Twin Cities Top asset management firms
Thrivent Financial for Lutherans $100M+ Brad Hewitt 625 Fourth Ave. S. 1,001-5,000 Private 800-847-4836 , 800-225-2264 1902 HQ Minneapolis, MN 55415 www.thrivent.com Company Profile
- 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-$100M Michael Nelson 801 Nicollet Ave., Suite1100 501-1,000 Private 612-573-8750, 612-376-9876 1926 HQ Minneapolis, MN 55402 www.rsmmcgladrey.com Company Profile
- 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-$50M Joseph Ulrey 800 Nicollet Mall 251-500 Public 612-303-3381, 612-303-4767 1982 HQ Minneapolis, MN 55402 www.firstamericanfunds.com Company Profile
- 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-$50M Mark Schwarzmann 829 Ameriprise Financial Center 251-500 Private 612-671-3131, 612-671-8880 1900 HQ Minneapolis, MN 55474 www.riversource.com Company Profile
- 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-$25M Jeff Dekko 505 N. Hwy. 169, Suite 900 51-100 Private 763-417-1700 , 763-417-1701 1997 HQ Plymouth, MN 55441 www.wealthenhancement.com Company Profile
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-$25M George Connolly 400 N. Robert St. 51-100 Private 651-665-4225, NA 1880 HQ St. Paul, MN 55101 www.securian.com Company Profile
- 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-$25M Michael Lee 100 S. Fifth St., Suite 2300 51-100 Private 612-376-7000 , 612-376-7155 1983 HQ Minneapolis, MN 55402 us.rbcgam.com Company Profile
- 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-$25M Robert Senkler 400 Robert St. N. 51-100 Private 651-665-3212 , NA 1984 HQ St. Paul, MN 55101 www.advantuscapital.com Company Profile
- 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-$10M Roger Sit 80 S. Eighth St., Suite 3300 51-100 Private 612-332-3223, 612-332-1911 1981 HQ Minneapolis, MN 55402 www.sitfunds.com Company Profile
- 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-$10M Phil Richard 2701 University Ave. 51-100 Private 612-617-6000, 612-617-6001 1908 HQ Minneapolis, MN 55414 www.northstarfinancial.com Company Profile
- 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-$10M John Caswell 800 LaSalle Ave., Suite 1100 26-50 Private 612-667-3220, NA 1995 HQ Minneapolis, MN 55402 www.galliard.com Company Profile
- 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-$10M John Bina 2665 Long Lake Road, Suite 270 26-50 Private 651-631-8166 , 651 631-1139 1993 HQ Roseville, MN 55113 www.focusfinancial.com Company Profile
- 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-$10M Charles Maxwell 601 Carlson Pwky. 26-50 Private 952-835-2577, 952-835-8283 2003 HQ Minnetonka, MN 55305 www.meristemmfo.com Company Profile
- 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-$10M Stefanie Adams 800 LaSalle Ave., Suite 1850 26-50 Private 612-343-7600, 612-343-7631 1984 HQ Minneapolis, MN 55402 www.peregrinecapital.com Company Profile
- 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-$10M Orison Chaffee 3600 Minnesota Drive, Suite 325 26-50 Private 612-870-8800, 952-767-7701 1972 HQ Edina, MN 55435 www.thecliftongroup.com Company Profile
- 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-$10M Jeff Leadholm 33 S. Sixth St., Suite 4600 5-25 Private 612-332-9141, 612-332-0797 1987 HQ Minneapolis, MN 55402 www.lwcm.com Company Profile
- 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-$10M Mark Thompson 801 Nicollet Mall, Suite 600 5-25 Private 612-904-6200, 612-904-6250 1987 HQ Minneapolis, MN 55402 www.riverbridge.com Company Profile
- 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-$10M Gregory Carlson 1700 W. 82nd St., Suite 110 5-25 Private 952-230-6700, NA 1986 HQ Bloomington, MN 55431 www.carlsoncap.com Company Profile
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-$5M William Frels 332 Minnesota Street, Suite W1520 5-25 Private 651-222-8478, 651-222-8470 1931 HQ St. Paul, MN 55101 www.mairsandpower.com Company Profile
- 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-$5M Tyron Estlick 225 S. Sixth St., Suite 3800 5-25 Private 612-347-7979 , 612-347-7983 1986 HQ Minneapolis, MN 55402 www.wfgweb.com Company Profile
- 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-$10M Frederick Martin 150 S. Fifth St., Suite 2550 5-25 Private 612-317-4100, 612-904-2546 1997 HQ Minneapolis, MN 55402 www.dginv.com Company Profile
- 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-$5M Anthony Shink 80 S. Eighth St., Suite 1902 5-25 Private 612-334-2000, 612-334-2001 NA HQ Minneapolis, MN 55402 www.mpmgllc.com Company Profile
- MPMG is a value-based investment management firm that manages assets for individuals, families and institutions.(close)
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