Clients per advisor for Independent firms serving clients in Minnesota

In Minnesota, independent financial advisors tend to serve slightly more clients than the national median for this firm category, with a median of 31 clients per advisor compared to the national median of 25. This suggests that advisors in the state may balance personalized service with a moderately larger client base, potentially reflecting a mix of both early-stage practices and those intentionally maintaining a manageable workload. With 182 independent firms operating in Minnesota, clients can expect a range of service models—from highly personalized attention to somewhat more scalable approaches—offering options suited to different preferences and financial goals.

Independent firms nationally 9,196 firms

Very Low 3-9 per advisor

Low 9-20

Typical 20-35

High 35-65

Very High 65-140

5th 20th 40th 60th 80th 95th

Median: 26

Firm	Client/advisor ratio	Clients	Advisors	Staff
Odinson Partners, LLC	Very Low 1	1	1	1
Sword and Shield Solutions LLC	Very Low 1	1	1	1
Landcasted Capital Management LLC	Very Low 1	1	1	1
Second Avenue Capital	Very Low 2	2	1	1
The Cornish Group LLC dba Cornish Financial Services Group	Very Low 3	3	1	1
Longship Advisers, LLC	Very Low 3	3	1	1
Family Wealth Counselors, LLC.	Very Low 4	4	1	1
IndiWealth	Very Low 4	4	1	1
Don Brown - Investment Advisor, LLC	Very Low 4	4	1	1
Saber Asset Management	Very Low 4	4	1	1
Wagner Road Capital Management, LLC	Very Low 4	4	1	1
Wellencourt Wealth Management LLC	Very Low 5	5	1	1
Heartworth Financial LLC	Very Low 5	5	1	1
Minnewashta Rio, LLC	Very Low 5	0	1	1
Kubo Financial Planning and Investments, LLC	Very Low 6	6	1	1
Bernstein Financial Advisory	Very Low 6	6	1	1
Velouria Capital Management LLC	Very Low 6	6	1	1
Analytics Investment Advisors	Very Low 6	6	1	1
Strategic Financial Planning, Inc.	Very Low 7	7	1	1
Shores Edge Financial LLC	Very Low 7	7	1	1
Tradewinds Investment Advisors, LLC	Very Low 8	8	1	1
808 Investments	Very Low 8	8	1	1
Longview Financial, Inc.	Very Low 8	8	1	1
Bridgehaven Capital Management LLC	Very Low 8	8	1	1
Wojick Capital Management	Very Low 8	8	1	1
RLN Wealth	Very Low 9	9	1	1
First Midwest Investments	Very Low 9	9	1	1
KMB Wealth Management, LLC	Very Low 9	9	1	1
Fruit of the Vine Financial, LLC	Very Low 9	9	1	1
Saffron Capital, LLC	Low 10	10	1	1
Baztec Capital Management, LLC	Low 10	10	1	1
Oak Financial Planning and Coaching, LLC	Low 10	10	1	1
Limber Capital LLC	Low 10	10	1	1
Ferry Capital Management LLC	Low 10	10	1	1
Frazer Bay Investments L. L. C.	Low 10	10	1	1
Growth Equity Management, Inc.	Low 11	11	1	1
Cultivate Financial	Low 12	12	1	1
Castellum Capital Management LLC	Low 12	12	1	1
Vision Financial Planning LLC	Low 12	12	1	1
JSE Wealth Management LLC	Low 12	12	1	1
Aberdour Investments	Low 12	12	1	1
SCM Investment Services	Low 12	12	1	1
Couloir Wealth Advisors, Inc.	Low 13	13	1	2
The Retirement Planning Center	Low 13	13	1	1
Pilot Capital Management Corp	Low 13	13	1	1
Spencer Financial Advisors	Low 14	14	1	1
Counterculture Wealth	Low 16	16	1	1
MSM Financial, LLC	Low 16	16	1	1
Frontenac Partners, L.L.C.	Low 16	16	1	1
Kodiak Investment Management LLC	Low 16	16	1	1
Holleyjo Wealth Advisors	Low 16	16	1	1
48 Peaks Wealth Advisors LLC	Low 16	16	1	1
Investors Choice	Low 17	17	1	1
Grounded Wealth	Low 17	17	1	1
Red Rock Capital Advisors, LLC	Low 17	17	1	1
Smith & Associates Financial Services, LLC	Low 17	17	1	1
Clearwater Capital Management	Low 18	18	1	1
Telos Solutions	Low 18	18	1	1
River Tree Capital Management	Low 19	19	1	1
