{ "path": "/advisors/mn/minneapolis", "url": "https://advisorcensus.com/advisors/mn/minneapolis", "page_type": "metro", "title": "Financial advisors in Minneapolis, MN", "filters": {}, "scope_total": 415, "faq": [ { "q": "How many financial advisory firms are there in Minneapolis, MN?", "a": "AdvisorCensus lists 415 investment advisory firms with a principal office in the Minneapolis metro area, from Form ADV filings as of October 2026: 256 SEC-registered, 121 state-registered, and 38 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in Minneapolis, MN?", "a": "135 of the 415 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in Minneapolis, MN offer financial planning?", "a": "259 of the 377 firms in Minneapolis, MN that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in Minneapolis, MN fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 135 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 415 investment advisory firms with a principal office in the Minneapolis metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "Minneapolis has 415 investment advisory firms with a principal office in the metro area as of October 2026: 256 SEC-registered, 121 state-registered, and 38 exempt reporting advisers. 135 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 118 report under $100 million in regulatory assets under management. The metro area has 1,477,259 households, 255,543 of them with income of $200,000 or more, or 616 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in Minneapolis, MN: 415 firms from Form ADV filings as of October 2026.", "total_firms": 415, "page": 1, "total_pages": 9, "sort": "name", "registration_types": { "sec": 256, "state": 121, "exempt": 38 }, "fee_model_mix": [ { "code": "fee-only", "count": 135 }, { "code": "percentage_of_aum", "count": 353 }, { "code": "hourly", "count": 155 }, { "code": "subscription", "count": 4 }, { "code": "fixed", "count": 230 }, { "code": "commissions", "count": 9 }, { "code": "performance_based", "count": 59 }, { "code": "other", "count": 56 }, { "code": "not_reported", "count": 38 } ], "years_registered_distribution": [ { "code": "under_5", "count": 120 }, { "code": "5_to_9", "count": 103 }, { "code": "10_to_19", "count": 109 }, { "code": "20_plus", "count": 81 }, { "code": "not_reported", "count": 2 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 49 }, { "code": "25m_100m", "count": 69 }, { "code": "100m_500m", "count": 105 }, { "code": "500m_1b", "count": 50 }, { "code": "1b_5b", "count": 54 }, { "code": "over_5b", "count": 32 }, { "code": "not_reported", "count": 56 } ], "firms": [ { "crd_number": 168600, "name": "360 Financial", "name_as_filed": "360 FINANCIAL", "url": "https://advisorcensus.com/firm/360-financial-wayzata-mn-168600", "city": "Wayzata", "state": "MN", "years_registered": 13, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 313956, "name": "48 Peaks Wealth Advisors LLC", "name_as_filed": "48 PEAKS WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/48-peaks-wealth-advisors-llc-minnetonka-mn-313956", "city": "Minnetonka", "state": "MN", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 315004, "name": "5 Stone Financial Group, LLC", "name_as_filed": "5 STONE FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/5-stone-financial-group-llc-champlin-mn-315004", "city": "Champlin", "state": "MN", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 141819, "name": "AB Carval Investors, LP", "name_as_filed": "AB CARVAL INVESTORS, LP", "url": "https://advisorcensus.com/firm/ab-carval-investors-lp-minneapolis-mn-141819", "city": "Minneapolis", "state": "MN", "years_registered": 15, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 305107, "name": "Abbey Street", "name_as_filed": "ABBEY STREET", "url": "https://advisorcensus.com/firm/abbey-street-eden-prairie-mn-305107", "city": "Eden Prairie", "state": "MN", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 106604, "name": "Abens Financial Services Inc", "name_as_filed": "ABENS FINANCIAL SERVICES INC", "url": "https://advisorcensus.com/firm/abens-financial-services-inc-edina-mn-106604", "city": "Edina", "state": "MN", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 115361, "name": "Access Financial Services, Inc.", "name_as_filed": "ACCESS FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/access-financial-services-inc-minneapolis-mn-115361", "city": "Minneapolis", "state": "MN", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105439, "name": "Accredited Investors Wealth Management", "name_as_filed": "ACCREDITED