SEC-registered investment advisers in Excelsior
4 SEC-registered investment advisers are headquartered in Excelsior, MN, with $4.88B in combined regulatory assets under management. 2 are financial advisor firms; the rest are broker-dealers, other kinds of wealth firm, or fund and institutional managers.
- 4
- Investment advisers
- $4.88B
- Combined regulatory AUM
- 2
- Financial advisor firms
All 4 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| Locorr Fund Management | Mutual funds & ETFs | $2.53B |
| Excelsior Renewable Energy Management | Private funds | $1.51B |
| Modus Advisors | RIA | $601M |
| Intelligent Financial Strategies | RIA | $242M |
Locorr Fund Management$2.53B
- Type
- Mutual funds & ETFs
- Type
- Private funds
Modus Advisors$601M
- Type
- RIA
- Type
- RIA
Excelsior at a glance
Advisers headquartered here, by type
4
advisers
- Financial advisor firms (RIAs)$843M regulatory AUM2 (50%)
- Private fund managers$1.51B regulatory AUM1 (25%)
- Mutual fund, ETF and BDC managers$2.53B regulatory AUM1 (25%)
Other cities in Minnesota
- Minneapolis72
- Bloomington21
- Edina19
- Minnetonka18
- Plymouth16
- Wayzata15
- St Paul9
- Eden Prairie7
- Arden Hills6
- Maple Grove5
- St Louis Park5
- St. Cloud4