AdvisorCensus / Financial advisors / Minnesota / Minneapolis, MN / Branch offices
Advisory firms with an office in Minneapolis, MN, headquartered elsewhere
197 investment advisory firms with a principal office outside the Minneapolis, MN metro area list an office in it on Form ADV (Schedule D, Section 1.F), from each firm's most recent filing that lists its offices. SEC-registered firms list their 25 largest offices, so this is a floor. Firms headquartered in the metro are on the main list.
| Firm | Office | Headquarters | Registration |
|---|---|---|---|
| 1834 Investment Advisors Co. | Minneapolis, MN | Milwaukee, WI | SEC-registered investment adviser |
| 49 Financial | Minneapolis, MN | Austin, TX | SEC-registered investment adviser |
| Adviceonly | Minneapolis, MN | San Diego, CA | SEC-registered investment adviser |
| Alera Investment Advisors, LLC | New Richmond, WI | Deerfield, IL | SEC-registered investment adviser |
| Alliancebernstein L.P. | Minneapolis, MN | Nashville, TN | SEC-registered investment adviser |
| Allspring Funds Management, LLC | Minneapolis, MN | Charlotte, NC | SEC-registered investment adviser |
| Allspring Global Investments, LLC | Minneapolis, MN | Charlotte, NC | SEC-registered investment adviser |
| Altaris, LLC | Minneapolis, MN | New York, NY | SEC-registered investment adviser |
| AON Investments USA Inc. | Bloomington, MN | Chicago, IL | SEC-registered investment adviser |
| Apis Capital Advisors, LLC | Minneapolis, MN | New York, NY | SEC-registered investment adviser |
| Argentem Creek Partners | Minnetonka, MN | New York, NY | SEC-registered investment adviser |
| Ascent Advisors | Maple Grove,, MN | Mankato, MN | SEC-registered investment adviser |
| Aspire Capital Advisors LLC | Burnsville, MN | Seattle, WA | SEC-registered investment adviser |
| Aspiriant, LLC | Minnetonka, MN | Los Angeles, CA | SEC-registered investment adviser |
| Associated Investment Services, Inc. | Eagan, MN | Green Bay, WI | SEC-registered investment adviser |
| Ausdal Financial Partners, Inc. | Shorewood, MN | Davenport, IA | SEC-registered investment adviser |
| Avantax Planning Partners, Inc. | Roseville, MN | Dubuque, IA | SEC-registered investment adviser |
| Avior Wealth Management, LLC | Minnetonka, MN | Omaha, NE | SEC-registered investment adviser |
| AWH Financial, LLC | Minnetonka, MN | Bala Cynwyd, PA | SEC-registered investment adviser |
| Balefire, LLC | St Louis Park, MN | Dallas, TX | SEC-registered investment adviser |
| BCU Wealth Advisors, LLC | Brooklyn Park, MN | Vernon Hills, IL | SEC-registered investment adviser |
| Beacon Pointe Advisors, LLC | Farmington, MN | Newport Beach, CA | SEC-registered investment adviser |
| Belpointe Asset Management LLC | Minnetonka, MN | Reno, NV | SEC-registered investment adviser |
| Bernicke Wealth Management | Minnetonka, MN | Altoona, WI | SEC-registered investment adviser |
| Berthel Fisher & Company Financial Services, Inc. | Plymouth, MN | Cedar Rapids, IA | SEC-registered investment adviser |
| BFC Planning, Inc. | Plymouth, MN | Cedar Rapids, IA | SEC-registered investment adviser |
| Bluespring Wealth Management, LLC | Minneapolis, MN | Austin, TX | SEC-registered investment adviser |
| Brighton Jones LLC | Minneapolis, MN | Seattle, WA | SEC-registered investment adviser |
| Calculated Wealth | Roseville, MN | Madison, WI | SEC-registered investment adviser |
| Callan Family Office, LLC | Roseville, MN | Radnor, PA | SEC-registered investment adviser |
| Captrust | Minnetonka, MN | Raleigh, NC | SEC-registered investment adviser |
