Great River Financial
Great River Financial is an SEC-registered wealth manager in Plymouth, MN with $201.9M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Great River Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 314172, SEC 801-121581, data through 2026-02-11.
- AUM (assets under management / regulatory AUM)
- $201.9M (2026-02-11)
- Firm type
- Wealth Manager
- Location
- Plymouth, MN
- Employees
- 4
- Clients
- 136
- CRD
- 314172
- Ownership
- HOLLMAN, KINGSTON, MARLAND; Wolberg, Joshua, Lin
How much AUM does Great River Financial have?
Great River Financial reported $201.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-11).
Who owns Great River Financial?
Disclosed owners and executives of Great River Financial include HOLLMAN, KINGSTON, MARLAND, Wolberg, Joshua, Lin. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.