RIA Intel›Advisers›Minnesota›GRADIENT ADVISORS, LLC

GRADIENT ADVISORS, LLC

Advisory

N·ARDEN HILLS, MN

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM

$289M

1-Year AUM Growth

+5.6%

3-Year CAGR

+7.3%

Employees

166

Assets Under Management

Total AUM$289M

Discretionary AUM$0

Non-Discretionary AUM$289M

Discretionary %0%

Total Clients3,220

Team

Total Employees166

Investment Advisers173

Employee Growth (1Y)+10.9%

Filing History

Total Filings on Record66

First FilingMar 31, 2011

Latest FilingMar 31, 2026

🔒 Full AUM trend chart and 66 historical filings spanning 15+ 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 GRADIENT ADVISORS, LLC

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