{ "path": "/advisors/mn/minneapolis/for-retirement-plans", "url": "https://advisorcensus.com/advisors/mn/minneapolis/for-retirement-plans/page/2", "page_type": "metro_answer", "title": "Financial advisors for retirement plans in Minneapolis, MN", "filters": {}, "scope_total": 98, "faq": [ { "q": "Which financial advisors in Minneapolis, MN work with retirement plans?", "a": "98 investment advisory firms with a principal office in the Minneapolis metro area report retirement plans 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": "AdvisorCensus lists 98 investment advisory firms with a principal office in the Minneapolis metro area that report retirement plans among their clients on Form ADV Item 5.D, from filings as of October 2026. Item 5.D asks each firm which types of clients it advises; reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically; each firm's page lists its client types as filed.", "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 retirement plans in Minneapolis, MN: 98 firms from Form ADV filings as of October 2026.", "total_firms": 98, "page": 2, "total_pages": 2, "sort": "name", "registration_types": { "sec": 86, "state": 12, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 29 }, { "code": "percentage_of_aum", "count": 95 }, { "code": "hourly", "count": 40 }, { "code": "subscription", "count": 2 }, { "code": "fixed", "count": 67 }, { "code": "commissions", "count": 4 }, { "code": "performance_based", "count": 13 }, { "code": "other", "count": 14 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 19 }, { "code": "5_to_9", "count": 18 }, { "code": "10_to_19", "count": 24 }, { "code": "20_plus", "count": 36 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 5 }, { "code": "25m_100m", "count": 6 }, { "code": "100m_500m", "count": 25 }, { "code": "500m_1b", "count": 16 }, { "code": "1b_5b", "count": 24 }, { "code": "over_5b", "count": 18 }, { "code": "not_reported", "count": 4 } ], "firms": [ { "crd_number": 129963, "name": "Minneapolis Portfolio Management Group, LLC", "name_as_filed": "MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/minneapolis-portfolio-management-group-llc-wayzata-mn-129963", "city": "Wayzata", "state": "MN", "years_registered": 22, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327365, "name": "Modelist", "name_as_filed": "MODELIST", "url": "https://advisorcensus.com/firm/modelist-excelsior-mn-327365", "city": "Excelsior", "state": "MN", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 291204, "name": "Modus Advisors, LLC", "name_as_filed": "MODUS ADVISORS, LLC", "url": "https://advisorcensus.com/firm/modus-advisors-llc-excelsior-mn-291204", "city": "Excelsior", "state": "MN", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332373, "name": "Navista Wealth Management, Inc.", "name_as_filed": "NAVISTA WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/navista-wealth-management-inc-minnetonka-mn-332373", "city": "Minnetonka", "state": "MN", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 141203, "name": "Nepsis, Inc.", "name_as_filed": "NEPSIS, INC.", "url": "https://advisorcensus.com/firm/nepsis-inc-minneapolis-mn-141203", "city": "Minneapolis", "state": "MN", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed", "other" ], "enhanced": false }, { "crd_number": 108978, "name": "Next Century Growth Investors LLC", "name_as_filed": "NEXT CENTURY GROWTH INVESTORS LLC", "url": "https://advisorcensus.com/firm/next-century-growth-investors-llc-plymouth-mn-108978", "city": "Plymouth", "state": "MN", "years_registered": 27, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 297057, "name": "North American Wealth Advisors Inc.", "name_as_filed": "NORTH AMERICAN WEALTH ADVISORS INC.", "url": "https://advisorcensus.com/firm/north-american-wealth-advisors-inc-jordan-mn-297057", "city": "Jordan", "state": "MN", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 40258, "name": "Northland Asset Management", "name_as_filed": "NORTHLAND ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/northland-asset-management-minneapolis-mn-40258", "city": "Minneapolis", "state": "MN", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 136089, "name": "Palisade Asset Management, LLC", "name_as_filed": "PALISADE ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/palisade-asset-management-llc-minneapolis-mn-136089", "city": "Minneapolis", "state": "MN", "years_registered": 21, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 330050, "name": "Parr McKnight Wealth Management Group", "name_as_filed": "PARR MCKNIGHT WEALTH MANAGEMENT GROUP", "url": "https://advisorcensus.com/firm/parr-mcknight-wealth-management-group-minneapolis-mn-330050", "city": "Minneapolis", "state": "MN", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 119436, "name": "Perceptive Edge Investment Management, Inc.", "name_as_filed": "PERCEPTIVE EDGE INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/perceptive-edge-investment-management-inc-wayzata-mn-119436", "city": "Wayzata", "state": "MN", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110052, "name": "Peregrine Capital Management, LLC", "name_as_filed": "PEREGRINE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/peregrine-capital-management-llc-minneapolis-mn-110052", "city": "Minneapolis", "state": "MN", "years_registered": 42, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 105028, "name": "Perkins Capital Management Inc", "name_as_filed": "PERKINS CAPITAL MANAGEMENT INC", "url": "https://advisorcensus.com/firm/perkins-capital-management-inc-wayzata-mn-105028", "city": "Wayzata", "state": "MN", "years_registered": 41, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 171441, "name": "Pitzl Financial", "name_as_filed": "PITZL FINANCIAL", "url": "https://advisorcensus.com/firm/pitzl-financial-arden-hills-mn-171441", "city": "Arden Hills", "state": "MN", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 131506, "name": "Portfolio Design Services, LLC", "name_as_filed": "PORTFOLIO DESIGN SERVICES, LLC", "url": "https://advisorcensus.com/firm/portfolio-design-services-llc-river-falls-wi-131506", "city": "River Falls", "state": "WI", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 117962, "name": "Punch & Associates Investment Management, Inc.", "name_as_filed": "PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/punch-and-associates-investment-management-inc-edina-mn-117962", "city": "Edina", "state": "MN", "years_registered": 24, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 107173, "name": "RBC Global Asset Management (U.S.) Inc.", "name_as_filed": "RBC GLOBAL ASSET MANAGEMENT (U.S.) INC.", "url": "https://advisorcensus.com/firm/rbc-global-asset-management-u-s-inc-minneapolis-mn-107173", "city": "Minneapolis", "state": "MN", "years_registered": 42, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 146616, "name": "Redhawk Wealth Advisors, Inc.", "name_as_filed": "REDHAWK WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/redhawk-wealth-advisors-inc-minneapolis-mn-146616", "city": "Minneapolis", "state": "MN", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 108074, "name": "Riverbridge", "name_as_filed": "RIVERBRIDGE", "url": "https://advisorcensus.com/firm/riverbridge-minneapolis-mn-108074", "city": "Minneapolis", "state": "MN", "years_registered": 26, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 155284, "name": "Rossi Dubuque Breckenridge, LLC", "name_as_filed": "ROSSI DUBUQUE BRECKENRIDGE, LLC", "url": "https://advisorcensus.com/firm/rossi-dubuque-breckenridge-llc-plymouth-mn-155284", "city": "Plymouth", "state": "MN", "years_registered": 15, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 297583, "name": "Rossjohnson & Associates, LLC", "name_as_filed": "ROSSJOHNSON & ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/rossjohnson-and-associates-llc-plymouth-mn-297583", "city": "Plymouth", "state": "MN", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "commissions" ], "enhanced": false }, { "crd_number": 108271, "name": "SIT Fixed Income Advisors II, LLC", "name_as_filed": "SIT FIXED INCOME ADVISORS II, LLC", "url": "https://advisorcensus.com/firm/sit-fixed-income-advisors-ii-llc-minneapolis-mn-108271", "city": "Minneapolis", "state": "MN", "years_registered": 28, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 105725, "name": "SIT Investment Associates, Inc", "name_as_filed": "SIT INVESTMENT ASSOCIATES, INC", "url": "https://advisorcensus.com/firm/sit-investment-associates-inc-minneapolis-mn-105725", "city": "Minneapolis", "state": "MN", "years_registered": 45, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 106052, "name": "Speece Thorson Capital Group Inc", "name_as_filed": "SPEECE THORSON CAPITAL GROUP INC", "url": "https://advisorcensus.com/firm/speece-thorson-capital-group-inc-minnetonka-mn-106052", "city": "Minnetonka", "state": "MN", "years_registered": 34, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 133157, "name": "Stairway Partners, LLC", "name_as_filed": "STAIRWAY PARTNERS, LLC", "url": "https://advisorcensus.com/firm/stairway-partners-llc-minneapolis-mn-133157", "city": "Minneapolis", "state": "MN", "years_registered": 21, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 112413, "name": "Standard Valuations, Inc.", "name_as_filed": "STANDARD VALUATIONS, INC.", "url": "https://advisorcensus.com/firm/standard-valuations-inc-white-bear-lake-mn-112413", "city": "White Bear Lake", "state": "MN", "years_registered": 30, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 117023, "name": "Stiles Financial Services, Inc.", "name_as_filed": "STILES FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/stiles-financial-services-inc-edina-mn-117023", "city": "Edina", "state": "MN", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 111447, "name": "Stonebridge Capital Advisors LLC", "name_as_filed": "STONEBRIDGE CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/stonebridge-capital-advisors-llc-st-paul-mn-111447", "city": "St. Paul", "state": "MN", "years_registered": 29, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 284430, "name": "Strategic Wealth Group", "name_as_filed": "STRATEGIC WEALTH GROUP", "url": "https://advisorcensus.com/firm/strategic-wealth-group-eden-prairie-mn-284430", "city": "Eden Prairie", "state": "MN", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 315106, "name": "Strong Tower Advisory Services", "name_as_filed": "STRONG TOWER ADVISORY