RIA Intel›Advisers›Minnesota›TRANSITION ADVISORY GROUP LLC

TRANSITION ADVISORY GROUP LLC

Advisory

MN

Data as of Mar 9, 2026 · Source: SEC Form ADV

Average account
$372K
across 96 accounts
AUM per adviser
$18M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM
$36M
Discretionary %
34.6%
Clients
61
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$36M
Discretionary AUM$12M
Non-Discretionary AUM$23M
Discretionary %34.6%
Total Clients61
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAL, MN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MN

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

CTS CONSULTING, LLC
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JOHNSON CAPITAL MANAGEMENT, LLC
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PHARMD FINANCIAL PLANNING LLC
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FINANCIAL COMPASS CORPORATION
EDEN PRAIRIE, MN
$35M
WING JOHN FINANCIAL LLC
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$37M

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