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DeRosier & Associates

EST. AUM
$500,000,000

CONTACTS
2

CLIENT ACCOUNTS

Firm Details

Metro area Minneapolis
CRD Number
Website derosierandassociates.com
Client types

Overview

DeRosier & Associates is a Brainerd, Minnesota wealth advisory and retirement planning practice founded in 2003 by Brian DeRosier. The team serves more than 300 client relationships and oversees in excess of $150 million across brokerage and advisory accounts. The practice delivers holistic planning—cash-flow, retirement income, tax-aware strategies, estate considerations, insurance, and education funding—paired with portfolio construction aligned to goals and risk tolerance. Advisory services are provided through Private Advisor Group, with brokerage, custody, and research resources through LPL Financial. Client relationships emphasize education, clear communication, and periodic reviews to keep plans on track through changing market and life conditions.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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