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Largest RIA Firms in Plymouth, Minnesota by AUM
Explore registered investment advisers headquartered in Plymouth, Minnesota, ranked by reported regulatory AUM. Compare firm size, historical AUM, employee trends, and account activity across 16 firms with $135.1B in total reported AUM and median AUM of $307.4M.
Firms
16
Matching current profiles
Total AUM
$135.1B
Reported regulatory AUM
Median AUM
$307.4M
Across firms with AUM
Largest firm
$122.2B
Wealth Enhancement Advisory Services, 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. Wealth Enhancement Advisory Services, LLC CRD 116407 · ( p | PLYMOUTH, MN | $122.2B Aug 2026 | +$27.6B+29.1% | +$65.8B+116.7% | +$97.9B+403.6% | +$120.7B+8287.4% | +1,291 employees+315.6% over 5Y | +93,842 accounts+73.3% over 3Y |
| 2. Northcrest Asset Management CRD 300366 · Limited Liability Company | PLYMOUTH, MN | $4.3B Jul 2026 | +$1.4B+50.2% | +$1.7B+61.7% | — | +$2.3B+113.3% | +6 employees+100.0% over 5Y | +277 accounts+9.0% over 3Y |
| 3. Berger Financial Group CRD 308174 · Limited Liability Company | PLYMOUTH, MN | $2.9B Sep 2026 | +$448.1M+17.9% | +$1.6B+116.0% | +$1.9B+182.1% | +$2.0B+201.7% | +29 employees+48.3% over 3Y | +4,433 accounts+66.1% over 3Y |
| 4. Next Century Growth Investors LLC CRD 108978 · Limited Liability Company | PLYMOUTH, MN | $1.5B Mar 2026 | +$348.7M+29.8% | +$473.7M+45.3% | +$908.8M+148.7% | -$1.1B-41.7% | 0 employees+0.0% over 3Y | +18 accounts+94.7% over 3Y |
| 5. Rice Park Capital CRD 304990 · Limited Partnership | PLYMOUTH, MN | $1.4B Jun 2026 | +$136.6M+11.1% | +$665.4M+94.3% | — | +$983.4M+253.7% | +2 employees+10.5% over 3Y | +4 accounts+133.3% over 3Y |
| 6. Advisory Solutions Group CRD 339919 · Limited Liability Company | PLYMOUTH, MN | $408.4M Sep 2026 | — | — | — | $0+0.0% | +43 employees+614.3% over Total | 0 accounts+0.0% over Total |
| 7. Gen Financial Management INC. CRD 110179 · Corporation | PLYMOUTH, MN | $331.8M Feb 2026 | -$99.5M-23.1% | -$125.5M-27.4% | -$7.5M-2.2% | +$230.3M+226.9% | -1 employees-25.0% over 3Y | +723 accounts+161.7% over 3Y |
| 8. Vantage Point Wealth Management CRD 167886 · Limited Liability Company | PLYMOUTH, MN | $326.6M Jun 2026 | +$49.2M+17.8% | +$23.4M+7.7% | -$75.5M-18.8% | +$211.6M+184.0% | +2 employees+13.3% over 3Y | -239 accounts-12.2% over 3Y |
| 9. Echo Wealth Management, LLC CRD 174136 · Limited Liability Company | PLYMOUTH, MN | $288.2M Apr 2026 | +$43.0M+17.5% | +$140.4M+95.0% | +$157.0M+119.7% | +$187.3M+185.7% | +2 employees+66.7% over 3Y | +311 accounts+68.8% over 3Y |
| 10. Kure Advisory, LLC CRD 311320 · Limited Liability Company | PLYMOUTH, MN | $259.0M Mar 2026 | +$68.2M+35.8% | -$16.4M-6.0% | — | — | -6 employees-50.0% over 3Y | -710 accounts-41.8% over 3Y |
| 11. Phillip James Financial CO. CRD 168228 · Corporation | PLYMOUTH, MN | $222.1M Mar 2026 | +$24.7M+12.5% | +$87.1M+64.5% | +$111.8M+101.4% | +$111.8M+101.4% | -1 employees-25.0% over 3Y | +50 accounts+7.1% over 3Y |
| 12. Rossjohnson & Associates, LLC CRD 297583 · Limited Liability Company | PLYMOUTH, MN | $211.6M Mar 2026 | +$41.2M+24.2% | +$81.4M+62.5% | +$84.8M+66.9% | — | 0 employees+0.0% over 3Y | +179 accounts+41.8% over 3Y |
| 13. Great River Financial CRD 314172 · Limited Liability Company | PLYMOUTH, MN | $201.9M Sep 2026 | +$39.9M+24.6% | +$82.1M+68.5% | — | — | +2 employees+66.7% over 3Y | +54 accounts+14.1% over 3Y |
| 14. Feltl Advisors CRD 165244 · Limited Liability Company | PLYMOUTH, MN | $165.6M Mar 2026 | +$33.2M+25.1% | +$65.3M+65.0% | +$73.4M+79.7% | +$69.5M+72.3% | -5 employees-25.0% over 3Y | +221 accounts+64.6% over 3Y |
| 15. Twin Cities Retirement Group CRD 154974 · Limited Liability Company | PLYMOUTH, MN | $144.9M Apr 2026 | — | — | — | +$10.0M+7.4% | 0 employees+0.0% over Total | +18 accounts+8.3% over Total |
| 16. Mwm Wealth Advisory, LLC CRD 287705 · Limited Liability Company | PLYMOUTH, MN | $144.4M Sep 2026 | +$25.3M+21.2% | — | — | +$25.3M+21.2% | 0 employees+0.0% over 1Y | +5 accounts+1.4% over 1Y |
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.