{ "path": "/advisors/mn", "url": "https://advisorcensus.com/advisors/mn/page/2", "page_type": "state", "title": "Financial advisors in Minnesota", "filters": {}, "scope_total": 522, "faq": [ { "q": "How many financial advisory firms are there in Minnesota?", "a": "AdvisorCensus lists 522 investment advisory firms with a principal office in Minnesota, from Form ADV filings as of October 2026: 278 SEC-registered, 207 state-registered, and 37 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 Minnesota?", "a": "192 of the 522 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 Minnesota offer financial planning?", "a": "337 of the 485 firms in Minnesota 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 Minnesota 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 192 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 522 investment advisory firms with a principal office in Minnesota, drawn from Form ADV filings as of October 2026. Metro areas in the state are listed first; firms are listed alphabetically, and you can 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": null, "citation": "AdvisorCensus. Financial advisors in Minnesota: 522 firms from Form ADV filings as of October 2026.", "total_firms": 522, "page": 2, "total_pages": 11, "sort": "name", "registration_types": { "sec": 278, "state": 207, "exempt": 37 }, "fee_model_mix": [ { "code": "fee-only", "count": 192 }, { "code": "percentage_of_aum", "count": 454 }, { "code": "hourly", "count": 202 }, { "code": "subscription", "count": 7 }, { "code": "fixed", "count": 290 }, { "code": "commissions", "count": 12 }, { "code": "performance_based", "count": 69 }, { "code": "other", "count": 60 }, { "code": "not_reported", "count": 37 } ], "years_registered_distribution": [ { "code": "under_5", "count": 161 }, { "code": "5_to_9", "count": 130 }, { "code": "10_to_19", "count": 130 }, { "code": "20_plus", "count": 99 }, { "code": "not_reported", "count": 2 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 103 }, { "code": "25m_100m", "count": 97 }, { "code": "100m_500m", "count": 122 }, { "code": "500m_1b", "count": 51 }, { "code": "1b_5b", "count": 57 }, { "code": "over_5b", "count": 33 }, { "code": "not_reported", "count": 59 } ], "firms": [ { "crd_number": 136428, "name": "Benefit & Investment Consulting, LLC", "name_as_filed": "BENEFIT & INVESTMENT CONSULTING, LLC", "url": "https://advisorcensus.com/firm/benefit-and-investment-consulting-llc-136428", "city": null, "state": null, "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 308174, "name": "Berger Financial Group", "name_as_filed": "BERGER FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/berger-financial-group-plymouth-mn-308174", "city": "Plymouth", "state": "MN", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304560, "name": "Bernstein Financial Advisory", "name_as_filed": "BERNSTEIN FINANCIAL ADVISORY", "url": "https://advisorcensus.com/firm/bernstein-financial-advisory-304560", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 110483, "name": "BGM Wealth Management", "name_as_filed": "BGM WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/bgm-wealth-management-bloomington-mn-110483", "city": "Bloomington", "state": "MN", "years_registered": 29, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 157328, "name": "Birath Wealth Management, LLC", "name_as_filed": "BIRATH WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/birath-wealth-management-llc-marshall-mn-157328", "city": "Marshall", "state": "MN", "years_registered": 15, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 169962, "name": "Birchwood Financial Partners, Inc.", "name_as_filed": "BIRCHWOOD FINANCIAL PARTNERS, INC.", "url": "https://advisorcensus.com/firm/birchwood-financial-partners-inc-bloomington-mn-169962", "city": "Bloomington", "state": "MN", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334605, "name": "Black Lake Investments LLC", "name_as_filed": "BLACK LAKE INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/black-lake-investments-llc-wayzata-mn-334605", "city": "Wayzata", "state": "MN", "years_registered": 1, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 323774, "name": "Black Swan Technology Fund Manager, LLC", "name_as_filed": "BLACK SWAN TECHNOLOGY FUND