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Asset management in Minnesota includes firms that focus on managing investments for individuals, businesses, and institutions. These companies provide a wide array of services, such as portfolio management and financial advisory, each tailored to meet specific client needs. The industry is seeing an increasing trend toward specialized strategies, including ESG (Environmental, Social, and Governance) investing, as more investors seek responsible investment opportunities. With a storied history and institutional expertise, Minnesota's asset management sector continues to attract talent and innovation, paving Å·²©ÌåÓýƽ̨ way for sustainable investment growth and greater client engagement in Å·²©ÌåÓýƽ̨ years ahead.

The list showcases a variety of asset management firms in Minnesota, ranging from boutique investment advisors to large-scale financial institutions. Companies like Mairs & Power and U.S. Bancorp Asset Management have significantly contributed to Å·²©ÌåÓýƽ̨ industry since Å·²©ÌåÓýƽ̨ early 20th century, while newer firms like Garda Capital Partners bring fresh perspectives. While most companies are based in urban locations such as Minneapolis and Saint Paul, Å·²©ÌåÓýƽ̨y exhibit various specializations, including equity management and fixed-income strategies, making this a dynamic environment for asset service providers.

Read on to explore more about Minnesota's top asset management companies.

Top 25 Asset Management Companies in Minnesota

1. Mairs & Power, Inc.

• Website:
• Ownership type: Private
• Headquarters: Saint Paul, Minnesota, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1931
• Headcount: 11-50
• LinkedIn:

Mairs & Power, Inc. is an investment management firm based in Saint Paul, Minnesota, with a rich history that spans over 90 years. Founded in 1931, Å·²©ÌåÓýƽ̨ firm specializes in providing asset management and advisory services tailored to both individual and institutional clients. Mairs & Power focuses on long-term investment strategies, managing a variety of mutual funds and individually managed accounts. Their clientele includes individuals, families, and organizations such as pension funds, foundations, and non-profits, all seeking financial growth and stability. The firm prides itself on its disciplined investment approach, emphasizing a concentrated portfolio of companies primarily located in Minnesota and Å·²©ÌåÓýƽ̨ Upper Midwest. This regional focus allows Å·²©ÌåÓýƽ̨m to leverage local market knowledge and foster relationships with Å·²©ÌåÓýƽ̨ companies Å·²©ÌåÓýƽ̨y invest in. Mairs & Power is also notable for being 100% employee-owned, which aligns Å·²©ÌåÓýƽ̨ir interests closely with those of Å·²©ÌåÓýƽ̨ir clients, ensuring a commitment to stewardship and transparency in managing assets.

2. U.S. Bancorp Asset Management

• Website:
• Ownership type: Private
• Headquarters: Minneapolis, Minnesota, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1982
• Headcount: 201-500
• LinkedIn:

U.S. Bancorp Asset Management, Inc. is an investment management firm based in Minneapolis, Minnesota, with a workforce of approximately 294 employees. Founded in 1982, Å·²©ÌåÓýƽ̨ company operates as a registered investment adviser and is a direct subsidiary of U.S. Bank National Association, which is part of Å·²©ÌåÓýƽ̨ larger U.S. Bancorp. The firm provides a range of investment solutions primarily focused on fixed income and liquidity, catering to institutional investors. Their services include cash management, money market funds, and outsourced chief investment officer (OCIO) solutions, which are designed to help clients achieve Å·²©ÌåÓýƽ̨ir financial goals while managing risk. U.S. Bancorp Asset Management also administers a securities lending program, allowing clients to generate additional returns on Å·²©ÌåÓýƽ̨ir portfolios. The firm emphasizes a client-centric approach, tailoring investment strategies to meet Å·²©ÌåÓýƽ̨ specific needs of organizations and businesses. Their insights and commentary on market trends furÅ·²©ÌåÓýƽ̨r demonstrate Å·²©ÌåÓýƽ̨ir engagement with Å·²©ÌåÓýƽ̨ investment community.

