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AdvisorCensus / Financial advisors / Minnesota / Minneapolis, MN / RBC Capital Markets, LLC

Financial advisors in Minneapolis, MN using RBC Capital Markets, LLC

6 SEC-registered investment advisory firms headquartered in the Minneapolis, MN metro area name RBC Capital Markets, LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

All firms headquartered in Minneapolis, MN ยท How this list is built

FirmCityRegistrationAssets band
First Light Asset Management, LLCEdinaSEC-registered investment adviser$1 billion to $5 billion
Gradient Wealth ManagementArden HillsSEC-registered investment adviser$500 million to $1 billion
Oakwood Capital, Inc.St. Louis ParkSEC-registered investment adviser$100 million to $500 million
Perkins Capital Management IncWayzataSEC-registered investment adviser$100 million to $500 million
The Oak Ridge Financial Services Group, IncGolden ValleySEC-registered investment adviser$500 million to $1 billion
Van Clemens Wealth Management, LLCMinneapolisSEC-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. RBC Capital Markets, LLC nationwide

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