Firms by city
Registered investment advisers in Woodbury, MN
4 SEC-registered advisers headquartered in Woodbury, listed by regulatory assets under management as reported on Form ADV.
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4 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| MLG Wealth Management | Woodbury, MN | $1.49B |
| Ballast Advisors | Woodbury, MN | $674M |
| Legacy Wealth Asset Management | Woodbury, MN | $546M |
| Enspyre Wealth Advisors | Woodbury, MN | $218M |
- Headquarters
- Woodbury, MN
- Regulatory AUM
- $1.49B
- Headquarters
- Woodbury, MN
- Regulatory AUM
- $674M
- Headquarters
- Woodbury, MN
- Regulatory AUM
- $546M
- Headquarters
- Woodbury, MN
- Regulatory AUM
- $218M
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 Woodbury 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.