Newly registered investment advisers in Minnesota
1 adviser firm in Minnesota had a first registration approved in the last 30 days, 8 in the last 90 and 32 in the last 12 months. Data date 2026-11-13. National list, last 90 days.
Approved in the last 30 days
RIVER COVE FINANCIAL
State-registered
The paid lists
The 1 above are the last 30 days in Minnesota, without phone numbers or websites. 960 firms were approved nationwide in the last 90 days. Which of them are in the segment you sell to, and who reaches them in their first 60 days?
USD 29, one time: every adviser firm whose first registration was approved in the last 90 days, nationwide, all three segments, as one CSV: CRD number, firm name, city and state (where filed), segment, business phone, website, employees, regulatory assets under management, approval date and the public record link. Emailed within 1 business day.
Get the 90-day CSV — USD 29 Weekly email — USD 19/month (state-registered) or 29 (all segments)
The weekly email lists the firms approved in the previous week, every Monday, until you cancel on Gumroad. Full refund if we cannot produce your list. See a real sample.
Earlier in the last 12 months (31)
| Firm | City | Segment | Approved |
|---|---|---|---|
| GALACTIC CAPITAL MANAGEMENT, LLC | — | Exempt reporting | 2026-10-09 |
| LINNHAVN WEALTH ADVISORS LLC | — | State-registered | 2026-09-30 |
| LODESTONE FIDUCIARY LLC | Minnetonka | State-registered | 2026-09-25 |
| BROWN VENTURE GROUP LLC | Saint Paul | Exempt reporting | 2026-09-23 |
| BLUENOSE WEALTH LLC | — | State-registered | 2026-09-14 |
| NORTHERN PACIFIC GROUP, L.P. | Minneapolis | State-registered | 2026-08-20 |
| NORTHERN PACIFIC GROWTH INVESTMENT ADVISORS, LLC | Minneapolis | State-registered | 2026-08-20 |
| NORTH COMPASS FINANCIAL ADVISORS, LLC | Grand Rapids | SEC-registered | 2026-08-05 |
| COLLEEN WEBER CPA, LLC | Chanhassen | SEC-registered | 2026-07-23 |
| FOUNDRY WEALTH GROUP | Minneapolis | State-registered | 2026-07-01 |
| UNDERDOG WEALTH MANAGEMENT, LLC | Maple Grove | SEC-registered | 2026-07-01 |
| GREAT NORTH VENTURES | Maple Grove | Exempt reporting | 2026-06-05 |
| TWIN ARBOR WEALTH MANAGEMENT LLC | Saint Paul | State-registered | 2026-06-02 |
| SUPERIOR FINANCIAL, LLC | Rochester | SEC-registered | 2026-05-27 |
| SWAN WEALTH MANAGEMENT LLC | — | State-registered | 2026-05-15 |
| MAKO WEALTH GROUP | — | State-registered | 2026-05-11 |
| CMT FINANCIAL | — | State-registered | 2026-05-08 |
| YOUR PATH WEALTH MANAGEMENT | — | State-registered | 2026-05-06 |
| FIRST CLASS FINANCIAL | — | State-registered | 2026-05-04 |
| FINANCIAL EMPOWERMENT LLC | Burnsville | SEC-registered | 2026-04-30 |
| ABENS FINANCIAL SERVICES INC | Edina | SEC-registered | 2026-04-23 |
| TROTT BROOK FINANCIAL | Anoka | SEC-registered | 2026-04-17 |
| BLUEGILL CREEK CAPITAL LLC | — | Exempt reporting | 2026-03-31 |
| VERA LAKE CAPITAL, LLC | Edina | SEC-registered | 2026-03-31 |
| TWIN CITIES RETIREMENT GROUP | Plymouth | SEC-registered | 2026-03-12 |
| LUMINOUS MONEY | — | State-registered | 2026-03-11 |
| REMLOE CAPITAL LLC | — | State-registered | 2026-02-25 |
| BOULEVARD | Bloomington | SEC-registered | 2026-01-09 |
| ADVISORY SOLUTIONS GROUP | Plymouth | SEC-registered | 2026-01-08 |
| GROUNDED WEALTH | — | State-registered | 2026-01-01 |
| ASCENT ADVISORS | Mankato | SEC-registered | 2025-12-03 |
Reading the list
Facts only: the segment is the registration type the file states; the approval date is the date the regulator approved the firm's first registration in that segment. SEC-registered and exempt reporting firms are placed by main office; state-registered firms by the approving regulator, because the public state file carries no street or city. Look any firm up in the official public record by name.