RIA Intel›Advisers›Minnesota›NORD ASSOCIATES LLC

NORD ASSOCIATES LLC

Advisory

CHANHASSEN, MN

Data as of Aug 27, 2026 · Source: SEC Form ADV

Rank in MN

#478

of 511 advisers by AUM

Average account

$10M

across 5 accounts

AUM per adviser

$50M

1 adviser

Source: SEC Form ADV. Figures as filed Aug 27, 2026.

Total AUM

$50M

Discretionary %

100%

Clients

5

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$50M

Discretionary AUM$50M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients5

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

5 clients

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.

JASON JANES WEALTH MANAGEMENT, INC.

PRINCETON, MN

$50M

STANTON INVESTMENT SERVICES, INC.

PLYMOUTH, MN

$50M

-90.0% 1Y

SWAN WEALTH MANAGEMENT LLC

$49M

CASTLE ROCK FINANCIAL PLANNING, INC.

MENDOTA HEIGHTS, MN

$49M

SIT FREMONT CAPITAL FUNDS LLC

MINNEAPOLIS, MN

$49M

+12.6% 1Y

RICHFIELD BANK & TRUST CO.

RICHFIELD, MN

$49M

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