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Top RIA Firms in Plymouth, Minnesota
Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Plymouth, Minnesota. This hub covers 15 matching firms with $134.6B in total reported AUM and median AUM of $288.2M.
Firms
15
Matching current profiles
Total AUM
$134.6B
Reported regulatory AUM
Median AUM
$288.2M
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 · Limited Liability Company | PLYMOUTH, MN | $122.2B Apr 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 Mar 2026 | +$1.2B+37.2% | +$2.2B+99.7% | — | +$2.3B+113.3% | -1 employees-7.7% over 3Y | +1,688 accounts+101.3% over 3Y |
| 3. Berger Financial Group CRD 308174 · Corporation | PLYMOUTH, MN | $2.9B Mar 2026 | +$448.1M+17.9% | +$1.5B+103.1% | +$2.0B+201.7% | +$2.0B+201.7% | +38 employees+74.5% over 3Y | +5,534 accounts+98.7% 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 Mar 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. 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 |
| 7. Vantage Point Wealth Management CRD 167886 · Limited Liability Company | PLYMOUTH, MN | $326.6M Mar 2026 | -$1.2M-0.4% | +$1.6M+0.5% | +$24.1M+8.0% | +$211.6M+184.0% | 0 employees+0.0% over 3Y | -199 accounts-10.4% over 3Y |
| 8. 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 |
| 9. 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 |
| 10. 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 |
| 11. 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 |
| 12. Great River Financial CRD 314172 · Limited Liability Company | PLYMOUTH, MN | $201.9M Feb 2026 | +$39.9M+24.6% | +$82.1M+68.5% | — | — | +1 employees+33.3% over 3Y | +54 accounts+14.1% over 3Y |
| 13. 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 |
| 14. 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 |
| 15. Mwm Wealth Advisory, LLC CRD 287705 · Limited Liability Company | PLYMOUTH, MN | $140.3M May 2026 | +$21.2M+17.8% | — | — | +$21.2M+17.8% | 0 employees+0.0% over 1Y | +3 accounts+0.8% 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 historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.