RIA Intel›Advisers›Minnesota›WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

Advisory

N·OAKDALE, MN

Data as of Jan 19, 2024 · Source: SEC Form ADV

Total AUM

$19.3B

1-Year AUM Growth

-9.7%

3-Year CAGR

+18.2%

Employees

1,373

Assets Under Management

Total AUM$19.3B

Discretionary AUM$16.2B

Non-Discretionary AUM$3.0B

Discretionary %84.2%

Total Clients—

Team

Total Employees1,373

Investment Advisers3,002

Employee Growth (1Y)—

Filing History

Total Filings on Record211

First FilingSep 29, 2006

Latest FilingJan 19, 2024

🔒 Full AUM trend chart and 211 historical filings spanning 18+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WOODBURY FINANCIAL SERVICES, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.