Riverbridge

Riverbridge is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Minneapolis, Minnesota. On its latest Form ADV, filed March 13, 2026, it reports $5.0B in regulatory assets under management, 3,482 individual clients and 23 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	108074 · SEC file 801-57432
Office	80 South Eighth Street Suite 1500 Minneapolis, MN 55402
Phone	(612) 904-6200
Website	www.riverbridge.com
Regulatory assets under management	$5.0B
Individual clients	0 non-high-net-worth, 3,482 high-net-worth
Financial planning clients	251-500
How it charges	Percentage of assets
Services	Financial planning, Portfolio management, Educational seminars
Employees	46
Disciplinary disclosures	None reported
Latest Form ADV filing	March 13, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
• Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
• It provides financial planning services, not only portfolio management.
• It sponsors or manages a wrap fee program; ask what the bundled fee covers.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Minneapolis

• Everest Financial Group $1.0B
• Financial Perspectives $1.2B
• All Star Financial $882M
• Schwarz Dygos Wheeler Investment Advisors LLC $730M
• Element Squared Private Wealth $203M
• Parr McKnight Wealth Management Group $1.1B

See all 41 fee-only advisers in Minneapolis →

Nearby

• St. Paul 12 firms
• St. Louis Park 5 firms
• Golden Valley 1 firm
• Roseville 1 firm
• Edina 26 firms
• Minnetonka 11 firms
• Arden Hills 2 firms
• New Brighton 1 firm