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Largest RIA Firms in Bloomington, Minnesota by AUM
Explore registered investment advisers headquartered in Bloomington, Minnesota, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 22 firms with $26.7B in total reported AUM and median AUM of $442.8M.
Firms
22
Matching current profiles
Total AUM
$26.7B
Reported regulatory AUM
Median AUM
$442.8M
Across firms with AUM
Largest firm
$13.0B
Devenir Investment Advisors, LLC
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Top RIAs discovered by AUM
Compare RIAs using AUM growth, employee and account signals
| Firm | Location | Current AUM↓ | 1YR AUM↕ | 3YR AUM↕ | 5YR AUM↕ | Total AUM↕ | Employee Signal↕ | Account Signal↕ |
|---|---|---|---|---|---|---|---|---|
| 1. Devenir Investment Advisors, LLC CRD 132824 · Limited Liability Company | BLOOMINGTON, MN | $13.0B Mar 2026 | +$2.1B+19.0% | +$2.2B+20.3% | +$7.4B+132.0% | +$12.7B+4159.9% | +1 employees+10.0% over 3Y | -7 accounts-13.7% over 3Y |
| 2. Bps Capital Management, INC. CRD 120006 · Corporation | BLOOMINGTON, MN | $3.1B Jan 2026 | -$665.1M-17.6% | -$1.8B-36.4% | -$86.7M-2.7% | +$454.6M+17.2% | -2 employees-28.6% over 3Y | -4 accounts-5.6% over 3Y |
| 3. Jnba Financial Advisors, LLC CRD 106550 · Limited Liability Company | BLOOMINGTON, MN | $2.0B Sep 2026 | +$321.5M+19.1% | +$709.1M+54.7% | +$788.3M+64.8% | +$1.6B+443.1% | +4 employees+12.5% over 3Y | +604 accounts+17.0% over 3Y |
| 4. Ttcp Management Services, LLC CRD 165448 · Limited Liability Company | BLOOMINGTON, MN | $1.3B Aug 2026 | +$64.8M+5.3% | +$287.7M+28.8% | +$448.1M+53.6% | +$1.1B+665.7% | -2 employees-10.0% over 3Y | -9 accounts-32.1% over 3Y |
| 5. Birchwood Financial Partners, INC. CRD 169962 · Corporation | BLOOMINGTON, MN | $853.2M Mar 2026 | +$136.4M+19.0% | +$334.5M+64.5% | +$406.9M+91.2% | — | +2 employees+15.4% over 3Y | +218 accounts+14.3% over 3Y |
| 6. Systelligence, LLC CRD 283582 · Limited Liability Company | BLOOMINGTON, MN | $783.9M Oct 2026 | +$72.2M+10.1% | +$129.9M+19.9% | +$54.4M+7.5% | — | 0 employees+0.0% over 3Y | 0 accounts+0.0% over 3Y |
| 7. Stevens Foster Financial Advisors CRD 115752 · Corporation | BLOOMINGTON, MN | $750.4M Mar 2026 | +$89.7M+13.6% | +$174.0M+30.2% | +$87.7M+13.2% | +$29.0M+4.0% | -5 employees-20.0% over 3Y | -69 accounts-6.4% over 3Y |
| 8. Sightline Partners LLC CRD 162629 · Limited Liability Company | BLOOMINGTON, MN | $642.8M Jun 2026 | +$391.7M+156.0% | +$457.2M+246.2% | +$479.1M+292.6% | +$455.8M+243.7% | +1 employees+16.7% over 3Y | +1 accounts+12.5% over 3Y |
| 9. Boyum Wealth Architects LLC CRD 161261 · Limited Liability Company | BLOOMINGTON, MN | $564.0M Apr 2026 | +$247.7M+78.3% | +$356.1M+171.3% | +$378.2M+203.7% | +$435.8M+340.1% | +11 employees+275.0% over 3Y | +525 accounts+83.3% over 3Y |
