{
  "path": "/advisors/mn/minneapolis",
  "url": "https://advisorcensus.com/advisors/mn/minneapolis/page/6",
  "page_type": "metro",
  "title": "Financial advisors in Minneapolis, MN",
  "filters": {},
  "scope_total": 415,
  "faq": [
    {
      "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 415 investment advisory firms with a principal office in the Minneapolis metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.",
  "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 in Minneapolis, MN: 415 firms from Form ADV filings as of October 2026.",
  "total_firms": 415,
  "page": 6,
  "total_pages": 9,
  "sort": "name",
  "registration_types": {
    "sec": 256,
    "state": 121,
    "exempt": 38
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 135
    },
    {
      "code": "percentage_of_aum",
      "count": 353
    },
    {
      "code": "hourly",
      "count": 155
    },
    {
      "code": "subscription",
      "count": 4
    },
    {
      "code": "fixed",
      "count": 230
    },
    {
      "code": "commissions",
      "count": 9
    },
    {
      "code": "performance_based",
      "count": 59
    },
    {
      "code": "other",
      "count": 56
    },
    {
      "code": "not_reported",
      "count": 38
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 120
    },
    {
      "code": "5_to_9",
      "count": 103
    },
    {
      "code": "10_to_19",
      "count": 109
    },
    {
      "code": "20_plus",
      "count": 81
    },
    {
      "code": "not_reported",
      "count": 2
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 49
    },
    {
      "code": "25m_100m",
      "count": 69
    },
    {
      "code": "100m_500m",
      "count": 105
    },
    {
      "code": "500m_1b",
      "count": 50
    },
    {
      "code": "1b_5b",
      "count": 54
    },
    {
      "code": "over_5b",
      "count": 32
    },
    {
      "code": "not_reported",
      "count": 56
    }
  ],
  "firms": [
    {
      "crd_number": 323642,
      "name": "Norwest Capital Advisors, LLC",
      "name_as_filed": "NORWEST CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/norwest-capital-advisors-llc-minneapolis-mn-323642",
      "city": "Minneapolis",
      "state": "MN",
      "years_registered": 3,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169245,
      "name": "O'Brien-Staley Partners",
      "name_as_filed": "O'BRIEN-STALEY PARTNERS",
      "url": "https://advisorcensus.com/firm/o-brien-staley-partners-edina-mn-169245",
      "city": "Edina",
      "state": "MN",
      "years_registered": 12,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283894,
      "name": "Oak Financial Planning and Coaching, LLC",
      "name_as_filed": "OAK FINANCIAL PLANNING AND COACHING, LLC",
      "url": "https://advisorcensus.com/firm/oak-financial-planning-and-coaching-llc-maple-grove-mn-283894",
      "city": "Maple Grove",
      "state": "MN",
      "years_registered": 10,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 169340,
      "name": "Oakfort Wealth Partners",
      "name_as_filed": "OAKFORT WEALTH PARTNERS",
      "url": "https://advisorcensus.com/firm/oakfort-wealth-partners-minnetonka-mn-169340",
      "city": "Minnetonka",
      "state": "MN",
      "years_registered": 12,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 112399,
      "name": "Oakwood Capital, Inc.",
      "name_as_filed": "OAKWOOD CAPITAL, INC.",
      "url": "https://advisorcensus.com/firm/oakwood-capital-inc-st-louis-park-mn-112399",
      "city": "St. Louis Park",
      "state": "MN",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 111162,
      "name": "Okabena Investment Services Inc",
      "name_as_filed": "OKABENA INVESTMENT SERVICES INC",
      "url": "https://advisorcensus.com/firm/okabena-investment-services-inc-minneapolis-mn-111162",
      "city": "Minneapolis",
      "state": "MN",
      "years_registered": 31,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335825,
      "name": "Onward Investors",
      "name_as_filed": "ONWARD INVESTORS",
      "url": "https://advisorcensus.com/firm/onward-investors-minnetonka-mn-335825",
      "city": "Minnetonka",
      "state": "MN",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 310523,
      "name": "Pack Private Wealth, LLC",
      "name_as_filed": "PACK PRIVATE WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/pack-private-wealth-llc-wayzata-mn-310523",
      "city": "Wayzata",
      "state": "MN",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 336860,
      "name": "Pairone Private Wealth",
      "name_as_filed": "PAIRONE PRIVATE WEALTH",
      "url": "https://advisorcensus.com/firm/pairone-private-wealth-lakeville-mn-336860",
      "city": "Lakeville",
      "state": "MN",
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288037,
      "name": "Paladin Capital",
      "name_as_filed": "PALADIN CAPITAL",
      "url": "https://advisorcensus.com/firm/paladin-capital-arden-hills-mn-288037",
      "city": "Arden Hills",
      "state": "MN",
      "years_registered": 3,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288387,
      "name": "Paladin Financial",
      "name_as_filed": "PALADIN FINANCIAL",
      "url": "https://advisorcensus.com/firm/paladin-financial-arden-hills-mn-288387",
      "city": "Arden Hills",
      "state": "MN",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "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": 322520,
      "name": "Pankonin Financial Group",
      "name_as_filed": "PANKONIN FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/pankonin-financial-group-belle-plaine-mn-322520",
      "city": "Belle Plaine",
      "state": "MN",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110372,
      "name": "Paradigm, Strategies in Wealth Management, LLC",
      "name_as_filed": "PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/paradigm-strategies-in-wealth-management-llc-maple-grove-mn-110372",
      "city": "Maple Grove",
      "state": "MN",
      "years_registered": 12,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327873,
      "name": "Paralign Capital Investment Advisors, LLC",
      "name_as_filed": "PARALIGN CAPITAL INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/paralign-capital-investment-advisors-llc-minneapolis-mn-327873",
      "city": "Minneapolis",
      "state": "MN",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 137103,
      "name": "Paratus Wealth Management, LLC",
      "name_as_filed": "PARATUS WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/paratus-wealth-management-llc-long-lake-mn-137103",
      "city": "Long Lake",
      "state": "MN",
      "years_registered": 20,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 314857,
      "name": "Parceiro Ventures Management, LLC",
