{ "path": "/advisors/mn", "url": "https://advisorcensus.com/advisors/mn/page/6", "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": 6, "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": 105826, "name": "Leuthold Weeden Capital Management", "name_as_filed": "LEUTHOLD WEEDEN CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/leuthold-weeden-capital-management-minneapolis-mn-105826", "city": "Minneapolis", "state": "MN", "years_registered": 38, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 114674, "name": "LFA", "name_as_filed": "LFA", "url": "https://advisorcensus.com/firm/lfa-st-cloud-mn-114674", "city": "St. Cloud", "state": "MN", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331847, "name": "Lifelong Wealth Advisors, Inc.", "name_as_filed": "LIFELONG WEALTH ADVISORS, INC.", "url": "https://advisorcensus.com/firm/lifelong-wealth-advisors-inc-arden-hills-mn-331847", "city": "Arden Hills", "state": "MN", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 136981, "name": "Lifeplan Financial, LLC", "name_as_filed": "LIFEPLAN FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/lifeplan-financial-llc-mankato-mn-136981", "city": "Mankato", "state": "MN", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 116143, "name": "Lifestage Wealth Management, Inc.", "name_as_filed": "LIFESTAGE WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/lifestage-wealth-management-inc-coon-rapids-mn-116143", "city": "Coon Rapids", "state": "MN", "years_registered": 24, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297524, "name": "Liniam Capital, LLC", "name_as_filed": "LINIAM CAPITAL, LLC", "url": "https://advisorcensus.com/firm/liniam-capital-llc-297524", "city": null, "state": null, "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 344170, "name": "Linnhavn Wealth Advisors LLC", "name_as_filed": "LINNHAVN WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/linnhavn-wealth-advisors-llc-344170", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 134781, "name": "Lions Gate Sovereign Capital, LLC", "name_as_filed": "LIONS GATE SOVEREIGN CAPITAL, LLC", "url": "https://advisorcensus.com/firm/lions-gate-sovereign-capital-llc-white-bear-lake-mn-134781", "city": "White Bear Lake", "state": "MN", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 300393, "name": "Lions Wealth Management", "name_as_filed": "LIONS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/lions-wealth-management-st-louis-park-mn-300393", "city": "St Louis Park", "state": "MN", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 334397, "name": "LIV Wealth Management", "name_as_filed": "LIV WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/liv-wealth-management-long-lake-mn-334397", "city": "Long Lake", "state": "MN", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 156247, "name": "Locorr Fund Management, LLC", "name_as_filed": "LOCORR FUND MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/locorr-fund-management-llc-excelsior-mn-156247", "city": "Excelsior", "state": "MN", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 344016, "name": "Lodestone Fiduciary LLC", "name_as_filed": "LODESTONE FIDUCIARY LLC", "url": "https://advisorcensus.com/firm/lodestone-fiduciary-llc-minnetonka-mn-344016", "city": "Minnetonka", "state": "MN", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 299007, "name": "Logan Park Wealth Management", "name_as_filed": "LOGAN PARK WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/logan-park-wealth-management-minneapolis-mn-299007", "city": "Minneapolis", "state": "MN", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 114094, "name": "Longship Advisers, LLC", "name_as_filed": "LONGSHIP ADVISERS, LLC", "url": "https://advisorcensus.com/firm/longship-advisers-llc-minnetonka-mn-114094", "city": "Minnetonka", "state": "MN", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 116365, "name": "Longview Financial, Inc.", "name_as_filed": "LONGVIEW FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/longview-financial-inc-116365", "city": null, "state": null, "years_registered": 22, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 118995, "name": "Lottsa Financial Services, Inc.", "name_as_filed": "LOTTSA FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/lottsa-financial-services-inc-minneapolis-mn-118995", "city": "Minneapolis", "state": "MN", "years_registered": 25, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 339844, "name": "Luminous Money", "name_as_filed": "LUMINOUS MONEY", "url": "https://advisorcensus.com/firm/luminous-money-339844", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310589, "name": "Lundeen Abrams Advisors, LLC", "name_as_filed": "LUNDEEN ABRAMS ADVISORS, LLC", "url": "https://advisorcensus.com/firm/lundeen-abrams-advisors-llc-minnetonka-mn-310589", "city": "Minnetonka", "state": "MN", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 110351, "name": "Mairs & Power", "name_as_filed": "MAIRS & POWER", "url": "https://advisorcensus.com/firm/mairs-and-power-st-paul-mn-110351", "city": "St. Paul", "state": "MN", "years_registered": 64, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 341865, "name": "Mako Wealth Group", "name_as_filed": "MAKO WEALTH GROUP", "url": "https://advisorcensus.com/firm/mako-wealth-group-341865", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297878, "name": "Mann Financial Group", "name_as_filed": "MANN FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/mann-financial-group-detroit-lakes-mn-297878", "city": "Detroit Lakes", "state": "MN", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 322487, "name": "Maris Wealth Management LLC", "name_as_filed": "MARIS WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/maris-wealth-management-llc-322487", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 148679, "name": "Marks Group Wealth Management, Inc.", "name_as_filed": "MARKS GROUP WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/marks-group-wealth-management-inc-minnetonka-mn-148679", "city": "Minnetonka", "state": "MN", "years_registered": 17, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 282482, "name": "Marquette Wealth