Twin Cities Top asset management firms

  • Company Name Sales Range Executive
    Address Employee Range Private/Public
    Phone/Fax Year Founded HQ/Branch
    City, State, Zip Website
  • Thrivent Financial for Lutherans$100M+Brad Hewitt
    625 Fourth Ave. S.1,001-5,000 Private
    800-847-4836 , 800-225-22641902HQ
    Minneapolis, MN
    Company Profile and Web Links
  • We’re Thrivent Financial for Lutherans, a faith-based, not-for-profit membership organization nearly 2.6 million members strong. We’re a Fortune 500 financial services organization with the strength of more than $61 billion in assets under management.(close)

  • McGladrey Wealth Management$50M-$100MMichael Nelson
    801 Nicollet Ave., Suite1100501-1,000 Private
    612-573-8750, 612-376-98761926HQ
    Minneapolis, MN
    Company Profile and Web Links
  • At RSM McGladrey, we believe there is no set formula for achieving success. We know that attaining your long-term objectives depends upon the development, deployment and continual measurement and refinement of a strategy unique to you. We are a Wealth Advisory Firm that will create a plan to turn your vision into a living, breathing strategy designed to achieve your goals.(close)

  • FAF Advisors$25M-$50MJoseph Ulrey
    800 Nicollet Mall251-500 Public
    612-303-3381, 612-303-47671982HQ
    Minneapolis, MN
    Company Profile and Web Links
  • FAF Advisors, Inc., is an U.S. asset management firm with more than $103 billion under management/administration in equity, fixed income, and specialty investment strategies as of Sept. 30, 2009. Headquartered in Minneapolis, our firm has more than 300 employees, and our portfolio managers average more than 20 years of industry experience. FAF Advisors serves as the investment advisor to First American Funds.(close)

  • RiverSource Investments$25M-$50MMark Schwarzmann
    829 Ameriprise Financial Center251-500 Private
    612-671-3131, 612-671-88801900HQ
    Minneapolis, MN
    Company Profile and Web Links
  • Built on a heritage of more than 110 years of integrity, strength and stability, RiverSource is made up of RiverSource Investments, RiverSource Annuities and RiverSource Insurance. RiverSource creates and manages innovative growth, income and insurance protection solutions designed with you in mind. Through a balance of asset and risk management, and built on our experience of helping millions of Americans, we work with you to help grow assets, manage income and protect what matters most — today and tomorrow.(close)

  • Wealth Enhancement Group$10M-$25MJeff Dekko
    505 N. Hwy. 169, Suite 90051-100 Private
    763-417-1700 , 763-417-17011997HQ
    Plymouth, MN
    Company Profile and Web Links
  • →Twitter

    Wealth Enhancement Group is a Minneapolis, Minnesota-based financial planning and advisory services firm throughout the upper Midwest. We have helped thousands plan for financial freedom and a comfortable retirement. With a team of well-versed experts in Financial Planning, Investment Management, and Tax Strategies, Wealth Enhancement Group can help you along the path toward the life you’ve imagined. Wealth Enhancement Group provides comprehensive expertise to deliver a customized Financial Services package designed to help you reach your goals. Our goal is to help you realize your dreams. When you work with Wealth Enhancement Group, you can count on us to make recommendations that fit best with your goals, your dreams and your financial future. We’ll help you get into a program that has the best chance of ensuring financial growth without an unnecessary amount of risk. We take your trust and your money very seriously. We would never recommend anything that didn’t fit with your long-term goals.(close)

  • Securian Financial Services Inc.$10M-$25MGeorge Connolly
    400 N. Robert St.51-100 Private
    651-665-4225, NA1880HQ
    St. Paul, MN
    Company Profile and Web Links
  • Whether you’re investing for the near-term or the long term, Securian Financial Services provides investment services that can help you reach your financial goals.(close)

  • RBC Global Asset Management$10M-$25MMichael Lee
    100 S. Fifth St., Suite 230051-100 Private
    612-376-7000 , 612-376-71551983HQ
    Minneapolis, MN
    Company Profile and Web Links
  • RBC Global Asset Management (U.S.) Inc. is a registered investment adviser headquartered in Minneapolis, Minnesota. Founded in 1983 as Voyageur Asset Management Inc., we offer a number of investment specialties to institutions in both separate accounts and RBC funds. Our disciplined, team-oriented approach to investment management and our client-focused culture are fundamental to our investment process. We believe that a long-term view on the markets combined with fundamental, research-driven investment processes are the keys to identifying value in the marketplace. (close)