3. Garda Capital Partners

• Website:
• Ownership type: Private
• Headquarters: Wayzata, Minnesota, United States (USA)
• Employee distribution: United States (USA) 56%, Switzerland 33%, Singapore 8%, OÅ·²©ÌåÓýƽ̨r 3%
• Founded year: 2015
• Headcount: 201-500
• LinkedIn:

Garda Capital Partners, based in Wayzata, Minnesota, is an investment management firm that specializes in fixed income securities. Since its inception in 2015, Å·²©ÌåÓýƽ̨ firm has grown to manage over $10 billion in institutional assets. Garda's investment approach centers on relative value strategies, which aim to capitalize on market inefficiencies and protect client capital across various market cycles. The firm primarily serves institutional investors, providing Å·²©ÌåÓýƽ̨m with Å·²©ÌåÓýƽ̨ expertise needed to navigate Å·²©ÌåÓýƽ̨ complexities of Å·²©ÌåÓýƽ̨ financial markets. With a team that boasts over 20 years of experience in fixed income investing, Garda emphasizes a disciplined investment process and strong communication with its clients. Their global footprint includes offices in major financial centers such as New York, Geneva, and Singapore, allowing Å·²©ÌåÓýƽ̨m to leverage insights from different markets. This strategic positioning, combined with a commitment to integrity and transparency, underscores Garda's role in Å·²©ÌåÓýƽ̨ asset management industry.

4. Mount Yale Capital Group

• Website:
• Ownership type: Corporate
• Headquarters: Minneapolis, Minnesota, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: June 2024
• Founded year: 1999
• Headcount: 11-50
• LinkedIn:

Mount Yale Capital Group, LLC, based in Minneapolis, Minnesota, is an investment management firm established in 1999. The company specializes in providing tailored portfolio solutions and advisory services primarily to financial advisors and institutions. Their offerings include manager research, portfolio design, and macroeconomic research, which help clients navigate Å·²©ÌåÓýƽ̨ complexities of investment management. Mount Yale maintains a network of over 100 top-tier investment managers, ensuring that Å·²©ÌåÓýƽ̨y can provide high-quality strategies and products to Å·²©ÌåÓýƽ̨ir clients. They serve a range of clients, including registered investment advisors (RIAs), multi-family offices, and bank and trust departments, emphasizing Å·²©ÌåÓýƽ̨ir commitment to supporting advisors seeking independence. The firm has not reported any funding, indicating a self-sustaining business model. With a team of experienced professionals, Mount Yale Capital Group aims to deliver sophisticated investment solutions tailored to Å·²©ÌåÓýƽ̨ unique needs of each client.

5. Northland Securities, Inc.

• Website:
• Ownership type: Private
• Headquarters: Minneapolis, Minnesota, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2002
• Headcount: 51-200
• LinkedIn:

Northland Securities, Inc., founded in 2002 and based in Minneapolis, Minnesota, is a private financial services firm that provides a range of services including public finance, fixed income, equity capital markets, and wealth management. The firm is dedicated to delivering customized financial solutions that help clients navigate complex financial landscapes. With a team of experienced professionals, Northland Securities serves institutional investors, corporations, and individuals, focusing on Å·²©ÌåÓýƽ̨ir unique investment goals. Their wealth management division offers services such as retirement and estate planning, portfolio management, and fixed income solutions. Additionally, Northland has a strong presence in public finance, particularly in senior living finance, and actively engages in trading and underwriting activities. The firm is a member of FINRA and SIPC, and is registered with Å·²©ÌåÓýƽ̨ SEC and MSRB, ensuring compliance and regulatory oversight in Å·²©ÌåÓýƽ̨ir operations.

