Firm profile

GRADIENT ADVISORS, LLC

ARDEN HILLS, MNCRD 152665Latest ADV March 31, 2026

Gradient Advisors, 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 March 31, 2026, reports $289M in regulatory assets under management, 173 employees, 165 offices, and 2,152 accounts.

Assets Under Management
$289M
Employees
173
Offices
165 offices
Total Clients
2,152
Primary office
ARDEN HILLS, MN
4105 LEXINGTON AVENUE N., SUITE 225, ARDEN HILLS, MN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOBrian A. Remme

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 97.4% of total clients.
Top client categories% of clientsClients
1
Individuals
97.4%
2,097
2
HNWI
2.4%
52
3
Corporations
0.1%
3
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$289Mas of March 31, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$289M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$289M
Total Accounts2,152
10Y AUM Change+$247M (+586.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees173
Clients per Employee12:1
10Y Employee Change+100 (+137.0%)

* 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.