  • Advantus Capital Management Inc.$10M-$25MRobert Senkler
    400 Robert St. N.51-100 Private
    651-665-3212 , NA1984HQ
    St. Paul, MN
    Company Profile and Web Links
  • Advantus Capital Management is an institutional asset manager recognized for powerful insights and exceptional client relationships. We bring intense diligence and penetrating vision to the daily challenge of uncovering investment opportunities for our clients. Our track record of performance demonstrates our success in meeting that challenge.(close)

  • Sit Investment Associates Inc.$5M-$10MRoger Sit
    80 S. Eighth St., Suite 330051-100 Private
    612-332-3223, 612-332-19111981HQ
    Minneapolis, MN
    Company Profile and Web Links
  • The Sit Mutual Funds are managed by Sit Investment Associates, Inc., which has been operating under the highest ethical and professional standards since it was founded in 1981 by Eugene C. Sit. We maintain an uncompromising commitment and adherence to our investment philosophy and style, while continually seeking ways to enhance our investment process.(close)

  • North Star Resource Group$5M-$10MPhil Richard
    2701 University Ave. 51-100 Private
    612-617-6000, 612-617-60011908HQ
    Minneapolis, MN
    Company Profile and Web Links
  • We make available a wide range of quality insurance and investment products. Our financial advisors and registered representatives work with you to create financial solutions tailored to your individual needs. We spend the necessary time to thoroughly understand each client´s financial situation. Then we focus on helping clients define their current situations and develop specific, achievable goals.(close)

  • Galliard Capital Management Inc.$5M-$10MJohn Caswell
    800 LaSalle Ave., Suite 110026-50 Private
    612-667-3220, NA1995HQ
    Minneapolis, MN
    Company Profile and Web Links
  • Galliard was founded in 1995 as a wholly owned, independently operated investment management subsidiary of Wells Fargo & Company. Headquartered in Minneapolis, we focus exclusively on providing fixed income and stable value management services to institutional investors. We currently manage investment portfolios for over 180 clients including corporations, retirement plans, public funds, foundations and endowments, Taft Hartley plans, insurance companies and health care organizations. Our experienced team works closely with each of our clients to customize solutions for their investment needs with our conservative, “no surprises” approach to money management.(close)

  • Focus Financial$5M-$10MJohn Bina
    2665 Long Lake Road, Suite 27026-50 Private
    651-631-8166 , 651 631-11391993HQ
    Roseville, MN
    Company Profile and Web Links
  • Focus Financial is a leading independent financial advisory firm focused on providing comprehensive wealth management and financial planning services to clients. Focus Financial is one of the nation’s largest, non-proprietary advisory firms with more than $2 billion in assets under management. (close)

  • Meristem$5M-$10MCharles Maxwell
    601 Carlson Pwky.26-50 Private
    952-835-2577, 952-835-82832003HQ
    Minnetonka, MN
    Company Profile and Web Links
  • Meristem’s family office services include wealth management, risk management and asset protection, tax planning, estate planning and wealth transfer, charitable planning and administration, multi-generational planning, consolidated reporting and monitoring, family meetings, and personal services. (close)

  • Peregrine Capital Management Inc.$5M-$10MStefanie Adams
    800 LaSalle Ave., Suite 185026-50 Private
    612-343-7600, 612-343-76311984HQ
    Minneapolis, MN
    Company Profile and Web Links
  • Peregrine Capital Management was established in Minneapolis, Minnesota, in July of 1984. The founders’ vision was to create an investment firm comprised of focused teams that would develop and grow their investment styles through an unwavering commitment to client success. (close)

  • The Clifton Group$5M-$10MOrison Chaffee
    3600 Minnesota Drive, Suite 32526-50 Private
    612-870-8800, 952-767-77011972HQ
    Edina, MN
    Company Profile and Web Links
  • The Clifton Group is a service provider and registered investment advisor that has been delivering customized investment solutions to institutional investors for over 35 years. The firm specializes in improving efficiency and returns while reducing performance risk through low-cost, derivative-based investment applications. (close)

