STEVENS FOSTER FINANCIAL ADVISORS

RIASEC RegisteredEst. 2014

Total AUM

$750M

Discretionary

$618M

82% of AUM

Avg account

$748K

Accounts

1,003

Employees

Advisory reps

Firm details

Headquarters: BLOOMINGTON, Minnesota
CRD number: 115752
Registered since: August 7, 2014
Website: stevensfoster.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: HNWI92.26%
Individuals7.74%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Stevens Foster Financial Advisors is an independent, SEC‑registered RIA organized as a corporation and operating since 2014. The firm primarily serves individual and family clients and offers financial planning and portfolio management for individuals and small businesses. Its revenue model includes percentage‑of‑AUM fees along with hourly and fixed fees; it also accepts commissions for certain services or products. The firm lists accounting among its business activities and is not organized as a capital allocator. It does not identify as an active ESG investor and is not registered as a multi‑state adviser. Stevens Foster received a recognition from FA Magazine as a Top RIA Firm in 2020.