MANAGER, LLC", "url": "https://advisorcensus.com/firm/black-swan-technology-fund-manager-llc-rochester-mn-323774", "city": "Rochester", "state": "MN", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 324489, "name": "Bluestem Wealth Partners, LLC", "name_as_filed": "BLUESTEM WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/bluestem-wealth-partners-llc-minnetonka-mn-324489", "city": "Minnetonka", "state": "MN", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 316552, "name": "Blum Capital Management, LLC", "name_as_filed": "BLUM CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/blum-capital-management-llc-brainerd-mn-316552", "city": "Brainerd", "state": "MN", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 291172, "name": "Bluprint Financial, LLC", "name_as_filed": "BLUPRINT FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/bluprint-financial-llc-minneapolis-mn-291172", "city": "Minneapolis", "state": "MN", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283682, "name": "Bond & Devick Wealth Partners", "name_as_filed": "BOND & DEVICK WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/bond-and-devick-wealth-partners-saint-louis-park-mn-283682", "city": "Saint Louis Park", "state": "MN", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299618, "name": "Boreal Advisors LLC", "name_as_filed": "BOREAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/boreal-advisors-llc-new-brighton-mn-299618", "city": "New Brighton", "state": "MN", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 343761, "name": "Boria Wealth Management, Ltd", "name_as_filed": "BORIA WEALTH MANAGEMENT, LTD", "url": "https://advisorcensus.com/firm/boria-wealth-management-ltd-wayzata-mn-343761", "city": "Wayzata", "state": "MN", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 111334, "name": "Boulay Wealth", "name_as_filed": "BOULAY WEALTH", "url": "https://advisorcensus.com/firm/boulay-wealth-eden-prairie-mn-111334", "city": "Eden Prairie", "state": "MN", "years_registered": 25, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 164423, "name": "Boulevard", "name_as_filed": "BOULEVARD", "url": "https://advisorcensus.com/firm/boulevard-bloomington-mn-164423", "city": "Bloomington", "state": "MN", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions", "other" ], "enhanced": false }, { "crd_number": 161261, "name": "Boyum Wealth Architects LLC", "name_as_filed": "BOYUM WEALTH ARCHITECTS LLC", "url": "https://advisorcensus.com/firm/boyum-wealth-architects-llc-bloomington-mn-161261", "city": "Bloomington", "state": "MN", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 120006, "name": "BPS Capital Management, Inc.", "name_as_filed": "BPS CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/bps-capital-management-inc-bloomington-mn-120006", "city": "Bloomington", "state": "MN", "years_registered": 24, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 170167, "name": "BPT Investment Partners Management, LLC", "name_as_filed": "BPT INVESTMENT PARTNERS MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bpt-investment-partners-management-llc-minneapolis-mn-170167", "city": "Minneapolis", "state": "MN", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 161781, "name": "Brass Ring Capital, Inc.", "name_as_filed": "BRASS RING CAPITAL, INC.", "url": "https://advisorcensus.com/firm/brass-ring-capital-inc-minnetonka-mn-161781", "city": "Minnetonka", "state": "MN", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 306031, "name": "Bridgehaven Capital Management LLC", "name_as_filed": "BRIDGEHAVEN CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/bridgehaven-capital-management-llc-306031", "city": null, "state": null, "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 311704, "name": "Bright Angel Advisors LLC", "name_as_filed": "BRIGHT ANGEL ADVISORS LLC", "url": "https://advisorcensus.com/firm/bright-angel-advisors-llc-st-paul-mn-311704", "city": "St. Paul", "state": "MN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 319312, "name": "Brown Venture Group Fund I LP", "name_as_filed": "BROWN VENTURE GROUP FUND I LP", "url": "https://advisorcensus.com/firm/brown-venture-group-fund-i-lp-minneapolis-mn-319312", "city": "Minneapolis", "state": "MN", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 