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Top 3 financial advisor firms in Arden Hills

3 SEC-registered financial advisor firms are headquartered in Arden Hills, MN, with $1.43B in combined regulatory assets under management. The largest by assets are Lifelong Wealth Advisors ($710M), Pitzl Financial ($498M) and Paladin Wealth ($217M).

3
Financial advisor firms
$1.43B
Their combined AUM
$498M
Median firm AUM
1,777
Clients of the top 3

The 3 largest by assets

  1. 1
    Lifelong Wealth Advisors

    RIA

    $710M

  2. 2
    Pitzl Financial

    RIA

    $498M

  3. 3
    Paladin Wealth

    RIA

    $217M

Profiles of the top 3

No. 1 · RIA

Lifelong Wealth Advisors

Lifelong Wealth Advisors is an investment adviser based in Arden Hills, MN, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $710 million, as filed on 6 March 2026.

Regulatory AUM
$710M
Clients
865
Advisory staff
8
Custodians
Charles Schwab
Headquarters
1150 County Road E West, Arden Hills, MN 55112
Phone
651-444-6500

No. 2 · RIA

Pitzl Financial

Pitzl Financial is an investment adviser based in Arden Hills, MN, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $498 million, as filed on 9 February 2026.

Pitzl Financial charges 0.25%–1.00% a year for its Investment Management.

Regulatory AUM
$498M
Clients
394
Advisory staff
4
Founded
2014
Fee schedule
0.25% to 1.00% a year
Custodians
Fidelity, Charles Schwab
Headquarters
8 Pine Tree Drive, Suite 125, Arden Hills, MN 55112
Phone
651-287-3712
Website
pitzlfinancial.com

No. 3 · RIA

Paladin Wealth

Paladin Wealth is an investment adviser based in Arden Hills, MN, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $217 million, as filed on 22 September 2026.

Paladin Wealth charges up to 1.50% a year for its Asset Management.

Regulatory AUM
$217M
Clients
518
Advisory staff
8
Fee schedule
Up to 1.50% a year
Custodians
Charles Schwab
Headquarters
4105 Lexington Avenue North,, Suite 230, Arden Hills, MN 55126
Phone
651-842-8406
Website
paladinfinancialcomra.com

Questions about financial advisors in Arden Hills

How many financial advisor firms are headquartered in Arden Hills?

3 SEC-registered financial advisor firms report their principal office in Arden Hills, MN, managing $1.43B in regulatory assets between them. The other 3 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Arden Hills?

Lifelong Wealth Advisors, with $710M in regulatory assets under management on its latest Form ADV. The next largest are Pitzl Financial ($498M) and Paladin Wealth ($217M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Arden Hills?

The median firm manages $498M in regulatory assets. That is the midpoint of the 3 firms headquartered in Arden Hills.

Source: Form ADV Part 1A, Item 5.F

How can I check a financial advisor's record in Arden Hills?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

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