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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. 038
    Ameriprise Financial Services, LLCMinneapolis, MN · 1,386,329 clientsBroker-dealer firmHybridAmerican Enterprise Investment Services Inc., Columbia Management Investment Distributors, Inc.
    American Enterprise Investment Services 100%
    $660B
  2. 058
    U.S. Bancorp Asset Management, Inc.Minneapolis, MN · 881 clientsAsset managerHybridBtig, LLC, U.S. Bancorp Advisors, LLC
    U.S. Bank 71%
    $427B
  3. 127
    Garda Capital PartnersWayzata, MN · 3 clientsPrivate fund adviser
    No custodian reported
    $207B
  4. 214
    Thrivent Financial for LutheransMinneapolis, MN · 34 clientsAsset managerHybridThrivent Distributors, LLC, Thrivent Investment Management Inc.
    State Street 100%
    $129B
  5. 222
    Wealth Enhancement Advisory Services, LLCPlymouth, MN · 85,001 clientsWealth managerHybridWealth Enhancement Brokerage Services, LLC, clears through National Financial Services (Fidelity)
    Schwab 71%Fidelity 29%
    $122B
  6. 254
    RBC Global Asset Management (u.s.) Inc.Minneapolis, MN · 245 clientsAsset managerHybridRBC Capital Markets, LLC, RBC Rochdale, LLC
    J.P. Morgan 40%U.S. Bank 39%
    $104B
  7. 313
    Galliard Capital ManagementMinneapolis, MN · 188 clientsAsset managerAffiliated broker-dealerAllspring Funds Distributor, LLC
    BNY 100%
    $80B
  8. 415
    Walleye Capital LLCWayzata, MN · 10 clientsPrivate fund adviserHybridWalleye Trading LLC
    No custodian reported
    $52B
  9. 446
    Thrivent Asset Management, LLCMinneapolis, MN · 31 clientsAsset managerHybridThrivent Distributors, LLC, Thrivent Investment Management Inc.
    No custodian reported
    $48B
  10. 457
    Pine River Capital Management L.P.Minnetonka, MN · 7 clientsPrivate fund adviser
    No custodian reported
    $47B
  11. 503
    Securian Asset Management, Inc.St Paul, MN · 45 clientsAsset managerAffiliated broker-dealerSecurian Financial Services, Inc.
    BNY 89%
    $42B
  12. 579
    Castlelake, L.P.Minneapolis, MN · 50 clientsPrivate fund adviser
    No custodian reported
    $35B
  13. 656
    Advanced Capital GroupMinneapolis, MN · 366 clientsAsset managerAffiliated broker-dealerAlera Securities LLC
    Schwab 95%
    $30B
  14. 681
    Winslow Capital Management LLCMinneapolis, MN · 1,882 clientsAsset managerAffiliated broker-dealerNuveen Securities, LLC
    State Street 63%Northern Trust 37%
    $29B
  15. 805
    Thrivent Private InvestmentsMinneapolis, MN · 47 clientsPrivate fund adviserHybridThrivent Distributors, LLC, Thrivent Investment Management Inc.
    No custodian reported
    $23B
  16. 851
    Thrivent Investment Management Inc.Minneapolis, MN · 125,754 clientsBroker-dealer firmHybridThrivent Distributors, LLC
    No custodian reported
    $21B
  17. 895
    Allianz Investment Management LLCMinneapolis, MN · 74 clientsAsset managerHybridAllianz Life Financial Services, LLC
    No custodian reported
    $19B
  18. 919
    AB Carval Investors, LPMinneapolis, MN · 69 clientsPrivate fund adviserAffiliated broker-dealerAlliancebernstein Investments, Inc., Bernstein Autonomous Research LLP
    J.P. Morgan 51%Northern Trust 49%
    $18B
  19. 1013
    Whitebox Advisors LLCMinneapolis, MN · 16 clientsPrivate fund adviser
    No custodian reported
    $16B
  20. 1044
    SIT Fixed Income Advisors II, LLCMinneapolis, MN · 115 clientsAsset manager
    Northern Trust 56%BNY 27%
    $15B
  21. 1063
    Cliftonlarsonallen Wealth Advisors, LLCMinneapolis, MN · 7,354 clientsBroker-dealer firmHybrid
    No custodian reported
    $14B
  22. 1148
    Devenir Investment Advisors, LLCBloomington, MN · 44 clientsAsset manager
    No custodian reported
    $13B
  23. 1196
    Northrock Partners, LLCMinneapolis, MN · 4,811 clientsWealth managerWrap sponsor
    Schwab 79%
    $12B
  24. 1199
    Mairs & PowerSt. Paul, MN · 773 clientsAsset managerHybrid
    Schwab 85%
    $12B
  25. 1369
    Fiduciary Counselling IncSt Paul, MN · 1,761 clientsWealth manager
    Fidelity 100%
    $10B
  26. 1377
    Intellicents Investment Solutions IncAlbert LEA, MN · 8,280 clientsAsset managerHybrid
    Schwab 39%Empower Retirement 34%
    $9.9B
  27. 1487
    Gradient Investments, LLCArden Hills, MN · 26,806 clientsWealth managerAffiliated broker-dealerGradient Securities, LLC
    Schwab 100%
    $8.8B
  28. 1632
    Hays Financial Group, LLCMinneapolis, MN · 572 clientsAsset managerHybrid
    Fidelity 82%
    $7.5B
  29. 1647
    Carval CLO Management LLCMinneapolis, MN · 17 clientsPrivate fund adviserAffiliated broker-dealerAlliancebernstein Investments, Inc., Bernstein Autonomous Research LLP
    No custodian reported
    $7.3B
  30. 1726
    Thrivent Advisor Network, LLCMinneapolis, MN · 14,732 clientsWealth managerBank-affiliatedHybridThrivent Distributors, LLC, Thrivent Investment Management Inc.
    Fidelity 83%
    $6.8B
  31. 1731
    Focus FinancialMinneapolis, MN · 13,684 clientsWealth managerHybrid
    Schwab 65%Pershing 35%
    $6.8B
  32. 1968
    Disciplined Growth Investors IncMinneapolis, MN · 137 clientsAsset managerHybrid
    Fidelity 44%U.S. Bank 24%
    $5.5B
  33. 2097
    RiverbridgeMinneapolis, MN · 3,656 clientsWealth managerHybrid
    Schwab 100%
    $5.0B
  34. 2198
    Clearwater Management Co., Inc.St Paul, MN · 13 clientsAsset manager
    No custodian reported
    $4.7B
  35. 2279
    Accredited Investors Wealth ManagementEdina, MN · 947 clientsWealth manager
    Schwab 100%
    $4.4B
  36. 2306
    Northcrest Asset ManagementPlymouth, MNAsset managerHybridWealth Enhancement Brokerage Services, LLC, clears through National Financial Services (Fidelity)
    Schwab 57%Fidelity 43%
    $4.3B
  37. 2396
    Peregrine Capital Management, LLCMinneapolis, MN · 30 clientsAsset manager
    BNY 50%State Street 25%Northern Trust 25%
    $4.1B
  38. 2473
    Norwest Capital Advisors, LLCMinneapolis, MN · 12 clientsPrivate fund adviser
    No custodian reported
    $3.8B
  39. 2518
    Proterra Investment Partners LPMinneapolis, MN · 28 clientsPrivate fund adviser
    U.S. Bank 100%
    $3.7B
  40. 2554
    EhlersMinneapolis, MN · 300 clientsAsset manager
    Pershing 73%U.S. Bancorp Investments 27%
    $3.6B

RIAs by state