NewRiaPulse: records in Minnesota
13 newRiaPulse: records in Minnesota are listed from SEC monthly roster of registered investment advisers (Form ADV data), dated 2026-01-08 to 2026-09-24; the most frequent is Fathom Advisors LLC with 1. Data last updated 2026-10-28; each record links to its official source and a full report.
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe
13 records from SEC monthly roster of registered investment advisers (Form ADV data), dated 2026-01-08 to 2026-09-24. Most frequent: Fathom Advisors LLC (1). Each record links to a full report and the official source.
Last updated 2026-10-28. Source: SEC monthly roster of registered investment advisers (Form ADV data).
Get new NewRiaPulse records by email (free, weekly)
We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email.
Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe.
- Fathom Advisors LLC (1)
- Vessel Wealth Partners (1)
- Boria Wealth Management, LTD (1)
- North Compass Financial Advisors, LLC (1)
- Colleen Weber Cpa, LLC (1)
How do I get new newRiaPulse: records in Minnesota by email?
Search, filter and export these records, or get alerts when new ones appear.
What are the top newRiaPulse: records in Minnesota right now?
| Record | AUM | Accounts | City |
|---|---|---|---|
| Fathom Advisors LLC | Minneapolis | ||
| Vessel Wealth Partners | Mendota Heights | ||
| Boria Wealth Management, LTD | Wayzata | ||
| North Compass Financial Advisors, LLC | $145,961,708 | 600 | Grand Rapids |
| Colleen Weber Cpa, LLC | $120,611,435 | 189 | Chanhassen |
| Underdog Wealth Management, LLC | $111,880,222 | 892 | Maple Grove |
| Superior Financial, LLC | $112,181,935 | 385 | Rochester |
| Financial Empowerment LLC | $126,374,281 | 334 | Burnsville |
| Abens Financial Services INC | $120,118,491 | 98 | Edina |
| Twin Cities Retirement Group | $144,901,181 | 234 | Plymouth |
| Boulevard | $119,494,387 | 858 | Bloomington |
| Advisory Solutions Group | $408,369,935 | 2062 | Plymouth |
| Vera Lake Capital, LLC | $180,355,372 | 25 | Edina |
Browse all NewRiaPulse record reports
Which related categories and locations should I check?
Browse by assets under management
$100M-$500M (908) Under $100M (403) $500M-$1B (71) $1B-$10B (55) $10B+ (13)
Browse by state
New York (178) California (148) Florida (113) Texas (86) Illinois (57) Massachusetts (38) Ohio (37) New Jersey (34) Connecticut (32) Pennsylvania (30) Colorado (29) Michigan (27) Arizona (26) Georgia (25) North Carolina (22) Tennessee (22) Virginia (20) Utah (19) Wisconsin (18) Missouri (15) South Carolina (14) Washington (14) Oregon (13) Maryland (12) Indiana (11) Kansas (8) Iowa (7) Kentucky (7) Louisiana (7) Nevada (7) Alabama (6) New Hampshire (6) Delaware (5) Mississippi (5) Oklahoma (5) Rhode Island (5) District of Columbia (4) Idaho (4) Nebraska (4) Wyoming (4)
Browse by registration status
Approved (1231) In 120-day approval window (219)
More Minnesota public-record feeds
SEC 8-K Corporate Trigger Events in Minnesota New Grants by Vendor Procurement Need in Minnesota New MSHA Citations at Mines & Quarries by State in Minnesota FEMA Hazard Mitigation Project Tracker in Minnesota New Trucking Company Registrations in Minnesota New & Re-Approved E-Rate Service Providers (FCC Form 498 / SPIN) in Minnesota Credit Union Quarterly Changes, Mergers & New Charters (NCUA Call Reports) in Minnesota New NIH Research Awards by Organization in Minnesota
Frequently asked questions
How many newRiaPulse: records in Minnesota are listed?
13 records from SEC monthly roster of registered investment advisers (Form ADV data), last refreshed automatically. The most recent is dated 2026-09-24.
Can I get alerts for Minnesota?
Yes. NewRiaPulse can email you new records matching this filter; plans are listed on the NewRiaPulse page.
Source: SEC monthly roster of registered investment advisers (Form ADV data). Informational only. RSS feed of new records