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Top RIA Firms in Edina, Minnesota
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Edina, Minnesota. This hub covers 19 matching firms with $20.4B in total reported AUM and median AUM of $608.7M.
Firms
19
Matching current profiles
Total AUM
$20.4B
Reported regulatory AUM
Median AUM
$608.7M
Across firms with AUM
Largest firm
$4.4B
Accredited Investors Wealth Management
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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. Accredited Investors Wealth Management CRD 105439 · Corporation | EDINA, MN | $4.4B Mar 2026 | +$1.1B+31.4% | +$1.5B+49.3% | +$2.1B+92.1% | +$3.5B+382.7% | -1 employees-1.9% over 3Y | +667 accounts+15.1% over 3Y |
| 2. Tradition Wealth Management LLC CRD 128314 · Limited Liability Company | EDINA, MN | $2.4B Mar 2026 | +$846.1M+55.6% | +$1.2B+106.1% | +$1.7B+232.5% | +$2.2B+1674.2% | +9 employees+39.1% over 3Y | +1,917 accounts+52.9% over 3Y |
| 3. Punch & Associates Investment Management, INC. CRD 117962 · Corporation | EDINA, MN | $2.0B Apr 2026 | -$60.0M-2.9% | +$253.8M+14.3% | +$424.6M+26.5% | +$1.5B+314.7% | +10 employees+41.7% over 3Y | -1,549 accounts-73.5% over 3Y |
| 4. Silveroak Wealth Management LLC CRD 110532 · Limited Liability Company | EDINA, MN | $2.0B Mar 2026 | +$281.5M+16.4% | +$643.6M+47.5% | +$919.4M+85.2% | +$1.7B+702.1% | +4 employees+21.1% over 3Y | +308 accounts+18.3% over 3Y |
| 5. Cahill Financial Advisors, INC. CRD 109890 · Corporation | EDINA, MN | $1.8B Mar 2026 | +$337.9M+23.6% | +$669.7M+60.8% | +$803.0M+83.0% | +$1.6B+769.6% | -1 employees-4.3% over 3Y | +105 accounts+2.6% over 3Y |
| 6. O'Brien-Staley Partners CRD 169245 · Limited Liability Company | EDINA, MN | $1.4B Mar 2026 | -$93.2M-6.1% | +$283.4M+24.8% | -$114.6M-7.4% | — | +3 employees+9.4% over 3Y | -1 accounts-14.3% over 3Y |
| 7. First Light Asset Management, LLC CRD 168899 · Limited Liability Company | EDINA, MN | $1.4B Mar 2026 | +$19.7M+1.4% | -$53.3M-3.6% | +$7.5M+0.5% | — | +1 employees+7.7% over 3Y | -277 accounts-24.3% over 3Y |
| 8. Running Oak Capital LLC CRD 286656 · Limited Liability Company | EDINA, MN | $874.7M May 2026 | +$52.0M+6.3% | +$470.8M+116.6% | +$530.7M+154.3% | — | 0 employees+0.0% over 3Y | +179 accounts+20.9% over 3Y |
| 9. Dsg Capital Advisors, LLC CRD 332056 · Limited Liability Company | EDINA, MN | $780.3M Mar 2026 | +$96.5M+14.1% | — | — | — | 0 employees+0.0% over 1Y | +17 accounts+3.4% over 1Y |
| 10. Cornerstone Wealth Advisors, INC. CRD 124947 · Corporation | EDINA, MN | $608.7M Mar 2026 | +$80.9M+15.3% | +$224.3M+58.3% | +$319.0M+110.1% | +$468.4M+334.0% | +4 employees+100.0% over 3Y | +82 accounts+5.9% over 3Y |
| 11. Stiles Financial Services, INC. CRD 117023 · Corporation | EDINA, MN | $548.7M Mar 2026 | +$109.5M+24.9% | +$209.2M+61.6% | +$342.1M+165.6% | +$157.1M+40.1% | +4 employees+50.0% over 3Y | +596 accounts+302.5% over 3Y |
| 12. Acumen Financial Advisors, LLC CRD 152748 · Limited Liability Company | EDINA, MN | $465.2M Mar 2026 | +$61.5M+15.2% | +$159.1M+52.0% | +$153.5M+49.2% | +$329.4M+242.4% | +1 employees+25.0% over 3Y | +85 accounts+15.8% over 3Y |
| 13. Flourish Wealth Management INC. CRD 170591 · Corporation | EDINA, MN | $455.2M May 2026 | +$72.2M+18.8% | +$196.4M+75.9% | +$277.8M+156.6% | +$329.3M+261.4% | 0 employees+0.0% over 3Y | +104 accounts+13.1% over 3Y |
| 14. Laurel Wealth Planning CRD 122035 · Limited Liability Company | EDINA, MN | $453.6M May 2026 | +$58.1M+14.7% | +$121.9M+36.7% | +$191.9M+73.3% | +$331.0M+269.9% | 0 employees+0.0% over 3Y | +168 accounts+20.0% over 3Y |
| 15. Cfg Retirement CRD 179516 · Corporation | EDINA, MN | $241.0M Mar 2026 | +$59.2M+32.5% | — | — | +$140.2M+139.0% | +2 employees+40.0% over 1Y | -88 accounts-14.3% over 1Y |
| 16. Trailhead Planners, LLC CRD 284610 · Limited Liability Company | EDINA, MN | $188.4M Jan 2026 | +$69.0M+57.8% | — | — | +$85.7M+83.5% | 0 employees+0.0% over 1Y | +148 accounts+33.2% over 1Y |
| 17. Star Capital INC. CRD 171057 · Corporation | EDINA, MN | $143.6M Mar 2026 | +$7.4M+5.5% | — | — | +$15.6M+12.2% | -1 employees-14.3% over 1Y | +364 accounts+23.5% over 1Y |
| 18. Josh Arnold Investment Consultant, LLC CRD 163088 · Limited Liability Company | EDINA, MN | $142.1M Mar 2026 | -$7.9M-5.3% | +$9.9M+7.5% | +$18.8M+15.2% | +$18.8M+15.2% | 0 employees+0.0% over 3Y | +45 accounts+12.6% over 3Y |
| 19. Contego Capital Group, INC. CRD 128518 · Corporation | EDINA, MN | $88.0M Apr 2026 | +$14.7M+20.1% | -$45.2M-34.0% | -$113.4M-56.3% | +$65.7M+293.9% | +3 employees+60.0% over 3Y | +91 accounts+103.4% 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.