Investment advisers in Bloomington, MN
23 SEC-registered firms with a main office here.
Form ADV data as of 2026-09-01| Firm | Assets | Employees | Disclosures |
|---|---|---|---|
| Devenir Investment Advisors, LLC | $12.99 billion | 11 | 0 |
| Bps Capital Management, Inc. | $3.10 billion | 5 | 0 |
| Jnba Financial Advisors, LLC | $2.01 billion | 36 | 0 |
| Truehelm, LLC | $1.28 billion | 18 | 0 |
| Birchwood Financial Partners, Inc. | $853.2 million | 15 | 0 |
| Systelligence, LLC | $783.9 million | 4 | 0 |
| Stevens Foster Financial Advisors | $750.4 million | 20 | 0 |
| Sightline Partners LLC | $642.8 million | 7 | 0 |
| Boyum Wealth Architects LLC | $564.0 million | 15 | 0 |
| Bgm Wealth Management | $517.5 million | 8 | 0 |
| Cedar Cove Wealth Partners | $455.0 million | 14 | 0 |
| White Pine Capital LLC | $430.6 million | 7 | 0 |
| Webb Financial Group | $397.2 million | 8 | 0 |
| Petros Family Wealth, LLC | $341.6 million | 9 | 0 |
| Legacy Financial Advisors Corporation | $317.7 million | 6 | 0 |
| Caissa Wealth Strategies | $297.0 million | 10 | 0 |
| Trademark Financial Management, LLC | $293.4 million | 5 | 0 |
| Trumix Advisors | $169.9 million | 6 | 0 |
| Psc Financial LLC | $135.1 million | 3 | 0 |
| Peak Financial Consulting, Inc. | $132.3 million | 2 | 0 |
| Boulevard | $119.5 million | 5 | 0 |
| Fbd Asset Mgmt | $76.8 million | 1 | 0 |
| Siimpl | $0 | 1 | 0 |