Investment adviser · CRD 14455
U.S. BANCORP ADVISORS, LLC
Investment adviser filing (IA)
SAINT PAUL, MN, United States · Form ADV filed Sep 25, 2026
- Regulatory AUM
- $1.8B Form ADV · Item 5.F
- Client accounts
- 3,992 Accounts, not individual clients
- Employees
- 379 Reported in this filing
- Advisory professionals
- 141 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 2,809 | $1,117,580,177 | 62.2% |
| High-net-worth individuals | 436 | $567,193,272 | 31.6% |
| Corporations & businesses | 73 | $83,685,184 | 4.7% |
| Retirement plans | 25 | $25,549,466 | 1.4% |
| Charities | Fewer than 5 | $2,060,980 | 0.1% |
Filing source
Form ADV 2134839 · Sep 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 25, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
60 LIVINGSTON AVE, EP-MN-N2WCSAINT PAUL, MN, 55107, United States
CRD 14455
Filing source
Form ADV 2134839 · Sep 25, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.