{ "path": "/advisors/mn", "url": "https://advisorcensus.com/advisors/mn/page/8", "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": 8, "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": 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": 321023, "name": "Pivotal Wealth and Tax", "name_as_filed": "PIVOTAL WEALTH AND TAX", "url": "https://advisorcensus.com/firm/pivotal-wealth-and-tax-preston-mn-321023", "city": "Preston", "state": "MN", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 293932, "name": "Planwell Financial Guidance, LLC", "name_as_filed": "PLANWELL FINANCIAL GUIDANCE, LLC", "url": "https://advisorcensus.com/firm/planwell-financial-guidance-llc-blooming-prairie-mn-293932", "city": "Blooming Prairie", "state": "MN", "years_registered": 8, "raum_band": "25m_100m", "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", "city": "Eden Prairie", "state": "MN", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 300501, "name": "Provident Financial Group LLC", "name_as_filed": "PROVIDENT FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/provident-financial-group-llc-300501", "city": null, "state": null, "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "commissions", "performance_based" ], "enhanced": false }, { "crd_number": 165620, "name": "PSC Capital Partners LLC", "name_as_filed": "PSC CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/psc-capital-partners-llc-minneapolis-mn-165620", "city": "Minneapolis", "state": "MN", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 172054, "name": "PSC Financial LLC", "name_as_filed": "PSC FINANCIAL LLC", "url": "https://advisorcensus.com/firm/psc-financial-llc-bloomington-mn-172054", "city": "Bloomington", "state": "MN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 305430, "name": "Pulse Financial Planning", "name_as_filed": "PULSE FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/pulse-financial-planning-rochester-mn-305430", "city": "Rochester", "state": "MN", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "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": 143279, "name": "Quantitative Asset Management, LLC", "name_as_filed": "QUANTITATIVE ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/quantitative-asset-management-llc-minnetonka-mn-143279", "city": "Minnetonka", "state": "MN", "years_registered": 19, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 288334, "name": "Quarry Hill Advisors", "name_as_filed": "QUARRY HILL ADVISORS", "url": "https://advisorcensus.com/firm/quarry-hill-advisors-saint-paul-mn-288334", "city": "Saint Paul", "state": "MN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 290718, "name": "R.M. Shannon Wealth Management, LLC", "name_as_filed": "R.M. SHANNON WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/r-m-shannon-wealth-management-llc-st-paul-mn-290718", "city": "St. Paul", "state": "MN", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 167687, "name": "Rally Ventures Management, LLC", "name_as_filed": "RALLY VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/rally-ventures-management-llc-minneapolis-mn-167687", "city": "Minneapolis", "state": "MN", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [], "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": 121855, "name": "Red Rock Capital Advisors, LLC", "name_as_filed": "RED ROCK CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/red-rock-capital-advisors-llc-hibbing-mn-121855", "city": "Hibbing", "state": "MN", "years_registered": 24, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "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": 121868, "name": "Regan Investments, Inc.", "name_as_filed": "REGAN INVESTMENTS, INC.", "url": "https://advisorcensus.com/firm/regan-investments-inc-minnetonka-mn-121868", "city": "Minnetonka", "state": "MN", "years_registered": 24, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 128457, "name": "Reinking Financial Consulting", "name_as_filed": "REINKING FINANCIAL CONSULTING", "url": "https://advisorcensus.com/firm/reinking-financial-consulting-128457", "city": null, "state": null, "years_registered": 22, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339477, "name": "Remloe Capital LLC", "name_as_filed": "REMLOE CAPITAL LLC", "url": "https://advisorcensus.com/firm/remloe-capital-llc-339477", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 305844, "name": "Renovate Financial Planning", "name_as_filed": "RENOVATE FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/renovate-financial-planning-blaine-mn-305844", "city": "Blaine", "state": "MN", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309238, "name": "Retire Agile", "name_as_filed": "RETIRE AGILE", "url": "https://advisorcensus.com/firm/retire-agile-hermantown-mn-309238", "city": "Hermantown", "state": "MN", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 115483, "name": "Retirement Planning and Management, Inc.", "name_as_filed": "RETIREMENT PLANNING AND MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/retirement-planning-and-management-inc-115483", "city": null, "state": null, "years_registered": 28, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304990, "name": "Rice Park Capital", "name_as_filed": "RICE PARK CAPITAL", "url": "https://advisorcensus.com/firm/rice-park-capital-plymouth-mn-304990", "city": "Plymouth", "state": "MN", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 310268, "name": "Right Path Financial LLC", "name_as_filed": "RIGHT PATH FINANCIAL LLC", "url": "https://advisorcensus.com/firm/right-path-financial-llc-310268", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 322105, "name": "Rising Financial", "name_as_filed": "RISING FINANCIAL", "url": "https://advisorcensus.com/firm/rising-financial-minneapolis-mn-322105", "city": "Minneapolis", "state": "MN", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed", "other" ], "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": 329060, "name": "RLN Wealth", "name_as_filed": "RLN WEALTH", "url": "https://advisorcensus.com/firm/rln-wealth-plymouth-mn-329060", "city": "Plymouth", "state": "MN", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 128077, "name": "Rocket Capital Management, L.L.C.", "name_as_filed": "ROCKET CAPITAL MANAGEMENT, L.L.C.", "url": "https://advisorcensus.com/firm/rocket-capital-management-l-l-c-wayzata-mn-128077", "city": "Wayzata", "state": "MN", "years_registered": 23, "raum_band": "25m_100m", "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": 286656, "name": "Running Oak Capital LLC", "name_as_filed": "RUNNING OAK CAPITAL LLC", "url": "https://advisorcensus.com/firm/running-oak-capital-llc-minneapolis-mn-286656", "city": "Minneapolis", "state": "MN", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 108401, "name": "S3, Inc", "name_as_filed": "S3, INC", "url": "https://advisorcensus.com/firm/s3-inc-minneapolis-mn-108401", "city": "Minneapolis", "state": "MN", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 306921, "name": "Saffron Capital, LLC", "name_as_filed": "SAFFRON CAPITAL, LLC", "url": "https://advisorcensus.com/firm/saffron-capital-llc-minneapolis-mn-306921", "city": "Minneapolis", "state": "MN", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 325286, "name": "Sage Wealth Advisory", "name_as_filed": "SAGE WEALTH ADVISORY", "url": "https://advisorcensus.com/firm/sage-wealth-advisory-325286", "city": null, "state": null, "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 307469, "name": "Scarecrow Advisors, LLC", "name_as_filed": "SCARECROW ADVISORS, LLC", "url": "https://advisorcensus.com/firm/scarecrow-advisors-llc-savage-mn-307469", "city": "Savage", "state": "MN", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 171851, "name": "Scarecrow Trading Inc.", "name_as_filed": "SCARECROW TRADING INC.", "url": "https://advisorcensus.com/firm/scarecrow-trading-inc-savage-mn-171851", "city": "Savage", "state": "MN", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 297211, "name": "Schumacher Financial, LLC", "name_as_filed": "SCHUMACHER FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/schumacher-financial-llc-eagan-mn-297211", "city": "Eagan", "state": "MN", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 147384, "name": "Schwarz Dygos Wheeler Investment Advisors LLC", "name_as_filed": "SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC", "url": "https://advisorcensus.com/firm/schwarz-dygos-wheeler-investment-advisors-llc-minneapolis-mn-147384", "city": "Minneapolis", "state": "MN", "years_registered": 18, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285240, "name": "SCM Investment Services", "name_as_filed": "SCM INVESTMENT SERVICES", "url": "https://advisorcensus.com/firm/scm-investment-services-lake-elmo-mn-285240", "city": "Lake Elmo", "state": "MN", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 141998, "name": "Second Avenue Capital", "name_as_filed": "SECOND AVENUE CAPITAL", "url": "https://advisorcensus.com/firm/second-avenue-capital-minneapolis-mn-141998", "city": "Minneapolis", "state": "MN", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 144239, "name": "Secured Retirement Advisors, LLC", "name_as_filed": "SECURED RETIREMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/secured-retirement-advisors-llc-st-louis-park-mn-144239", "city": "St Louis Park", "state": "MN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109905, "name": "Securian Asset Management, Inc.", "name_as_filed": "SECURIAN ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/securian-asset-management-inc-st-paul-mn-109905", "city": "St Paul", "state": "MN", "years_registered": 32, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 313320, "name": "Shores Edge Financial LLC", "name_as_filed": "SHORES EDGE FINANCIAL LLC", "url": "https://advisorcensus.com/firm/shores-edge-financial-llc-313320", "city": null, "state": null, "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 156686, "name": "Shoreview Industries V, LLC", "name_as_filed": "SHOREVIEW INDUSTRIES V, LLC", "url": "https://advisorcensus.com/firm/shoreview-industries-v-llc-minneapolis-mn-156686", "city": "Minneapolis", "state": "MN", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 171661, "name": "Side-By-Side Financial Planning, LLC", "name_as_filed": "SIDE-BY-SIDE FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/side-by-side-financial-planning-llc-plymouth-mn-171661", "city": "Plymouth", "state": "MN", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 315368, "name": "Sieben Wealth Planning LLC", "name_as_filed": "SIEBEN WEALTH PLANNING LLC", "url": "https://advisorcensus.com/firm/sieben-wealth-planning-llc-edina-mn-315368", "city": "Edina", "state": "MN", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 162629, "name": "Sightline Partners LLC", "name_as_filed": "SIGHTLINE PARTNERS LLC", "url": "https://advisorcensus.com/firm/sightline-partners-llc-bloomington-mn-162629", "city": "Bloomington", "state": "MN", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "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" } }