Advisory Solutions Group: new SEC registration, $408M AUM, Plymouth, MN
Advisory Solutions Group (Plymouth, Minnesota): new SEC registration, $408M AUM, Plymouth, MN. Its amount of 408 is above the median of 134 (84th percentile). Dated 300 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 408 · 84th percentile of 1,149 NewRiaPulse records · 3.0x the median
Free preview: all 11 published fields of this record are shown below. Locked: 12 related MN NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Advisory Solutions Group |
| Legal name | Advisory Solutions Group, LLC |
| CRD | 339919 |
| Status | Approved |
| Registered with the SEC | 2026-01-08 |
| Latest Form ADV filing | 2026-09-22 |
| Location | Plymouth, MN, United States |
| Regulatory AUM | $408,369,935 |
| Accounts | 2062 |
| Employees | 50 |
| Website | https://meridianwealthalliance.com |
| amount percentile | 84th of 1,149 (median 134, 3.0x median) |
| Peer records CSV (13 MN records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-01-08
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (MN first): Vera Lake Capital, LLC · North Compass Financial Advisors, LLC · Twin Cities Retirement Group · Financial Empowerment LLC · Colleen Weber Cpa, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Advisory Solutions Group and 13 Minnesota peers
- Minnesota NewRiaPulse records like this one: 13
- Advisory Solutions Group's amount: 84th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Minnesota peer: $2,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $408M under management.
- Website on file.
What is the NewRiaPulse record for Advisory Solutions Group in Plymouth, Minnesota?
Advisory Solutions Group received SEC registration as an investment adviser (2026-01-08) with $408,369,935 in regulatory assets under management, based in Plymouth, MN.
How does Advisory Solutions Group compare to other Minnesota NewRiaPulse records?
Its amount of 408 sits in the upper half (84th percentile) of 1,149 records; the median is 134. It is 300 days old; check the official source for later updates before acting.
Advisory Solutions Group vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Advisory Solutions Group | Plymouth, MN | 408 | 84th | 2026-01-08 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in Minnesota NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.