Rossjohnson & Associates, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Plymouth, MN. Its latest Form ADV filing, dated March 31, 2026, reports $212M in regulatory assets under management, 4 employees, and 607 accounts.
Assets Under Management
$212M
Employees
4
Offices
--
Total Clients
274
Primary office
PLYMOUTH, MN
3380 ANNAPOLIS LANE, N B-100, PLYMOUTH, MN, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Commissions
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.1% of total clients.
Top client categories% of clientsClients
1
Individuals
70.1%
192
2
HNWI
29.2%
80
3
Pension Plans
0.7%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$212Mas of March 31, 2026
Discretionary97.0%
$205M
97% of total RAUM97.0%
Non-discretionary3.0%
$6M
3% of total RAUM3.0%
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.
Total AUM$212M
Total Accounts607
10Y AUM Change+$212M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee69:1
10Y Employee Change+2 (+100.0%)
* 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.