SERVICES", "url": "https://advisorcensus.com/firm/strong-tower-advisory-services-minneapolis-mn-315106", "city": "Minneapolis", "state": "MN", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105245, "name": "Tealwood Asset Management", "name_as_filed": "TEALWOOD ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/tealwood-asset-management-minneapolis-mn-105245", "city": "Minneapolis", "state": "MN", "years_registered": 39, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 304569, "name": "Thrivent Advisor Network, LLC", "name_as_filed": "THRIVENT ADVISOR NETWORK, LLC", "url": "https://advisorcensus.com/firm/thrivent-advisor-network-llc-minneapolis-mn-304569", "city": "Minneapolis", "state": "MN", "years_registered": 7, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 115785, "name": "Thrivent Financial for Lutherans", "name_as_filed": "THRIVENT FINANCIAL FOR LUTHERANS", "url": "https://advisorcensus.com/firm/thrivent-financial-for-lutherans-minneapolis-mn-115785", "city": "Minneapolis", "state": "MN", "years_registered": 24, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 18387, "name": "Thrivent Investment Management Inc.", "name_as_filed": "THRIVENT INVESTMENT MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/thrivent-investment-management-inc-minneapolis-mn-18387", "city": "Minneapolis", "state": "MN", "years_registered": 39, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 164633, "name": "Total Wealth Advisors, LLC", "name_as_filed": "TOTAL WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/total-wealth-advisors-llc-hopkins-mn-164633", "city": "Hopkins", "state": "MN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 128314, "name": "Tradition Wealth Management LLC", "name_as_filed": "TRADITION WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/tradition-wealth-management-llc-edina-mn-128314", "city": "Edina", "state": "MN", "years_registered": 22, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 130239, "name": "Twele Capital Management, Inc.", "name_as_filed": "TWELE CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/twele-capital-management-inc-minnetonka-mn-130239", "city": "Minnetonka", "state": "MN", "years_registered": 19, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 14455, "name": "U.S. Bancorp Advisors, LLC", "name_as_filed": "U.S. BANCORP ADVISORS, LLC", "url": "https://advisorcensus.com/firm/u-s-bancorp-advisors-llc-saint-paul-mn-14455", "city": "Saint Paul", "state": "MN", "years_registered": 17, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 111912, "name": "U.S. Bancorp Asset Management, Inc.", "name_as_filed": "U.S. BANCORP ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/u-s-bancorp-asset-management-inc-minneapolis-mn-111912", "city": "Minneapolis", "state": "MN", "years_registered": 25, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 152998, "name": "Underdog Wealth Management, LLC", "name_as_filed": "UNDERDOG WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/underdog-wealth-management-llc-maple-grove-mn-152998", "city": "Maple Grove", "state": "MN", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 125556, "name": "Valley View Management Co., LLC", "name_as_filed": "VALLEY VIEW MANAGEMENT CO., LLC", "url": "https://advisorcensus.com/firm/valley-view-management-co-llc-eden-prairie-mn-125556", "city": "Eden Prairie", "state": "MN", "years_registered": null, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 297362, "name": "Van Clemens Wealth Management, LLC", "name_as_filed": "VAN CLEMENS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/van-clemens-wealth-management-llc-minneapolis-mn-297362", "city": "Minneapolis", "state": "MN", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 167886, "name": "Vantage Point Wealth Management", "name_as_filed": "VANTAGE POINT WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/vantage-point-wealth-management-plymouth-mn-167886", "city": "Plymouth", "state": "MN", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 116407, "name": "Wealth Enhancement Advisory Services, LLC", "name_as_filed": "WEALTH ENHANCEMENT ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/wealth-enhancement-advisory-services-llc-plymouth-mn-116407", "city": "Plymouth", "state": "MN", "years_registered": 24, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 173522, "name": "White Oaks Wealth Advisors, Inc.", "name_as_filed": "WHITE OAKS WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/white-oaks-wealth-advisors-inc-minneapolis-mn-173522", "city": "Minneapolis", "state": "MN", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108417, "name": "White Pine Capital LLC", "name_as_filed": "WHITE PINE CAPITAL LLC", "url": "https://advisorcensus.com/firm/white-pine-capital-llc-bloomington-mn-108417", "city": "Bloomington", "state": "MN", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 106940, "name": "Winslow Capital Management LLC", "name_as_filed": "WINSLOW CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/winslow-capital-management-llc-minneapolis-mn-106940", "city": "Minneapolis", "state": "MN", "years_registered": 34, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], 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