| 10. Bgm Wealth Management CRD 110483 · Limited Liability Company | BLOOMINGTON, MN | $517.5M Jan 2026 | +$84.1M+19.4% | +$33.8M+7.0% | +$127.5M+32.7% | +$309.1M+148.3% | +2 employees+33.3% over 3Y | +189 accounts+27.0% over 3Y |
| 11. Cedar Cove Wealth Partners CRD 336245 · Limited Liability Company | BLOOMINGTON, MN | $455.0M Oct 2026 | — | — | — | — | +1 employees+7.7% over 1Y | — |
| 12. White Pine Capital LLC CRD 108417 · Limited Liability Company | BLOOMINGTON, MN | $430.6M Mar 2026 | +$66.9M+18.4% | +$106.1M+32.7% | +$109.5M+34.1% | +$90.2M+26.5% | +1 employees+16.7% over 3Y | +6 accounts+1.7% over 3Y |
| 13. Webb Financial Group CRD 106617 · Corporation | BLOOMINGTON, MN | $397.2M Mar 2026 | +$26.0M+7.0% | +$76.7M+23.9% | +$145.8M+58.0% | +$281.8M+244.3% | +1 employees+14.3% over 3Y | +31 accounts+1.7% over 3Y |
| 14. Petros Family Wealth, LLC CRD 324059 · Limited Liability Company | BLOOMINGTON, MN | $341.6M Feb 2026 | +$67.1M+24.5% | — | — | — | +3 employees+50.0% over 3Y | +380 accounts+28.0% over 1Y |
| 15. Legacy Financial Advisors Corporation CRD 115384 · Corporation | BLOOMINGTON, MN | $317.7M Feb 2026 | +$60.5M+23.5% | +$57.5M+22.1% | +$115.7M+57.3% | +$194.1M+157.1% | +1 employees+20.0% over 3Y | +144 accounts+17.9% over 3Y |
| 16. Caissa Wealth Strategies CRD 150458 · Limited Liability Company | BLOOMINGTON, MN | $297.0M Aug 2026 | +$10.7M+3.7% | +$76.2M+34.5% | +$121.1M+68.9% | +$181.1M+156.3% | 0 employees+0.0% over 3Y | -346 accounts-66.4% over 3Y |
| 17. Trademark Financial Management, LLC CRD 116543 · Limited Liability Company | BLOOMINGTON, MN | $293.4M Mar 2026 | +$47.1M+19.1% | +$61.0M+26.2% | +$80.4M+37.7% | +$228.9M+354.8% | 0 employees+0.0% over 3Y | +84 accounts+10.0% over 3Y |
| 18. Trumix Advisors CRD 310222 · Limited Liability Company | BLOOMINGTON, MN | $169.9M Mar 2026 | +$22.7M+15.4% | — | — | +$57.6M+51.3% | +2 employees+50.0% over 1Y | -22 accounts-3.0% over 1Y |
| 19. Psc Financial LLC CRD 172054 · Limited Liability Company | BLOOMINGTON, MN | $135.1M Mar 2026 | +$6.0M+4.6% | +$20.8M+18.2% | +$17.7M+15.1% | — | 0 employees+0.0% over 3Y | +5 accounts+2.2% over 3Y |
| 20. Peak Financial Consulting, INC. CRD 291860 · Corporation | BLOOMINGTON, MN | $132.3M Feb 2026 | — | — | — | +$22.1M+20.1% | 0 employees+0.0% over Total | -345 accounts-48.2% over Total |
| 21. Boulevard CRD 164423 · Corporation | BLOOMINGTON, MN | $119.5M Apr 2026 | — | — | — | +$6.6M+5.9% | 0 employees+0.0% over Total | -74 accounts-7.9% over Total |
| 22. Fbd Asset Mgmt CRD 307216 · Limited Liability Company | BLOOMINGTON, MN | $76.8M Oct 2026 | +$28.2M+58.2% | +$42.7M+125.7% | +$32.5M+73.5% | — | 0 employees+0.0% over 3Y | +73 accounts+114.1% over 3Y |
Methodology
Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth.Metrics may show a dash where sufficient historical filing data is unavailable for the lookback period.