RIA Intel›Advisers›Minnesota›PREVAIL FINANCIAL PARTNERS, LLC

PREVAIL FINANCIAL PARTNERS, LLC

Advisory

BAYPORT, MN

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

Rank in MN

#451

of 511 advisers by AUM

Average account

$366K

across 174 accounts

AUM per adviser

$64M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 31, 2026.

Total AUM

$64M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$64M

Discretionary AUM$0

Non-Discretionary AUM$64M

Discretionary %0%

Total Clients70

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMN, TX, WI

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

70 clients

27 high-net-worth

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

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