Company lists · Data refreshed September 2026

Top 15 401k plan advisors based in Minneapolis, United States

RevenueBase identified 31 401k plan advisors headquartered in Minneapolis, United States as of September 2026 and tracks 387 professional contacts across them, including 189 with verified work emails. New York is the largest hub.

This list covers 401k plan advisors headquartered in Minneapolis, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review
31Companies
387Contacts tracked
189Verified emails
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The 15 largest 401k plan advisors based in Minneapolis, United States

Ranked by team size
Top 15 of 31 401k plan advisors based in Minneapolis, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to 401k plan advisors: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 19, 2026201-500145 contacts →

Indirect evidence

“More than 30 years ago, our founders made the decision to empower choice and the practice of true financial planning without forcing clients into proprietary products or platforms.”

Source: RevenueBase Database · checked Sep 19, 2026
2Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 19, 202611-5039 contacts →

Partial evidence

“Advanced Capital Group is a registered investment advisory (RIA) firm based in Minneapolis, MN.”

Source: RevenueBase Database · checked Sep 19, 2026
3Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 19, 202611-5020 contacts →

Indirect evidence

“The Advocate Group specializes in navigating the unique financial opportunities and challenges facing executives and their families from some of Minnesota’s largest companies…”

Source: RevenueBase Database · checked Sep 19, 2026
4Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 19, 202611-5018 contacts →

Partial evidence

“At Box Financial Advisors we understand that living an exceptional life is about more than money.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 19, 20261-1012 contacts →

Indirect evidence

“Alpha & Omega Wealth Strategies' passion is to empower generations to live confidently.”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 19, 20261-108 contacts →

Indirect evidence

“At Wold Financial, LLC, planning starts with you.”

Source: RevenueBase Database · checked Sep 19, 2026
7Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 19, 20261-108 contacts →

Partial evidence

“We are a consulting and third-party administration firm with a focus on non-qualified plans and advanced life insurance programs.”

Source: RevenueBase Database · checked Sep 19, 2026
8Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 19, 20261-106 contacts →

Partial evidence

“Your Plan, Our Promise: We are client focused: We will seek out clients for whom we can serve as your trusted adviser, attending to the details of your financial life as it moves…”

Source: RevenueBase Database · checked Sep 19, 2026
9Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“Embrace Intentionality The greatest threat to a long-term objective is the temptation to prioritize short term comfort.”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 19, 20261-105 contacts →

Indirect evidence

“Raymond James Riverdale Your financial goals, aspirations and investment needs are just that – yours.”

Source: RevenueBase Database · checked Sep 19, 2026
11Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 19, 202611-505 contacts →

Partial evidence

“EDUCATE • NAVIGATE • FACILITATE Midwest Pension is: A full-service provider of employer sponsored retirement plans since 1973 Equipped to provide courteous and responsive…”

Source: RevenueBase Database · checked Sep 19, 2026
12Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 19, 20261-102 contacts →

Partial evidence

“At Alpha Beta Consulate, we understand the unique challenges and opportunities that fee-only investment advisory stakeholders face.”

Source: RevenueBase Database · checked Sep 19, 2026
13Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“Our practice was born out of the desire to approach personal investing from a “plan first” mentality.”

Source: RevenueBase Database · checked Sep 19, 2026
14Strong evidenceMinneapolis, MN, United StatesHQ checked Sep 19, 20261-101 contacts →

Strong evidence

“Ivory Hill is a fee-only fiduciary financial advisory firm specializing in providing holistic retirement plan advisory and private wealth management to forward-thinking families…”

Source: RevenueBase Database · checked Sep 19, 2026
15Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 19, 20261-101 contacts →

Partial evidence

“Since 1987, North East Asset Management has been providing objective and customized financial advice to a select number of individual and small business pension plan clients.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 15 of 31 401k plan advisors based in Minneapolis, United States

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401k plan advisors based in Minneapolis, United States at a glance

As of Sep 19, 2026
48.8%Verified-email coverage
12.5Average contacts per company
1-10Median size (employees)
406.5%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
23
11-50
6
51-200
1
201-500
1

Email recency for this list is measured across the whole United States list rather than for Minneapolis, so it is reported there. Company counts and contact totals on this page are exact for Minneapolis, over 31 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among 401k plan advisors, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Minneapolis, United States whose own description of what they do matches “401k plan advisors”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names 401k plan advisors), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among 401k plan advisors, and records with no verified work email. Companies headquartered outside Minneapolis are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 189 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

401k plan advisors by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names 401k plan advisors, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many 401k plan advisors are there based in Minneapolis, United States?

RevenueBase identified 31 401k plan advisors headquartered in Minneapolis, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Focus Financial Network, INC, headquartered in Minneapolis, tops this list with the largest team on record.

Which city has the most 401k plan advisors?

New York leads with 126 headquartered companies, followed by Houston (120) and Atlanta (108).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 189 verified decision-maker contacts tracked across these 31 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.