{
  "path": "/advisors/mn/minneapolis/for-high-net-worth-individuals",
  "url": "https://advisorcensus.com/advisors/mn/minneapolis/for-high-net-worth-individuals/page/3",
  "page_type": "metro_answer",
  "title": "Financial advisors for high-net-worth individuals in Minneapolis, MN",
  "filters": {},
  "scope_total": 281,
  "faq": [
    {
      "q": "Which financial advisors in Minneapolis, MN work with high-net-worth individuals?",
      "a": "281 investment advisory firms with a principal office in the Minneapolis metro area report high-net-worth individuals among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one."
    },
    {
      "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": "Find financial advisors in Minneapolis, MN who work with high-net-worth individuals. AdvisorCensus lists 281 investment advisory firms with a principal office in the Minneapolis metro area that report high-net-worth individuals among their clients, as of October 2026. Reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically, and each firm's page lists its client types.",
  "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 for high-net-worth individuals in Minneapolis, MN: 281 firms from Form ADV filings as of October 2026.",
  "total_firms": 281,
  "page": 3,
  "total_pages": 6,
  "sort": "name",
  "registration_types": {
    "sec": 191,
    "state": 90,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 114
    },
    {
      "code": "percentage_of_aum",
      "count": 274
    },
    {
      "code": "hourly",
      "count": 135
    },
    {
      "code": "subscription",
      "count": 3
    },
    {
      "code": "fixed",
      "count": 196
    },
    {
      "code": "commissions",
      "count": 8
    },
    {
      "code": "performance_based",
      "count": 18
    },
    {
      "code": "other",
      "count": 33
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 65
    },
    {
      "code": "5_to_9",
      "count": 78
    },
    {
      "code": "10_to_19",
      "count": 77
    },
    {
      "code": "20_plus",
      "count": 60
    },
    {
      "code": "not_reported",
      "count": 1
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 29
    },
    {
      "code": "25m_100m",
      "count": 59
    },
    {
      "code": "100m_500m",
      "count": 95
    },
    {
      "code": "500m_1b",
      "count": 39
    },
    {
      "code": "1b_5b",
      "count": 37
    },
    {
      "code": "over_5b",
      "count": 17
    },
    {
      "code": "not_reported",
      "count": 5
    }
  ],
  "firms": [
    {
      "crd_number": 141726,
      "name": "Gradient Investments, LLC",
      "name_as_filed": "GRADIENT INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/gradient-investments-llc-arden-hills-mn-141726",
      "city": "Arden Hills",
      "state": "MN",
      "years_registered": 16,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 127701,
      "name": "Gradient Wealth Management",
      "name_as_filed": "GRADIENT WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/gradient-wealth-management-arden-hills-mn-127701",
      "city": "Arden Hills",
      "state": "MN",
      "years_registered": 11,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154976,
      "name": "Graff Financial LLC",
      "name_as_filed": "GRAFF FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/graff-financial-llc-edina-mn-154976",
      "city": "Edina",
      "state": "MN",
      "years_registered": 16,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314172,
      "name": "Great River Financial",
      "name_as_filed": "GREAT RIVER FINANCIAL",
      "url": "https://advisorcensus.com/firm/great-river-financial-plymouth-mn-314172",
      "city": "Plymouth",
      "state": "MN",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 308215,
      "name": "Great Waters Financial",
      "name_as_filed": "GREAT WATERS FINANCIAL",
      "url": "https://advisorcensus.com/firm/great-waters-financial-shoreview-mn-308215",
      "city": "Shoreview",
      "state": "MN",
      "years_registered": 4,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324387,
      "name": "Greater Midwest Financial Group, LLC",
      "name_as_filed": "GREATER MIDWEST FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/greater-midwest-financial-group-llc-saint-paul-mn-324387",
      "city": "Saint Paul",
      "state": "MN",