INVESTORS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/accredited-investors-wealth-management-edina-mn-105439", "city": "Edina", "state": "MN", "years_registered": 37, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 285739, "name": "ACM", "name_as_filed": "ACM", "url": "https://advisorcensus.com/firm/acm-wayzata-mn-285739", "city": "Wayzata", "state": "MN", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 317296, "name": "Actai Ventures", "name_as_filed": "ACTAI VENTURES", "url": "https://advisorcensus.com/firm/actai-ventures-wayzata-mn-317296", "city": "Wayzata", "state": "MN", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 152748, "name": "Acumen Financial Advisors, LLC", "name_as_filed": "ACUMEN FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/acumen-financial-advisors-llc-edina-mn-152748", "city": "Edina", "state": "MN", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 156719, "name": "Adams-Hansen & Associates", "name_as_filed": "ADAMS-HANSEN & ASSOCIATES", "url": "https://advisorcensus.com/firm/adams-hansen-and-associates-minnetonka-mn-156719", "city": "Minnetonka", "state": "MN", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 140393, "name": "Advanced Advisor Group, LLC", "name_as_filed": "ADVANCED ADVISOR GROUP, LLC", "url": "https://advisorcensus.com/firm/advanced-advisor-group-llc-cambridge-mn-140393", "city": "Cambridge", "state": "MN", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 109673, "name": "Advanced Capital Group", "name_as_filed": "ADVANCED CAPITAL GROUP", "url": "https://advisorcensus.com/firm/advanced-capital-group-minneapolis-mn-109673", "city": "Minneapolis", "state": "MN", "years_registered": 20, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 113074, "name": "Advisornet Wealth Partners", "name_as_filed": "ADVISORNET WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/advisornet-wealth-partners-minnetonka-mn-113074", "city": "Minnetonka", "state": "MN", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 339919, "name": "Advisory Solutions Group", "name_as_filed": "ADVISORY SOLUTIONS GROUP", "url": "https://advisorcensus.com/firm/advisory-solutions-group-plymouth-mn-339919", "city": "Plymouth", "state": "MN", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 113200, "name": "Affiance Financial LLC", "name_as_filed": "AFFIANCE FINANCIAL LLC", "url": "https://advisorcensus.com/firm/affiance-financial-llc-st-louis-park-mn-113200", "city": "St. Louis Park", "state": "MN", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 170187, "name": "AKM Advisory", "name_as_filed": "AKM ADVISORY", "url": "https://advisorcensus.com/firm/akm-advisory-edina-mn-170187", "city": "Edina", "state": "MN", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 323765, "name": "All Star Financial", "name_as_filed": "ALL STAR FINANCIAL", "url": "https://advisorcensus.com/firm/all-star-financial-minneapolis-mn-323765", "city": "Minneapolis", "state": "MN", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 286683, "name": "All Terrain Financial Advisors", "name_as_filed": "ALL TERRAIN FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/all-terrain-financial-advisors-coon-rapids-mn-286683", "city": "Coon Rapids", "state": "MN", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 111925, "name": "Allianz Investment Management LLC", "name_as_filed": "ALLIANZ INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/allianz-investment-management-llc-minneapolis-mn-111925", "city": "Minneapolis", "state": "MN", "years_registered": 25, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 135812, "name": "Allodium Investment Consultants, LLC", "name_as_filed": "ALLODIUM INVESTMENT CONSULTANTS, LLC", "url": "https://advisorcensus.com/firm/allodium-investment-consultants-llc-minneapolis-mn-135812", "city": "Minneapolis", "state": "MN", "years_registered": 21, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 315799, "name": "Alternative Liquidity Capital", "name_as_filed": "ALTERNATIVE LIQUIDITY CAPITAL", "url": "https://advisorcensus.com/firm/alternative-liquidity-capital-wayzata-mn-315799", "city": "Wayzata", "state": "MN", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 344456, "name": "Alternative Liquidity Capital", "name_as_filed": "ALTERNATIVE LIQUIDITY CAPITAL", "url": "https://advisorcensus.com/firm/alternative-liquidity-capital-wayzata-mn-344456", "city": "Wayzata", "state": "MN", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 6363, "name": "Ameriprise Financial Services, LLC", "name_as_filed": "AMERIPRISE FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/ameriprise-financial-services-llc-minneapolis-mn-6363", "city": "Minneapolis", "state": "MN", "years_registered": 39, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283511, "name": "Aquinas Capital Advisors LLC", "name_as_filed": "AQUINAS CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/aquinas-capital-advisors-llc-blaine-mn-283511", "city": "Blaine", "state": "MN", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 326592, "name": "Arthur Ventures", "name_as_filed": "ARTHUR VENTURES", "url": "https://advisorcensus.com/firm/arthur-ventures-minneapolis-mn-326592", "city": "Minneapolis", "state": "MN", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 162855, "name": "ASA Managed Account Managers LLC", "name_as_filed": "ASA MANAGED ACCOUNT MANAGERS LLC", "url": "https://advisorcensus.com/firm/asa-managed-account-managers-llc-minneapolis-mn-162855", "city": "Minneapolis", "state": "MN", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 333946, "name": "Authentic Life Financial Planning", "name_as_filed": "AUTHENTIC LIFE FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/authentic-life-financial-planning-edina-mn-333946", "city": "Edina", "state": "MN", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 172677, "name": "Azure Wealth Management", "name_as_filed": "AZURE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/azure-wealth-management-saint-paul-mn-172677", "city": "Saint Paul", "state": "MN", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 129374, "name": "B&E Investment Advisers, Inc.", "name_as_filed": "B&E INVESTMENT ADVISERS, INC.", "url": "https://advisorcensus.com/firm/b-and-e-investment-advisers-inc-wayzata-mn-129374", "city": "Wayzata", "state": "MN", "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285991, "name": "Ballast Advisors, LLC", "name_as_filed": "BALLAST ADVISORS, LLC", "url": "https://advisorcensus.com/firm/ballast-advisors-llc-woodbury-mn-285991", "city": "Woodbury", "state": "MN", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 286450, "name": "Bane O'Leary LLC", "name_as_filed": "BANE O'LEARY LLC", "url": "https://advisorcensus.com/firm/bane-o-leary-llc-bloomington-mn-286450", "city": "Bloomington", "state": "MN", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 147447, "name": "Bannerstone Capital", "name_as_filed": "BANNERSTONE CAPITAL", "url": "https://advisorcensus.com/firm/bannerstone-capital-wayzata-mn-147447", "city": "Wayzata", "state": "MN", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 115603, "name": "Barrington Capital Management, Inc.", "name_as_filed": "BARRINGTON CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/barrington-capital-management-inc-bloomington-mn-115603", "city": "Bloomington", "state": "MN", "years_registered": 23, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 291942, "name": "BCCM Advisors, LLC", "name_as_filed": "BCCM ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bccm-advisors-llc-minneapolis-mn-291942", "city": "Minneapolis", "state": "MN", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 332023, "name": "Bearing Point Capital", "name_as_filed": "BEARING POINT CAPITAL", "url": "https://advisorcensus.com/firm/bearing-point-capital-richfield-mn-332023", "city": "Richfield", "state": "MN", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 308174, "name": "Berger Financial Group", "name_as_filed": "BERGER FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/berger-financial-group-plymouth-mn-308174", "city": "Plymouth", "state": "MN", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110483, "name": "BGM Wealth Management", "name_as_filed": "BGM WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/bgm-wealth-management-bloomington-mn-110483", "city": "Bloomington", "state": "MN", "years_registered": 29, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169962, "name": "Birchwood Financial Partners, Inc.", "name_as_filed": "BIRCHWOOD FINANCIAL PARTNERS, INC.", "url": "https://advisorcensus.com/firm/birchwood-financial-partners-inc-bloomington-mn-169962", "city": "Bloomington", "state": "MN", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334605, "name": "Black Lake Investments LLC", "name_as_filed": "BLACK LAKE INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/black-lake-investments-llc-wayzata-mn-334605", "city": "Wayzata", "state": "MN", "years_registered": 1, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 324489, "name": "Bluestem Wealth Partners, LLC", "name_as_filed": "BLUESTEM WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/bluestem-wealth-partners-llc-minnetonka-mn-324489", "city": "Minnetonka", "state": "MN", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 291172, "name": "Bluprint Financial, LLC", "name_as_filed": "BLUPRINT FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/bluprint-financial-llc-minneapolis-mn-291172", "city": "Minneapolis", "state": "MN", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283682, "name": "Bond & Devick Wealth Partners", "name_as_filed": "BOND & DEVICK WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/bond-and-devick-wealth-partners-saint-louis-park-mn-283682", "city": "Saint Louis Park", "state": "MN", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299618, "name": "Boreal Advisors LLC", "name_as_filed": "BOREAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/boreal-advisors-llc-new-brighton-mn-299618", "city": "New Brighton", "state": "MN", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 343761, "name": "Boria Wealth Management, Ltd", "name_as_filed": "BORIA WEALTH MANAGEMENT, LTD", "url": "https://advisorcensus.com/firm/boria-wealth-management-ltd-wayzata-mn-343761", "city": "Wayzata", "state": "MN", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 111334, "name": "Boulay Wealth", "name_as_filed": "BOULAY WEALTH", "url": "https://advisorcensus.com/firm/boulay-wealth-eden-prairie-mn-111334", "city": "Eden Prairie", "state": "MN", "years_registered": 25, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 164423, "name": "Boulevard", "name_as_filed": "BOULEVARD", "url": "https://advisorcensus.com/firm/boulevard-bloomington-mn-164423", "city": "Bloomington", "state": "MN", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions", "other" ], "enhanced": false }, { "crd_number": 161261, "name": "Boyum Wealth Architects LLC", "name_as_filed": "BOYUM WEALTH ARCHITECTS LLC", "url": "https://advisorcensus.com/firm/boyum-wealth-architects-llc-bloomington-mn-161261", "city": "Bloomington", "state": "MN", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 120006, "name": "BPS Capital Management, Inc.", "name_as_filed": "BPS CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/bps-capital-management-inc-bloomington-mn-120006", "city": "Bloomington", "state": "MN", "years_registered": 24, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/mn", "label": "Financial advisors in Minnesota" }, "metro": { "path": "/advisors/mn/minneapolis", "label": "Financial advisors in Minneapolis, MN" }, "city_pages": [ { "path": "/advisors/mn/minneapolis/minnetonka", "label": "Financial advisors in Minnetonka, MN", "firm_count": 36 }, { "path": "/advisors/mn/minneapolis/bloomington", "label": "Financial advisors in Bloomington, MN", "firm_count": 35 }, { "path": "/advisors/mn/minneapolis/edina", "label": "Financial advisors in Edina, MN", "firm_count": 35 }, { "path": "/advisors/mn/minneapolis/wayzata", "label": "Financial advisors in Wayzata, MN", "firm_count": 23 }, { "path": "/advisors/mn/minneapolis/plymouth", "label": "Financial advisors in Plymouth, MN", "firm_count": 22 }, { "path": "/advisors/mn/minneapolis/eden-prairie", "label": "Financial advisors in Eden Prairie, MN", "firm_count": 15 }, { "path": "/advisors/mn/minneapolis/st-paul", "label": "Financial advisors in St. Paul, MN", "firm_count": 13 }, { "path": "/advisors/mn/minneapolis/maple-grove", "label": "Financial advisors in Maple Grove, MN", "firm_count": 10 } ], "fee_pages": [ { "path": "/advisors/mn/minneapolis/fee-only", "label": "Fee-only financial advisors in Minneapolis, MN", "firm_count": 135 }, { "path": "/advisors/mn/minneapolis/flat-fee", "label": "Flat-fee financial advisors in Minneapolis, MN", "firm_count": 230 }, { "path": "/advisors/mn/minneapolis/hourly", "label": "Hourly financial advisors in Minneapolis, MN", "firm_count": 155 } ], "niche_pages": [ { "path": "/advisors/mn/minneapolis/divorce", "firm_count": 1, "label": "Financial advisors for divorce in Minneapolis, MN" } ] }, "csv": "https://advisorcensus.com/advisors/mn/minneapolis.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" }, "sec_registrations_12_months": { "new_sec_registrations": 12, "sec_registered_at_start": 250, "per_100_registered": 4.8, "national_per_100": 10.0, "as_of": "2026-09-01", "sentence": "Over the 12 months to September 1, 2026, 12 firms here registered with the SEC as investment advisers: 4.8 for every 100 already registered, against 10.0 nationally.", "source": "https://advisorcensus.com/reports/monthly/2026-09" } }