LIV Wealth Management	Low 19	19	1	1
Cambyses Financial Advisors	Low 19	19	1	2
Create, LLC	Low 19	19	1	1
Weiss Financial Services	Low 20	20	1	1
Strategic Finance & Management, LLC	Low 20	20	1	1
Thoughtful Financial Planning, LLC	Low 20	20	1	1
DJ Wealth Systems, LLC	Low 20	20	1	1
Lexington Capital, LLC	Typical 22	22	1	1
7th St. Financial	Typical 22	22	1	1
AlphasFuture LLC	Typical 22	22	1	1
Sona Wealth, Sona Wealth Management, Sona Wealth Advisors	Typical 22	22	1	1
Intune Management Corp.	Typical 22	22	1	1
Wisdom Wealth Management	Typical 23	23	1	2
GB Associates, Inc.	Typical 23	23	1	1
Wealth Den Financial	Typical 23	23	1	1
White Turf Financial LLC.	Typical 24	24	1	1
Wealth Transitions	Typical 24	24	1	1
Fair Trust Financial LLC	Typical 25	25	1	1
Twig Asset Management, LLC	Typical 25	25	1	1
CTS Consulting, LLC	Typical 25	25	1	1
Aegis Investment Management, LLC	Typical 26	26	1	1
Harrison Capital Management LLC	Typical 27	27	1	1
Duval Investment Group	Typical 27	27	1	1
Oakfort Wealth Partners	Typical 27	27	1	1
R.M. Shannon Wealth Management, LLC	Typical 27	27	1	1
Wealth Span Capital Management	Typical 27	27	1	1
Lakeview Investment Advisors, LLC	Typical 27	27	1	1
Renovate Financial Planning	Typical 28	0	1	1
Fair Park Capital Management LLC	Typical 28	28	1	1
Right Path Financial LLC	Typical 28	28	1	1
Avalon Financial LLC	Typical 28	28	1	1
Barington Capital Management, LLC	Typical 29	29	1	1
Minder Narusiewicz, Inc.	Typical 29	29	1	1
Blake Wealth Strategies	Typical 29	29	1	1
Wenzel Analytics, Inc.	Typical 30	30	1	1
Jaguar Investment Services, Ltd	Typical 30	30	1	1
Hauge Wealth Management, LLC	Typical 30	30	1	1
Maris Wealth Management LLC	Typical 31	31	1	1
Your-Financial-Lifeguard	Typical 31	31	1	1
Dornbusch Asset Management	Typical 32	32	1	1
Side-By-Side Financial Planning, LLC	Typical 32	32	1	1
DLW Financial Management, LLC	Typical 32	32	1	1
Layline Asset Management Inc	Typical 33	33	1	1
Kerwin Asset Management, LLC	Typical 33	33	1	1
Delphi Value Investments, LLC	Typical 33	33	1	1
Adaptive Financial Design LLC	Typical 34	34	1	1
Campbell Wealth Advisors, LLC	Typical 35	35	1	2
Compass Private Wealth Consulting, LLC	High 36	36	1	1
Efficient Market Investments, LLC	High 37	37	1	1
Carson Capital	High 38	38	1	1
Liniam Capital, LLC	High 38	38	1	2
Bossert Capital LLC	High 40	40	1	1
Clanton Financial Partners, LLC	High 40	40	1	1
Petrarch Wealth Management	High 40	40	1	1
Olson Wealth Management	High 40	40	1	1
Valor Wealth Management LLC	High 40	40	1	1
Pulse Financial Planning	High 41	41	1	1
Trustmerit Capital	High 42	42	1	1
Longview Wealth Management, LLC	High 42	42	1	2
Perpetual Wealth Advisors, LLC	High 44	44	1	1
Graff Financial LLC	High 44	44	1	1
Paratus Wealth Management, LLC	High 44	44	1	1
Krammer Financial	High 45	45	1	1
Illumifi Wealth	High 46	46	1	1
Cookson Financial, LLC	High 47	47	1	1
NextGen Financial Advice LLC	High 47	47	1	1
Summit Advisor Group	High 47	47	1	1
PharmD Financial Planning LLC	High 48	48	1	1
Invested Interests, LLC	High 49	49	1	1
Pine to Palm Financial, LLC	High 50	50	1	1
Wegner Asset Management, LLC	High 51	51	1	1
EmeraldSpark Investments	High 52	52	1	1
Alberg Financial Services, Inc.	High 52	52	1	1
Rise Financial Group	High 53	53	1	1
Torchlight Financial	High 53	53	1	1
Crafted Wealth Management	High 53	53	1	2
Rising Financial	High 54	54	1	2
Linx Equities, LLC	High 57	57	1	1
Intelligent Investor Financial Planning, LLC	High 60	60	1	1
Naylor Asset Management, LLC	High 60	60	1	2
Cove Financial Planning, LLC	High 60	60	1	1
