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GRADIENT ADVISORS, LLC
CRD 152665File 801-71000
APPROVED
Retail clients
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$289.3M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $289.3M
Clients
2,152
2,152 accounts
Employees
173
Below cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 10, 2010
- Principal office
- 4105 LEXINGTON AVENUE N., SUITE 225, ARDEN HILLS, MN, 55126
- Phone
- 877-885-0508
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $289.3M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $289.3M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 2,152
- Total accounts
- 2,152
- AUM per client
- $134K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $140K |
| Non-U.S. persons | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| High net worth individuals | 52 | $100.4M |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans | Fewer than 5 | Not reported |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 2,097 | $188.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — REFERRAL FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D1
- Q11D2
- Q11D4
- Q11D5
- Q11H2
- Q11H1A
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 169 | 173 | increased by4 |
| Apr 1, 2026 | Clients | 3,220 | 2,152 | decreased by1,068 |
| Apr 1, 2026 | AUM | $218,611,410 | $289,253,282 | increased by$70,641,872 |
| Apr 1, 2026 | Accounts | 3,222 | 2,152 | decreased by1,070 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 128 | 169 | increased by41 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,670 | 3,220 | increased by1,550 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $176,796,066 | $218,611,410 | increased by$41,815,344 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,943 | 3,222 | increased by279 |
| Apr 1, 2022 | Employees | 112 | 128 | increased by16 |
| Apr 1, 2022 | Clients | 2,185 | 1,670 | decreased by515 |
| Apr 1, 2022 | AUM | $120,555,969 | $176,796,066 | increased by$56,240,097 |
| Apr 1, 2022 | Accounts | 2,201 | 2,943 | increased by742 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GRADIENT ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GRADIENT ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.