Top 10 financial advisor firms in Edina

17 SEC-registered financial advisor firms are headquartered in Edina, MN, with $17.1B in combined regulatory assets under management. The largest by assets are Accredited Investors ($4.41B), Tradition Wealth Management ($2.6B) and Punch & Associates Investment Management ($2.03B).

17
Financial advisor firms: $17.1B
Their combined AUM: $465M
Median firm AUM: 6,404
Clients of the top 10

The 10 largest by assets

1
Accredited Investors
RIA
$4.41B
0.25% to 1.00% a year
2
Tradition Wealth Management
RIA
$2.6B
1.50% to 2.00% a year
3
Punch & Associates Investment Management
RIA
$2.03B
1.00% to 1.00%
4
SilverOak Wealth Management
RIA
$2B
Up to 1.25% a year
5
Cahill Financial Advisors
RIA
$1.77B
0.40% to 1.50% a year
6
DSG Capital Advisors
RIA
$780M
0.60% to 1.25% a year
7
Cornerstone Wealth Advisors
RIA
$609M
Regulatory AUM
8
Stiles Financial Services
RIA
$549M
Regulatory AUM
9
Acumen Financial Advisors
RIA
$465M
Up to 2.50% a year
10
Flourish Wealth Management
RIA
$455M
0.40% to 1.00% a year

Profiles of the top 10

No. 1 · RIA

Accredited Investors

Accredited Investors is an investment adviser based in Edina, MN, registered with the SEC since 1989. 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 $4.41 billion, as filed on 6 August 2026.

Accredited Investors charges 0.25%–1.00% a year for its Advisory fee.

Regulatory AUM: $4.41B
Clients: 947
Advisory staff: 4
Fee schedule: 0.25% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 5200 West 73rd Street, Edina, MN 55439-2204
Phone: 952-841-2222
Website: accredited.com

No. 2 · RIA

Tradition Wealth Management

Tradition Wealth Management is an investment adviser based in Edina, MN, registered with the SEC since 2004. 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 $2.6 billion, as filed on 12 June 2026.

Tradition Wealth Management charges 1.50%–2.00% a year for its Asset Management Program.

Regulatory AUM: $2.6B
Clients: 2,244
Advisory staff: 30
Founded: 2003
Fee schedule: 1.50% to 2.00% a year
Custodians: Charles Schwab
Headquarters: 7601 France Avenue South, Suite 100, Edina, MN 55435
Phone: 952-563-6500
Website: traditionwealthmanagement.com

No. 3 · RIA

Punch & Associates Investment Management

Punch & Associates Investment Management is an investment adviser based in Edina, MN, registered with the SEC since 2002. It provides financial planning and investment management. Its clients include high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. Its regulatory assets under management total $2.03 billion, as filed on 30 April 2026.

Punch & Associates Investment Management charges 1.00% for its Private Client Fee Schedule. The brochure does not state whether the rate is annual.

Regulatory AUM: $2.03B
Clients: 562
Advisory staff: 18
Fee schedule: 1.00% to 1.00%
Custodians: Fidelity
Headquarters: 7701 France Avenue South, #300, Edina, MN 55435
Phone: 952-224-4350
Website: punchinvest.com

No. 4 · RIA

SilverOak Wealth Management

SilverOak Wealth Management is an investment adviser based in Edina, MN, registered with the SEC since 2001. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $2 billion, as filed on 31 March 2026.

SilverOak Wealth Management charges up to 1.25% a year for its Portfolio Management Services.

Regulatory AUM: $2B
Clients: 446
Advisory staff: 8
Founded: 1999
Fee schedule: Up to 1.25% a year
Minimum account: $250,000
Custodians: Charles Schwab
Headquarters: 3600 Minnesota Drive, Suite 860, Edina, MN 55435
Phone: 952-896-5700
Website: silveroakwealth.com

No. 5 · RIA

Cahill Financial Advisors

Cahill Financial Advisors is an investment adviser based in Edina, MN, registered with the SEC since 1983. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $1.77 billion, as filed on 30 March 2026.

