ST. LOUIS PARK, MNCRD 113200Latest ADV February 23, 2026
Affiance Financial LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in St. Louis Park, MN.
Assets Under Management
$1.4B
Employees
25
Offices
2 offices
Total Clients
1,183
Primary office
ST. LOUIS PARK, MN
600 HIGHWAY 169 SOUTH, SUITE 1750, ST. LOUIS PARK, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.3% of total clients.
Top client categories% of clientsClients
1
Individuals
69.3%
820
2
HNWI
30.3%
358
3
Pension Plans
0.4%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of February 23, 2026
Discretionary97.9%
$1.3B
98% of total RAUM97.9%
Non-discretionary2.1%
$28M
2% of total RAUM2.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.4B
Total Accounts4,165
10Y AUM Change+$878M (+177.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees25
Clients per Employee47:1
10Y Employee Change+1 (+4.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.