Managers in Minnetonka, MN

United States · 176 asset managers within 25 km (4 in Minnetonka itself) · 239 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 · Excelsior, MN 5 · Burnsville, MN 3 · Chanhassen, MN 2 · Maple Grove, MN 2 · Albertville, MN 2 · Lake Elmo, MN 2

Asset managers in and around Minnetonka

#	Manager	People here	Assets
101	HECK CAPITAL ADVISORS, LLC institutions · Hopkins $11.3bn	1	$11.3bn
102	CARVAL CLO MANAGEMENT LLC structured credit · Minneapolis $7.3bn	about 1main office	$7.3bn
103	Cercano Management LLC hedge funds, private equity, venture, futures · Wayzata $7.3bn	1	$7.3bn
104	JAG CAPITAL MANAGEMENT, LLC institutions, futures · Minneapolis $1.9bn	1	$1.9bn
105	MMA ASSET MANAGEMENT LLC institutions · Minneapolis $787.8m	1	$787.8m
106	SBJ CAPITAL private equity · Minneapolis $749.4m	1	$749.4m
107	WHITE OAKS INVESTMENT MANAGEMENT, INC hedge funds · Minneapolis $496.1m	1	$496.1m
108	INDIA CAPITAL MANAGEMENT LIMITED hedge funds · Minneapolis INDIA CAPITAL LLC · 2 related pages $395.3m	about 1main office	$395.3m
109	PATHFINDER 360 MANAGEMENTCO, LLC private equity · Hopkins $343.8m	about 1main office	$343.8m
110	Versant Venture Management, LLC venture · Minneapolis $162.6m	1	$162.6m
111	UMB PRIVATE WEALTH MANAGEMENT, LLC private equity · Minneapolis $124.7m	1	$124.7m
112	AWH FINANCIAL, LLC Hopkins	1
113	BORIA WEALTH MANAGEMENT, LTD Wayzata	about 1main office
114	CLOVERPOINT, LLC Minneapolis	about 1main office
115	USI SECURITIES, INC. Minneapolis	1
116	ZACKS INVESTMENT MANAGEMENT hedge funds, wealth · Minneapolis ZACKS INVESTMENT MANAGEMENT · 2 related pages $14.6bn	office	$14.6bn
117	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
118	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
119	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
120	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
121	STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · Minneapolis STIFEL NICOLAUS & CO INC \MO\ · 8 related pages $197.5bn	office	$197.5bn
122	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
123	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
124	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Navarre $59.6bn	based here	$59.6bn
125	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
126	NorthCrest Asset Manangement, LLC Navarre $3.9bn	based here	$3.9bn
127	Simplicity Solutions, LLC Minneapolis $3.7bn	based here	$3.7bn
128	Focus Financial Network, Inc. Minneapolis $3.2bn	based here	$3.2bn
129	Foundry Partners, LLC Minneapolis $1.9bn	based here	$1.9bn
130	Minneapolis Portfolio Management Group, LLC Wayzata $1.1bn	based here	$1.1bn
131	BerganKDV Wealth Management, LLC Minneapolis $999.6m	based here	$999.6m
132	Marquette Asset Management, LLC Minneapolis $776.4m	based here	$776.4m
133	DSG Capital Advisors, LLC Minneapolis $704.2m	based here	$704.2m
134	Quantitative Advantage, LLC Minnetonka $689.4m	based here	$689.4m
135	ADVOCATE GROUP LLC Minnetonka $665.1m	based here	$665.1m
136	Systelligence, LLC Minneapolis $598.7m	based here	$598.7m
137	Wealth Group Ltd Eden Prairie $522.5m	based here	$522.5m
138	F3Logic, LLC Burnsville $476.0m	based here	$476.0m
139	Waypoint Capital Advisors, LLC Minneapolis $469.6m	based here	$469.6m
140	LPWM LLC Minneapolis $450.7m	based here	$450.7m
141	USAdvisors Wealth Management, LLC Eden Prairie $348.8m	based here	$348.8m
142	Nicollet Investment Management, Inc. Minneapolis $323.9m	based here	$323.9m
143	Advisory Solutions Group, LLC Navarre $292.2m	based here	$292.2m
144	KP Management LLC hedge funds · Minneapolis $232.3m	based here	$232.3m
145	ACM institutions, futures · Wayzata $231.2m	office	$231.2m
146	Vestment Financial LLC Chanhassen $223.1m	based here	$223.1m
147	Jones Kertz & Associates, Inc. Minneapolis $216.9m	based here	$216.9m
148	GEN Financial Management, INC. Navarre $167.1m	based here	$167.1m
149	Kopp Family Office, LLC Minnetonka $163.2m	based here	$163.2m
150	Somerset Group LLC Wayzata $142.5m	based here	$142.5m

176 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.