ADVISORY SOLUTIONS GROUP
  • ADVISORY SOLUTIONS GROUP
  • FOCUSPOINT SOLUTIONS
  • ADVISORY SOLUTIONS GROUP, LLC
  • WEALTH EVOLUTION GROUP
  • WEALTH & INCOME SOLUTIONS
  • TRUE NORTH WEALTH ADVISORS
  • THAYER & CO TOTAL WEALTH MANAGEMENT
  • SELTUN FINANCIAL GROUP
  • SC FINANCIAL
  • RENEE REKSC & ASSOCIATES
  • OAK & VINE WEALTH MANAGEMENT
  • NSR RETIREMENT & FINANCIAL SERVICES
  • MILESTONE PRIVATE WEALTH MANAGEMENT
  • MERIDIAN WEALTH ALLIANCE
  • MATT FEVOLA WEALTH MANAGEMENT
  • FOUR POINTS WEALTH MANAGEMENT
  • CULTIVANT
  • REDSTONE CAPITAL
  • CULTIVANT WEALTH

Adviser Profile

As of Date 09/22/2026
Registration SEC, Approved, 01/08/2026
Other registrations (1)
ADV Location PLYMOUTH, MN, United States
Contact Info 763 xxxxxxx
Websites
AUM* 408,369,935
of that, discretionary 408,369,935
Number of Employees 50
of those in investment advisory functions 33
Private Fund GAV* 0
Avg Account Size 198,046
% High Net Worth 13.14%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees