RIA Intel›Advisers›Minnesota›BIRCHWOOD FINANCIAL PARTNERS, INC.

BIRCHWOOD FINANCIAL PARTNERS, INC.

Advisory

N·BLOOMINGTON, MN

Data as of Mar 4, 2026 · Source: SEC Form ADV

Total AUM

$853M

1-Year AUM Growth

+19.4%

3-Year CAGR

+10.9%

Employees

10

Assets Under Management

Total AUM$853M

Discretionary AUM$830M

Non-Discretionary AUM$23M

Discretionary %97.3%

Total Clients767

Team

Total Employees10

Investment Advisers15

Employee Growth (1Y)+12.5%

Filing History

Total Filings on Record35

First FilingMar 20, 2014

Latest FilingMar 4, 2026

🔒 Full AUM trend chart and 35 historical filings spanning 12+ 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 BIRCHWOOD FINANCIAL PARTNERS, INC.

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