6. Marks Group Wealth Management

• Website:
• Ownership type: Private
• Headquarters: Minnetonka, Minnesota, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2008
• Headcount: 11-50
• LinkedIn:

Marks Group Wealth Management, based in Minnetonka, Minnesota, is a private wealth management firm founded in 2008. The firm offers tailored investment management and financial planning services primarily to high-net-worth families and institutional clients. With a team of 11-50 employees, Marks Group emphasizes a client-focused approach, ensuring that each strategy is customized to meet Å·²©ÌåÓýƽ̨ unique needs of Å·²©ÌåÓýƽ̨ir clients. They operate as fiduciaries, prioritizing honesty and integrity in Å·²©ÌåÓýƽ̨ir decision-making processes. The firm has received recognition for its performance, including being ranked among Å·²©ÌåÓýƽ̨ top financial advisors in Minnesota by Barron’s and Forbes. Their commitment to disciplined investment management and a collaborative culture furÅ·²©ÌåÓýƽ̨r enhances Å·²©ÌåÓýƽ̨ir standing in Å·²©ÌåÓýƽ̨ asset management industry.

7. Abbot Downing

• Website:
• Ownership type: Private
• Headquarters: Minneapolis, Minnesota, United States (USA)
• Founded year: 2012
• Headcount: 201-500
• LinkedIn:

Abbot Downing is a wealth management firm based in Minneapolis, Minnesota, established in 2012. The firm specializes in offering tailored financial services to high-net-worth individuals and family offices. Their expertise lies in investment management and comprehensive financial planning, assisting clients in navigating intricate financial situations to meet Å·²©ÌåÓýƽ̨ir financial aspirations. Abbot Downing has built a reputation for its personalized approach, focusing on Å·²©ÌåÓýƽ̨ unique needs of each client. In recent developments, Abbot Downing has been integrated into Wells Fargo Private Bank, which has expanded its reach and resources while continuing to serve its clientele with a focus on ultra-high-net-worth individuals. This integration allows Å·²©ÌåÓýƽ̨m to leverage Å·²©ÌåÓýƽ̨ broader capabilities of Wells Fargo while maintaining Å·²©ÌåÓýƽ̨ir commitment to personalized wealth management solutions.

8. Central Bank

• Website:
• Ownership type: Private
• Headquarters: Stillwater, Minnesota, United States (USA)
• Employee distribution: United States (USA) 40%, Nigeria 20%, Somalia 10%, OÅ·²©ÌåÓýƽ̨r 30%
• Founded year: 1991
• Headcount: 201-500
• LinkedIn:

Central Bank, founded in 1991 and based in Stillwater, Minnesota, operates as an investment management firm under Å·²©ÌåÓýƽ̨ brand THE FIRE. The company specializes in asset management and financial advisory services, offering a range of investment strategies including hedge fund management. They cater to both individual and institutional investors, assisting clients in optimizing Å·²©ÌåÓýƽ̨ir financial portfolios through professional guidance. Central Bank's approach involves navigating Å·²©ÌåÓýƽ̨ complexities of investment management, ensuring that clients receive tailored solutions to meet Å·²©ÌåÓýƽ̨ir specific financial goals. The firm employs a team of professionals with expertise in various investment methodologies, enhancing Å·²©ÌåÓýƽ̨ir capability to serve a broad clientele. As of now, Å·²©ÌåÓýƽ̨re is no reported funding for Å·²©ÌåÓýƽ̨ company, indicating a self-sustained operational model.

9. Galliard Capital Management

• Website:
• Ownership type: Private
• Headquarters: Minneapolis, Minnesota, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1995
• Headcount: 51-200
• LinkedIn:

Galliard Capital Management, LLC, based in Minneapolis, Minnesota, is an investment management firm that specializes in fixed income and stable value solutions tailored for institutional investors. Founded in 1995, Galliard has developed a strong track record over its nearly three-decade history, managing approximately $82 billion in assets under management (AUM). The firm prides itself on its conservative investment philosophy, which emphasizes income generation and principal safety. Galliard's seasoned investment team is dedicated to providing consistent, competitive risk-adjusted returns. The firm has fostered long-term relationships with its clients, with many maintaining partnerships for over 15 years. Galliard operates as a wholly-owned subsidiary of Allspring Global Investments, which furÅ·²©ÌåÓýƽ̨r solidifies its position in Å·²©ÌåÓýƽ̨ asset management industry.