| Cbiz Investment Advisory Services, LLC | Minneapolis, MN | Cleveland, OH | SEC-registered investment adviser |
| Cercano Management LLC | Wayzata, MN | Bellevue, WA | SEC-registered investment adviser |
| Cetera Investment Advisers LLC | Minneapolis, MN | Schaumburg, IL | SEC-registered investment adviser |
| Cetera Investment Management LLC | Saint Paul, MN | Schamburg, IL | SEC-registered investment adviser |
| CG Advisory Services | Burnsville, MN | Williamston, MI | SEC-registered investment adviser |
| CGN Advisors, LLC | Hastings, MN | Manhattan, KS | SEC-registered investment adviser |
| Choreo, LLC | Minneapolis, MN | Rockford, IL | SEC-registered investment adviser |
| Citadel Advisors LLC | Wayzata, MN | Miami, FL | SEC-registered investment adviser |
| CL Wealth Management LLC | Eagen, MN | Schaumburg, IL | SEC-registered investment adviser |
| Columbia Management Investment Advisers, LLC | Minneapolis, MN | Boston, MA | SEC-registered investment adviser |
| Compass Financial Management LLC | Bloomington, MN | Tampa, FL | SEC-registered investment adviser |
| Concord Wealth Partners | Woodbury, MN | Abingdon, VA | SEC-registered investment adviser |
| Convergence Financial | Eagan, MN | Columbia, MO | SEC-registered investment adviser |
| Cornerstone Wealth Management, LLC | Otsego, MN | Des Peres, MO | SEC-registered investment adviser |
| Creative Planning | Bloomington, MN | Overland Park, KS | SEC-registered investment adviser |
| Creative Planning Institutional Advisors, LLC | Eden Prairie, MN | Newport Beach, CA | SEC-registered investment adviser |
| Creativeone Securities, LLC | Chanhassen, MN | Overland Park, KS | SEC-registered investment adviser |
| Cresset Asset Management, LLC | Minnetonka, MN | Chicago, IL | SEC-registered investment adviser |
| CSP Financial Group LLC | Brooklyn Park, MN | Scottsdale, AZ | SEC-registered investment adviser |
| Curi Capital, LLC | Edina, MN | Chicago, IL | SEC-registered investment adviser |
| CX Institutional, LLC | Bloomington, MN | Auburn, IN | SEC-registered investment adviser |
| DAI Wealth, LLC | Wayzata, MN | Atlanta, GA | SEC-registered investment adviser |
| Dakota Wealth, LLC | Stillwater, MN | Palm Beach Gardens, FL | SEC-registered investment adviser |
| Elevation Point Wealth Partners, LLC | Minneapolis, MN | Denver, CO | SEC-registered investment adviser |
| Equitable Advisors, LLC | Minneapolis, MN | New York, NY | SEC-registered investment adviser |
| Evercore Wealth Management, LLC | Minneapolis, MN | New York, NY | SEC-registered investment adviser |
| Excel Financial, LLC | Hastings, MN | Red Wing, MN | SEC-registered investment adviser |
| Faith Investor Services | White Bear Lake, MN | Scottsdale, AZ | SEC-registered investment adviser |
| Falcon Wealth Planning, LLC | Edina, MN | Ontario, CA | SEC-registered investment adviser |
| Financial & Tax Architects, LLC | Eden Prairie, MN | St. Louis, MO | SEC-registered investment adviser |
| Foundations Investment Advisors LLC | Mendota Heights, MN | Phoenix, AZ | SEC-registered investment adviser |
| Francis LLC | Oakdale, MN | Brookfield, WI | SEC-registered investment adviser |
| Gallagher Fiduciary Advisors, LLC | Bloomington, MN | Rolling Meadows, IL | SEC-registered investment adviser |
| Gateway Wealth Partners, LLC | Lakeville, MN | Appleton, WI | SEC-registered investment adviser |
| Global Wealth Strategies and Associates, LLC | Eagan, MN | Denver, CO | SEC-registered investment adviser |
