Top 6 financial advisor firms in St Paul

6 SEC-registered financial advisor firms are headquartered in St Paul, MN, with $13.7B in combined regulatory assets under management. The largest by assets are Fiduciary Counselling ($10.1B), Stonebridge Capital Advisors ($2.52B) and HighMark Wealth Management ($612M).

6
Financial advisor firms: $13.7B
Their combined AUM: $418M
Median firm AUM: 4,334
Clients of the top 6

The 6 largest by assets

1
Fiduciary Counselling
RIA
$10.1B
0.08% to 0.70%
2
Stonebridge Capital Advisors
RIA
$2.52B
1.75% to 1.90% a year
3
HighMark Wealth Management
RIA
$612M
0.50% to 1.50% a year
4
Bright Angel Advisors
RIA
$224M
0.50% to 1.00% a year
5
Winter & Associates
RIA
$180M
0.55% to 1.00% a year
6
Knox Avenue Financial
RIA
$145M
0.50% to 1.50% a year

Profiles of the top 6

No. 1 · RIA

Fiduciary Counselling

Fiduciary Counselling is an investment adviser based in St Paul, MN, registered with the SEC since 1966. It provides financial planning and investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $10.1 billion, as filed on 17 March 2026.

Fiduciary Counselling charges 0.08%–0.70% for its Investment advisory and inclusive services. The brochure does not state whether the rate is annual.

Regulatory AUM: $10.1B
Clients: 1,761
Advisory staff: 18
Fee schedule: 0.08% to 0.70%
Custodians: Fidelity
Headquarters: 30 East 7th Street, Suite 2000, St Paul, MN 55101-4930
Phone: 651-228-0935

No. 2 · RIA

Stonebridge Capital Advisors

Stonebridge Capital Advisors is an investment adviser based in St. Paul, MN, registered with the SEC since 1997. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and insurance companies. Its regulatory assets under management total $2.52 billion, as filed on 30 March 2026.

Stonebridge Capital Advisors charges 1.75%–1.90% a year for its Investment & Private Wealth Management Services.

Regulatory AUM: $2.52B
Clients: 1,674
Advisory staff: 13
Fee schedule: 1.75% to 1.90% a year
Custodians: Charles Schwab, Pershing, Fidelity
Headquarters: 2550 University Avenue West, Suite 455-S, St. Paul, MN 55114-1017
Phone: 651-251-1000
Website: stonebridgecap.com

No. 3 · RIA

HighMark Wealth Management

HighMark Wealth Management is an investment adviser based in St. Paul, MN, registered with the SEC since 2012. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $612 million, as filed on 28 April 2026.

HighMark Wealth Management charges 0.50%–1.50% a year for its Investment Advisory Services.

Regulatory AUM: $612M
Clients: 429
Advisory staff: 4
Founded: 2012
Fee schedule: 0.50% to 1.50% a year
Custodians: Fidelity
Headquarters: 944 Inwood Ave N, St. Paul, MN 55128
Phone: 651-829-3300
Website: highmarkwealth.com

No. 4 · RIA

Bright Angel Advisors

Bright Angel Advisors is an investment adviser based in St. Paul, MN, registered with the SEC since 2020. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $224 million, as filed on 15 January 2026.

Bright Angel Advisors charges 0.50%–1.00% a year for its Portfolio Management.

Regulatory AUM: $224M
Clients: 35
Advisory staff: 2
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 3900 Northwoods DR., Suite 350, St. Paul, MN 55112
Phone: 612-372-0090

No. 5 · RIA

Winter & Associates

Winter & Associates is an investment adviser based in St. Paul, MN, registered with the SEC since 2022. 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 $180 million, as filed on 18 August 2026.

Winter & Associates charges 0.55%–1.00% a year for its Asset Management Fees.

Regulatory AUM: $180M
Clients: 208
Advisory staff: 4
Fee schedule: 0.55% to 1.00% a year
Custodians: Pershing, Charles Schwab
Headquarters: 964 Grand Avenue, St. Paul, MN 55105
Phone: 651-414-5000
Website: winterassoc.com

No. 6 · RIA

Knox Avenue Financial

Knox Avenue Financial is an investment adviser based in St. Paul, MN, registered with the SEC since 2025. 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 $145 million, as filed on 28 July 2026.

Knox Avenue Financial charges 0.50%–1.50% a year for its Asset Management.

Regulatory AUM: $145M
Clients: 227
Advisory staff: 1
Fee schedule: 0.50% to 1.50% a year
Custodians: Charles Schwab
Headquarters: 380 St. Peter Street, Suite 742, St. Paul, MN 55102
Phone: 952-426-4352
Website: knoxavenuefinancial.com

Questions about financial advisors in St Paul

How many financial advisor firms are headquartered in St Paul?

6 SEC-registered financial advisor firms report their principal office in St Paul, MN, managing $13.7B 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 St Paul?

Fiduciary Counselling, with $10.1B in regulatory assets under management on its latest Form ADV. The next largest are Stonebridge Capital Advisors ($2.52B) and HighMark Wealth Management ($612M).

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

How large is a typical financial advisor firm in St Paul?

The median firm manages $418M in regulatory assets. That is the midpoint of the 6 firms headquartered in St Paul.

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

How much do financial advisors in St Paul charge?

Of the 6 largest firms, 6 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.70% to 1.90% 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 Paul?

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 Paul has 6 financial advisor firms; see every adviser in the city →