  • Leuthold Weeden Capital Management$5M-$10MJeff Leadholm
    33 S. Sixth St., Suite 46005-25 Private
    612-332-9141, 612-332-07971987HQ
    Minneapolis, MN
    Company Profile and Web Links
  • Leuthold Weeden Capital Management is a Minneapolis-based investment management firm founded by industry veteran Steven C. Leuthold. Majority employee-owned, our firm acts as investment advisor for mutual funds and private investment portfolios of $1 million or greater. We are recognized for an investment philosophy that stresses quantitative measures of value combined with recognition of fundamental and technical trends. A policy of disciplined, unemotional, and strategic investing, backed by solid and comprehensive research, has helped us establish a solid track record and achieve impressive client loyalty.(close)

  • Riverbridge Partners$5M-$10MMark Thompson
    801 Nicollet Mall, Suite 6005-25 Private
    612-904-6200, 612-904-62501987HQ
    Minneapolis, MN
    Company Profile and Web Links
  • Founded in 1987, Riverbridge combines a differentiated investment process that has produced strong results for our clients with our ability to serve and advise individuals on the key issues relevant to their financial lives and objectives. At Riverbridge, we offer our clients added value through the combination of our extensive investment background and our financial planning capabilities. By listening to our clients, we are able to establish investment strategies that meet their objectives, while simplifying their lives. (close)

  • Carlson Capital Management Inc.$5M-$10MGregory Carlson
    1700 W. 82nd St., Suite 1105-25 Private
    952-230-6700, NA1986HQ
    Bloomington, MN
    Company Profile and Web Links
  • →Twitter

    Carlson Capital Management offers a breadth of services that provide its clients with a comprehensive plan, a clear understanding of risk and return, a lower level of tax exposure, and an integrated investment strategy. Clients’ financial affairs are better organized, investment expenses usually decline, and a clear and concise plan is created to guide their estate through multiple generations.(close)

  • Mairs and Power Inc.$1M-$5MWilliam Frels
    332 Minnesota Street, Suite W15205-25 Private
    651-222-8478, 651-222-84701931HQ
    St. Paul, MN
    Company Profile and Web Links
  • Mairs and Power, Inc. is an SEC-registered investment advisory firm that has served a variety of clients since 1931. Based in St. Paul, Minnesota, the firm manages approximately $5 billion in assets including the Mairs and Power Growth Fund and the Mairs and Power Balanced Fund. (close)

  • Windsor Financial Group$1M-$5MTyron Estlick
    225 S. Sixth St., Suite 38005-25 Private
    612-347-7979 , 612-347-79831986HQ
    Minneapolis, MN
    Company Profile and Web Links
  • Windsor is a committed advocate for those in pursuit of financial security. Through vision and partnership, we provide sound, creative and clear solutions for each client’s unique objectives. Our success is measured through balance, growth and longevity. Windsor Financial Group, LLC is an independent, privately-owned registered investment advisor. Founded in 1986, Windsor is dedicated to successfully serving high net worth individuals, institutional and community bank clients. With our office located in Minneapolis, the firm manages approximately $1.5 billion in equity, fixed income and balanced accounts.(close)

  • Disciplined Growth Investors Inc.$5M-$10MFrederick Martin
    150 S. Fifth St., Suite 25505-25 Private
    612-317-4100, 612-904-25461997HQ
    Minneapolis, MN
    Company Profile and Web Links
  • Disciplined Growth Investors is an independent, 100 percent employee-owned, SEC-registered investment advisory firm based in Minneapolis We are a close-knit team with decades of experience in the market, passionately committed to our business and our clients. We use a highly disciplined investment process, designed to capture the full benefit of a company’s growth potential over time and limit the downside if the company fails to meet expectations. This process demands the complete dedication of a small team where everybody is personally committed to building wealth for our clients; rewarded for successes and accountable for mistakes. For that reason, we are not a large firm and never will be.(close)

  • Minneapolis Portfolio Management Group$1M-$5MAnthony Shink
    80 S. Eighth St., Suite 19025-25 Private
    612-334-2000, 612-334-2001 NA HQ
    Minneapolis, MN
    Company Profile and Web Links
  • MPMG is a value-based investment management firm that manages assets for individuals, families and institutions.(close)

Reference Information

-List is ranked by actual or estimated number of employees.
-Sales ranges may be estimated based on industry averages.
-List rankings are a measurement of company size and in no way intended to measure company quality.
-List is composed of companies located in the Twin Cities metro area and is not exhaustive.
-Sources: Interviews and profile submissions from company representatives and/or company websites, press releases and news reports.
-To submit a company profile or a correction, please contact our research department through the “Submit Company Profile” form on the front page of information is updated through daily research. Our team has over 15 years of business research experience in the Twin Cities market. We are working every day with top metro area companies to bring you the most current information possible.

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