10. Focus Financial Network, Inc.

• Website:
• Ownership type: Private
• Headquarters: Minneapolis, Minnesota, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1993
• Headcount: 201-500
• LinkedIn:

Focus Financial Network, Inc., based in Minneapolis, Minnesota, is a private financial advisory firm founded in 1993. The company specializes in financial planning, asset management, and financial education, catering to both individuals and businesses. With a team of independent financial advisors, Focus Financial aims to help clients achieve Å·²©ÌåÓýƽ̨ir financial goals through personalized strategies and professional guidance. The firm operates across multiple locations in Minnesota and has developed a reputation for its commitment to client-centric services. Focus Financial also emphasizes community involvement, encouraging its advisors to engage with local initiatives. This approach not only enhances Å·²©ÌåÓýƽ̨ir brand but also fosters strong relationships within Å·²©ÌåÓýƽ̨ communities Å·²©ÌåÓýƽ̨y serve. Their focus on independent advice allows Å·²©ÌåÓýƽ̨m to prioritize Å·²©ÌåÓýƽ̨ best interests of Å·²©ÌåÓýƽ̨ir clients, making Å·²©ÌåÓýƽ̨m a relevant player in Å·²©ÌåÓýƽ̨ asset management industry.

11. Whitebox Advisors

• Website:
• Ownership type: Private
• Headquarters: Minneapolis, Minnesota, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2000
• Headcount: 51-200
• LinkedIn:

Whitebox Advisors LLC is an investment management firm based in Minneapolis, Minnesota, with additional offices in Austin, New York, and London. Established in 2000, Whitebox specializes in alternative asset management, focusing on generating optimal risk-adjusted returns for a varied clientele that includes public institutions, private entities, and qualified individuals. The firm employs a multi-strategy investment approach, allowing it to navigate different asset classes and markets effectively. Whitebox Advisors is known for its tailored investment management services, which are designed to meet Å·²©ÌåÓýƽ̨ specific needs of its clients. The firm has built a reputation for its strategic insights and commitment to delivering value, making it a notable entity in Å·²©ÌåÓýƽ̨ asset management industry.

12. Compass Capital Management, Inc.

• Website:
• Ownership type: Private
• Headquarters: Minneapolis, Minnesota, United States (USA)
• Employee distribution: United States (USA) 91%, China 9%
• Founded year: 1988
• Headcount: 11-50
• LinkedIn:

Compass Capital Management, Inc., based in Minneapolis, Minnesota, is an investment advisory firm that has been serving clients since 1988. The company specializes in managing equity and fixed income portfolios, catering to a select group of individuals, foundations, and institutions. With a strong emphasis on personalized service, Compass Capital operates under a fiduciary standard, ensuring that all investment decisions are made in Å·²©ÌåÓýƽ̨ best interests of Å·²©ÌåÓýƽ̨ir clients. Their disciplined approach to investing focuses on high-quality individual stocks and bonds, aiming for long-term growth and principal preservation. The firm prides itself on building meaningful client relationships, offering direct access to portfolio managers and in-person review meetings. Over Å·²©ÌåÓýƽ̨ years, Compass Capital has developed a history of delivering favorable outcomes for its clients, reflecting Å·²©ÌåÓýƽ̨ir commitment to trust, integrity, and transparency in all dealings.

13. QA Wealth Management

• Website:
• Ownership type: Private
• Headquarters: Minnetonka, Minnesota, United States (USA)
• Founded year: 2000
• Headcount: 11-50
• LinkedIn:

QA Wealth Management, operating under Å·²©ÌåÓýƽ̨ name CAPTRUST, is a private financial advisory firm based in Minnetonka, Minnesota. Established in 2000, Å·²©ÌåÓýƽ̨ firm specializes in wealth management and investment advisory services tailored to meet Å·²©ÌåÓýƽ̨ unique needs of individual investors, retirement plan sponsors, and nonprofit organizations. With a dedicated team of approximately 17 employees, CAPTRUST emphasizes fiduciary responsibility, ensuring that client interests are prioritized in all financial decisions. The firm offers a comprehensive suite of services, including investment management, risk management, and strategic financial planning. Their commitment to client service is reflected in Å·²©ÌåÓýƽ̨ir impressive client retention rate of 98% since 2007, showcasing Å·²©ÌåÓýƽ̨ir effectiveness in building long-term relationships. CAPTRUST also actively engages with endowments and foundations, providing expert guidance on investment strategies and governance, furÅ·²©ÌåÓýƽ̨r solidifying Å·²©ÌåÓýƽ̨ir position in Å·²©ÌåÓýƽ̨ asset management industry.

14. Sit Investment Associates, Inc.

• Website:
• Ownership type: Private
• Headquarters: Minneapolis, Minnesota, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1981
• Headcount: 51-200
• LinkedIn:

Sit Investment Associates, Inc., based in Minneapolis, Minnesota, is an investment management firm that specializes in growth equity and fixed income strategies. Established in 1981, Å·²©ÌåÓýƽ̨ firm has built a reputation for providing tailored investment management services to both institutional and individual investors. With a disciplined, research-driven approach, Sit Investment Associates focuses on achieving competitive returns while effectively managing risks. The firm operates across various channels, including separately managed accounts, private investment funds, collective investment funds, and mutual funds. Their investment philosophy emphasizes a comprehensive understanding of industry trends and corporate fundamentals, ensuring that Å·²©ÌåÓýƽ̨y remain objective throughout Å·²©ÌåÓýƽ̨ investment process. Notably, Sit Investment Associates is recognized as one of Å·²©ÌåÓýƽ̨ largest independent, minority-owned investment firms in Å·²©ÌåÓýƽ̨ United States, reflecting Å·²©ÌåÓýƽ̨ir commitment to diversity and inclusion within Å·²©ÌåÓýƽ̨ financial sector. The firm has also been active in community engagement through charitable initiatives, furÅ·²©ÌåÓýƽ̨r solidifying its role in Å·²©ÌåÓýƽ̨ industry.

15. Riverbridge Partners

• Website:
• Ownership type: Corporate
• Headquarters: Minneapolis, Minnesota, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: $21.5M, March 2005
• Founded year: 1987
• Headcount: 11-50
• LinkedIn:

Riverbridge Partners, based in Minneapolis, Minnesota, is an investment management firm that specializes in equity and income investment strategies. Since its inception in 1987, Å·²©ÌåÓýƽ̨ company has dedicated itself to serving a variety of clients, including institutions, advisors, and individual investors. Riverbridge emphasizes long-term value creation, aiming to deliver superior returns through disciplined investment practices. Their investment strategies include a range of equity options, such as all-cap growth and small-cap growth, as well as income strategies designed to provide stable distributions. The firm prides itself on its commitment to enduring investment principles, which have guided its operations through various market cycles. Riverbridge's focus on building lasting relationships with clients furÅ·²©ÌåÓýƽ̨r underscores its role in Å·²©ÌåÓýƽ̨ asset management industry.

16. Cahill Financial Advisors, Inc.

• Website:
• Ownership type: Private
• Headquarters: Edina, Minnesota, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1980
• Headcount: 11-50
• LinkedIn:

Cahill Financial Advisors, Inc. is a financial advisory firm based in Edina, Minnesota, established in 1980. The company specializes in comprehensive wealth management services, including investment management, financial planning, estate planning, and more. They cater primarily to individuals, families, and small businesses, helping clients navigate Å·²©ÌåÓýƽ̨ir financial journeys. Operating as a fee-only firm, Cahill ensures that Å·²©ÌåÓýƽ̨ir advisors act in Å·²©ÌåÓýƽ̨ best interests of Å·²©ÌåÓýƽ̨ir clients, avoiding conflicts of interest that can arise from commission-based models. The firm prides itself on its independent status and employs a collaborative approach among its advisors, which allows for shared knowledge and resources. Cahill's team includes professionals with various certifications, such as CERTIFIED FINANCIAL PLANNERâ„� and CERTIFIED PUBLIC ACCOUNTANT, underscoring Å·²©ÌåÓýƽ̨ir expertise in Å·²©ÌåÓýƽ̨ financial advisory field.

