AdvisorCensus / Financial advisors / Minnesota / Minneapolis, MN / LPL Financial LLC
Financial advisors in Minneapolis, MN using LPL Financial LLC
8 SEC-registered investment advisory firms headquartered in the Minneapolis, MN metro area name LPL Financial LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| 360 Financial | Wayzata | SEC-registered investment adviser | $500 million to $1 billion |
| DSG Capital Advisors, LLC | Edina | SEC-registered investment adviser | $500 million to $1 billion |
| Fpnavigators | Maple Grove | SEC-registered investment adviser | $100 million to $500 million |
| Koob Wealth Management, LLC | White Bear Township | SEC-registered investment adviser | $100 million to $500 million |
| PSC Financial LLC | Bloomington | SEC-registered investment adviser | $100 million to $500 million |
| Strategic Wealth Group | Eden Prairie | SEC-registered investment adviser | $1 billion to $5 billion |
| Summit Investment Advisory Services | Roseville | SEC-registered investment adviser | $500 million to $1 billion |
| Vantage Point Wealth Management | Plymouth | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. LPL Financial LLC nationwide
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AdvisorCensus. Financial advisors in Minneapolis, MN using LPL Financial LLC. https://advisorcensus.com/advisors/mn/minneapolis/custodians/lpl-financial https://advisorcensus.com/advisors/mn/minneapolis/custodians/lpl-financial