Riverbridge Partners

Riverbridge Partners (CRD# 108074) is a financial advisory firm headquartered in Minneapolis, MN. They manage $5,030,836,965 in 4,154 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,031
    MILLION
  • Total Number of Accounts
    4,154
    ACCOUNTS
  • Average Account Value
    $1,211,083
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Riverbridge Partners
Showing 1 - 10 of 18 top financial advisors.
1
Jason M. Ahlgren
CRD#: 5178290
1200 Ids Center, 80 South Eighth Street, Minneapolis, MN 55402
96
Wealthminder
score

Jason Ahlgren (CRD# 5178290) is an Investment Advisor Representative working at Riverbridge Partners in Minneapolis, MN and has over 10 years of experience in the finance industry. Jason Ahlgren has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Cassidy M. Burns
CRD#: 2449245
1200 Ids Center, 80 South Eighth Street, Minneapolis, MN 55402
96
Wealthminder
score

Cassidy Burns (CRD# 2449245) is an Investment Advisor Representative working at Riverbridge Partners in Minneapolis, MN and has over 18 years of experience in the finance industry. Cassidy Burns has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Dana L. Feick
CRD#: 1771023
1200 Ids Center, 80 South Eighth Street, Minneapolis, MN 55402
96
Wealthminder
score

Dana Feick (CRD# 1771023) is an Investment Advisor Representative working at Riverbridge Partners in Minneapolis, MN and has over 23 years of experience in the finance industry.

4
Andrew L. King
CRD#: 5725883
1200 Ids Center, 80 South Eighth Street, Minneapolis, MN 55402
96
Wealthminder
score

Andrew King (CRD# 5725883) is an Investment Advisor Representative working at Riverbridge Partners in Minneapolis, MN and has over 7 years of experience in the finance industry. Andrew King has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Jay W. Higgins
CRD#: 6277367
1200 Ids Center, 80 South Eighth Street, Minneapolis, MN 55402
92
Wealthminder
score

Jay Higgins (CRD# 6277367) is an Investment Advisor Representative working at Riverbridge Partners in Minneapolis, MN and has over 2 years of experience in the finance industry. Jay Higgins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Andrew W. Turner
CRD#: 2168580
1200 Ids Center, 80 South Eighth Street, Minneapolis, MN 55402
92
Wealthminder
score

Andrew Turner (CRD# 2168580) is an Investment Advisor Representative working at Riverbridge Partners in Minneapolis, MN and has over 2 years of experience in the finance industry. Andrew Turner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
William P. Hancock
CRD#: 5964247
1200 Ids Center, 80 South Eighth Street, Minneapolis, MN 55402
90
Wealthminder
score

William Hancock (CRD# 5964247) is an Investment Advisor Representative working at Riverbridge Partners in Minneapolis, MN and has over 5 years of experience in the finance industry.

8
Adam D. McGrane
CRD#: 6276893
1200 Ids Center, 80 South Eighth Street, Minneapolis, MN 55402
90
Wealthminder
score

Adam McGrane (CRD# 6276893) is an Investment Advisor Representative working at Riverbridge Partners in Minneapolis, MN and has 1 year of experience in the finance industry.

9
Rick D. Moulton
CRD#: 1955728
1200 Ids Center, 80 South Eighth Street, Minneapolis, MN 55402
90
Wealthminder
score

Rick Moulton (CRD# 1955728) is an Investment Advisor Representative working at Riverbridge Partners in Minneapolis, MN and has 1 year of experience in the finance industry.

10
Cheryl J. Starman-Coombs
CRD#: 6238299
1200 Ids Center, 80 South Eighth Street, Minneapolis, MN 55402
90
Wealthminder
score

Cheryl Starman-Coombs (CRD# 6238299) is an Investment Advisor Representative working at Riverbridge Partners in Minneapolis, MN and has 1 year of experience in the finance industry. Cheryl Starman-Coombs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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