Accredited Investors
Accredited Investors is an independent, fee-only Registered Investment Advisor founded in 1987 in Edina, Minnesota, serving nearly 600 high-net-worth families with integrated wealth, portfolio, and generational planning through dedicated multi-professional advisory teams.
- Company typePrivate
- Founded1987
- HeadquartersEdina, United States
- Headcount51–100
- GTM typeB2C
- OfferingServices
What Accredited Investors does
Accredited Investors, Inc. is an independent, fee-only Registered Investment Advisor (RIA) headquartered in Edina, Minnesota, founded in 1987. The firm provides integrated wealth management services to nearly 600 high-net-worth individuals and families across the Midwest, organized around three core offerings: Dynamic Wealth Scenario Planning, Custom Portfolio Management, and Generational Wealth Strategies. Services are delivered through dedicated teams of at least four professionals per client, with the firm coordinating alongside clients' external accountants, attorneys, and bankers to deliver holistic financial, tax, estate, and philanthropic planning. The firm also produces thought leadership through its WiseLife® Blogs, WiseLife® Speaker Series events, and syndicated Star Tribune columns.
The firm's revenue model is based on recurring advisory fees under contractual agreements, with services billed on an annual cadence and pricing determined through individual client consultations. As a registered investment adviser, the firm is subject to SEC and state securities regulation and operates under a fiduciary standard. Accredited Investors is 100% owned by 11 actively-engaged employee shareholders with a rotating Board of Directors and Executive Committee, and has implemented an internal leadership continuity plan; there is no external parent company, private equity backing, or institutional investor ownership.
The firm maintains a nearly 60-member team and operates from a single headquarters location with remote and hybrid client meeting options. Technology and proprietary platforms are not publicly disclosed, and no AI/ML capabilities, integrations, or app products are indicated. The firm's primary growth lever is organic client acquisition in the Twin Cities HNW market, supported by content marketing, regional earned media (Star Tribune, Minnesota Public Radio), and a consistent track record of workplace and ethics awards that reinforce its employer and client brand.
Accredited Investors firmographics
Firmographics- Name
- Accredited Investors
- Legal name
- Accredited Investors, Inc.
- Website
- https://accredited.com
- Company type
- Private
- Founded year
- 1987
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Accredited Investors is an independent, fee-only Registered Investment Advisor founded in 1987 in Edina, Minnesota, serving nearly 600 high-net-worth families with integrated wealth, portfolio, and generational planning through dedicated multi-professional advisory teams.
- Ownership category
- akta.pro rank
Accredited Investors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industries
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Financial Planning–Led RIAs (FSAAACAB)
Keywords
Where Accredited Investors is headquartered
LocationHeadquarters
- HQ city
- Edina
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Accredited Investors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Advisory Fees: As a registered investment advisor (RIA) and fee-only fiduciary firm, Accredited Investors generates revenue through advisory fees. The firm is subject to SEC and state securities regulations. They provide recommendations only within the context of contractual agreements with clients and after comprehensive review of each client's situation.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Personalized wealth management services with dedicated team approach |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Accredited Investors product offering
Product offeringCore offering
Accredited Investors is a fee-only, fiduciary registered investment advisor (RIA) that delivers comprehensive wealth management services to high-net-worth individuals and families. The firm offers three core service lines: Dynamic Wealth Scenario Planning (personalized, life-stage-based wealth strategies), Custom Portfolio Management (long-term, fundamental, valuation-based investment management), and Generational Wealth Strategies (estate, charitable, and legacy planning). Services are delivered by dedicated teams of at least four professionals per client, with revenue generated through advisory fees under contractual agreements.
Product overview
Accredited Investors offers an integrated suite of wealth management services organized around three core offerings: Dynamic Wealth Scenario Planning, Custom Portfolio Management, and Generational Wealth Strategies. These services are delivered as a unified advisory offering rather than standalone products. The firm enhances its core services with educational content through the WiseLife® Speaker Series (events featuring thought leaders) and WiseLife® Blogs (financial commentary and insights). As an independent, fee-only registered investment advisor, the firm positions itself as providing objective, fiduciary advice to help clients 'Spend Their Life Wisely.'
