RIA Intel›Advisers›Minnesota›NEXTGEN FINANCIAL ADVICE LLC

NEXTGEN FINANCIAL ADVICE LLC

Advisory

Data as of May 7, 2026 · Source: SEC Form ADV

Average account

$50K

across 175 accounts

AUM per adviser

$9M

1 adviser

Source: SEC Form ADV. Figures as filed May 7, 2026.

Total AUM

$9M

Discretionary %

89.7%

Clients

49

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$9M

Discretionary AUM$8M

Non-Discretionary AUM$902K

Discretionary %89.7%

Total Clients49

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

49 clients

4 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MN

Closest by assets under management. All figures from Form ADV.

WALRUS PARTNERS, LLC

$9M

0.0% 1Y

ENHANCED MUNICIPAL MANAGERS LLC

MINNETONKA, MN

$9M

+6.2% 1Y

ALPHASFUTURE LLC

$9M

AQUINAS CAPITAL ADVISORS LLC

$9M

ILLUMIFI WEALTH, LLC

$8M

FERRY CAPITAL MANAGEMENT, LLC

$8M

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