Wealth Manager
    SEC Registered

    Gradient Investments, LLC

    Registered investment advisor · Arden Hills, Minnesota · CRD #141726

    Assets Under Management
    $8.2B
    Client Accounts
    77,311
    Employees
    40
    CRD Number
    141726
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Shareholders Service Group, Inc., Us Bank, Newport Group, Inc., Nationwide Advisory Services, Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Gradient Investments, LLC

    Gradient Investments, LLC is an independent SEC-registered investment advisor offering fee-only investment management services. It serves various clients, including individuals and corporations, focusing on long-term objectives and risk management. The firm employs a team of experienced financial professionals.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Gradient Investments, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Gradient Investments, LLC's AUM?

    Gradient Investments, LLC reports approximately $8.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Gradient Investments, LLC headquartered?

    Gradient Investments, LLC is headquartered in Arden Hills, Minnesota.

    What is Gradient Investments, LLC's CRD number?

    Gradient Investments, LLC's CRD number is 141726. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Gradient Investments, LLC manage?

    Gradient Investments, LLC manages approximately 77,311 client accounts according to its latest SEC filing.

    Is Gradient Investments, LLC SEC registered?

    Yes, Gradient Investments, LLC is registered with the SEC as an investment adviser with an approved registration status.

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