MINNEAPOLIS ST. PAUL BUSINESS JOURNAL JANUARY 22, 2021 LARGEST WEALTH MANAGEMENT FIRMS RANKED BY TOTAL ASSETS MANAGED Name / Rank in 2020 (* not ranked) Address Total assets Website Phone managed1 Employees2 Professionals3 Parent company, city Top local executive(s), email(s) 707 2nd Ave. S 1 Ameriprise Financial Inc. 1 Minneapolis, MN 55474 $999 5,551 NA Ameriprise Financial Inc., Minneapolis James Cracchiolo ameriprise.com 612-671-3131 billion RBC Wealth Management 60 S. 6th St. $416 2 * Minneapolis, MN 55402 billion NA NA Royal Bank of Canada, Toronto Michael Armstrong rbcwealthmanagement.com 612-371-2711 3600 Minnesota Dr. #325 $354 3 Parametric Portfolio Associates 3 Edina, MN 55435 110 70 Eaton Vance Corp., Boston Tom Lee parametricportfolio.com 952-767-7700 billion 800 Nicollet Mall 4 U.S. Bank Wealth Management 2 Minneapolis, MN 55402 $227.4 NA NA U.S. Bancorp, Minneapolis Mark Jordahl usbank.com/wealth-management 855-240-7726 billion RBC Global Asset Management (U.S.) Inc. 50 S. 6th St. #2350 $56.08 5 5 Minneapolis, MN 55402 billion 104 NA RBC USA Holdco Corp., Toronto Michael Lee rbcgam.us 612-376-7000 90 S. 7th St. #5100 6 Abbot Downing 4 Minneapolis, MN 55402 $47 NA NA Wells Fargo & Co., San Francisco Mike Casey abbotdowning.com 888-648-8157 billion 400 Robert St. N 7 Securian Financial Group Inc. 7 St. Paul, MN 55101 $32.76 172 NA Securian Financial Group Inc., St. Paul Christopher Hilger securian.com 651-665-3500 billion 80 S. 8th St. 29th Fl. 8 UBS Financial Services Inc. 6 Minneapolis, MN 55402 $31.49 225 129 UBS, Zurich, Switzerland Stephen Glynn, financialservicesinc.ubs.com 612-371-4005 billion
[email protected] 80 S.