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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

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. 13873
    MWM Wealth Advisory, LLCPlymouth, MN · 204 clientsWealth managerWrap sponsor
    Schwab 100%
    $144M
  2. 13902
    Star Capital Inc.Edina, MN · 701 clientsWealth managerHybrid
    Schwab 100%
    $144M
  3. 13944
    Josh Arnold Investment Consultant, LLCEdina, MN · 256 clientsWealth manager
    Tradingblock 100%
    $142M
  4. 13975
    Gary L. GreenbergEden Prairie, MN · 67 clientsWealth manager
    Fidelity 100%
    $141M
  5. 13982
    Lifeplan Financial, LLCMankato, MN · 255 clientsWealth manager
    Schwab 100%
    $141M
  6. 14019
    Tonka Capital Partners, LLCMinnetonka, MN · 1 clientsPrivate fund adviser
    Wells Fargo 100%
    $140M
  7. 14191
    PSC Financial LLCBloomington, MN · 111 clientsWealth managerHybrid
    LPL Financial 100%
    $135M
  8. 14281
    Peak Financial Consulting, Inc.Bloomington, MN · 371 clientsWealth managerHybrid
    Schwab 100%
    $132M
  9. 14450
    YES Wealth ManagementMahtomedi, MN · 100 clientsWealth manager
    Schwab 100%
    $127M
  10. 14493
    Financial Empowerment LLCBurnsville, MN · 100 clientsWealth manager
    No custodian reported
    $126M
  11. 14657
    Encore Wealth AdvisorsMorris, MN · 464 clientsWealth manager
    Schwab 86%
    $122M
  12. 14695
    Colleen Weber CPA, LLCChanhassen, MN · 50 clientsWealth manager
    Schwab 100%
    $121M
  13. 14704
    Trott Brook FinancialAnoka, MN · 155 clientsWealth managerHybrid
    Fidelity 100%
    $120M
  14. 14717
    Abens Financial Services IncEdina, MN · 98 clientsWealth manager
    Schwab 100%
    $120M
  15. 14752
    BoulevardBloomington, MN · 268 clientsWealth manager
    Schwab 100%
    $119M
  16. 15014
    Superior Financial, LLCRochester, MN · 120 clientsWealth manager
    Schwab 100%
    $112M
  17. 15028
    Underdog Wealth Management, LLCMaple Grove, MN · 408 clientsWealth manager
    Altruist 100%
    $112M
  18. 15067
    Ascent AdvisorsMankato, MN · 171 clientsWealth manager
    Schwab 100%
    $111M
  19. 15205
    Total Wealth Advisors, LLCHopkins, MN · 92 clientsWealth managerWrap sponsor
    Schwab 100%
    $107M
  20. 15504
    First Associated Investment Advisors, Inc.Duluth, MN · 1 clientsAsset managerHybrid
    No custodian reported
    $93M
  21. 15562
    Contego Capital Group, Inc.Edina, MN · 89 clientsAsset manager
    Fidelity 79%
    $88M
  22. 15652
    FBD Asset MgmtBloomington, MN · 137 clientsWealth manager
    Schwab 100%
    $77M
  23. 15726
    Steben & Company, LLCExcelsior, MN · 1 clientsPrivate fund adviserHybridLocorr Distributors, LLC
    No custodian reported
    $69M
  24. 15819
    Northern Pacific Growth Investment Advisors, LLCMinneapolis, MN · 3 clientsPrivate fund adviser
    No custodian reported
    $59M
  25. 15820
    Northern Pacific Group, L.P.Minneapolis, MN · 4 clientsPrivate fund adviser
    No custodian reported
    $59M
  26. 16149
    Intelligent Alpha LLCMinneapolis, MN · 2 clientsAsset manager
    No custodian reported
    $27M
  27. 16181
    Christensen Group Financial, LLCEden Prairie, MN · 270 clientsWealth manager
    Altruist 100%
    $25M
  28. 16285
    Advanced Advisor Group, LLCCambridge, MN · 58 clientsBroker-dealer firmHybrid
    Fidelity 100%
    $11M
  29. 16298
    Paladin CapitalArden Hills, MN · 19 clientsWealth managerHybrid
    Schwab 100%
    $10M
  30. 16305
    Wayzata Investment Partners LLCWayzata, MN · 2 clientsPrivate fund adviser
    No custodian reported
    $9M
  31. 16703
    SiimplBloomington, MNAsset manager
    No custodian reported
    $0
  32. 16778
    Cloverpoint, LLCMinneapolis, MN · 1 clientsAsset manager
    No custodian reported
    $0
  33. 16974
    Vessel Wealth PartnersMendota Heights, MNAsset manager
    No custodian reported
    $0
  34. 17020
    Fathom Advisors LLCMinneapolis, MNAsset manager
    No custodian reported
    $0
  35. 17025
    Boria Wealth Management, LTDWayzata, MNAsset manager
    No custodian reported
    $0
  36. 17151
    Standard Valuations, Inc.White Bear Lake, MN · 100 clientsAsset manager
    No custodian reported
    $0

RIAs by state