Top 5 financial advisor firms in Maple Grove

5 SEC-registered financial advisor firms are headquartered in Maple Grove, MN, with $1.41B in combined regulatory assets under management. The largest by assets are Dorval ($374M), Financial Planning Navigators ($355M) and Paradigm, Strategies in Wealth Management ($314M).

5
Financial advisor firms: $1.41B
Their combined AUM: $314M
Median firm AUM: 2,036
Clients of the top 5

The 5 largest by assets

1
Dorval
RIA
$374M
Regulatory AUM
2
Financial Planning Navigators
RIA
$355M
0.40% to 1.50% a year
3
Paradigm, Strategies in Wealth Management
RIA
$314M
0.65% to 1.75% a year
4
MHS Advisory Services
RIA
$253M
0.75% to 2.00% a year
5
UnderDog Wealth Management
RIA
$112M
Up to 1.75% a year

Profiles of the top 5

No. 1 · RIA

Dorval

Dorval is an investment adviser based in Maple Grove, 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 $374 million, as filed on 9 February 2026.

Regulatory AUM: $374M
Clients: 663
Advisory staff: 3
Custodians: Charles Schwab
Headquarters: 11242 86th Avenue North, Maple Grove, MN 55369
Phone: 612-436-3714
Website: dorvalchorne.com

No. 2 · RIA

Financial Planning Navigators

Financial Planning Navigators is an investment adviser based in Maple Grove, MN, registered with the SEC since 2024. 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 $355 million, as filed on 27 January 2026.

Financial Planning Navigators charges 0.40%–1.50% a year for its Investment Management Services.

Regulatory AUM: $355M
Clients: 433
Advisory staff: 5
Founded: 2024
Fee schedule: 0.40% to 1.50% a year
Custodians: LPL Financial, Charles Schwab
Headquarters: 7365 Kirkwood Court N, Suite 330, Maple Grove, MN 55369
Phone: 763-265-4450
Website: fpnavigators.com

No. 3 · RIA

Paradigm, Strategies in Wealth Management

Paradigm, Strategies in Wealth Management is an investment adviser based in Maple Grove, MN, registered with the SEC since 2014. 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 $314 million, as filed on 26 February 2026.

Paradigm, Strategies in Wealth Management charges 0.65%–1.75% a year for its Asset Management Services and Data Aggregation Services.

Regulatory AUM: $314M
Clients: 219
Advisory staff: 3
Founded: 1995
Fee schedule: 0.65% to 1.75% a year
Custodians: Charles Schwab
Headquarters: 11324 86th Avenue North, Maple Grove, MN 55369
Phone: 763-201-1025
Website: planparadigm.com

No. 4 · RIA

MHS Advisory Services

MHS Advisory Services is an investment adviser based in Maple Grove, MN, registered with the SEC since 2015. 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 $253 million, as filed on 19 August 2026.

MHS Advisory Services charges 0.75%–2.00% a year for its Portfolio Management Services.

Regulatory AUM: $253M
Clients: 313
Advisory staff: 7
Founded: 2015
Fee schedule: 0.75% to 2.00% a year
Custodians: Pershing, Fidelity
Headquarters: 11330 86th Avenue North, Maple Grove, MN 55369
Phone: 952-541-9201
Website: mhscos.com

No. 5 · RIA

UnderDog Wealth Management

UnderDog Wealth Management is an investment adviser based in Maple Grove, MN, registered with the SEC since 2026. 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 $112 million, as filed on 30 June 2026.

UnderDog Wealth Management charges up to 1.75% a year for its Wealth Management Fees.

Regulatory AUM: $112M
Clients: 408
Advisory staff: 2
Fee schedule: Up to 1.75% a year
Custodians: Altruist
Headquarters: 13762 Reimer Drive N, Maple Grove, MN 55311
Phone: 763-497-3000
Website: underdogwealthmanagement.com

Questions about financial advisors in Maple Grove

How many financial advisor firms are headquartered in Maple Grove?

5 SEC-registered financial advisor firms report their principal office in Maple Grove, MN, managing $1.41B 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 Maple Grove?

Dorval, with $374M in regulatory assets under management on its latest Form ADV. The next largest are Financial Planning Navigators ($355M) and Paradigm, Strategies in Wealth Management ($314M).

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

How large is a typical financial advisor firm in Maple Grove?

The median firm manages $314M in regulatory assets. That is the midpoint of the 5 firms headquartered in Maple Grove.

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

How much do financial advisors in Maple Grove charge?

Of the 5 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.50% to 2.00% 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 Maple Grove?

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

Maple Grove has 5 financial advisor firms; see every adviser in the city →