344266, "name": "Brown Venture Group LLC", "name_as_filed": "BROWN VENTURE GROUP LLC", "url": "https://advisorcensus.com/firm/brown-venture-group-llc-saint-paul-mn-344266", "city": "Saint Paul", "state": "MN", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 109890, "name": "Cahill Financial Advisors, Inc.", "name_as_filed": "CAHILL FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/cahill-financial-advisors-inc-edina-mn-109890", "city": "Edina", "state": "MN", "years_registered": 43, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 150458, "name": "Caissa Wealth Strategies", "name_as_filed": "CAISSA WEALTH STRATEGIES", "url": "https://advisorcensus.com/firm/caissa-wealth-strategies-bloomington-mn-150458", "city": "Bloomington", "state": "MN", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 286389, "name": "Calhoun Financial Planning and Management", "name_as_filed": "CALHOUN FINANCIAL PLANNING AND MANAGEMENT", "url": "https://advisorcensus.com/firm/calhoun-financial-planning-and-management-minneapolis-mn-286389", "city": "Minneapolis", "state": "MN", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 304118, "name": "Calibration Financial", "name_as_filed": "CALIBRATION FINANCIAL", "url": "https://advisorcensus.com/firm/calibration-financial-milaca-mn-304118", "city": "Milaca", "state": "MN", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335279, "name": "Calvie Financial", "name_as_filed": "CALVIE FINANCIAL", "url": "https://advisorcensus.com/firm/calvie-financial-335279", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 105010, "name": "Capital Management Associates Inc", "name_as_filed": "CAPITAL MANAGEMENT ASSOCIATES INC", "url": "https://advisorcensus.com/firm/capital-management-associates-inc-minneapolis-mn-105010", "city": "Minneapolis", "state": "MN", "years_registered": 36, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 325537, "name": "Captar Private Wealth", "name_as_filed": "CAPTAR PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/captar-private-wealth-st-louis-park-mn-325537", "city": "St. Louis Park", "state": "MN", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 134758, "name": "Cardinal Wealth Advisors, L.L.C.", "name_as_filed": "CARDINAL WEALTH ADVISORS, L.L.C.", "url": "https://advisorcensus.com/firm/cardinal-wealth-advisors-l-l-c-edina-mn-134758", "city": "Edina", "state": "MN", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 298135, "name": "Carval CLO Management LLC", "name_as_filed": "CARVAL CLO MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/carval-clo-management-llc-minneapolis-mn-298135", "city": "Minneapolis", "state": "MN", "years_registered": 2, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 174507, "name": "Castle Rock Financial Planning, Inc.", "name_as_filed": "CASTLE ROCK FINANCIAL PLANNING, INC.", "url": "https://advisorcensus.com/firm/castle-rock-financial-planning-inc-mendota-heights-mn-174507", "city": "Mendota Heights", "state": "MN", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 145165, "name": "Castlelake, L.P.", "name_as_filed": "CASTLELAKE, L.P.", "url": "https://advisorcensus.com/firm/castlelake-l-p-minneapolis-mn-145165", "city": "Minneapolis", "state": "MN", "years_registered": 15, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 336245, "name": "Cedar Cove Wealth Partners", "name_as_filed": "CEDAR COVE WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/cedar-cove-wealth-partners-bloomington-mn-336245", "city": "Bloomington", "state": "MN", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 334995, "name": "Cedrus Wealth Group", "name_as_filed": "CEDRUS WEALTH GROUP", "url": "https://advisorcensus.com/firm/cedrus-wealth-group-andover-mn-334995", "city": "Andover", "state": "MN", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 165978, "name": "Celadon Managed Wealth", "name_as_filed": "CELADON MANAGED WEALTH", "url": "https://advisorcensus.com/firm/celadon-managed-wealth-plymouth-mn-165978", "city": "Plymouth", "state": "MN", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 316454, "name": "Centurion Financial Strategies LLC", "name_as_filed": "CENTURION FINANCIAL STRATEGIES