| Goldman Sachs Wealth Services, L.P. | Minneapolis, MN | Cohoes, NY | SEC-registered investment adviser |
| Granite Partners | St. Louis Park, MN | St. Cloud, MN | SEC-registered investment adviser |
| Great Valley Advisor Group, LLC | Bloomington, MN | Berwyn, PA | SEC-registered investment adviser |
| Greystar Investment Group, LLC | Excelsior, MN | Charleston, SC | SEC-registered investment adviser |
| Guardian Wealth Advisors, LLC | Edina, MN | Raleigh, NC | SEC-registered investment adviser |
| Harbour Investments, Inc. | St. Louis Park, MN | Madison, WI | SEC-registered investment adviser |
| Heck Capital Advisors, LLC | Minnetonka, MN | Rhinelander, WI | SEC-registered investment adviser |
| Herbert J. Sims Capital Management, Inc. | Bloomington, MN | Fairfield, CT | SEC-registered investment adviser |
| Hightower Advisors, LLC | Minnetonka, MN | Chicago, IL | SEC-registered investment adviser |
| Hirtle & Co., LLC | Minneapolis, MN | West Conshohocken, PA | SEC-registered investment adviser |
| Hood River Capital Management LLC | Minnetonka, MN | Palm Beach Gardens, FL | SEC-registered investment adviser |
| Horace Mann Investors, Inc. | Burnsville, MN | Springfield, IL | SEC-registered investment adviser |
| IHT Wealth Management LLC | Minnetonka, MN | Chicago, IL | SEC-registered investment adviser |
| Independent Financial Group, LLC | Bloomington, MN | San Diego, CA | SEC-registered investment adviser |
| Independent Financial Partners | Edina, MN | Tampa, FL | SEC-registered investment adviser |
| Inspire Advisors, LLC | Buffalo, MN | Meridian, ID | SEC-registered investment adviser |
| Intellicents Investment Solutions Inc | Eden Prairie, MN | Albert Lea, MN | SEC-registered investment adviser |
| International Assets Investment Management, LLC | Lake Elmo, MN | Orlando, FL | SEC-registered investment adviser |
| Intrua Financial | Minneapolis, MN | Houston, TX | SEC-registered investment adviser |
| ISC Financial Advisors | Hudson, MN | Albert Lea, MN | SEC-registered investment adviser |
| Iwealth | Bloomington, MN | Waseca, MN | SEC-registered investment adviser |
| J. W. Cole Advisors, Inc. | East Bethel, MN | Tampa, FL | SEC-registered investment adviser |
| JAG Capital Management LLC | Edina, MN | St. Louis, MO | SEC-registered investment adviser |
| JMG Financial Group Ltd | Bloomington, MN | Downers Grove, IL | SEC-registered investment adviser |
| KCD Financial, Inc. | Minnetonka, MN | Green Bay, WI | SEC-registered investment adviser |
| Kellogg Asset Management, LLC | St. Louis Park, MN | Green Bay, WI | SEC-registered investment adviser |
| Kestra Advisory Services, LLC | Plymouth, MN | Austin, TX | SEC-registered investment adviser |
| Kingstone Capital Partners Texas, LLC | Bloomington, MN | Frisco, TX | SEC-registered investment adviser |
| Lanark Financial, Inc. | Plymouth, MN | Birmingham, AL | SEC-registered investment adviser |
| Landolt Securities, Inc. | Maple Plain, MN | Lake Bluff, IL | SEC-registered investment adviser |
| Larson Financial Group, LLC | Minneapolis, MN | Saint Louis, MO | SEC-registered investment adviser |
| Lasalle ST. Investment Advisors, L.L.C. | Minnetonka, MN | Elmhurst, IL | SEC-registered investment adviser |
| Level Four Advisory Services | Minnetonka, MN | Dallas, TX | SEC-registered investment adviser |
| LFE Capital, LLC | Wayzata, MN | Naples, FL | Exempt reporting adviser |
| Lido | Edina, MN | Los Angeles, CA | SEC-registered investment adviser |
| Loomis, Sayles & Company, L.P. | Minneapolis, MN | Boston, MA | SEC-registered investment adviser |
