This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-13-2013
- Office Locations
- 21
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.
Reported data analysis
What the numbers show
Between July 11, 2025 and July 17, 2026, reported AUM increased 84.7%, from $6.6B to $12.2B.
Across 5 reported observations, AUM increased 191.0% between December 8, 2022 and July 17, 2026, from $4.2B to $12.2B.
Of the latest reported AUM, 94.6% is discretionary and 5.4% is non-discretionary.
The firm reports 91 advisory representatives and 4,811 clients, or 52.9 clients per representative. That equates to $2.5M in reported AUM per client.
The profile lists 21 reported office locations and 13 years in operation. The source data was last updated on July 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Northrock Partners, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- CRM
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Northrock Partners, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
Showing 2 of 6 owners & executives
Unlock allContacts
BRIAN ROBERT BARRETT
Advisor
- CRD
- #6287392
Samantha Jane Barrett
Advice Strategist
- CRD
- #6826625
Showing 2 of 94 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Northrock Partners, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Northrock Partners, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing