PIPER SANDLER & CO.
Minneapolis, MN
AUM
$1.28B
Wealth MgmtInstitutional
Team
31 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
612-303-6000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
435 advisers found
PALISADE ASSET MANAGEMENT, LLC
Minneapolis, MN
AUM
$1.27B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
612-455-2900
GREAT WATERS FINANCIAL
Shoreview, MN
AUM
$1.24B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
23 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
612-360-2127
BLACK LAKE INVESTMENTS LLC
Wayzata, MN
AUM
$1.19B
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
215.913.2782
LEUTHOLD WEEDEN CAPITAL MANAGEMENT
Minneapolis, MN
AUM
$1.17B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Subscription fees +1 more
612-332-9141
FINANCIAL PERSPECTIVES
Minneapolis, MN
AUM
$1.17B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
14 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
763-553-7779
SHOREVIEW INDUSTRIES V, LLC
Minneapolis, MN
AUM
$1.17B
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
612-436-4280
GUARDIAN WEALTH STRATEGIES, LLC
Minneapols, MN
AUM
$1.14B
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
952-746-1746
BLUESTEM WEALTH PARTNERS, LLC
Minnetonka, MN
AUM
$1.12B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
612-464-0372
BEARING POINT CAPITAL
Richfield, MN
AUM
$1.11B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
952-800-6301
MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC
Wayzata, MN
AUM
$1.10B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(612) 334-2000
PARR MCKNIGHT WEALTH MANAGEMENT GROUP
Minneapolis, MN
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
612-324-0240
ASA MANAGED ACCOUNT MANAGERS LLC
Minneapolis, MN
AUM
$1.06B
Wealth MgmtTrusts & EstatesInstitutional
Team
0 total employees
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
952 847-2450
NORTHSTAR CAPITAL
Minneapolis, MN
AUM
$1.02B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
612-371-5700
EVEREST FINANCIAL GROUP
Minneapolis, MN
AUM
$1.00B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
763-923-7525
NORTH SKY CAPITAL, LLC
Wayzata, MN
AUM
$986.1M
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
612-435-7150
DGV SOLUTIONS LP
Minnetonka, MN
AUM
$944.4M
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
612-843-4360
GOLDNER HAWN
Minneapolis, MN
AUM
$898.9M
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
612-338-5912
ALL STAR FINANCIAL
Minneapolis, MN
AUM
$881.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
952-896-3820
RUNNING OAK CAPITAL LLC
Edina, MN
AUM
$874.7M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
919-656-3712
MARQUETTE WEALTH MANAGEMENT
Minneapolis, MN
AUM
$871.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM
612-661-3770
ESTUARY CAPITAL MANAGEMENT LP
Wayzata, MN
AUM
$853.9M
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
612-895-5515
BIRCHWOOD FINANCIAL PARTNERS, INC.
Bloomington, MN
AUM
$853.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
952-885-9088
THE ADVOCATE GROUP, LLC
Minnetonka, MN
AUM
$809.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
952-693-2630