shields Zuckerberg from California wealth tax billRB 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 Anthropic
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Free from Atlas · SEC filings as of October 1, 2026

The RIA database

Firms we coverAtlas 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

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  1. 11269
    CFG RetirementEdina, MN · 541 clientsWealth manager
    Fidelity Distributors Company 64%
    $241M
  2. 11275
    PSC Capital Partners LLCMinneapolis, MN · 6 clientsPrivate fund adviserHybridPiper Sandler & Co.
    No custodian reported
    $241M
  3. 11312
    Jones Kertz & Associates, Inc.Blaine, MN · 44 clientsWealth managerWrap sponsor
    Fidelity 74%Wells Fargo 26%
    $239M
  4. 11367
    North American Wealth Advisors Inc.Jordan, MN · 67 clientsAsset managerHybrid
    State Street 52%Newport Trust Co 25%Schwab 23%
    $237M
  5. 11413
    Northland Capital ManagementVirginia, MN · 283 clientsWealth manager
    Fidelity 100%
    $235M
  6. 11501
    ACMWayzata, MN · 14 clientsAsset manager
    U.S. Bank 100%
    $231M
  7. 11675
    Bright Angel Advisors LLCSt. Paul, MN · 35 clientsWealth manager
    Schwab 100%
    $224M
  8. 11713
    Phillip James Financial Co.Plymouth, MN · 114 clientsWealth manager
    Schwab 100%
    $222M
  9. 11797
    E-Wealth PartnersMinnetonka, MN · 231 clientsWealth manager
    Schwab 100%
    $219M
  10. 11810
    Piper Heartland Healthcare Capital, LLCMinneapolis, MN · 1 clientsPrivate fund adviserHybridPiper Sandler & Co.
    No custodian reported
    $218M
  11. 11812
    Strategic Asset Management LLC.Rochester, MN · 231 clientsWealth managerHybrid
    Schwab 100%
    $218M
  12. 11825
    Cedrus Wealth GroupAndover, MN · 550 clientsWealth manager
    Raymond James 100%
    $218M
  13. 11827
    Enspyre Wealth Advisors, Inc.Woodbury, MN · 133 clientsWealth manager
    No custodian reported
    $218M
  14. 11846
    Paladin FinancialArden Hills, MN · 518 clientsWealth managerHybridGradient Securities, LLC
    Schwab 100%
    $217M
  15. 11963
    Rossjohnson & Associates, LLCPlymouth, MN · 274 clientsWealth manager
    SEI 100%
    $212M
  16. 12151
    Element Squared Private WealthMinneapolis, MN · 478 clientsWealth manager
    Fidelity 100%
    $203M
  17. 12186
    Great River FinancialPlymouth, MN · 136 clientsWealth manager
    Schwab 100%
    $202M
  18. 12197
    Keystone Wealth Advisors, IncorporatedEagan, MN · 66 clientsWealth manager
    Schwab 100%
    $201M
  19. 12266
    MJT & Associates Financial Advisory Group, Inc.Montevideo, MN · 317 clientsWealth manager
    Schwab 100%
    $199M
  20. 12366
    Michael Traxler Wealth Management, LLCNew Prague, MN · 433 clientsWealth manager
    TradePMR / Robinhood 100%
    $195M
  21. 12416
    Thomas LEO Advisory, LLCMinneapolis, MN · 145 clientsWealth manager
    Schwab 68%SEI 32%
    $193M
  22. 12421
    Tailwinds Wealth, LLCVadnais Heights, MN · 268 clientsWealth manager
    Schwab 100%
    $193M
  23. 12439
    GS Investment IncEagan, MN · 84 clientsWealth manager
    Schwab 100%
    $192M
  24. 12540
    Trailhead Planners, LLCEdina, MN · 151 clientsWealth manager
    Schwab 100%
    $188M
  25. 12568
    Quantitative Asset Management, LLCMinnetonka, MN · 155 clientsBroker-dealer firmAffiliated broker-dealer
    Schwab 100%
    $187M
  26. 12707
    Wold Financial GroupMendota Heights, MN · 72 clientsWealth manager
    Schwab 100%
    $182M
  27. 12765
    Vera Lake Capital, LLCEdina, MN · 10 clientsWealth manager
    Fidelity 100%
    $180M
  28. 12768
    Wacker & Associates, Inc.Jackson, MN · 183 clientsWealth manager
    Schwab 88%
    $180M
  29. 12783
    Winter & Associates, Inc.St. Paul, MN · 208 clientsWealth manager
    Schwab 58%Pershing 42%
    $180M
  30. 13028
    Koob Wealth Management, LLCWhite Bear Township, MN · 133 clientsWealth managerWrap sponsorHybrid
    LPL Financial 100%
    $172M
  31. 13084
    Trumix AdvisorsBloomington, MN · 170 clientsWealth manager
    Schwab 100%
    $170M
  32. 13207
    Feltl AdvisorsPlymouth, MN · 397 clientsWealth managerHybridFeltl & Company
    No custodian reported
    $166M
  33. 13211
    Captar Private WealthSt. Louis Park, MN · 186 clientsWealth manager
    Fidelity 100%
    $166M
  34. 13511
    Bannerstone CapitalWayzata, MN · 106 clientsWealth manager
    Schwab 100%
    $155M
  35. 13552
    Solpacific, LLCDuluth, MN · 2 clientsPrivate fund adviser
    No custodian reported
    $154M
  36. 13750
    Perkins Capital Management IncWayzata, MN · 133 clientsWealth manager
    RBC 100%
    $148M
  37. 13822
    North Compass Financial Advisors, LLCGrand Rapids, MN · 308 clientsWealth manager
    Fidelity 100%
    $146M
  38. 13831
    Somerset Group LLCWayzata, MN · 58 clientsWealth manager
    U.S. Bank 64%Schwab 36%
    $146M
  39. 13851
    Twin Cities Retirement GroupPlymouth, MN · 84 clientsWealth manager
    Schwab 100%
    $145M
  40. 13865
    Knox Avenue Financial Corp.St. Paul, MN · 227 clientsWealth managerWrap sponsor
    Schwab 100%
    $145M

RIAs by state