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January 23, 2024

Top 10 RIA Firms in the Minneapolis Metro Area

RIAs are one of the most dynamic and fast growing channels for investment firms to sell their investment strategies to. The challenge has always been: “what RIAs invest in outside managers and are not investment managers themselves?”

Through our database of RIAs, Dakota Marketplace, we have aimed to solve that problem by curating and vetting each RIA by hand and only showing those RIAs that are true prospects for an investment firm. This saves both the investment sales team member time, but also saves the “other” RIAs that don’t allocate to other managers from getting unnecessary emails and phone calls.

Below are a few RIAs in Minneapolis that we thought you might like to know. For a more detailed list of RIAs in Minneapolis, click here to book a demo.

1. Wealth Enhancement Group

AUM: $50,000,000,000

2. Woodbury Financial Services Inc.

AUM: $21,344,571,679

3. Fiduciary Counseling Inc 

AUM: $11,435,637,725

4. Standard Valuations Inc

AUM: $8,000,000,000

5. Clifton Larson Allen Wealth Advisors

AUM: $6,947,612,102

6. Orgel Wealth Management

AUM: $6,606,699,000

7. Focus Financial Network Inc

AUM: $5,084,683,954

8. MMA Retirement Services - Upper Midwest Region

AUM: $4,300,000,000

9. Gradient Investments, LLC

AUM: $4,188,166,705

10. Northrock Partners

AUM: $4,188,037,335

For a more detailed list of all RIAs in Minneapolis click here to book a demo of Dakota Marketplace.

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Written By: Morgan Holycross, Marketing Manager

Morgan Holycross is a Marketing Manager at Dakota.

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