| LPL Enterprise, LLC | St. Louis Park, MN | Fort Mill, SC | SEC-registered investment adviser |
| Maggi Investment Services, LLC | Arden Hills, MN | Oldmar, FL | SEC-registered investment adviser |
| Manna Tree Partners, LLC | Wayzata, MN | Denver, CO | SEC-registered investment adviser |
| MAR Vista Investment Partners, LLC | Minnetonka, MN | Los Angeles, CA | SEC-registered investment adviser |
| Mariner | Bloomington, MN | Overland Park, KS | SEC-registered investment adviser |
| Mercer Global Advisors Inc. | Minneapolis, MN | Denver, CO | SEC-registered investment adviser |
| Mercer Investments LLC | Minneapolis, MN | Boston, MA | SEC-registered investment adviser |
| MJT & Associates Financial Advisory Group, Inc. | Excelsior, MN | Montevideo, MN | SEC-registered investment adviser |
| MMA Asset Management LLC | Minneapolis, MN | Conshohocken, PA | SEC-registered investment adviser |
| MMA Securities LLC | Minneapolis, MN | New York, NY | SEC-registered investment adviser |
| Moors & Cabot, Inc | Andover, MN | Boston, MA | SEC-registered investment adviser |
| Morgan Stanley Investment Management Inc. | Minneapolis, MN | New York, NY | SEC-registered investment adviser |
| MOTIV8 Investments LLC | St. Louis Park, MN | Port St Lucie, FL | SEC-registered investment adviser |
| Mutual of Omaha Investor Services, Inc. | Hopkins, MN | Omaha, NE | SEC-registered investment adviser |
| Needham & Company, LLC | Minnetonka, MN | New York, NY | SEC-registered investment adviser |
| Newedge Advisors | Chanhassen, MN | New Orleans, LA | SEC-registered investment adviser |
| Nicolet Wealth Management | Stillwater, MN | Green Bay, WI | SEC-registered investment adviser |
| Northmarq Fund Management, LLC | Bloomington, MN | Lake Oswego, OR | SEC-registered investment adviser |
| Nuveen Asset Management, LLC | Minneapolis, MN | Chicago, IL | SEC-registered investment adviser |
| Nuveen Fund Advisors, LLC | Minneapolis, MN | Chicago, IL | SEC-registered investment adviser |
| NWF Advisory Services Inc | Woodbury, MN | Los Angeles, CA | SEC-registered investment adviser |
| On Investment Management Co | Bloomington, MN | Cincinnati, OH | SEC-registered investment adviser |
| Onedigital | Minnetonka, MN | Overland Park, KS | SEC-registered investment adviser |
| Onepoint BFG Wealth Partners | Minneapolis, MN | Parsippany, NJ | SEC-registered investment adviser |
| Orgel Wealth Management, LLC | Minnetonka, MN | Altoona, WI | SEC-registered investment adviser |
| Osaic Institutions, Inc. | St Paul, MN | Meriden, CT | SEC-registered investment adviser |
| Osaic Wealth, Inc. | St Louis Park, MN | Scottsdale, AZ | SEC-registered investment adviser |
| Oxford Financial Group, Ltd | Minneapolis, MN | Carmel, IN | SEC-registered investment adviser |
| Packerland Brokerage Services, Inc. | Shakopee, MN | Green Bay, WI | SEC-registered investment adviser |
| Parady Wealth Management | Edina, MN | The Villages, FL | SEC-registered investment adviser |
| Parametric Portfolio Associates | Minneapolis, MN | Seattle, WA | SEC-registered investment adviser |
| Park Avenue Securities LLC | Minnetonka, MN | New York, NY | SEC-registered investment adviser |
| Perennial Financial Services | Eden Prairie, MN | Los Angeles, CA | SEC-registered investment adviser |
| Pgim Private Placement Investors, L.P. | Minneapolis, MN | Newark, NJ | SEC-registered investment adviser |
| Pgim, Inc. | Minneapolis, MN | Newark, NJ | SEC-registered investment adviser |
