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Top RIA Firms in Bloomington, Minnesota
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Bloomington, Minnesota. This hub covers 22 matching firms with $26.6B in total reported AUM and median AUM of $442.8M.
Firms
22
Matching current profiles
Total AUM
$26.6B
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 Mar 2026 | +$321.5M+19.1% | +$539.0M+36.8% | +$788.3M+64.8% | +$1.6B+443.1% | +5 employees+16.1% over 3Y | +568 accounts+15.8% over 3Y |
| 4. Ttcp Management Services, LLC CRD 165448 · Limited Liability Company | BLOOMINGTON, MN | $1.3B Mar 2026 | +$255.3M+24.8% | +$287.7M+28.8% | +$571.8M+80.2% | +$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 Mar 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 | $567.1M Mar 2026 | +$309.9M+120.5% | +$381.4M+205.4% | +$403.4M+246.4% | +$380.1M+203.2% | +1 employees+16.7% over 3Y | 0 accounts+0.0% 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 Mar 2026 | — | — | — | — | 0 employees+0.0% over Total | — |
| 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 Mar 2026 | +$10.7M+3.7% | +$76.2M+34.5% | +$155.7M+110.2% | +$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 Mar 2026 | +$28.2M+58.2% | +$37.9M+97.7% | — | — | 0 employees+0.0% over 3Y | +71 accounts+107.6% 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 historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.