Twin Cities Retirement Group: new SEC registration, $145M AUM, Plymouth, MN
Twin Cities Retirement Group (Plymouth, Minnesota): new SEC registration, $145M AUM, Plymouth, MN. Its amount of 145 is above the median of 134 (55th percentile). Dated 238 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: 145 · 55th percentile of 1,149 NewRiaPulse records · 1.1x 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 | Twin Cities Retirement Group |
| Legal name | Twin Cities Retirement Group, LLC |
| CRD | 154974 |
| Status | Approved |
| Registered with the SEC | 2026-03-12 |
| Latest Form ADV filing | 2026-04-20 |
| Location | Plymouth, MN, United States |
| Regulatory AUM | $144,901,181 |
| Accounts | 234 |
| Employees | 3 |
| Website | HTTPS://WWW.FACEBOOK.COM/TWIN-CITIES-RETIREMENT-GROUP-545512708980966/ |
| amount percentile | 55th of 1,149 (median 134, 1.1x 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: 2026-03-12
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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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: Twin Cities Retirement Group and 13 Minnesota peers
- Minnesota NewRiaPulse records like this one: 13
- Twin Cities Retirement Group's amount: 55th 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
- $145M under management.
- Website on file.
What is the NewRiaPulse record for Twin Cities Retirement Group in Plymouth, Minnesota?
Twin Cities Retirement Group received SEC registration as an investment adviser (2026-03-12) with $144,901,181 in regulatory assets under management, based in Plymouth, MN.
How does Twin Cities Retirement Group compare to other Minnesota NewRiaPulse records?
Its amount of 145 sits in the upper half (55th percentile) of 1,149 records; the median is 134. It is 238 days old; check the official source for later updates before acting.
Twin Cities Retirement Group vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Twin Cities Retirement Group | Plymouth, MN | 145 | 55th | 2026-03-12 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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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.