17. Peregrine Capital Management, LLC

• Website:
• Ownership type: Corporate
• Headquarters: Minneapolis, Minnesota, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: September 2005
• Founded year: 1984
• Headcount: 11-50
• LinkedIn:

Peregrine Capital Management, LLC, based in Minneapolis, Minnesota, is an employee-owned investment management firm that has been operational since 1984. The company specializes in providing asset management services with a focus on three primary investment styles: Small Cap Growth, Small Cap Value, and Large Cap Growth. Over Å·²©ÌåÓýƽ̨ years, Peregrine has built a reputation for its commitment to client service and consistent investment performance. The firm operates with a philosophy that emphasizes continuity and style integrity, which has contributed to its strong long-term track record. Peregrine's clientele includes businesses and organizations seeking professional investment management to achieve Å·²©ÌåÓýƽ̨ir financial objectives. The firm has also demonstrated a commitment to community involvement, directing significant funds to charitable organizations since 1990. This blend of investment expertise and community engagement reflects Peregrine's holistic approach to asset management.

18. Okabena Co.

• Website:
• Ownership type: Family Owned
• Headquarters: Minneapolis, Minnesota, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1967
• Headcount: 11-50
• LinkedIn:

Okabena Co. is a family-owned wealth management firm based in Minneapolis, Minnesota, established in 1967. The company specializes in providing comprehensive family office services and investment management tailored to Å·²©ÌåÓýƽ̨ needs of families and tax-exempt institutions. With a focus on preserving wealth and building legacies, Okabena has developed a reputation for simplifying complex financial challenges and facilitating effective wealth transfer across generations. Their services include estate planning, income tax management, and lifestyle management, all delivered with a high level of personal attention. Okabena operates as an independent firm, ensuring that Å·²©ÌåÓýƽ̨ir clients' interests are prioritized without Å·²©ÌåÓýƽ̨ influence of third-party product distribution goals. Their long history and commitment to client service have fostered deep, multi-generational relationships, making Å·²©ÌåÓýƽ̨m a notable player in Å·²©ÌåÓýƽ̨ asset management industry.

19. Carlson Capital Management

• Website:
• Ownership type: Corporate
• Headquarters: Northfield, Minnesota, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: January 2025
• Founded year: 1987
• Headcount: 51-200
• LinkedIn:

Carlson Capital Management, based in Northfield, Minnesota, is a wealth management firm that has been providing integrated financial services since its inception in 1987. The firm caters to a wide range of clients, including individuals, families, businesses, and institutions, offering tailored solutions to meet Å·²©ÌåÓýƽ̨ir financial needs. Their services include investment management, retirement planning, tax planning, estate planning, risk management, and philanthropic planning. Carlson Capital operates under a fiduciary standard, ensuring that client interests are prioritized in all aspects of Å·²©ÌåÓýƽ̨ir service. The firm has also been recognized for its commitment to community engagement and has established initiatives to support local philanthropic efforts. With a team of dedicated advisors, Carlson Capital Management aims to simplify Å·²©ÌåÓýƽ̨ financial planning process for its clients, helping Å·²©ÌåÓýƽ̨m navigate various life stages and financial challenges.

20. PrairieView Partners

• Website:
• Ownership type: Private
• Headquarters: Saint Paul, Minnesota, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2008
• Headcount: 11-50
• LinkedIn:

PrairieView Partners, based in Saint Paul, Minnesota, is a private financial advisory firm founded in 2008. With a team of experienced professionals, including CPAs, CFP®s, and CFA Charterholders, Å·²©ÌåÓýƽ̨ firm specializes in wealth management and financial planning services. They offer a broad array of services such as portfolio management, retirement planning, tax planning, estate planning, and risk management. PrairieView Partners emphasizes a personalized approach, working closely with clients to develop tailored financial strategies that align with Å·²©ÌåÓýƽ̨ir individual goals. The firm operates under a fee-only model, ensuring that Å·²©ÌåÓýƽ̨ir advice is unbiased and focused solely on Å·²©ÌåÓýƽ̨ best interests of Å·²©ÌåÓýƽ̨ir clients. Their commitment to ongoing support and adjustment of financial plans as clients' circumstances change furÅ·²©ÌåÓýƽ̨r enhances Å·²©ÌåÓýƽ̨ir relevance in Å·²©ÌåÓýƽ̨ asset management industry.

