Top 7 financial advisor firms in Eden Prairie

7 SEC-registered financial advisor firms are headquartered in Eden Prairie, MN, with $6.9B in combined regulatory assets under management. The largest by assets are Boulay Financial Advisors ($3.01B), Strategic Wealth Group Registered Investment Advisor ($1.54B) and The Wealth Group ($711M).

7
Financial advisor firms: $6.9B
Their combined AUM: $640M
Median firm AUM: 7,491
Clients of the top 7

The 7 largest by assets

1
Boulay Financial Advisors
RIA
$3.01B
0.60% to 1.95% a year
2
Strategic Wealth Group Registered Investment Advisor
RIA
$1.54B
Regulatory AUM
3
The Wealth Group
RIA
$711M
0.25% to 1.00% a year
4
Murphy Pohlad Asset Management
RIA
$640M
0.70% to 0.90% a year
5
USAdvisors Wealth Management
RIA
$483M
Regulatory AUM
6
Abbey Street
RIA
$375M
0.80% to 1.50% a year
7
Greenberg Gary Louis
RIA
$141M
Regulatory AUM

Profiles of the top 7

No. 1 · RIA

Boulay Financial Advisors

Boulay Financial Advisors is an investment adviser based in Eden Prairie, MN, registered with the SEC since 2001. 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 $3.01 billion, as filed on 19 August 2026.

Boulay Financial Advisors charges 0.60%–1.95% a year for its Investment Advisory Program.

Regulatory AUM: $3.01B
Clients: 1,123
Advisory staff: 31
Founded: 2001
Fee schedule: 0.60% to 1.95% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 11095 Viking Drive, Suite 500, Eden Prairie, MN 55344
Phone: 952-893-9320
Website: boulayfinancialadvisors.com

No. 2 · RIA

Strategic Wealth Group Registered Investment Advisor

Strategic Wealth Group Registered Investment Advisor is an investment adviser based in Eden Prairie, MN, registered with the SEC since 2016. 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 $1.54 billion, as filed on 11 June 2026.

Regulatory AUM: $1.54B
Clients: 3,557
Advisory staff: 23
Custodians: LPL Financial, Charles Schwab
Headquarters: 7820 Terrey Pine CT, #200, Eden Prairie, MN 55347
Phone: 952-843-4944

No. 3 · RIA

The Wealth Group

The Wealth Group is an investment adviser based in Eden Prairie, MN, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $711 million, as filed on 14 January 2026.

The Wealth Group charges 0.25%–1.00% a year for its Asset Management.

Regulatory AUM: $711M
Clients: 591
Advisory staff: 10
Founded: 2021
Fee schedule: 0.25% to 1.00% a year
Custodians: Raymond James
Headquarters: 14850 Scenic Heights Road, Suite #100, Eden Prairie, MN 55344
Phone: 952-937-9423
Website: thewealthgroup.com

No. 4 · RIA

Murphy Pohlad Asset Management

Murphy Pohlad Asset Management is an investment adviser based in Eden Prairie, MN, registered with the SEC since 2000. It provides investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $640 million, as filed on 1 July 2026.

Murphy Pohlad Asset Management charges 0.70%–0.90% a year for its Advisory Fees.

Regulatory AUM: $640M
Clients: 113
Advisory staff: 8
Fee schedule: 0.70% to 0.90% a year
Minimum account: $2,000,000
Custodians: Charles Schwab
Headquarters: 7480 Flying Cloud Drive, Suite 120, Eden Prairie, MN 55344
Phone: 952-948-2300
Website: murphyllc.com

No. 5 · RIA

USAdvisors Wealth Management

USAdvisors Wealth Management is an investment adviser based in Eden Prairie, MN, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $483 million, as filed on 19 February 2026.

Regulatory AUM: $483M
Clients: 1,901
Advisory staff: 12
Custodians: Charles Schwab
Headquarters: 15750 Venture Lane, Eden Prairie, MN 55344
Phone: 952-829-0000
Website: usadvisorsnetwork.com

No. 6 · RIA

Abbey Street

Abbey Street is an investment adviser based in Eden Prairie, MN, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $375 million, as filed on 18 March 2026.

Abbey Street charges 0.80%–1.50% a year for its Private Wealth Services.

Regulatory AUM: $375M
Clients: 139
Advisory staff: 7
Founded: 2018
Fee schedule: 0.80% to 1.50% a year
Custodians: Fidelity
Headquarters: 11095 Viking Drive, Suite 410, Eden Prairie, MN 55344
Phone: 952-224-7272
Website: abbeystreet.com

No. 7 · RIA

Greenberg Gary Louis

Greenberg Gary Louis is an investment adviser based in Eden Prairie, MN, registered with the SEC since 1985. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and other clients. Its regulatory assets under management total $141 million, as filed on 27 March 2026.

Regulatory AUM: $141M
Clients: 67
Advisory staff: 1
Custodians: Fidelity
Headquarters: 6955 Sand Ridge Road, Eden Prairie, MN 55346
Phone: 612-360-4557

Questions about financial advisors in Eden Prairie

How many financial advisor firms are headquartered in Eden Prairie?

7 SEC-registered financial advisor firms report their principal office in Eden Prairie, MN, managing $6.9B in regulatory assets between them.

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

What is the largest financial advisor firm in Eden Prairie?

Boulay Financial Advisors, with $3.01B in regulatory assets under management on its latest Form ADV. The next largest are Strategic Wealth Group Registered Investment Advisor ($1.54B) and The Wealth Group ($711M).

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

How large is a typical financial advisor firm in Eden Prairie?

The median firm manages $640M in regulatory assets. That is the midpoint of the 7 firms headquartered in Eden Prairie.

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

How much do financial advisors in Eden Prairie charge?

Of the 7 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.90% to 1.95% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Eden Prairie?

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

Eden Prairie has 7 financial advisor firms; see every adviser in the city →