Gradient Investments, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Arden Hills, MN. Its latest Form ADV filing, dated April 8, 2026, reports $8.2B in regulatory assets under management, 40 employees, and 77,311 accounts.
Assets Under Management
$8.2B
Employees
40
Offices
--
Total Clients
26,563
Primary office
ARDEN HILLS, MN
4105 LEXINGTON AVENUE NORTH, SUITE 250, ARDEN HILLS, 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 93.6% of total clients.
Top client categories% of clientsClients
1
Individuals
93.6%
24,859
2
HNWI
6.4%
1,701
Additional categories (<0.1%)
Pension Plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$8.2Bas of April 8, 2026
Discretionary100.0%
$8.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$8.2B
Total Accounts77,311
10Y AUM Change+$6.9B (+551.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees40
Clients per Employee664:1
10Y Employee Change+17 (+73.9%)
* 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.