Top 5 financial advisor firms in St Louis Park

5 SEC-registered financial advisor firms are headquartered in St Louis Park, MN, with $2.4B in combined regulatory assets under management. The largest by assets are Affiance Financial ($1.37B), Oakwood Capital ($304M) and Guardian Wealth Advisors ($300M).

5
Financial advisor firms: $2.4B
Their combined AUM: $300M
Median firm AUM: 2,847
Clients of the top 5

The 5 largest by assets

1
Affiance Financial
RIA
$1.37B
0.85% to 1.50% a year
2
Oakwood Capital
RIA
$304M
Regulatory AUM
3
Guardian Wealth Advisors
RIA
$300M
0.60% to 0.90% a year
4
Secured Retirement Advisors
RIA
$255M
0.50% to 1.50% a year
5
Dedeker Financial
RIA
$166M
Up to 1.75% a year

Profiles of the top 5

No. 1 · RIA

Affiance Financial

Affiance Financial is an investment adviser based in St. Louis Park, MN, registered with the SEC since 2013. 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 $1.37 billion, as filed on 10 June 2026.

Affiance Financial charges 0.85%–1.50% a year for its Investment management fee.

Regulatory AUM: $1.37B
Clients: 1,183
Advisory staff: 11
Founded: 2000
Fee schedule: 0.85% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 600 Highway 169 South, Suite 1750, St. Louis Park, MN 55426
Phone: 952-544-9818
Website: affiancefinancial.com

No. 2 · RIA

Oakwood Capital

Oakwood Capital is an investment adviser based in St. Louis Park, MN, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include individual clients, high-net-worth individuals and other clients. Its regulatory assets under management total $304 million, as filed on 12 May 2026.

Regulatory AUM: $304M
Clients: 616
Advisory staff: 18
Custodians: RBC Capital Markets, Charles Schwab, Assetmark
Headquarters: 600 Highway 169 South, Suite 1410, St. Louis Park, MN 55426
Phone: 952-935-4601
Website: oakwoodcapital.com

No. 3 · RIA

Guardian Wealth Advisors

Guardian Wealth Advisors is an investment adviser based in St Louis Park, MN, registered with the SEC since 2015. 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 $300 million, as filed on 23 March 2026.

Guardian Wealth Advisors charges 0.60%–0.90% a year for its Discretionary investment advisory services.

Regulatory AUM: $300M
Clients: 260
Advisory staff: 4
Founded: 2007
Fee schedule: 0.60% to 0.90% a year
Custodians: Charles Schwab
Headquarters: 1000 Shelard Parkway, 6th Floor, St Louis Park, MN 55426
Phone: 952-746-3211
Website: guardianwealthadvisors.com

No. 4 · RIA

Secured Retirement Advisors

Secured Retirement Advisors is an investment adviser based in St Louis Park, MN, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include individual clients and high-net-worth individuals. Its regulatory assets under management total $255 million, as filed on 23 February 2026.

Secured Retirement Advisors charges 0.50%–1.50% a year for its Portfolio Management Services.

Regulatory AUM: $255M
Clients: 602
Advisory staff: 4
Fee schedule: 0.50% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 6121 Excelsior BLVD, St Louis Park, MN 55416
Phone: 952-460-3260
Website: securedretirements.com

No. 5 · RIA

Dedeker Financial

Dedeker Financial is an investment adviser based in St. Louis Park, MN, registered with the SEC since 2023. 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 $166 million, as filed on 21 July 2026.

Dedeker Financial charges up to 1.75% a year for its Portfolio Management Fees.

Regulatory AUM: $166M
Clients: 186
Advisory staff: 3
Fee schedule: Up to 1.75% a year
Custodians: Fidelity
Headquarters: 600 Hwy 169 S, Suite 720, St. Louis Park, MN 55426
Phone: 612-347-8668
Website: captarprivatewealth.com

Questions about financial advisors in St Louis Park

How many financial advisor firms are headquartered in St Louis Park?

5 SEC-registered financial advisor firms report their principal office in St Louis Park, MN, managing $2.4B 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 St Louis Park?

Affiance Financial, with $1.37B in regulatory assets under management on its latest Form ADV. The next largest are Oakwood Capital ($304M) and Guardian Wealth Advisors ($300M).

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

How large is a typical financial advisor firm in St Louis Park?

The median firm manages $300M in regulatory assets. That is the midpoint of the 5 firms headquartered in St Louis Park.

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

How much do financial advisors in St Louis Park 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 0.90% to 1.75% 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 St Louis Park?

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

St Louis Park has 5 financial advisor firms; see every adviser in the city →