      "years_registered": 3,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314801,
      "name": "Grounded Wealth",
      "name_as_filed": "GROUNDED WEALTH",
      "url": "https://advisorcensus.com/firm/grounded-wealth-plymouth-mn-314801",
      "city": "Plymouth",
      "state": "MN",
      "years_registered": 0,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107782,
      "name": "GS Investment Inc",
      "name_as_filed": "GS INVESTMENT INC",
      "url": "https://advisorcensus.com/firm/gs-investment-inc-eagan-mn-107782",
      "city": "Eagan",
      "state": "MN",
      "years_registered": 27,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143254,
      "name": "Guardian Wealth Advisors, LLC",
      "name_as_filed": "GUARDIAN WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/guardian-wealth-advisors-llc-st-louis-park-mn-143254",
      "city": "St Louis Park",
      "state": "MN",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167485,
      "name": "Guardian Wealth Strategies, LLC",
      "name_as_filed": "GUARDIAN WEALTH STRATEGIES, LLC",
      "url": "https://advisorcensus.com/firm/guardian-wealth-strategies-llc-minneapols-mn-167485",
      "city": "Minneapols",
      "state": "MN",
      "years_registered": 10,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170734,
      "name": "Guide Financial Planning",
      "name_as_filed": "GUIDE FINANCIAL PLANNING",
      "url": "https://advisorcensus.com/firm/guide-financial-planning-shoreview-mn-170734",
      "city": "Shoreview",
      "state": "MN",
      "years_registered": 12,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 139486,
      "name": "Guzek Asset Management",
      "name_as_filed": "GUZEK ASSET MANAGEMENT",
      "url": "https://advisorcensus.com/firm/guzek-asset-management-bloomington-mn-139486",
      "city": "Bloomington",
      "state": "MN",
      "years_registered": 8,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152914,
      "name": "Hammer Advisory Services, Inc.",
      "name_as_filed": "HAMMER ADVISORY SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/hammer-advisory-services-inc-woodbury-mn-152914",
      "city": "Woodbury",
      "state": "MN",
      "years_registered": 16,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 306877,
      "name": "Hays Financial Group, LLC",
      "name_as_filed": "HAYS FINANCIAL GROUP, LLC",
      "url": "https://advisorcensus.com/firm/hays-financial-group-llc-minneapolis-mn-306877",
      "city": "Minneapolis",
      "state": "MN",
      "years_registered": 5,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 115308,
      "name": "Heritage Capital Advisors, LLC",
      "name_as_filed": "HERITAGE CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/heritage-capital-advisors-llc-st-paul-mn-115308",
      "city": "St Paul",
      "state": "MN",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305768,
      "name": "High Note Wealth, LLC",
      "name_as_filed": "HIGH NOTE WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/high-note-wealth-llc-deephaven-mn-305768",
      "city": "Deephaven",
      "state": "MN",
      "years_registered": 6,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164790,
      "name": "Highmark Wealth Management LLC",
      "name_as_filed": "HIGHMARK WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/highmark-wealth-management-llc-st-paul-mn-164790",
      "city": "St. Paul",
      "state": "MN",
      "years_registered": 14,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110068,
      "name": "Hofkin Capital Management, Inc.",
      "name_as_filed": "HOFKIN CAPITAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/hofkin-capital-management-inc-edina-mn-110068",
      "city": "Edina",
      "state": "MN",
      "years_registered": 14,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307642,
      "name": "Holleyjo Wealth Advisors",
      "name_as_filed": "HOLLEYJO WEALTH ADVISORS",
      "url": "https://advisorcensus.com/firm/holleyjo-wealth-advisors-edina-mn-307642",
      "city": "Edina",
      "state": "MN",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332244,
      "name": "Hyland Lake Partners",
      "name_as_filed": "HYLAND LAKE PARTNERS",
      "url": "https://advisorcensus.com/firm/hyland-lake-partners-edina-mn-332244",
      "city": "Edina",
      "state": "MN",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 287830,
      "name": "Icon Financial",
