Gradient Investments, LLC
Arden Hills, MN·SEC-registered · CRD #141726
Gradient Investments, LLC is an SEC-registered investment advisory firm in Arden Hills, MN managing $8.2B across 77k client accounts, with 15 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$8.2B
Client accounts
77k
Advisory staff
15
Fee model
Fee-based
How Gradient Investments, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Gradient Investments, LLC
How much does Gradient Investments, LLC manage?
Per its most recent SEC Form ADV filing (06/24/2026), Gradient Investments, LLC reports $8.2B in regulatory assets under management across roughly 77k client accounts.
How does Gradient Investments, LLC charge?
Gradient Investments, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Gradient Investments, LLC a fiduciary?
Yes. Gradient Investments, LLC is registered with the U.S. Securities and Exchange Commission (CRD #141726), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Gradient Investments, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Gradient Investments, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Gradient Investments, LLC's public SEC Form ADV filing (CRD #141726, filed 06/24/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Gradient Investments, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Gradient Investments, LLC? Claim this profile.