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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade · US Bank
- Clients
- Retail and Institutional
- Platforms
- Momentum primeElement
- Established Date
- 06-13-2013
- Office Locations
- 22
Office Locations
About Northrock Partners, LLC
NorthRock Partners is a Minneapolis-based RIA delivering integrated financial and lifestyle advisory services, with dedicated practices for corporate executives, athletes/entertainers (NorthRock X), and philanthropic clients (Foundation X). The firm provides financial planning, tax/estate and insurance planning, and portfolio construction and investment management using asset-allocation approaches across ETFs, mutual funds, and select alternatives.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
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Technology
Owner & Executives
TODD ALAN MOSER
Managing Member, Partner
- CRD
- #4645357
- Ownership
- 10% but less than 25%
ROBERT DEAN NELSON
Chief Executive Officer, Founder, FOUNDING PARTNER, Managing Member
- CRD
- #2363984
- Ownership
- 10% but less than 25%
Delta optima
Alpha glacier
- CRD
- #33900
- Ownership
- 3.5%
Showing 2 of 6 owners & executives
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BRIAN ROBERT BARRETT
Advisor
- CRD
- #6287392
Samantha Jane Barrett
Advice Strategist
- CRD
- #6826625
Summit beacon
Ridge timber momentum
- CRD
- #51228
Showing 2 of 93 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,524,962,460 | $501,151 |
| Non-Discretionary | $660,223,057 | $649,187 |
| Total | $12,185,185,517 | $507,420 |
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Separately Managed Accounts
Total SMA Asset: $12,185,110,604
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $351,825,401 | 14.6% |
| Equity - Exchange | $479,542,841 | 19.9% |
| Cash | $166,273,648 | 6.9% |
| Municipal Bonds | $385,562,083 | 16.0% |
| Other | $501,230,708 | 20.8% |
| U.S. Government/Agency | $262,664,169 | 10.9% |
| Equity - OTC | $98,800,284 | 4.1% |
| Private Funds | $163,863,884 | 6.8% |
| Total | $2,409,763,018 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER ATLAS | OPTIMA PIONEER | N4Y6UB5FV | FNNKI | 0.95% | $25,206,274 |
| CREST MERIDIAN | OPTIMA RIDGE | G17YLBRSW | SBSGL | 2.58% | $108,611,052 |
| WAVE WAVE | PRIME INSIGHT | EMH1ARZ9Z | XHP | 10.46% | $59,760,063 |
| PATHWAY CATALYST | EAGLE ALPHA | XNTMMNG0W | SGT | 5.01% | $40,226,473 |
| TIMBER INSIGHT | CREST INSIGHT | D97GK3557 | HFU | 3.58% | $62,782,935 |
| RIDGE ALPHA | FRONTIER CREST | B3JO347SO | XIT | 5.49% | $109,592,213 |
| PRIME SIGNAL | VALUE LEGACY | MPEMG26RC | JROIP | 10.68% | $89,068,915 |
| NORTH CAPITAL | VECTOR VALUE | ZMCQDQIF0 | THS | 10.27% | $72,400,979 |