RIA Intel›Advisers›Minnesota›ACCREDITED INVESTORS INC

ACCREDITED INVESTORS INC

Advisory

N·EDINA, MN

Data as of Mar 12, 2026 · Source: SEC Form ADV

Total AUM

$4.4B

1-Year AUM Growth

+10.6%

3-Year CAGR

+3.2%

Employees

4

Assets Under Management

Total AUM$4.4B

Discretionary AUM$4.0B

Non-Discretionary AUM$386M

Discretionary %91.2%

Total Clients900

Team

Total Employees4

Investment Advisers53

Employee Growth (1Y)—

Filing History

Total Filings on Record49

First FilingJan 25, 2001

Latest FilingMar 12, 2026

🔒 Full AUM trend chart and 49 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ACCREDITED INVESTORS INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.