      "name_as_filed": "ICON FINANCIAL",
      "url": "https://advisorcensus.com/firm/icon-financial-prior-lake-mn-287830",
      "city": "Prior Lake",
      "state": "MN",
      "years_registered": 9,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 313041,
      "name": "Jason Janes Wealth Management, Inc.",
      "name_as_filed": "JASON JANES WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/jason-janes-wealth-management-inc-princeton-mn-313041",
      "city": "Princeton",
      "state": "MN",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 290721,
      "name": "Jeffrey A. Drayton Financial Group, Inc.",
      "name_as_filed": "JEFFREY A. DRAYTON FINANCIAL GROUP, INC.",
      "url": "https://advisorcensus.com/firm/jeffrey-a-drayton-financial-group-inc-maple-grove-mn-290721",
      "city": "Maple Grove",
      "state": "MN",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106550,
      "name": "Jnba Financial Advisors, LLC",
      "name_as_filed": "JNBA FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/jnba-financial-advisors-llc-bloomington-mn-106550",
      "city": "Bloomington",
      "state": "MN",
      "years_registered": 42,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 104976,
      "name": "Jones Kertz & Associates, Inc.",
      "name_as_filed": "JONES KERTZ & ASSOCIATES, INC.",
      "url": "https://advisorcensus.com/firm/jones-kertz-and-associates-inc-blaine-mn-104976",
      "city": "Blaine",
      "state": "MN",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 163088,
      "name": "Josh Arnold Investment Consultant, LLC",
      "name_as_filed": "JOSH ARNOLD INVESTMENT CONSULTANT, LLC",
      "url": "https://advisorcensus.com/firm/josh-arnold-investment-consultant-llc-edina-mn-163088",
      "city": "Edina",
      "state": "MN",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 145906,
      "name": "Kerwin Asset Management, LLC",
      "name_as_filed": "KERWIN ASSET MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/kerwin-asset-management-llc-edina-mn-145906",
      "city": "Edina",
      "state": "MN",
      "years_registered": 18,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153418,
      "name": "Keystone Wealth Advisors, Incorporated",
      "name_as_filed": "KEYSTONE WEALTH ADVISORS, INCORPORATED",
      "url": "https://advisorcensus.com/firm/keystone-wealth-advisors-incorporated-eagan-mn-153418",
      "city": "Eagan",
      "state": "MN",
      "years_registered": 16,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 289094,
      "name": "Knox Avenue Financial Corp.",
      "name_as_filed": "KNOX AVENUE FINANCIAL CORP.",
      "url": "https://advisorcensus.com/firm/knox-avenue-financial-corp-st-paul-mn-289094",
      "city": "St. Paul",
      "state": "MN",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 154830,
      "name": "Koob Wealth Management, LLC",
      "name_as_filed": "KOOB WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/koob-wealth-management-llc-white-bear-township-mn-154830",
      "city": "White Bear Township",
      "state": "MN",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 291436,
      "name": "Kubo Financial Planning and Investments, LLC",
      "name_as_filed": "KUBO FINANCIAL PLANNING AND INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/kubo-financial-planning-and-investments-llc-edina-mn-291436",
      "city": "Edina",
      "state": "MN",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 311320,
      "name": "Kure Advisory, LLC",
      "name_as_filed": "KURE ADVISORY, LLC",
      "url": "https://advisorcensus.com/firm/kure-advisory-llc-plymouth-mn-311320",
      "city": "Plymouth",
      "state": "MN",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299967,
      "name": "Kusske Financial, Inc.",
      "name_as_filed": "KUSSKE FINANCIAL, INC.",
      "url": "https://advisorcensus.com/firm/kusske-financial-inc-burnsville-mn-299967",
      "city": "Burnsville",
      "state": "MN",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333803,
      "name": "Landcasted Capital Management LLC",
      "name_as_filed": "LANDCASTED CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/landcasted-capital-management-llc-waconia-mn-333803",
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    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
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