Rialytix insights
Largest RIA Firms in Minnetonka, Minnesota by AUM
Explore registered investment advisers headquartered in Minnetonka, Minnesota, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 19 firms with $60.8B in total reported AUM and median AUM of $646.0M.
Firms
19
Matching current profiles
Total AUM
$60.8B
Reported regulatory AUM
Median AUM
$646.0M
Across firms with AUM
Largest firm
$46.9B
Pine River Capital Management L.p.
Search RIA markets
Search by city or state
Find state and published city hubs without returning to the main insights page.
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. Pine River Capital Management L.p. CRD 133720 · Limited Partnership | MINNETONKA, MN | $46.9B Oct 2026 | +$22.8B+94.9% | +$43.3B+1197.4% | +$44.3B+1700.3% | +$2.1B+4.8% | 0 employees+0.0% over 3Y | -13 accounts-65.0% over 3Y |
| 2. Advisornet Wealth Partners CRD 113074 · Corporation | MINNETONKA, MN | $3.1B Mar 2026 | +$809.9M+34.6% | -$772.7M-19.7% | -$232.9M-6.9% | +$3.0B+2973.1% | -8 employees-5.8% over 3Y | -5,594 accounts-37.6% over 3Y |
| 3. Marks Group Wealth Management, INC. CRD 148679 · Corporation | MINNETONKA, MN | $2.0B Sep 2026 | +$48.5M+2.5% | +$553.4M+37.8% | +$662.6M+48.9% | +$1.8B+682.8% | 0 employees+0.0% over 3Y | +664 accounts+18.2% over 3Y |
| 4. Bluestem Wealth Partners, LLC CRD 324489 · Limited Liability Company | MINNETONKA, MN | $1.1B Mar 2026 | +$309.0M+38.1% | — | — | — | -4 employees-10.5% over 3Y | +572 accounts+7.4% over 1Y |
| 5. Marquette Wealth Management CRD 282482 · Limited Liability Company | MINNETONKA, MN | $1.1B Sep 2026 | +$250.4M+30.6% | +$497.7M+87.3% | +$190.2M+21.7% | +$372.1M+53.5% | 0 employees+0.0% over 3Y | +140 accounts+27.9% over 3Y |
| 6. Dgv Solutions LP CRD 174379 · Limited Partnership | MINNETONKA, MN | $944.4M Mar 2026 | +$162.5M+20.8% | -$275.7M-22.6% | -$122.2M-11.5% | +$819.6M+656.6% | -5 employees-45.5% over 3Y | -1 accounts-20.0% over 3Y |
| 7. The Advocate Group, LLC CRD 155270 · Limited Liability Company | MINNETONKA, MN | $809.9M Sep 2026 | +$96.6M+13.5% | +$218.9M+37.0% | +$325.5M+67.2% | +$563.0M+227.9% | +2 employees+13.3% over 3Y | +167 accounts+18.5% over 3Y |
| 8. Navista Wealth Management, INC. CRD 332373 · Corporation | MINNETONKA, MN | $709.6M Mar 2026 | +$86.6M+13.9% | — | — | — | 0 employees+0.0% over 1Y | +300 accounts+25.5% over 1Y |
| 9. Cherry Tree Wealth Management, LLC CRD 151406 · Limited Liability Company | MINNETONKA, MN | $673.5M Mar 2026 | +$119.5M+21.6% | +$197.7M+41.5% | +$252.5M+60.0% | +$509.4M+310.5% | 0 employees+0.0% over 3Y | +184 accounts+20.1% over 3Y |
| 10. Mcginty Road Partners, LP CRD 290390 · Limited Partnership | MINNETONKA, MN | $646.0M Apr 2026 | +$43.8M+7.3% | +$186.6M+40.6% | +$396.1M+158.6% | +$574.6M+804.7% | +1 employees+8.3% over 3Y | +3 accounts+75.0% over 3Y |
| 11. Twele Capital Management, INC. CRD 130239 · Corporation | MINNETONKA, MN | $578.5M Jan 2026 | -$58.1M-9.1% | -$232.4M-28.7% | +$82.3M+16.6% | +$326.8M+129.9% | -1 employees-20.0% over 3Y | +32 accounts+18.9% over 3Y |
| 12. Dougherty Wealth Advisers LLC CRD 143138 · Limited Liability Company | MINNETONKA, MN | $505.4M May 2026 | +$87.4M+20.9% | +$181.5M+56.0% | +$213.9M+73.4% | +$400.5M+381.9% | +1 employees+25.0% over 3Y | +106 accounts+55.2% over 3Y |
| 13. Speece Thorson Capital Group INC CRD 106052 · Corporation | MINNETONKA, MN | $469.0M Mar 2026 | -$53.0M-10.2% | -$33.0M-6.6% | +$48.0M+11.4% | +$129.0M+37.9% | 0 employees+0.0% over 3Y | +13 accounts+46.4% over 3Y |
| 14. Pathfinder 360 Managementco, LLC CRD 319211 · Limited Liability Company | MINNETONKA, MN | $343.8M Mar 2026 | — | — | — | +$17.2M+5.3% | 0 employees+0.0% over Total | 0 accounts+0.0% over Total |
| 15. Merced Capital, L.p. CRD 137228 · Limited Partnership | MINNETONKA, MN | $251.2M Mar 2026 | -$187.0M-42.7% | -$751.3M-74.9% | -$1.1B-81.1% | -$908.1M-78.3% | -19 employees-79.2% over 3Y | 0 accounts+0.0% over 3Y |
| 16. E-Wealth Partners CRD 327053 · Limited Liability Company | MINNETONKA, MN | $218.7M Apr 2026 | +$105.9M+93.8% | — | — | +$105.9M+93.8% | +1 employees+25.0% over 1Y | +262 accounts+47.7% over 1Y |
| 17. Quantitative Asset Management, LLC CRD 143279 · Limited Liability Company | MINNETONKA, MN | $187.4M Mar 2026 | +$23.8M+14.6% | +$34.4M+22.5% | +$37.1M+24.7% | +$93.3M+99.2% | 0 employees+0.0% over 3Y | -202 accounts-56.6% over 3Y |
| 18. Tonka Capital Partners, LLC CRD 298336 · Limited Liability Company | MINNETONKA, MN | $139.8M May 2026 | +$4.5M+3.3% | — | — | +$7.4M+5.6% | 0 employees+0.0% over 1Y | 0 accounts+0.0% over 1Y |
| 19. Uak Diversified Wealth Advisors CRD 300506 · Limited Liability Company | MINNETONKA, MN | $122.7M Jun 2026 | — | — | — | +$9.7M+8.5% | 0 employees+0.0% over Total | +30 accounts+5.8% over Total |
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.