Differentiator
Problem solved
Functional benefit
Products and services
- Dynamic Wealth Scenario Planning
- Custom Portfolio Management
- Generational Wealth Strategies
Quantifiable outcome
- Nearly 600 families served over 35+ years of operation
Companies that use Accredited Investors
Customer profileNamed customers1 record
Segments1 record
Ideal customer profiles1 record
Accredited Investors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Accredited Investors partnerships and signals
Strategic signalScale indicators3 records
Recent moves6 records
Expansion highlights4 records
Accredited Investors competitors and assessment
Company assessmentDirect peers
- Mariner Wealth Advisors: Large independent RIA serving HNW families with integrated wealth, tax, and estate planning. Directly comparable as a fee-only, fiduciary-led RIA with similar comprehensive planning offering, though substantially larger in scale.
- Brighton Jones: Independent, employee-influenced RIA serving HNW individuals and families with holistic planning, investment management, and tax services. Closely matches Accredited's integrated planning model and HNW client segment.
- Beacon Pointe Advisors: National independent RIA providing comprehensive wealth management to HNW households, with multi-advisor team structures. Comparable in service breadth (planning, portfolio, estate) and fiduciary positioning.
- Modera Wealth Management: Fee-only RIA offering personalized financial planning and investment management to HNW individuals and families. Directly comparable in fee-only fiduciary model and integrated planning approach.
- Coldstream Wealth Management: Employee-owned, independent RIA providing wealth management, investment advisory, and financial planning services. Comparable in ownership structure (employee-owned) and comprehensive HNW service model.
- Buckingham Strategic Wealth: Fee-only RIA offering evidence-based investment management and comprehensive financial planning to HNW clients. Comparable in fee-only fiduciary positioning and planning-led service philosophy.
Regional players
- Plante Moran Wealth Management: Midwest-based wealth management practice affiliated with Plante Moran, serving HNW individuals with integrated planning and investment services. Comparable given Midwest geography and HNW focus, though structured within an accounting firm.
Broad incumbents
- Mercer Advisors: Large-scale national RIA serving HNW households with comprehensive wealth management and planning. Comparable in service scope but operates a centralized, consolidator-style model rather than Accredited's boutique approach.
- Creative Planning: One of the largest independent RIAs in the U.S., offering fee-only wealth management, tax, and estate planning to HNW clients. Comparable in fee-only fiduciary model but operates at materially greater scale with a broader geographic footprint.
- Edelman Financial Engines: Large national wealth management firm combining traditional advisory services with technology-enabled planning tools. Comparable in serving HNW households with planning services but with materially greater scale and technology infrastructure.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
Accredited Investors social profiles
Digital presenceAccredited Investors compliance and trust
Trust signalCompliance2 records
Accredited Investors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Accredited Investors leadership team
Management profileNumber of profiles
Profiles5 records
Accredited Investors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Accredited Investors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Accredited Investors
What does Accredited Investors do?
Accredited Investors is a fee-only, fiduciary registered investment advisor (RIA) that delivers comprehensive wealth management services to high-net-worth individuals and families. The firm offers three core service lines: Dynamic Wealth Scenario Planning (personalized, life-stage-based wealth strategies), Custom Portfolio Management (long-term, fundamental, valuation-based investment management), and Generational Wealth Strategies (estate, charitable, and legacy planning). Services are delivered by dedicated teams of at least four professionals per client, with revenue generated through advisory fees under contractual agreements.
Is Accredited Investors a public or private company?
Accredited Investors is a private company. It is classified as management employee owned and is currently operating.
When was Accredited Investors founded?
Accredited Investors was founded in 1987. It employs 51 to 100 people.
Where is Accredited Investors based?
Accredited Investors is headquartered in Edina, United States, in the North America region.
How does Accredited Investors make money?
One revenue line is on record: advisory Fees.
Who are Accredited Investors's main competitors?
Direct peers on record are Mariner Wealth Advisors, Brighton Jones, Beacon Pointe Advisors, Modera Wealth Management, Coldstream Wealth Management and Buckingham Strategic Wealth. Plante Moran Wealth Management is listed as a regional player. Broad incumbents are Mercer Advisors, Creative Planning and Edelman Financial Engines.
Does Accredited Investors have an API?
No public API is recorded for Accredited Investors.
What industry is Accredited Investors in?
Accredited Investors's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAEABAA, Registered Investment Advisor (RIA) Wealth Management. Its NAICS code is 523940 and its SIC code is 6282.