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Fastest Growing RIAs
in Minnesota

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RIA Edge Regional Rankings

The RIA Edge Rankings of the industry’s fastest growing firms by state recognizes those firms that have experienced the largest increases in assets and clients since 2017 in their respective states. The firms included in the regional rankings are RIAs with a concentration in financial planning and an emphasis on advising high-net-worth clientele. These firms are driving some of the most significant growth in the industry through a mix of M&A and organic growth strategies – and are ultimately re-inventing the delivery of financial advice.
Ranking
Firm
Location
3 Year Growth Rate
Assets Under Management (MM)

#

Contego Capital Group, Inc.
Minneapolis, 
MN
3 Year Grow Rate:
680%
AUM (MM):
$195

#

First Light Asset Management, LLC
Minneapolis, 
MN
3 Year Grow Rate:
137%
AUM (MM):
$747

#

Waypoint Capital Advisors, LLC
Minneapolis, 
MN
3 Year Grow Rate:
125%
AUM (MM):
$239

#

Epiq Partners, LLC
Minneapolis, 
MN
3 Year Grow Rate:
89%
AUM (MM):
$208

#

Echo Wealth Management, LLC
Minneapolis, 
MN
3 Year Grow Rate:
83%
AUM (MM):
$109

#

Wealth Planning Group LLC
Hopkins, 
MN
3 Year Grow Rate:
67%
AUM (MM):
$30

#

Running Oak Capital LLC
Minneapolis, 
MN
3 Year Grow Rate:
64%
AUM (MM):
$296

#

Summit Wealth Advocates, LLC
Prior Lake, 
MN
3 Year Grow Rate:
59%
AUM (MM):
$190

#

Harrison Capital Management LLC
Mound, 
MN
3 Year Grow Rate:
57%
AUM (MM):
$21

#

Envoi LLC
Minneapolis, 
MN
3 Year Grow Rate:
55%
AUM (MM):
$2,065

#

PrairieView Partners, LLC
Saint Paul, 
MN
3 Year Grow Rate:
49%
AUM (MM):
$661

#

Caissa Wealth Strategies
Minneapolis, 
MN
3 Year Grow Rate:
47%
AUM (MM):
$141

#

Flourish Wealth Management Inc.
Minneapolis, 
MN
3 Year Grow Rate:
46%
AUM (MM):
$141

#

Accredited Investors Wealth Management
Minneapolis, 
MN
3 Year Grow Rate:
46%
AUM (MM):
$2,298

#

Financial Empowerment LLC
Burnsville, 
MN
3 Year Grow Rate:
43%
AUM (MM):
$84

#

Laurel Wealth Planning
Minneapolis, 
MN
3 Year Grow Rate:
38%
AUM (MM):
$208

#

Murphy Pohlad Asset Management LLC
Eden Prairie, 
MN
3 Year Grow Rate:
37%
AUM (MM):
$398

#

Hofkin Capital Management, Inc.
Hopkins, 
MN
3 Year Grow Rate:
36%
AUM (MM):
$65

#

Cornerstone Wealth Advisors, Inc.
Minneapolis, 
MN
3 Year Grow Rate:
36%
AUM (MM):
$290

#

Duval Investment Group
Minneapolis, 
MN
3 Year Grow Rate:
34%
AUM (MM):
$57

#

Graff Financial LLC
Minneapolis, 
MN
3 Year Grow Rate:
32%
AUM (MM):
$46

#

SilverOak Wealth Management LLC
Minneapolis, 
MN
3 Year Grow Rate:
32%
AUM (MM):
$951

#

AKM Advisory
Minneapolis, 
MN
3 Year Grow Rate:
31%
AUM (MM):
$39

#

Ramsey Hill Asset Management LLC
Saint Paul, 
MN
3 Year Grow Rate:
31%
AUM (MM):
$66

#

Punch & Associates Investment Management, Inc.
Minneapolis, 
MN
3 Year Grow Rate:
30%
AUM (MM):
$1,433

#

NavPoint Financial, Inc.
Prior Lake, 
MN
3 Year Grow Rate:
30%
AUM (MM):
$488

#

Palisade Asset Management, LLC
Minneapolis, 
MN
3 Year Grow Rate:
26%
AUM (MM):
$931

#

Marquette Wealth Management
Minneapolis, 
MN
3 Year Grow Rate:
12%
AUM (MM):
$802

#

White Oaks Wealth Advisors, Inc.
Minneapolis, 
MN
3 Year Grow Rate:
9%
AUM (MM):
$453
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