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Gradient Advisors

Wealth managementRIA network

Arden Hills, MNCRD 152665Updated

Gradient Advisors is an investment adviser based in Arden Hills, MN, registered with the SEC since 2010. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $289 million, as filed on 31 March 2026.

$289M
AUM
2,152
Clients
$135K
AUM per individual client
166
Advisory staff
166
Offices
See fees
Annual fee

From Form ADV filed 31 March 2026SEC record

Services and clients

Gradient Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 51–100 clients last fiscal year.

Gradient Advisors reports 2,152 clients. They include 2,097 individual clients, 52 high-net-worth individuals, and 3 corporations and other businesses. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $289M across 2,152 accounts are not. It advised 64 clients without assets under management last fiscal year.

Clients and assets by client type
Clients2,152 clients reported
Assets$289M
Share of clients and assets by client type
Client typeClientsAssets
Individuals (other than HNW)97%65%
High-net-worth individuals2%35%
Banking or thrift institutionsFewer than 50%
Pension and profit-sharing plansFewer than 50%
Charitable organizationsFewer than 50%
Other client typesState or municipal government entities; Other investment advisers; Insurance companies; Sovereign wealth funds and foreign official institutions; Corporations and other businesses<1%<1%

Client shares use reported counts. Client types without a reported count are excluded from that total.

Client breakdown and activity details
Individuals (other than HNW)
Clients
2,097
Regulatory AUM
$189M
AUM share
65.3%
Avg. per client
$90K
High-net-worth individuals
Clients
52
Regulatory AUM
$100M
AUM share
34.7%
Avg. per client
$1.93M
Banking or thrift institutions
Clients
Fewer than 5
Regulatory AUM
$0
AUM share
0.0%
Avg. per client
—
Pension and profit-sharing plans
Clients
Fewer than 5
Regulatory AUM
$0
AUM share
0.0%
Avg. per client
—
Charitable organizations
Clients
Fewer than 5
Regulatory AUM
$0
AUM share
0.0%
Avg. per client
—
State or municipal government entities
Clients
Fewer than 5
Regulatory AUM
$0
AUM share
0.0%
Avg. per client
—
Other investment advisers
Clients
Fewer than 5
Regulatory AUM
$0
AUM share
0.0%
Avg. per client
—
Insurance companies
Clients
Fewer than 5
Regulatory AUM
$0
AUM share
0.0%
Avg. per client
—
Sovereign wealth funds and foreign official institutions
Clients
Fewer than 5
Regulatory AUM
$0
AUM share
0.0%
Avg. per client
—
Corporations and other businesses
Clients
Fewer than 5
Regulatory AUM
$140K
AUM share
0.0%
Avg. per client
$46.6K

Total

Clients
2,152
Regulatory AUM
$289M
AUM share
100%
Avg. per client
—
Clients outside the U.S.
0%
Clients advised without assets under management last fiscal year
64
Private funds advised
0
Financial planning clients last fiscal year
51–100

Fees and minimums

Gradient Advisors is paid through a percentage of assets under management, fixed fees (other than subscription fees) and other compensation; its fees and minimums are set out in its brochures on the SEC website.

Ownership and people

Lucius Family Revocable Trust owns 75% or more of Gradient Advisors. The leadership team of Gradient Advisors includes Chief Compliance Officer Brian Andrew Remme. It has 173 employees, 166 of them in advisory roles.

Leadership

  • Brian Andrew Remme
    Chief Compliance Officer
  • Clarence Knox
    Director/Elected Manager

Investment adviser representatives

185 representatives listed in the SEC register as of 9 October 2026.

  • Jesse Dean Abshire
  • Jason Ryan Adams
  • Gail Ann Adler
  • Lyndol Hoy Anderson
  • Daniel Antonov
  • Mark Allan Augustsson
  • Jessica Jamil Bailey
  • Ronald James Balkus
  • Christopher Kelly Barton
  • Andrew Patrick Bird
  • Jeffrey Scott Bird
  • Ronald Walter Bird

Staff

  • 173 employees
  • 166 in advisory functions
  • 173 state-registered reps
  • 5 broker-dealer reps
  • 166 insurance agents
Who owns the firm
Gradient Advisors, LLC· the adviser

  • Lucius Family Revocable Trust

    Control person · since November 2025

    Owns 75% or more of Gradient Advisors, LLC

    • Tami Lucius

      Trustee · Control person · since August 2025

  • Gradient Distributions, LLC

    since November 2025

    Owns 10% to 25% of Gradient Advisors, LLC

    • Meraki Private Equity, LLC

      Control person · since May 2025

      Owns 75% or more of Gradient Distributions, LLC

      • Meraki Intermediate Holdings, LLC

        Control person · since October 2025

        Owns 75% or more of Meraki Private Equity, LLC

        • Meraki Holding, LLC

          Control person · since October 2025

          Owns 75% or more of Meraki Intermediate Holdings, LLC

Growth and acquisitions

Gradient Advisors’ regulatory assets grew 2.4× from $121M (April 2021) to $289M (March 2026); clients were 2,152 in both filings and employees rose from 112 to 173.