      "name_as_filed": "PARCEIRO VENTURES MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/parceiro-ventures-management-llc-minneapolis-mn-314857",
      "city": "Minneapolis",
      "state": "MN",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [],
      "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": 319211,
      "name": "Pathfinder 360 Managementco, LLC",
      "name_as_filed": "PATHFINDER 360 MANAGEMENTCO, LLC",
      "url": "https://advisorcensus.com/firm/pathfinder-360-managementco-llc-minnetonka-mn-319211",
      "city": "Minnetonka",
      "state": "MN",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 291860,
      "name": "Peak Financial Consulting, Inc.",
      "name_as_filed": "PEAK FINANCIAL CONSULTING, INC.",
      "url": "https://advisorcensus.com/firm/peak-financial-consulting-inc-bloomington-mn-291860",
      "city": "Bloomington",
      "state": "MN",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "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": 324059,
      "name": "Petros Family Wealth, LLC",
      "name_as_filed": "PETROS FAMILY WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/petros-family-wealth-llc-bloomington-mn-324059",
      "city": "Bloomington",
      "state": "MN",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168228,
      "name": "Phillip James Financial Co.",
      "name_as_filed": "PHILLIP JAMES FINANCIAL CO.",
      "url": "https://advisorcensus.com/firm/phillip-james-financial-co-plymouth-mn-168228",
      "city": "Plymouth",
      "state": "MN",
      "years_registered": 5,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107684,
      "name": "Pilot Capital Management Corp",
      "name_as_filed": "PILOT CAPITAL MANAGEMENT CORP",
      "url": "https://advisorcensus.com/firm/pilot-capital-management-corp-saint-paul-mn-107684",
      "city": "Saint Paul",
      "state": "MN",
      "years_registered": 16,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 308193,
      "name": "Pine Grove Financial Group",
      "name_as_filed": "PINE GROVE FINANCIAL GROUP",
      "url": "https://advisorcensus.com/firm/pine-grove-financial-group-woodbury-mn-308193",
      "city": "Woodbury",
      "state": "MN",
      "years_registered": 6,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133720,
      "name": "Pine River Capital Management L.P.",
      "name_as_filed": "PINE RIVER CAPITAL MANAGEMENT L.P.",
      "url": "https://advisorcensus.com/firm/pine-river-capital-management-l-p-minnetonka-mn-133720",
      "city": "Minnetonka",
      "state": "MN",
      "years_registered": 20,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 310044,
      "name": "Piper Heartland Healthcare Capital, LLC",
      "name_as_filed": "PIPER HEARTLAND HEALTHCARE CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/piper-heartland-healthcare-capital-llc-minneapolis-mn-310044",
      "city": "Minneapolis",
      "state": "MN",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 665,
      "name": "Piper Sandler & Co.",
      "name_as_filed": "PIPER SANDLER & CO.",
      "url": "https://advisorcensus.com/firm/piper-sandler-and-co-minneapolis-mn-665",
      "city": "Minneapolis",
      "state": "MN",
      "years_registered": 10,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "commissions"
      ],
      "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": 299552,
      "name": "Prevail Financial Partners, LLC",
      "name_as_filed": "PREVAIL FINANCIAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/prevail-financial-partners-llc-bayport-mn-299552",
      "city": "Bayport",
      "state": "MN",
      "years_registered": 7,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282051,
      "name": "Proterra Investment Partners LP",
      "name_as_filed": "PROTERRA INVESTMENT PARTNERS LP",
      "url": "https://advisorcensus.com/firm/proterra-investment-partners-lp-minneapolis-mn-282051",
      "city": "Minneapolis",
      "state": "MN",
      "years_registered": 10,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170390,
      "name": "Provenire Capital LLC",
      "name_as_filed": "PROVENIRE CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/provenire-capital-llc-eden-prairie-mn-170390",
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    },
    {
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    },
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    },
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      "crd_number": 146616,
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    },
    {
      "crd_number": 121868,
      "name": "Regan Investments, Inc.",
      "name_as_filed": "REGAN INVESTMENTS, INC.",
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    {
      "crd_number": 305844,
      "name": "Renovate Financial Planning",
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      "city": "Blaine",
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    },
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    },
    {
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    },
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      "url": "https://advisorcensus.com/firm/riverbridge-minneapolis-mn-108074",
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    },
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      "city": "Plymouth",
      "state": "MN",
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      ],
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  ],
  "states": [],
  "metros": [],
  "siblings": {
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    "state": {
      "path": "/advisors/mn",
      "label": "Financial advisors in Minnesota"
    },
    "metro": {
      "path": "/advisors/mn/minneapolis",
      "label": "Financial advisors in Minneapolis, MN"
    },
    "city_pages": [
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      {
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      }
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    "fee_pages": [
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      },
      {
        "path": "/advisors/mn/minneapolis/flat-fee",
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        "firm_count": 230
      },
      {
        "path": "/advisors/mn/minneapolis/hourly",
        "label": "Hourly financial advisors in Minneapolis, MN",
        "firm_count": 155
      }
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    "niche_pages": [
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        "path": "/advisors/mn/minneapolis/divorce",
        "firm_count": 1,
        "label": "Financial advisors for divorce in Minneapolis, MN"
      }
    ]
  },
  "csv": "https://advisorcensus.com/advisors/mn/minneapolis.csv",
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
