Overview
- Headquarters
- Plymouth, MN
- Total Firm Assets
- $202 million
- Average High-Net-Worth Client Portfolio Size
- $3.1 million
- Stated Minimum Account Size
- $250,000
Fee Disclosure
Source: ADV PART 2A (2026-02-11)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|
| $0 |
$1,000,000
|
1.00%
|
| $1,000,001 |
and above
|
0.10%
|
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|
| $1 million |
$10,000 |
1.00% |
| $5 million |
$14,000 |
0.28% |
| $10 million |
$19,000 |
0.19% |
| $50 million |
$59,000 |
0.12% |
| $100 million |
$109,000 |
0.11% |
Actual fees may vary; other investment costs may apply.
- High-Net-Worth Share of Firm Assets
- 84.80%
- Number of High-Net-Worth Clients
- 56
- Total Client Accounts
- 438
- Discretionary Accounts
- 438
Services Offered
Services:
Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 314172
View firm on SEC ↗
·
Current Form ADV (PDF) ↗
Frequently Asked Questions
Yes. As an SEC-registered investment advisor (CRD #314172), Great River Financial is subject to fiduciary duty under federal law.
Great River Financial is headquartered in PLYMOUTH, MN.
Great River Financial serves 56 high-net-worth clients according to their SEC filing dated September 8, 2026. View client details ↓
According to their SEC Form ADV, Great River Financial offers financial planning and portfolio management for individuals. View all service details ↓
Great River Financial manages $202 million in client assets according to their SEC filing dated September 8, 2026.
According to their SEC Form ADV, Great River Financial serves high-net-worth individuals. View client details ↓