Cahill Financial Advisors charges 0.40%–1.50% a year for its Investment Advisory Services.

Regulatory AUM: $1.77B
Clients: 1,115
Advisory staff: 12
Founded: 1980
Fee schedule: 0.40% to 1.50% a year
Custodians: Charles Schwab, Fidelity
Headquarters: 7261 Ohms Lane, Edina, MN 55439
Phone: 952-926-1659
Website: cahillfa.com

No. 6 · RIA

DSG Capital Advisors

DSG Capital Advisors is an investment adviser based in Edina, MN, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $780 million, as filed on 16 September 2026.

DSG Capital Advisors charges 0.60%–1.25% a year for its Investment Management Services.

Regulatory AUM: $780M
Clients: 115
Advisory staff: 7
Fee schedule: 0.60% to 1.25% a year
Custodians: LPL Financial, Fidelity
Headquarters: 7760 France Avenue South, Suite 815, Edina, MN 55435
Phone: 612-515-9900

No. 7 · RIA

Cornerstone Wealth Advisors

Cornerstone Wealth Advisors is an investment adviser based in Edina, MN, registered with the SEC since 2003. 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 $609 million, as filed on 11 June 2026.

Regulatory AUM: $609M
Clients: 337
Advisory staff: 8
Founded: 1990
Custodians: Charles Schwab
Headquarters: 3300 Edinborough Way, Suite 450, Edina, MN 55435
Phone: 952-920-3900
Website: cornerstonewealthadvisors.com

No. 8 · RIA

Stiles Financial Services

Stiles Financial Services is an investment adviser based in Edina, MN, registered with the SEC since 2017. 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 $549 million, as filed on 23 March 2026.

Regulatory AUM: $549M
Clients: 261
Advisory staff: 8
Founded: 2000
Custodians: Fidelity
Headquarters: 7505 Metro BLVD, Suite 510, Edina, MN 55439
Phone: 952-988-0452
Website: stilesfinancial.com

No. 9 · RIA

Acumen Financial Advisors

Acumen Financial Advisors is an investment adviser based in Edina, MN, registered with the SEC since 2010. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $465 million, as filed on 30 March 2026.

Acumen Financial Advisors charges up to 2.50% a year for its VISION2020 Advisor Managed Portfolios.

Regulatory AUM: $465M
Clients: 220
Advisory staff: 1
Founded: 1995
Fee schedule: Up to 2.50% a year
Minimum account: $50,000
Headquarters: 3601 West 76th Street, Suite 475, Edina, MN 55435
Phone: 952-521-1625

No. 10 · RIA

Flourish Wealth Management

Flourish Wealth Management is an investment adviser based in Edina, 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 $455 million, as filed on 6 May 2026.

Flourish Wealth Management charges 0.40%–1.00% a year for its Wealth Management Services.

Regulatory AUM: $455M
Clients: 157
Advisory staff: 5
Founded: 2014
Fee schedule: 0.40% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 3300 Edinborough Way, Suite 420, Edina, MN 55435
Phone: 952-392-4474
Website: flourishwealthmanagement.com

Questions about financial advisors in Edina

How many financial advisor firms are headquartered in Edina?

17 SEC-registered financial advisor firms report their principal office in Edina, MN, managing $17.1B in regulatory assets between them. The other 2 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 Edina?

Accredited Investors, with $4.41B in regulatory assets under management on its latest Form ADV. The next largest are Tradition Wealth Management ($2.6B) and Punch & Associates Investment Management ($2.03B).

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

How large is a typical financial advisor firm in Edina?

The median firm manages $465M in regulatory assets. That is the midpoint of the 17 firms headquartered in Edina.

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

How much do financial advisors in Edina charge?

Of the 10 largest firms, 8 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 2.50% 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 Edina?

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

Edina has 17 financial advisor firms; see every adviser in the city →

The 10 largest by assets

Profiles of the top 10

Questions about financial advisors in Edina

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