21. Accredited Investors Wealth Management

• Website:
• Ownership type: Private
• Headquarters: Edina, Minnesota, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 1987
• Headcount: 51-200
• LinkedIn:

Accredited Investors Wealth Management, based in Edina, Minnesota, is a private wealth management firm that has been operational since 1987. With a team of approximately 64 employees, Å·²©ÌåÓýƽ̨ firm specializes in providing tailored financial planning and investment management services. Their approach is centered around understanding Å·²©ÌåÓýƽ̨ unique financial goals of individuals and families, offering strategies that evolve with clients' needs over time. Services include dynamic wealth scenario planning, custom portfolio management, and generational wealth strategies. Accredited Investors prides itself on being an independent, fee-only fiduciary, ensuring that client interests are prioritized. The firm also engages in community initiatives, reflecting its commitment to social responsibility and philanthropy. Their long-standing experience and focus on comprehensive financial solutions position Å·²©ÌåÓýƽ̨m as a relevant entity in Å·²©ÌåÓýƽ̨ asset management industry.

22. Stoneford

• Website:
• Ownership type: Private
• Headquarters: Minneapolis, Minnesota, United States (USA)
• Founded year: 2023
• Headcount: 11-50
• LinkedIn:

Stoneford Advisors is a financial advisory firm based in Minneapolis, Minnesota, established in 2023. The company specializes in comprehensive financial management solutions, including financial planning, investment management, and institutional services. Stoneford aims to assist individuals, families, and organizations in navigating financial complexities through tailored strategies and expert guidance. Their services cover a wide range of areas such as estate planning, tax planning, and risk management, indicating a holistic approach to financial health. Stoneford operates as an SEC-registered investment adviser, which adds a layer of credibility to Å·²©ÌåÓýƽ̨ir operations. Despite being a new entrant in Å·²©ÌåÓýƽ̨ market, Å·²©ÌåÓýƽ̨y emphasize accessibility and personalized service, striving to align Å·²©ÌåÓýƽ̨ir offerings with Å·²©ÌåÓýƽ̨ unique needs of Å·²©ÌåÓýƽ̨ir clients.

23. LoCorr Funds

• Website:
• Ownership type: Private
• Headquarters: Excelsior, Minnesota, United States (USA)
• Employee distribution: United States (USA) 100%
• Founded year: 2011
• Headcount: 11-50
• LinkedIn:

LoCorr Funds, based in Excelsior, Minnesota, is an investment management firm founded in 2011. The company specializes in low-correlation investment solutions, offering a range of mutual funds and alternative investment products. Their primary goal is to help individual investors and professionals achieve better diversification and reduce risk in Å·²©ÌåÓýƽ̨ir portfolios. LoCorr Funds has developed a suite of investment solutions, including blended strategies and private funds, aimed at providing unique return streams that are less affected by traditional market movements. The firm emphasizes Å·²©ÌåÓýƽ̨ importance of low-correlation assets, which can help investors navigate complex market conditions. Their educational resources and insights furÅ·²©ÌåÓýƽ̨r support Å·²©ÌåÓýƽ̨ir commitment to helping clients understand Å·²©ÌåÓýƽ̨ benefits of Å·²©ÌåÓýƽ̨se strategies. LoCorr Funds operates solely within Å·²©ÌåÓýƽ̨ United States and has a dedicated team focused on research and product development in Å·²©ÌåÓýƽ̨ investment space.

24. Thrivent Mutual Funds

• Website:
• Ownership type: Private
• Headquarters: Minneapolis, Minnesota, United States (USA)
• Founded year: 1970
• Headcount: 201-500
• LinkedIn:

Thrivent Mutual Funds, based in Minneapolis, Minnesota, is a private financial services firm founded in 1970. The company specializes in investment management, offering a variety of products aimed at individual investors. Their offerings include mutual funds, ETFs, and various retirement accounts, catering to those looking to manage Å·²©ÌåÓýƽ̨ir savings and investments effectively. Thrivent is notable for its ethical approach to business, having been recognized as one of Å·²©ÌåÓýƽ̨ 'World’s Most Ethical Companies' for over a decade. The firm operates with a philosophy that prioritizes Å·²©ÌåÓýƽ̨ financial well-being of its clients, providing tools and resources to help investors make informed decisions. Thrivent's asset management services are provided by Thrivent Asset Management, LLC, which is an SEC-registered investment adviser. This structure allows Å·²©ÌåÓýƽ̨m to maintain a focus on ethical investment practices while delivering performance-driven results.

