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# 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 2026-10-28 · [Compiled by Zalwin](/research/newriapulse) from SEC monthly roster of registered investment advisers (Form ADV data) Copy citation

Download all 13 newRiaPulse: records in Minnesota (CSV) — $4.99 →

Includes: Firm, AUM, Accounts, City, State, Registered, official source URL and score · Card, Apple Pay, Google Pay or Link via Stripe

[Free sample: 3 records (CSV)](/v1/verticals/newriapulse/records.csv?state=MN)

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).

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Records

13

Most frequent

- 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.

[Search and filter](/v/newriapulse?state=MN) [Watch this exact filter](/v/newriapulse?state=MN#more-ways) [See alert plans](/v/newriapulse#pricing)

## 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](/hub/newriapulse/records)

## Which related categories and locations should I check?

### Browse by assets under management

[$100M-$500M (908)](/hub/newriapulse/aum/100) [Under $100M (403)](/hub/newriapulse/aum/0) [$500M-$1B (71)](/hub/newriapulse/aum/500) [$1B-$10B (55)](/hub/newriapulse/aum/1000) [$10B+ (13)](/hub/newriapulse/aum/10000)

### Browse by state

[New York (178)](/hub/newriapulse/state/ny) [California (148)](/hub/newriapulse/state/ca) [Florida (113)](/hub/newriapulse/state/fl) [Texas (86)](/hub/newriapulse/state/tx) [Illinois (57)](/hub/newriapulse/state/il) [Massachusetts (38)](/hub/newriapulse/state/ma) [Ohio (37)](/hub/newriapulse/state/oh) [New Jersey (34)](/hub/newriapulse/state/nj) [Connecticut (32)](/hub/newriapulse/state/ct) [Pennsylvania (30)](/hub/newriapulse/state/pa) [Colorado (29)](/hub/newriapulse/state/co) [Michigan (27)](/hub/newriapulse/state/mi) [Arizona (26)](/hub/newriapulse/state/az) [Georgia (25)](/hub/newriapulse/state/ga) [North Carolina (22)](/hub/newriapulse/state/nc) [Tennessee (22)](/hub/newriapulse/state/tn) [Virginia (20)](/hub/newriapulse/state/va) [Utah (19)](/hub/newriapulse/state/ut) [Wisconsin (18)](/hub/newriapulse/state/wi) [Missouri (15)](/hub/newriapulse/state/mo) [South Carolina (14)](/hub/newriapulse/state/sc) [Washington (14)](/hub/newriapulse/state/wa) [Oregon (13)](/hub/newriapulse/state/or) [Maryland (12)](/hub/newriapulse/state/md) [Indiana (11)](/hub/newriapulse/state/in) [Kansas (8)](/hub/newriapulse/state/ks) [Iowa (7)](/hub/newriapulse/state/ia) [Kentucky (7)](/hub/newriapulse/state/ky) [Louisiana (7)](/hub/newriapulse/state/la) [Nevada (7)](/hub/newriapulse/state/nv) [Alabama (6)](/hub/newriapulse/state/al) [New Hampshire (6)](/hub/newriapulse/state/nh) [Delaware (5)](/hub/newriapulse/state/de) [Mississippi (5)](/hub/newriapulse/state/ms) [Oklahoma (5)](/hub/newriapulse/state/ok) [Rhode Island (5)](/hub/newriapulse/state/ri) [District of Columbia (4)](/hub/newriapulse/state/dc) [Idaho (4)](/hub/newriapulse/state/id) [Nebraska (4)](/hub/newriapulse/state/ne) [Wyoming (4)](/hub/newriapulse/state/wy)

### Browse by registration status

[Approved (1231)](/hub/newriapulse/status/approved) [In 120-day approval window (219)](/hub/newriapulse/status/pending)

## More Minnesota public-record feeds

[SEC 8-K Corporate Trigger Events in Minnesota](/hub/sec8ktriggerpulse/state/mn) [New Grants by Vendor Procurement Need in Minnesota](/hub/grantvendormatchpulse/state/mn) [New MSHA Citations at Mines & Quarries by State in Minnesota](/hub/mshaminepulse/state/mn) [FEMA Hazard Mitigation Project Tracker in Minnesota](/hub/femaempggrantpulse/state/mn) [New Trucking Company Registrations in Minnesota](/hub/fmcsacarrierpulse/state/mn) [New & Re-Approved E-Rate Service Providers (FCC Form 498 / SPIN) in Minnesota](/hub/erateproviderpulse/state/mn) [Credit Union Quarterly Changes, Mergers & New Charters (NCUA Call Reports) in Minnesota](/hub/creditunionchangepulse/state/mn) [New NIH Research Awards by Organization in Minnesota](/hub/nihbiotechgrantpulse/state/mn)

## 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](/feed/newriapulse.xml)

## Often used together

- [FormDPulse](/formdpulse)
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- [TxWorkersCompRenewalPulse](/v/txworkerscomprenewalpulse)
- [EvChargerProgramAudit](/evchargerprogramaudit)
- [AccessPulse](/accesspulse)
- [OidcConfigAudit](/oidcconfigaudit)