LLC", "url": "https://advisorcensus.com/firm/centurion-financial-strategies-llc-bloomington-mn-316454", "city": "Bloomington", "state": "MN", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 179516, "name": "CFG Retirement", "name_as_filed": "CFG RETIREMENT", "url": "https://advisorcensus.com/firm/cfg-retirement-edina-mn-179516", "city": "Edina", "state": "MN", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 151406, "name": "Cherry Tree Wealth Management, LLC", "name_as_filed": "CHERRY TREE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cherry-tree-wealth-management-llc-minnetonka-mn-151406", "city": "Minnetonka", "state": "MN", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 318144, "name": "Christensen Group Financial, LLC", "name_as_filed": "CHRISTENSEN GROUP FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/christensen-group-financial-llc-eden-prairie-mn-318144", "city": "Eden Prairie", "state": "MN", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 105307, "name": "Clearwater Management Co., Inc.", "name_as_filed": "CLEARWATER MANAGEMENT CO., INC.", "url": "https://advisorcensus.com/firm/clearwater-management-co-inc-st-paul-mn-105307", "city": "St Paul", "state": "MN", "years_registered": 39, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 148264, "name": "Clerestory Advisors, Inc", "name_as_filed": "CLERESTORY ADVISORS, INC", "url": "https://advisorcensus.com/firm/clerestory-advisors-inc-bloomington-mn-148264", "city": "Bloomington", "state": "MN", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 38357, "name": "Cliftonlarsonallen Wealth Advisors, LLC", "name_as_filed": "CLIFTONLARSONALLEN WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/cliftonlarsonallen-wealth-advisors-llc-minneapolis-mn-38357", "city": "Minneapolis", "state": "MN", "years_registered": 26, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306590, "name": "Cloverfields Capital Group, LP", "name_as_filed": "CLOVERFIELDS CAPITAL GROUP, LP", "url": "https://advisorcensus.com/firm/cloverfields-capital-group-lp-minneapolis-mn-306590", "city": "Minneapolis", "state": "MN", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 335407, "name": "Cloverpoint, LLC", "name_as_filed": "CLOVERPOINT, LLC", "url": "https://advisorcensus.com/firm/cloverpoint-llc-minneapolis-mn-335407", "city": "Minneapolis", "state": "MN", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 341782, "name": "CMT Financial", "name_as_filed": "CMT FINANCIAL", "url": "https://advisorcensus.com/firm/cmt-financial-341782", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 133181, "name": "Colleen Weber CPA, LLC", "name_as_filed": "COLLEEN WEBER CPA, LLC", "url": "https://advisorcensus.com/firm/colleen-weber-cpa-llc-chanhassen-mn-133181", "city": "Chanhassen", "state": "MN", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 7477, "name": "Colliers Securities LLC", "name_as_filed": "COLLIERS SECURITIES LLC", "url": "https://advisorcensus.com/firm/colliers-securities-llc-minneapolis-mn-7477", "city": "Minneapolis", "state": "MN", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false } ], "states": [], "metros": [ { "path": "/advisors/mn/minneapolis", "name": "Minneapolis", "msa_name": "Minneapolis-St. Paul-Bloomington, MN-WI", "state_code": "MN", "firm_count": 415 }, { "path": "/advisors/mn/duluth", "name": "Duluth", "msa_name": "Duluth, MN-WI", "state_code": "MN", "firm_count": 10 }, { "path": "/advisors/mn/rochester", "name": "Rochester", "msa_name": "Rochester, MN", "state_code": "MN", "firm_count": 7 }, { "path": "/advisors/mn/st-cloud", "name": "St. Cloud", "msa_name": "St. Cloud, MN", "state_code": "MN", "firm_count": 4 }, { "path": "/advisors/mn/mankato", "name": "Mankato", "msa_name": "Mankato, MN", "state_code": "MN", "firm_count": 3 } ], "siblings": { "national": "/advisors", "state": { "path": "/advisors/mn", "label": "Financial advisors in Minnesota" }, "fee_pages": [ { "path": "/advisors/mn/fee-only", "label": "Fee-only financial advisors in Minnesota", "firm_count": 192 }, { "path": "/advisors/mn/flat-fee", "label": "Flat-fee financial advisors in Minnesota", "firm_count": 290 }, { "path": "/advisors/mn/hourly", "label": "Hourly financial advisors in Minnesota", "firm_count": 202 } ] }, "csv": "https://advisorcensus.com/advisors/mn.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" } }