| Pretium Residential Credit Management, LLC | Minneapolis, MN | New York, NY | SEC-registered investment adviser |
| Prime Capital Financial | Wayzata, MN | Overland Park, KS | SEC-registered investment adviser |
| Princeton Fund Advisors, LLC | Minneapolis, MN | Denver, CO | SEC-registered investment adviser |
| Principal Asset Management | Minneapolis, MN | Des Moines, IA | SEC-registered investment adviser |
| Principal Real Estate | Minnetonka, MN | Des Moines, IA | SEC-registered investment adviser |
| Principal Securities, Inc. | Lake Elmo, MN | Des Moines, IA | SEC-registered investment adviser |
| Private Advisor Group, LLC | Plymouth, MN | Morristown, NJ | SEC-registered investment adviser |
| Private Client Services, LLC | St Louis Park, MN | Louisville, KY | SEC-registered investment adviser |
| Prosperity - an Eisneramper Company | Minneapolis, MN | Owings Mills, MD | SEC-registered investment adviser |
| Pruco Securities, LLC | Minneapolis, MN | Newark, NJ | SEC-registered investment adviser |
| Ptma Investment Advisors | Albertville, MN | Denver, CO | SEC-registered investment adviser |
| Ptma Investment Advisors | Albertville, MN | Naperville, IL | SEC-registered investment adviser |
| Raymond James Financial Services Advisors, Inc | Saint Louis Park, MN | Saint Petersburg, FL | SEC-registered investment adviser |
| RBC Capital Markets, LLC | Edina, MN | New York, NY | SEC-registered investment adviser |
| Releve Financial Group | Woodbury, MN | Scottsdale, AZ | SEC-registered investment adviser |
| RIA Advisory Group, LLC | Apple Valley, MN | Des Moines, IA | SEC-registered investment adviser |
| Royal Fund Management, LLC | Burnsville, MN | Lady Lake, FL | SEC-registered investment adviser |
| Salus Financial Advisors | Minneapolis, MN | Denver, CO | SEC-registered investment adviser |
| Sanctuary Advisors, LLC | Minnetonka, MN | Miami, FL | SEC-registered investment adviser |
| Sanford C. Bernstein & Co., LLC | Minneapolis, MN | Nashville, TN | SEC-registered investment adviser |
| Savant Wealth Management | St. Paul, MN | Rockford, IL | SEC-registered investment adviser |
| Saxony Capital Management, LLC | Minneapolis, MN | Saint Louis, MO | SEC-registered investment adviser |
| SBJ Capital | Minneapolis, MN | Walnut Creek, CA | SEC-registered investment adviser |
| Schwab Wealth Advisory, Inc. | Minneapolis, MN | San Francisco, CA | SEC-registered investment adviser |
| Sequoia Financial Group, L.L.C. | Bloomington, MN | Akron, OH | SEC-registered investment adviser |
| Simplicity Wealth | Medina, MN | Summit, NJ | SEC-registered investment adviser |
| Sound Income Strategies, LLC | Minnetonka, MN | Fort Lauderdale, FL | SEC-registered investment adviser |
| ST. Bernard Financial Services, Inc. | Maplewood, MN | Russellville, AR | SEC-registered investment adviser |
| Stifel, Nicolaus & Company, Incorporated | Golden Valley, MN | St Louis, MO | SEC-registered investment adviser |
| Summit Financial, LLC | Edina, MN | Parsippany, NJ | SEC-registered investment adviser |
| Summit Trail Advisors, LLC | Wayzata, MN | New York, NY | SEC-registered investment adviser |
| The Fiduciary Alliance | Anoka, MN | Greenville, SC | SEC-registered investment adviser |
| The Life Group Financial Services | Minneapolis, MN | Dubuque, IA | SEC-registered investment adviser |
| The Mather Group, LLC | Minneapolis, MN | Chicago, IL | SEC-registered investment adviser |
| The Planning Center, Inc. | St. Louis Park, MN | Moline, IL | SEC-registered investment adviser |
| TIAA-CREF Investment Management LLC | Minneapolis, MN | New York, NY | SEC-registered investment adviser |
