Asset Management Firms - Top 21 | Fact Finder

Asset Management Firms - Top 21

Ranked by assets under management | List information taken from the 2007-2008 Business Information Guide

Rank	Company / Contact	Assets Under Management (000)	Top Executive	Employee Info MN / Worldwide	Description
1	Wells Fargo Wealth Management Sixth Street and Marquette Avenue Minneapolis, MN 55402 612-667-1234 \| wellsfargo.com	250,000,000	Timothy Traudt	1,110 / 6,908	Full range of financial services and products to help individuals and families build, manage, and transfer their wealth.
2	Ameriprise Financial, Inc. 707 Second Avenue South Minneapolis, MN 55402 612-671-3662 \| amerprise.com	156,700,000	William Truscott	319 / 401	RiverSource and more than 200 unaffiliated mutual fund families, variable and fixed annuity products, brokerage, stocks, bonds, deposit and credit services.
3	FAF Advisors 800 Nicollet Mall Minneapolis, MN 55402 612-303-3381 \| fafadvisors.com	100,000,000	Thomas Schreier, Jr.	305 / 305	Equity growth, equity value, equity core, fixed Income, money market.
4	Thrivent Financial for Lutherans 625 Fourth Avenue South Minneapolis, MN 55415 800-847-4836 \| thrivent.com	74,000,000	Bruce Nicholson	967 / 1,587	Broad array of styles and asset classes, aggressive growth to income/principal preservation.
5	Voyageur Asset Management, Inc. 100 South Fifth Street Suite 2300 Minneapolis, MN 55402 800-553-2143 \| voyageur.net	33,300,000	Mike Lee	NP / NP	U.S. Domestic fixed income, cash, and equity.
advertisement
6	Galliard Capital Management 800 LaSalle Avenue Suite 2060 Minneapolis, MN 55402 612-667-3210 \| galliard.com	23,484,108	Karl Tourville	41 / 43	Fixed income.
7	Advantus Capital Management, Inc. 400 Robert Street North St. Paul, MN 55101 651-665-3826 \| advantuscapital.com	18,500,000	Dianne Orbison	NP / NP	Providing intensive fundamental, bottom-up research using proprietary systems and risk management overlay to achieve competitive performance.
8	The Clifton Group 309 Clifton Avenue Minneapolis, MN 55403 612-870-8800 \| thecliftongroup.com	13,045,525	Rosemary Janousek	30 / 30	Specialized overlay programs designed to enhance performance.
9	SIT Investment Associates, Inc. 80 South Eighth Street Suite 3300 Minneapolis, MN 55402 612-332-3223 \| sitinvest.com	7,500,000	Eugene Sit	75 / 77	Domestic growth stocks, international growth stocks, taxable bonds, municipal bonds.
10	AXA Advisors, LLC Two Meridian Crossings Suite 450 Minneapolis, MN 55423 612-243-3200 \| twincities.myaxaadvisors.com	7,098,000	William Degnon	140 / 7,500	Products providing estate planning wealth accumulation, retirement planning, small business plans, and college savings.
advertisement
11	Lowry Hill 90 South Seventh Street Suite 5300 Minneapolis, MN 55402 612-667-1764 \| lowryhill.com	5,700,000	James Steiner	66 / 78	Provides a broad array of investment management, financial planning through diversified, customized portfolios
12	Mairs and Power, Inc. 332 Minnesota Street Suite W1520 St. Paul, MN 55101 651-222-8478 \| mairsandpower.com	5,077,000	William Frels	27 / 27	Equity and fixed income; long-term growth.
13	The U.S. Trust Co. 730 Second Avenue South Suite 1400 Minneapolis, MN 55402 800-876-7881 \| ustrust.com	2,100,000	Michael Boardman	50 / NP	Private wealth management.
14	M&I Bank 651 Nicollet Mall Minneapolis, MN 55402 612-904-8008 \| micorp.com	1,905,805	Daniel Statsick	42 / NA	Equities, cash management, mutual funds, pension plans, trustee services for individuals, foundation custody, investment management.
15	Wealth Enhancement Group LLC 1905 Wayzata Boulevard Wayzata, MN 55391 800-492-1222 \| wealthenhancement.com	1,882,897	Jeff Dekko	118 / 122	Comprehensive approach to retirement planning, investment management and tax strategies.
advertisement
16	Focus Financial 2665 Long Lake Road Suite 370 Roseville, MN 55113 651-631-8166 \| focusfinancial.com	1,700,000	John Bina	110 / 120	Comprehensive financial planning, retirement planning, customized portfolio management, worksite financial education for employees.
17	Disciplined Growth Investors 100 South Fifth Street Suite 2100 Minneapolis, MN 55402 612-317-4100 \| dginv.com	1,604,000	Fred Martin	15 / 15	Mid-cap growth, small-cap growth.
18	Windsor Financial Group 225 South Sixth Street Suite 3800 Minneapolis, MN 55402 612-347-7979 \| wfgweb.com	1,500,000	Ty Estlick	NP / NP	Customized portfolio management and financial planning with balanced portfolios of bonds, stocks, mutual funds, and alternative investments.
19	Meristem, formerly the Sage Partnership 601 Carlson Parkway Suite 800 Minnetonka, MN 55305 952-835-2577 \| meristemmfo.com	1,500,000	Charlie Maxwell	44 / 44	Integrated wealth management for high net worth individuals and families-open architecture.
20	Kopp Investment Advisors, Inc. 7701 France Avenue South Suite 500 Edina, MN 55435 952-841-0400 \| koppinvestments.com	1,110,709	Lee Kopp	18 / 18	Three mixes of two styles: Emerging growth, in such sectors as technology and health care; and a high-value, large cap approach.
advertisement
21	Riverbridge Partners, LLC 527 Marquette Avenue South Suite 1200 Minneapolis, MN 55402 612-904-6230 \| riverbridge.com	1,100,000	Mark Thompson	19 / 19	High-quality growth.