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| Keyboard |
| Great River Financial LLC
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|---|---|
| CRD # | 314172 |
| SEC # | 801-121581 |
| CIK # | |
| AUM | 201.9 M (2026-02-11) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 763-231-7581 |
| Address | 9800 Shelard Pkwy Plymouth, MN 55441 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 80 | 30.7 |
| (b) Individuals (high net worth individuals) | 56 | 171.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 438 | 201.9 |
| By Discretionary | ||
| Discretionary | 438 | 201.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 438 | 201.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 201.9 | |
| Total | 438 | 201.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Forness Financial LLC
✚
|
MA | 202.8 M |
|
Campbell Financial Partners LLC
✚
|
FL | 202.7 M |
|
Kowalski Financial Inc
✚
|
MN | 202.0 M |
|
Portage Wealth Inc
✚
|
202.0 M | |
|
Blong Financial LLC
✚
|
TN | 202.0 M |
|
Maxele Advisors LLC
✚
|
MO | 201.6 M |
|
Kraematon Investment Advisors Inc
✚
|
MA | 201.5 M |
|
Waverley Wealth Management LLC
✚
|
CA | 201.2 M |
|
Sterling Manor Financial LLC
✚
|
NY | 201.0 M |
|
Blue Capital Inc
✚
|
NE | 200.8 M |