Adviser Record

Investment advisers in Minnetonka, MN

17 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in MN

FirmAssetsEmployeesDisclosures
Pine River Capital Management L.P.$46.87 billion310
Advisornet Wealth Partners$3.15 billion1311
Marks Group Wealth Management, Inc.$2.02 billion140
Bluestem Wealth Partners, LLC$1.12 billion340
Dgv Solutions LP$944.4 million60
The Advocate Group, LLC$809.9 million170
Navista Wealth Management, Inc.$709.6 million110
Cherry Tree Wealth Management, LLC$673.5 million120
Mcginty Road Partners, LP$646.0 million130
Twele Capital Management, Inc.$578.5 million40
Legacies Wealth LLC$505.4 million50
Speece Thorson Capital Group Inc$469.0 million40
Pathfinder 360 Managementco, LLC$343.8 million10
Merced Capital, L.P.$251.2 million50
E-wealth Partners$218.7 million50
Quantitative Asset Management, LLC$187.4 million22
Tonka Capital Partners, LLC$139.8 million30