RIA Intel›Advisers›Minnesota›THE SHERWIN GROUP

THE SHERWIN GROUP

Advisory

ST. PETER, MN

Data as of May 8, 2025 · Source: SEC Form ADV

Average account
$155K
across 242 accounts
AUM per adviser
$19M
2 advisers

Source: SEC Form ADV. Figures as filed May 8, 2025.

Total AUM
$38M
Discretionary %
100%
Clients
242
Employees
2

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$38M
Discretionary AUM$38M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients242
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InFL, HI, IA, MN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MN

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

CARL WOJTYLA LUXEM
EDINA, MN
$38M
-30.8% 1Y
WELLS FARGO BANK N.A.
MINNEAPOLIS, MN
$38M
-22.2% 1Y
LONDON INVESTMENT ADVISORS INC
MINNEAPOLIS, MN
$37M
-80.5% 1Y
CK FINANCIAL LLC
PRIOR LAKE, MN
$38M
WEALTH SPAN CAPITAL MANAGEMENT, LLC
$37M
WING JOHN FINANCIAL LLC
EDEN PRAIRIE, MN
$37M

Get the full picture on THE SHERWIN GROUP

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track THE SHERWIN GROUP and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans