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Top RIA Firms in Minnetonka, Minnesota
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Minnetonka, Minnesota. This hub covers 18 matching firms with $59.7B in total reported AUM and median AUM of $612.2M.
Firms
18
Matching current profiles
Total AUM
$59.7B
Reported regulatory AUM
Median AUM
$612.2M
Across firms with AUM
Largest firm
$46.9B
Pine River Capital Management L.p.
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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. Pine River Capital Management L.p. CRD 133720 · Limited Partnership | MINNETONKA, MN | $46.9B Mar 2026 | +$22.8B+94.9% | +$43.3B+1197.4% | +$44.3B+1700.3% | +$2.1B+4.8% | +2 employees+6.9% 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 Mar 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. 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 |
| 6. The Advocate Group, LLC CRD 155270 · Limited Liability Company | MINNETONKA, MN | $809.9M Feb 2026 | +$174.0M+27.4% | +$221.7M+37.7% | +$370.2M+84.2% | +$563.0M+227.9% | +4 employees+30.8% over 3Y | +142 accounts+15.3% over 3Y |
| 7. 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 |
| 8. 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 |
| 9. 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 |
| 10. 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 |
| 11. 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 |
| 12. 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 |
| 13. 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 |
| 14. 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 |
| 15. 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 |
| 16. 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 |
| 17. 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 |
| 18. Uak Diversified Wealth Advisors CRD 300506 · Limited Liability Company | MINNETONKA, MN | $113.0M Apr 2026 | — | — | — | $0+0.0% | 0 employees+0.0% over Total | 0 accounts+0.0% 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 historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.