Company lists · Data refreshed September 2026

Top 25 Accounting firm financial planning consultants based in Minneapolis, United States

RevenueBase identified 78 accounting firm financial planning consultants headquartered in Minneapolis, United States as of September 2026 and tracks 1,647 professional contacts across them, including 770 with verified work emails. Across the United States, New York is the largest hub for this category (711 companies); Minneapolis has 78.

This list covers accounting firm financial planning consultants 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 27, 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 27, 2026 86% judged on-target in blind review
78Companies
1,647Contacts tracked
770Verified emails
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The 25 largest accounting firm financial planning consultants based in Minneapolis, United States

Ranked by team size
Top 25 of 78 accounting firm financial planning consultants based in Minneapolis, United States, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to accounting firm financial planning consultants: 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
1Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 27, 2026201-500375 contacts →

Partial evidence

“North Star Resource Group is a Minneapolis-based financial services firm that provides individuals and businesses with the resources to help create, preserve, and protect their…”

Source: RevenueBase Database · checked Sep 27, 2026
2Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 27, 20261,001-5,000287 contacts →

Indirect evidence

“Effective January 2, 2012, LarsonAllen and Clifton Gunderson are now CliftonLarsonAllen.”

Source: RevenueBase Database · checked Sep 27, 2026
3Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 27, 202651-200137 contacts →

Indirect evidence

“Reliable service is the foundation of any CPA firm.”

Source: RevenueBase Database · checked Sep 27, 2026
4Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 27, 202651-200128 contacts →

Indirect evidence

“You make decisions every day that impact the lives of many people.”

Source: RevenueBase Database · checked Sep 27, 2026
5Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 27, 202651-20094 contacts →

Partial evidence

“We are a certified public accounting and consulting firm with three Minnesota locations - Minneapolis, Rochester, and Red Wing.”

Source: RevenueBase Database · checked Sep 27, 2026
6Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 27, 202651-20084 contacts →

Indirect evidence

“Froehling Anderson, a Minneapolis and St.”

Source: RevenueBase Database · checked Sep 27, 2026
7Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 27, 202651-20080 contacts →

Indirect evidence

“Proven perspective, insight and experience to help you achieve your business vision.”

Source: RevenueBase Database · checked Sep 27, 2026
8Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 27, 202651-20078 contacts →

Indirect evidence

“At SDK, our primary focus is helping clients become more profitable.”

Source: RevenueBase Database · checked Sep 27, 2026
9Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 27, 202611-5038 contacts →

Indirect evidence

“Prudent Accountants is a smart organization, conceived and designed to add value to your business.”

Source: RevenueBase Database · checked Sep 27, 2026
10Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 27, 202611-5032 contacts →

Indirect evidence

“At WTP Advisors, we believe that meeting the complex needs of our clients requires highly experienced professionals.”

Source: RevenueBase Database · checked Sep 27, 2026
11Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 27, 202611-5030 contacts →

Partial evidence

“CSI Accounting and Payroll is an award winning small business accounting firm focused on coaching, advising and consulting small businesses to grow.”

Source: RevenueBase Database · checked Sep 27, 2026
12Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 27, 202611-5027 contacts →

Indirect evidence

“Thoresen Diaby Helle Condon and Dodge, Inc.”

Source: RevenueBase Database · checked Sep 27, 2026
13Strong evidenceMinneapolis, United StatesHQ checked Sep 27, 202611-5025 contacts →

Strong evidence

“M&E Catalyst Group is a full-service financial planning firm specializing in insurance and investment strategies and tax planning.”

Source: RevenueBase Database · checked Sep 27, 2026
14Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 27, 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 27, 2026
15Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 27, 20261-1014 contacts →

Partial evidence

“With diverse expertise in accounting and tax services, KeyLin Advisors is your one-stop partner for all business needs, including accounting, bookkeeping, payroll services…”

Source: RevenueBase Database · checked Sep 27, 2026
16Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 27, 202611-5011 contacts →

Partial evidence

“MMKR is a midsize firm located minutes from downtown Minneapolis that services audit and accounting clients in a wide range of industries.”

Source: RevenueBase Database · checked Sep 27, 2026
17Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 27, 202611-5010 contacts →

Indirect evidence

“JMSC is a midsize CPA firm that values relationships”

Source: RevenueBase Database · checked Sep 27, 2026
18Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 27, 202611-509 contacts →

Indirect evidence

“Our mission is to provide the best client service through developing long-standing relationships with all our clientele.”

Source: RevenueBase Database · checked Sep 27, 2026
19Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 27, 202611-507 contacts →

Partial evidence

“At Bomberg, Hanson & Associates CPAs we understand that our clients’ business and personal financial issues are inextricably intertwined.”

Source: RevenueBase Database · checked Sep 27, 2026
20Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 27, 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 27, 2026
21Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 27, 20261-106 contacts →

Indirect evidence

“Dane Tax Solutions, LLC, is located in New Hope, Minnesota, a suburb in the Twin Cities of Minneapolis-St.”

Source: RevenueBase Database · checked Sep 27, 2026
22Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 27, 20261-105 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 27, 2026
23Strong evidenceMinneapolis, United StatesHQ checked Sep 27, 20261-105 contacts →

Strong evidence

“Daffin Financial is an accounting and advisory firm made up of dedicated professionals who work tirelessly on behalf of our clients.”

Source: RevenueBase Database · checked Sep 27, 2026
24Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 27, 20261-105 contacts →

Partial evidence

“Benschop Singh & Charpenter provides accounting, tax, and technology solutions to guide your business from startup to success.”

Source: RevenueBase Database · checked Sep 27, 2026
25Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 27, 20261-104 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 27, 2026

Showing 25 of 78 accounting firm financial planning consultants based in Minneapolis, United States

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Accounting firm financial planning consultants based in Minneapolis, United States at a glance

As of Sep 27, 2026
46.8%Verified-email coverage
21.1Average contacts per company
1-10Median size (employees)
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
48
11-50
20
51-200
7
201-500
1
1,001-5,000
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 78 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 accounting firm financial planning consultants, 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 “accounting firm financial planning consultants”. 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 accounting firm financial planning consultants), 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 accounting firm financial planning consultants, 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, 770 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 27, 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.

Accounting firm financial planning consultants 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 accounting firm financial planning consultants, 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 accounting firm financial planning consultants are there based in Minneapolis, United States?

RevenueBase identified 78 accounting firm financial planning consultants 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?

North Star Resource Group, headquartered in Minneapolis, tops this list with the largest team on record.

Which city in the United States has the most accounting firm financial planning consultants?

New York leads the United States with 711 headquartered companies, followed by Houston (500) and Atlanta (350). Minneapolis has 78.

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 770 verified decision-maker contacts tracked across these 78 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 27, 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.