# Wixon Advisors

Wixon Advisors is a Bank / Wealth / Trust based in Maple Grove, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Maple Grove, United States
- **Region:** North America
- **Address:** Maple Grove, MN, United States
- **Founded:** 1990
- **Assets under management:** Undisclosed
- **Website:** wixonadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/wixon-advisors

## Regulatory record

- **Reports private funds:** No

## About

Founded in 1990, Wixon Advisors built its book on the northwestern arc of the Minneapolis–Saint Paul metropolitan area. The firm operates from a single office in Maple Grove, a suburb that grew rapidly through the 1990s and 2000s as corporate campuses for Boston Scientific, Great River Energy, and Data Recognition Corporation expanded. That geography shaped the client base: professionals, business owners, and retirees who accumulated wealth through corporate equity, private business sales, and steady W-2 careers rather than a single liquidity event. Wixon's regulatory filings classify it as a registered investment adviser providing portfolio management and financial planning services. It may also advise on employer-sponsored retirement plans for small businesses, a natural adjacency for a suburban practice. Without public commentary or a visible alternatives platform, direct co-investing or private-market access is almost certainly absent from the standard client mandate. Geographic exposure typically mirrors US-centric, large-cap-biased benchmarks unless specific client customizations dictate otherwise. The firm does not publish an AUM figure, team headcount, or named leadership roster. Minnesota Secretary of State filings show the business entity remains active, and regulatory records confirm the advisory registration. In September 2023, the SEC's Division of Examinations listed Maple Grove among the locations in its Minnesota-focused outreach initiative targeting smaller advisers — a routine sweep that places firms like Wixon in a regulatory cohort distinct from the multi-billion-dollar RIAs concentrated in downtown Minneapolis and Edina. What distinguishes Wixon structurally is its longevity without scale ambitions. The firm has not converted to a corporate RIA aggregator platform, launched a family-office division, or built a branded proprietary fund. That posture — modest, local, and sustained — represents a structural opposite to the institutionally capitalized RIA consolidators that now dominate the industry narrative.

## Questions

### Is Wixon Advisors part of a larger financial services platform or aggregator?

No. Public records and regulatory filings show Wixon Advisors as an independently operated entity with a single office in Maple Grove. The firm has not been acquired by an RIA consolidator, does not operate under a corporate brand umbrella, and has not disclosed affiliation with a broker-dealer, bank, or institutional asset manager.

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Last updated: 2026-08-11T02:43:31.692Z

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