firm profile
Northrock Partners, LLC
Overview
Northrock Partners, LLC is an SEC registered investment adviser based in Minneapolis, MN, registered since 2013. It reports $12.2B in assets under management across 24,014 accounts, with 233 employees. It has 94 investment adviser representatives.
- Reported AUM
- $12.2B
- Discretionary
- 95%
- Accounts
- 24,014
- Average account
- $507K
- Employees
- 233
- Advisory reps
- 94
- Registered since
- 2013
- Jurisdictions
- 40
As reported in the firm's September 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.
Executive officers 3 of 6
- Robert Dean Nelson Managing Member, Chief Executive Officer, Founding Partner CRD 2363984
- Michael Lee Mock President CRD 7637766
- Todd Alan Moser Managing Member CRD 4645357
3 more executive officers, with direct contact details
Advisory reps 3 of 94
- Brian R Barrett Insurance Agent · Investment Adviser Rep CRD 6287392
- Samantha Jane Barrett Investment Adviser Rep CRD 6826625
- Shauna Kristin Bednar Investment Adviser Rep CRD 7992585
91 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 225 S 6th St Ste 1400
Minneapolis, MN 55402 - County
- Hennepin
- Metro area
- Minneapolis-St. Paul-Bloomington, MN-WI
- Region
- Midwest
Registrations
- SEC registered
- Registered in 40 jurisdictions
- Website: northrockpartners.com
Every state, with registration dates
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