| Tiedemann Advisors, LLC | Minneapolis, MN | New York, NY | SEC-registered investment adviser |
| TLG Advisors, Inc. | Excelsior, MN | Summit, NJ | SEC-registered investment adviser |
| Truman Wealth Advisors | St. Paul, MN | Columbia, MO | SEC-registered investment adviser |
| UBS Financial Services Inc. | Minneapolis, MN | Weehawken, NJ | SEC-registered investment adviser |
| UMB Private Wealth Management, LLC | Edina, MN | Overland Park, KS | SEC-registered investment adviser |
| United Planners' Financial Services of America a Limited Partner | Minneapolis, MN | Scottsdale, AZ | SEC-registered investment adviser |
| USI Advisors | Bloominton, MN | Glastonbury, CT | SEC-registered investment adviser |
| USI Securities, Inc. | Bloomington, MN | Glastonbury, CT | SEC-registered investment adviser |
| Valic Financial Advisors, Inc. | Edina, MN | Houston, TX | SEC-registered investment adviser |
| Vanderbilt Advisory Services | Minneapolis, MN | Woodbury, NY | SEC-registered investment adviser |
| Varde Management, L.P. | Minneapolis, MN | New York, NY | SEC-registered investment adviser |
| Versant Venture Management, LLC | Edina, MN | San Francisco, CA | Exempt reporting adviser |
| Viawealth, LLC | Long Lake, MN | Leawood, KS | SEC-registered investment adviser |
| Voya Financial Advisors, Inc. | Bloomington, MN | Windsor, CT | SEC-registered investment adviser |
| W&S Brokerage Services, Inc. | Eden Prairie, MN | Cincinnati, OH | SEC-registered investment adviser |
| Wealth Alignment Partners, LLC | West St. Paul, MN | Honolulu, HI | SEC-registered investment adviser |
| Wealthspire Retirement Advisory | Minneapolis, MN | Aliso Viejo, CA | SEC-registered investment adviser |
| Wells Fargo Advisors | Wayzata, MN | St. Louis, MO | SEC-registered investment adviser |
| Wells Fargo Advisors | Minneapolis, MN | St. Louis, MO | SEC-registered investment adviser |
| Wells Fargo Investment Institute, Inc. | Minneapolis, MN | Charlotte, NC | SEC-registered investment adviser |
| White Oaks Investment Management, Inc | Minneapolis, MN | Sarasota, FL | SEC-registered investment adviser |
| Xcelsior Advisor Partners LLC | Minnetonka, MN | Scottsdale, AZ | SEC-registered investment adviser |
| Xypn Sapphire | Bloomington, MN | Bozeman, MT | SEC-registered investment adviser |
| Zacks Investment Management, Inc. | Minneapolis, MN | Chicago, IL | SEC-registered investment adviser |
Firms with an office here that publish no principal office location
These 2 firms list an office in Minneapolis, MN on Form ADV, but their filings give no principal office location, so where they are headquartered is not known. They are not in the count above.
| Firm | Office | Registration |
|---|---|---|
| Gambit Capital Management, LLC | Stillwater, MN | SEC-registered investment adviser |
| UAK Diversified Wealth Advisors | Eagan, MN | SEC-registered investment adviser |
Source: Form ADV, Schedule D, Section 1.F (other offices), from each firm's most recent filing that lists its offices, within the last 18 months. City and state only. A listed office is where the firm reports conducting advisory business. SEC-registered firms and exempt reporting advisers list only their 25 largest offices, so this is a floor, not a full count.
Cite this page
AdvisorCensus. Advisory firms with an office in Minneapolis, MN, headquartered elsewhere. https://advisorcensus.com/advisors/mn/minneapolis/branch-offices https://advisorcensus.com/advisors/mn/minneapolis/branch-offices