BLOOMINGTON, MNCRD 115752Latest ADV March 30, 2026
Stevens Foster Financial Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Bloomington, MN. Its latest Form ADV filing, dated March 30, 2026, reports $750M in regulatory assets under management, 20 employees, and 1,003 accounts.
Assets Under Management
$750M
Employees
20
Offices
--
Total Clients
332
Primary office
BLOOMINGTON, MN
7900 XERXES AVENUE SOUTH, SUITE 1800, BLOOMINGTON, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.5% of total clients.
Top client categories% of clientsClients
1
Individuals
54.5%
181
2
HNWI
45.5%
151
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$750Mas of March 30, 2026
Discretionary82.4%
$618M
82% of total RAUM82.4%
Non-discretionary17.6%
$132M
18% of total RAUM17.6%
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$750M
Total Accounts1,003
10Y AUM Change+$137M (+22.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee17:1
10Y Employee Change-2 (-9.1%)
* 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.