Managers in Excelsior, MN

United States · 174 asset managers within 25 km (5 in Excelsior itself) · 233 wealth managers, banks and others

managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: Minneapolis, MN 112 · Wayzata, MN 23 · Saint Paul, MN 22 · Hopkins, MN 20 · Eden Prairie, MN 6 · Navarre, MN 6 · Minnetonka, MN 4 · Burnsville, MN 3 · Chanhassen, MN 2 · Maple Grove, MN 2 · Albertville, MN 2 · Hamel, MN 1

Asset managers in and around Excelsior

#	Manager	People here	Assets
101	CARVAL CLO MANAGEMENT LLC structured credit · Minneapolis $7.3bn	about 1main office	$7.3bn
102	Cercano Management LLC hedge funds, private equity, venture, futures · Wayzata $7.3bn	1	$7.3bn
103	JAG CAPITAL MANAGEMENT, LLC institutions, futures · Minneapolis $1.9bn	1	$1.9bn
104	MMA ASSET MANAGEMENT LLC institutions · Minneapolis $787.8m	1	$787.8m
105	SBJ CAPITAL private equity · Minneapolis $749.4m	1	$749.4m
106	WHITE OAKS INVESTMENT MANAGEMENT, INC hedge funds · Minneapolis $496.1m	1	$496.1m
107	INDIA CAPITAL MANAGEMENT LIMITED hedge funds · Minneapolis INDIA CAPITAL LLC · 2 related pages $395.3m	about 1main office	$395.3m
108	PATHFINDER 360 MANAGEMENTCO, LLC private equity · Hopkins $343.8m	about 1main office	$343.8m
109	Versant Venture Management, LLC venture · Minneapolis $162.6m	1	$162.6m
110	UMB PRIVATE WEALTH MANAGEMENT, LLC private equity · Minneapolis $124.7m	1	$124.7m
111	AWH FINANCIAL, LLC Hopkins	1
112	BORIA WEALTH MANAGEMENT, LTD Wayzata	about 1main office
113	CLOVERPOINT, LLC Minneapolis	about 1main office
114	USI SECURITIES, INC. Minneapolis	1
115	ZACKS INVESTMENT MANAGEMENT hedge funds, wealth · Minneapolis ZACKS INVESTMENT MANAGEMENT · 2 related pages $14.6bn	office	$14.6bn
116	GOLDMAN SACHS GROUP INC hedge funds, private equity, real estate, structured credit and 6 more · Minneapolis GOLDMAN SACHS WEALTH SERVICES, L.P. · 17 related pages $2.6tn	office	$2.6tn
117	WELLS FARGO & COMPANY/MN wealth · Minneapolis, Wayzata WELLS FARGO CLEARING SERVICES, LLC, WELLS FARGO INVESTMENT INSTITUTE, INC. · 8 related pages $671.4bn	3 offices	$671.4bn
118	RAYMOND JAMES FINANCIAL INC hedge funds, private equity, venture, real estate and 5 more · Hopkins Legacies Wealth LLC · 70 related pages $368.7bn	office	$368.7bn
119	Voya Financial, Inc. hedge funds, private equity, structured credit, mutual funds and 4 more · Minneapolis Voya Financial Advisors, Inc. · 8 related pages $274.9bn	2 offices	$274.9bn
120	STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · Minneapolis STIFEL NICOLAUS & CO INC \MO\ · 8 related pages $197.5bn	office	$197.5bn
121	Corebridge Financial, Inc. private equity, mutual funds, institutions, FCA fund manager and 1 more · Minneapolis VALIC FINANCIAL ADVISORS, INC. · 4 related pages $121.1bn	office	$121.1bn
122	WESTERN & SOUTHERN FINANCIAL GROUP, INC. hedge funds, private equity, institutions, futures and 1 more · Eden Prairie W&S BROKERAGE SERVICES, INC. · 3 related pages $93.5bn	office	$93.5bn
123	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Navarre $59.6bn	based here	$59.6bn
124	AlTi Global, Inc. hedge funds, private equity, real estate, futures and 2 more · Minneapolis TIEDEMANN ADVISORS, LLC · 3 related pages $31.0bn	office	$31.0bn
125	NorthCrest Asset Manangement, LLC Navarre $3.9bn	based here	$3.9bn
126	Simplicity Solutions, LLC Minneapolis $3.7bn	based here	$3.7bn
127	Focus Financial Network, Inc. Minneapolis $3.2bn	based here	$3.2bn
128	Foundry Partners, LLC Minneapolis $1.9bn	based here	$1.9bn
129	Minneapolis Portfolio Management Group, LLC Wayzata $1.1bn	based here	$1.1bn
130	BerganKDV Wealth Management, LLC Minneapolis $999.6m	based here	$999.6m
131	Marquette Asset Management, LLC Minneapolis $776.4m	based here	$776.4m
132	DSG Capital Advisors, LLC Minneapolis $704.2m	based here	$704.2m
133	Quantitative Advantage, LLC Minnetonka $689.4m	based here	$689.4m
134	ADVOCATE GROUP LLC Minnetonka $665.1m	based here	$665.1m
135	Systelligence, LLC Minneapolis $598.7m	based here	$598.7m
136	Wealth Group Ltd Eden Prairie $522.5m	based here	$522.5m
137	Waypoint Capital Advisors, LLC Minneapolis $469.6m	based here	$469.6m
138	LPWM LLC Minneapolis $450.7m	based here	$450.7m
139	USAdvisors Wealth Management, LLC Eden Prairie $348.8m	based here	$348.8m
140	Nicollet Investment Management, Inc. Minneapolis $323.9m	based here	$323.9m
141	Advisory Solutions Group, LLC Navarre $292.2m	based here	$292.2m
142	KP Management LLC hedge funds · Minneapolis $232.3m	based here	$232.3m
143	ACM institutions, futures · Wayzata $231.2m	office	$231.2m
144	Vestment Financial LLC Chanhassen $223.1m	based here	$223.1m
145	Jones Kertz & Associates, Inc. Minneapolis $216.9m	based here	$216.9m
146	GEN Financial Management, INC. Navarre $167.1m	based here	$167.1m
147	Kopp Family Office, LLC Minnetonka $163.2m	based here	$163.2m
148	Somerset Group LLC Wayzata $142.5m	based here	$142.5m
149	Fure Financial Corp Minneapolis $122.1m	based here	$122.1m
150	Twin Cities Retirement Group LLC asset owner · Navarre $116.8m	based here	$116.8m

174 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.