By annual filing
Measure
Figures from each annual filing
Gradient Advisors figures from each annual Form ADV filing
FiledRegulatory AUMClientsEmployeesOffices
March 2026$289M2,152173166
July 2025$219M3,220169154
May 2024$207M2,703157130
June 2023$177M1,429142130
March 2022$177M1,670128119
April 2021$121M2,185112100

Offices and registration details

Besides its headquarters, Gradient Advisors has 165 offices (1 private residence, listed without an address), with 26 listed addresses across 18 states.

Listed office addresses by state

Minnesota · 2 listed addresses

  • 4105 Lexington Avenue N., Suite 225, Arden HillsHQ
  • 7760 France Ave S, Bloomington

Contact and registration details

Legal name
Gradient Advisors, LLC
Headquarters
4105 Lexington Avenue N., Suite 225, Arden Hills, MN 55126
Website
gradientadvisors.com
Phone
877-885-0508
LinkedIn
@gradient-advisors-llc
SEC file
801-71000
Structure
Delaware LLC
Fiscal year end
December

Custodians

Gradient Advisors uses Charles Schwab ($206M, 77%) and SEI Investments Distribution ($62.5M, 23%) as custodians for its separately managed accounts. Gradient Advisors does not have custody of client assets.

Reported separately managed account assets by custodian
$268M
named custodians
  • Charles SchwabCharles Schwab & Co., Inc. · San Diego, CA · $206M77%
  • SEI Investments DistributionSEI Investments Distribution Co. · Oaks, PA · $62.5M23%

Investments and reported holdings

At year end, Gradient Advisors’ separately managed accounts were mostly in funds (56%) and stocks (32%).

What the accounts hold

Separately managed account assets by class, year end
  • Stocks32%
  • Funds56%
  • Bonds4%
    • U.S. government and agency bonds1%
    • State and local bonds1%
    • Investment grade corporate bonds1%
    • High-yield corporate bonds1%
  • Cash6%
  • Other2%
    • Derivatives1%
    • Principal paydown receivables1%

Common questions

How many clients does Gradient Advisors have?

Gradient Advisors has 2,152 clients and manages $289 million for them, as of March 2026. They include 2,097 individual clients, 52 high-net-worth individuals, and 3 corporations and other businesses.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026

What services does Gradient Advisors offer?

Gradient Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

Which custodians does Gradient Advisors use?

Gradient Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Diego, CA), with $206M and SEI Investments Distribution Co. (Oaks, PA), with $62.5M. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026

How many financial advisors does Gradient Advisors have?

Gradient Advisors has 173 investment adviser representatives registered with state securities authorities, out of 173 employees, and 166 perform investment advisory functions. 5 employees are registered representatives of a broker-dealer and 166 employees are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does Gradient Advisors invest in?

At the end of its last fiscal year, Gradient Advisors’ separately managed accounts held 56% registered funds (mutual funds, ETFs, BDCs), 32% exchange-traded equities, 6% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds, 1% high-yield corporate bonds, 1% derivatives and 1% other. The 1% other category is described as: Principal Paydown Receivables.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns Gradient Advisors?

Gradient Advisors is owned through a trust and a chain of holding companies by Meraki Holding, LLC. Its direct owners are Gradient Distributions, LLC (10% to 25%) and Lucius Family Revocable Trust (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026

How does Gradient Advisors get paid?

Gradient Advisors is paid through a percentage of assets under management, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

How do I contact Gradient Advisors?

Gradient Advisors’ main office is at 4105 Lexington Avenue N., Suite 225, Arden Hills, MN 55126. Its phone number is 877-885-0508. Its website is gradientadvisors.com.

Source: Form ADV Part 1A, Item 1.F, filed 31 March 2026

Sources and methodology

  1. Form ADV Part 1A, amendment filed 31 March 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. ADV PART 2A AND 2B 03-2026, submitted 31 March 2026.
  3. IAPD firm record, CRD 152665.
  4. SEC registered adviser data, annual Form ADV amendments filed 29 April 2021 to 31 March 2026. Items 1.F and 5.
  5. SEC investment adviser representative register, as of 9 October 2026; loaded 10 October 2026.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since. Disciplinary history is not yet shown here. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. The logo is reproduced for identification from Gradient Advisors, LLC, website.

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