Management", "name_as_filed": "MARQUETTE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/marquette-wealth-management-minnetonka-mn-282482", "city": "Minnetonka", "state": "MN", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 116432, "name": "McFee Financial Group, Inc.", "name_as_filed": "MCFEE FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/mcfee-financial-group-inc-minneapolis-mn-116432", "city": "Minneapolis", "state": "MN", "years_registered": 28, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 290390, "name": "McGinty Road Partners, LP", "name_as_filed": "MCGINTY ROAD PARTNERS, LP", "url": "https://advisorcensus.com/firm/mcginty-road-partners-lp-minnetonka-mn-290390", "city": "Minnetonka", "state": "MN", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 168771, "name": "MD Financial Advisors / Vestment Financial", "name_as_filed": "MD FINANCIAL ADVISORS / VESTMENT FINANCIAL", "url": "https://advisorcensus.com/firm/md-financial-advisors-vestment-financial-chanhassen-mn-168771", "city": "Chanhassen", "state": "MN", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 137228, "name": "Merced Capital, L.P.", "name_as_filed": "MERCED CAPITAL, L.P.", "url": "https://advisorcensus.com/firm/merced-capital-l-p-minnetonka-mn-137228", "city": "Minnetonka", "state": "MN", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 174590, "name": "MHS Advisory Services, LLC", "name_as_filed": "MHS ADVISORY SERVICES, LLC", "url": "https://advisorcensus.com/firm/mhs-advisory-services-llc-maple-grove-mn-174590", "city": "Maple Grove", "state": "MN", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 285427, "name": "Michael Traxler Wealth Management, LLC", "name_as_filed": "MICHAEL TRAXLER WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/michael-traxler-wealth-management-llc-new-prague-mn-285427", "city": "New Prague", "state": "MN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 173790, "name": "Midwest Financial Partners", "name_as_filed": "MIDWEST FINANCIAL PARTNERS", "url": "https://advisorcensus.com/firm/midwest-financial-partners-st-cloud-mn-173790", "city": "St. Cloud", "state": "MN", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 162652, "name": "Mill City Capital, L.P.", "name_as_filed": "MILL CITY CAPITAL, L.P.", "url": "https://advisorcensus.com/firm/mill-city-capital-l-p-minneapolis-mn-162652", "city": "Minneapolis", "state": "MN", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 115028, "name": "Minder Narusiewicz, Inc.", "name_as_filed": "MINDER NARUSIEWICZ, INC.", "url": "https://advisorcensus.com/firm/minder-narusiewicz-inc-woodbury-mn-115028", "city": "Woodbury", "state": "MN", "years_registered": 29, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 113965, "name": "Mindful Asset Planning", "name_as_filed": "MINDFUL ASSET PLANNING", "url": "https://advisorcensus.com/firm/mindful-asset-planning-apple-valley-mn-113965", "city": "Apple Valley", "state": "MN", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "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": 324182, "name": "Minnewashta Rio, LLC", "name_as_filed": "MINNEWASHTA RIO, LLC", "url": "https://advisorcensus.com/firm/minnewashta-rio-llc-324182", "city": null, "state": null, "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 299691, "name": "Mississippi River Capital LLC", "name_as_filed": "MISSISSIPPI RIVER CAPITAL LLC", "url": "https://advisorcensus.com/firm/mississippi-river-capital-llc-minneapolis-mn-299691", "city": "Minneapolis", "state": "MN", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 297716, "name": "MJT & Associates Financial Advisory Group, Inc.", "name_as_filed": "MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.", "url": "https://advisorcensus.com/firm/mjt-and-associates-financial-advisory-group-inc-montevideo-mn-297716", "city": "Montevideo", "state": "MN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "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": 121795, "name": "Money Matters", "name_as_filed": "MONEY MATTERS", "url": "https://advisorcensus.com/firm/money-matters-minnetonka-mn-121795", "city": "Minnetonka", "state": "MN", "years_registered": 24, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 309695, "name": "MPM Financial Corporation", "name_as_filed": "MPM FINANCIAL CORPORATION", "url": "https://advisorcensus.com/firm/mpm-financial-corporation-309695", "city": null, "state": null, "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 307486, "name": "MRH Irish Investments, LLC", "name_as_filed": "MRH IRISH INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/mrh-irish-investments-llc-minneapolis-mn-307486", "city": "Minneapolis", "state": "MN", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 298606, "name": "MSM Financial, LLC", "name_as_filed": "MSM FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/msm-financial-llc-minneapolis-mn-298606", "city": "Minneapolis", "state": "MN", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109973, "name": "Murphy Pohlad Asset Management LLC", "name_as_filed": "MURPHY POHLAD ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/murphy-pohlad-asset-management-llc-eden-prairie-mn-109973", "city": "Eden Prairie", "state": "MN", "years_registered": 26, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 287705, "name": "MWM Wealth Advisory, LLC", "name_as_filed": "MWM WEALTH ADVISORY, LLC", "url": "https://advisorcensus.com/firm/mwm-wealth-advisory-llc-plymouth-mn-287705", "city": "Plymouth", "state": "MN", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "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": 109432, "name": "Navpoint Financial, Inc.", "name_as_filed": "NAVPOINT FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/navpoint-financial-inc-prior-lake-mn-109432", "city": "Prior Lake", "state": "MN", "years_registered": 28, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 179536, "name": "Naylor Asset Management, LLC", "name_as_filed": "NAYLOR ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/naylor-asset-management-llc-bloomington-mn-179536", "city": "Bloomington", "state": "MN", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "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 } ], "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" } }