Firms by city
Registered investment advisers in Edina, MN
19 SEC-registered advisers headquartered in Edina, listed by regulatory assets under management as reported on Form ADV.
Search the full directory by firm name, city, state, CRD number or custodian.
19 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Accredited Investors | Edina, MN | $4.41B |
| Tradition Wealth Management | Edina, MN | $2.6B |
| Punch & Associates Investment Management | Edina, MN | $2.03B |
| SilverOak Wealth Management | Edina, MN | $2B |
| Cahill Financial Advisors | Edina, MN | $1.77B |
| Osp | Edina, MN | $1.43B |
| First Light Asset Management | Edina, MN | $1.41B |
| DSG Capital Advisors | Edina, MN | $780M |
| Cornerstone Wealth Advisors | Edina, MN | $609M |
| Stiles Financial Services | Edina, MN | $549M |
| Acumen Financial Advisors | Edina, MN | $465M |
| Flourish Wealth Management | Edina, MN | $455M |
| Laurel Wealth Planning | Edina, MN | $454M |
| Assured Retirement Financial Group | Edina, MN | $241M |
| Trailhead Planners | Edina, MN | $188M |
| Vera Lake Capital | Edina, MN | $180M |
| Star Capital | Edina, MN | $144M |
| Josh Arnold Investment Consultant | Edina, MN | $142M |
| Abens Financial Services | Edina, MN | $120M |
- Headquarters
- Edina, MN
- Regulatory AUM
- $4.41B
- Headquarters
- Edina, MN
- Regulatory AUM
- $2.6B
- Headquarters
- Edina, MN
- Regulatory AUM
- $2.03B
- Headquarters
- Edina, MN
- Regulatory AUM
- $2B
- Headquarters
- Edina, MN
- Regulatory AUM
- $1.77B
- Headquarters
- Edina, MN
- Regulatory AUM
- $1.43B
- Headquarters
- Edina, MN
- Regulatory AUM
- $1.41B
- Headquarters
- Edina, MN
- Regulatory AUM
- $780M
- Headquarters
- Edina, MN
- Regulatory AUM
- $609M
- Headquarters
- Edina, MN
- Regulatory AUM
- $549M
- Headquarters
- Edina, MN
- Regulatory AUM
- $465M
- Headquarters
- Edina, MN
- Regulatory AUM
- $455M
- Headquarters
- Edina, MN
- Regulatory AUM
- $454M
- Headquarters
- Edina, MN
- Regulatory AUM
- $241M
- Headquarters
- Edina, MN
- Regulatory AUM
- $188M
- Headquarters
- Edina, MN
- Regulatory AUM
- $180M
- Headquarters
- Edina, MN
- Regulatory AUM
- $144M
- Headquarters
- Edina, MN
- Regulatory AUM
- $142M
- Headquarters
- Edina, MN
- Regulatory AUM
- $120M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Edina on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Minnesota.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.