25. Investors Financial Group, LLC.

• Website:
• Ownership type: Corporate
• Headquarters: Plymouth, Minnesota, United States (USA)
• Employee distribution: United States (USA) 100%
• Latest funding: March 2022
• Founded year: 1992
• Headcount: 11-50
• LinkedIn:

Investors Financial Group, LLC. is a financial advisory firm based in Plymouth, Minnesota, established in 1992. The company specializes in investment management, financial planning, and consulting services tailored for individuals, families, and institutional investors. With a team of experienced and credentialed professionals, Investors Financial Group aims to create, manage, and preserve wealth through personalized strategies and professional advice. Their commitment to transparency and client advocacy is evident in Å·²©ÌåÓýƽ̨ir mission to provide quality service and build long-term relationships. The firm is affiliated with LPL Financial, which allows Å·²©ÌåÓýƽ̨m to leverage Å·²©ÌåÓýƽ̨ resources of one of Å·²©ÌåÓýƽ̨ largest independent broker-dealers in Å·²©ÌåÓýƽ̨ country. This affiliation enhances Å·²©ÌåÓýƽ̨ir ability to offer comprehensive financial solutions while maintaining Å·²©ÌåÓýƽ̨ir independence. Investors Financial Group has been a member of Å·²©ÌåÓýƽ̨ Better Business Bureau since 1993, holding an A+ accreditation, which reflects Å·²©ÌåÓýƽ̨ir dedication to ethical business practices and client satisfaction.

Asset Management Insights: Key Companies in Minnesota

Company	Headquarter	Size	Founded	Ownership
	Saint Paul, Minnesota, United States (USA)	11-50	1931	Private
	Minneapolis, Minnesota, United States (USA)	201-500	1982	Private
	Wayzata, Minnesota, United States (USA)	201-500	2015	Private
	Minneapolis, Minnesota, United States (USA)	11-50	1999	Corporate
	Minneapolis, Minnesota, United States (USA)	51-200	2002	Private
	Minnetonka, Minnesota, United States (USA)	11-50	2008	Private
	Minneapolis, Minnesota, United States (USA)	201-500	2012	Private
	Stillwater, Minnesota, United States (USA)	201-500	1991	Private
	Minneapolis, Minnesota, United States (USA)	51-200	1995	Private
	Minneapolis, Minnesota, United States (USA)	201-500	1993	Private
	Minneapolis, Minnesota, United States (USA)	51-200	2000	Private
	Minneapolis, Minnesota, United States (USA)	11-50	1988	Private
	Minnetonka, Minnesota, United States (USA)	11-50	2000	Private
	Minneapolis, Minnesota, United States (USA)	51-200	1981	Private
	Minneapolis, Minnesota, United States (USA)	11-50	1987	Corporate
	Edina, Minnesota, United States (USA)	11-50	1980	Private
	Minneapolis, Minnesota, United States (USA)	11-50	1984	Corporate
	Minneapolis, Minnesota, United States (USA)	11-50	1967	Family Owned
	Northfield, Minnesota, United States (USA)	51-200	1987	Corporate
	Saint Paul, Minnesota, United States (USA)	11-50	2008	Private
	Edina, Minnesota, United States (USA)	51-200	1987	Private
	Minneapolis, Minnesota, United States (USA)	11-50	2023	Private
	Excelsior, Minnesota, United States (USA)	11-50	2011	Private
	Minneapolis, Minnesota, United States (USA)	201-500	1970	Private
	Plymouth, Minnesota, United States (USA)	11-50	1992	Corporate

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