Attainable Wealth LLC	High 61	61	1	1
Retirement Planning and Management, Inc.	High 61	61	1	1
Dorn & Co., Inc.	High 62	62	1	2
Exhale Wealth	High 63	63	1	2
Greater Good Financial	High 66	66	1	1
Fiduciary Wealth	High 66	66	1	1
MPM Financial Corporation	High 66	66	1	1
Intelligent Investments	High 66	66	1	1
Zurich Awes Financial Management, LLC	High 66	66	1	1
The Hatlestad Group	Very High 68	68	1	1
Madrona Wealth Management LLC	Very High 68	68	1	1
Venture Forth Financial	Very High 70	70	1	1
Drost Financial	Very High 70	70	1	2
Prevail Financial Partners, LLC	Very High 70	70	1	1
Twin Cities Wealth Strategies, Inc.	Very High 72	72	1	1
Hammer Advisory Services, Inc.	Very High 72	72	1	1
Summit Wealth Strategies	Very High 78	78	1	1
Ramsey Hill Asset Management LLC	Very High 79	79	1	1
Fortify Financial Group, LLC	Very High 79	79	1	1
Schumacher Financial, LLC	Very High 80	80	1	1
Investment Research Corporation	Very High 81	81	1	1
Boreal Advisors LLC	Very High 82	82	1	1
Wealth Planning Group LLC	Very High 83	83	1	1
Lewis Capital Management	Very High 83	83	1	1
Reinking Financial Consulting	Very High 83	83	1	2
Calibration Financial	Very High 85	85	1	1
Family Wealth Management	Very High 87	87	1	1
Fortress Investment Services, Ltd	Very High 87	87	1	1
New Generation Wealth Management, LLC	Very High 88	88	1	2
Castle Rock Financial Planning, Inc.	Very High 89	89	1	2
Aquinas Capital Advisors LLC	Very High 90	90	1	2
Legacy Retirement Advisors	Very High 91	91	1	1
Harmoney Wealth, PLLC	Very High 93	93	1	2
Strategic Income Advisors	Very High 95	95	1	1
Wilkinson Capital Management, LLC	Very High 98	98	1	2
Arete Wealth Strategists	Very High 98	98	1	2
Adviser Financial Group, Inc	Very High 100	100	1	1
Midwest Financial Strategies	Very High 102	102	1	2
Rothamel Wealth Management, LLC	Very High 108	108	1	1
PlanWell Financial Guidance, LLC	Very High 110	110	1	2
Lager & Company, Inc.	Very High 116	116	1	2
Celadon Managed Wealth	Very High 117	117	1	2
Superior Financial, LLC	Very High 120	120	1	1
Elevated Asset Management LLC	Very High 121	121	1	1
Shockman Financial	Very High 121	121	1	2
Calhoun Financial Planning and Management	Very High 125	125	1	1
Bluprint Financial, LLC	Very High 127	127	1	1
Johnson Capital Management, LLC	Very High 127	127	1	1
Thompson Financial Transitions Inc.	Very High 129	129	1	1
VIP Financial Associates	Very High 142	142	1	1
Platt Investment Counsel, LLC	Very High 142	142	1	1
Intrepid Wealth Partners, LLC	Very High 160	160	1	1
Olympus Peaks Financial, LLC	Very High 163	163	1	1
Due North Financial, LLC	Very High 164	164	1	1
Stonefield Investment Advisory, Inc.	Very High 181	181	1	2
Thoughtful Money LLC	Very High 187	187	1	1
Thompson Private Wealth	Very High 189	189	1	1
Hyline Wealth	Very High 194	194	1	1
MWM Wealth Advisory, LLC	Very High 200	200	1	1
Keystone Wealth Management	Very High 207	207	1	2
Knox Avenue Financial Corp.	Very High 221	221	1	1
BFI Wealth Solutions, LLC	Very High 230	230	1	1
Fleischer & Johnson Wealth Management, Inc.	Very High 232	232	1	1
Galligan Financial Advisors	Very High 250	250	1	1
Solidity Financial LLC	Very High 252	252	1	2
Thompson Investment Advisors	Very High 259	259	1	1
Strategic Financial Inc.	Very High 289	289	1	1
MJT & Associates Financial Advisory Group, Inc.	Very High 306	306	1	2
New Street Advisors Group LLC	Very High 510	510	1	1
The Pilot's Advisor, LLC	Very High 530	530	1	1
LendingRobot	Very High 609	609	1	2
Alternative Strategies Group, Inc.	Very High 687	687	1	1

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