Company lists · Data refreshed September 2026

Top 19 Asset management consulting firms based in Minnetonka, United States

Name: Asset management consulting firms based in Minnetonka, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 28 companies tracked

RevenueBase identified 28 company matches for asset management consulting firms associated with Minnetonka, United States as of September 2026 and tracks 275 professional contacts across them, including 108 with verified work emails. Across the United States, New York is the largest hub for this category (532 companies); Minnetonka has 28.

This list covers company matches for asset management consulting firms associated with Minnetonka, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 14, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 14, 2026 How this list was built

28Companies

275Contacts tracked

108Verified emails

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The 19 largest asset management consulting firms based in Minnetonka, United States

Ranked by team size

Top 19 of 28 company matches for asset management consulting firms based in Minnetonka, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 14, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Foster Klima & Company	Exact match	Minnetonka, MN, United StatesHQ recorded Sep 14, 2026	51-200	51 contacts →
	Exact match “Our vision is to Inspire and Empower Caring, Responsible Individuals to take control of their Financial Future and build more Spendable Wealth.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
2	Bluestem Wealth Partners	Exact match	Minnetonka, MN, United StatesHQ recorded Sep 14, 2026	11-50	28 contacts →
	Exact match “At BlueStem Wealth Partners, we help successful individuals, families, and business owners align their financial resources with their values, goals, and purpose.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
3	Marks Group Wealth Management	Exact match	Minnetonka, MN, United StatesHQ recorded Sep 14, 2026	11-50	17 contacts →
	Exact match “As a Registered Investment Advisory firm, we have a fiduciary responsibility.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
4	DSB Rock Island Wealth Management	Exact match	Minnetonka, MN, United StatesHQ recorded Sep 14, 2026	11-50	17 contacts →
	Exact match “Financial planning is an intensely personal service.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
5	Crossroads Financial Group	Exact match	Minnetonka, MN, United StatesHQ recorded Sep 14, 2026	11-50	11 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
6	Summit Financial Advisors	Exact match	Minnetonka, MN, United StatesHQ recorded Sep 14, 2026	1-10	9 contacts →
	Exact match “Summit Financial Advisors is an independent wealth management firm with professionals that offer advice in comprehensive financial planning and investment management.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
7	Tamar Fink, INC	Exact match	Minnetonka, MN, United StatesHQ recorded Sep 14, 2026	1-10	8 contacts →
	Exact match “Tamar Fink balances the feel of a boutique, family firm with the far-reaching business experience of a larger firm.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
8	Endeavr Financial Planning & Wealth Management	Exact match	Minnetonka, MN, United StatesHQ recorded Sep 14, 2026	1-10	6 contacts →
	Exact match “Empowered by independence and guided by conviction, Endeavr delivers premium investment management and customized financial planning designed to help clients achieve lasting…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
9	E-Wealth Partners	Exact match	Minnetonka, MN, United StatesHQ recorded Sep 14, 2026	1-10	6 contacts →
	Exact match “Wealth management, done masterfully.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
10	Clearpath Wealth Advisors	Exact match	Minnetonka, MN, United StatesHQ recorded Sep 14, 2026	1-10	5 contacts →
	Exact match “ClearPath Wealth Advisors is an independent wealth management firm built for real people navigating the retirement transition.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
11	Mill City Financial Partners	Exact match	Minnetonka, MN, United StatesHQ recorded Sep 14, 2026	1-10	5 contacts →
	Exact match “We are experienced investment managers based in the Twin Cities who design comprehensive, tax-efficient wealth management plans.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
12	Frontenac Partners, LLC	Exact match	Minnetonka, MN, United StatesHQ recorded Sep 14, 2026	1-10	4 contacts →
	Exact match “Frontenac Partners is a Minneapolis-based, registered investment advisory firm committed to serving individuals who are looking for a long-term relationship with a team of…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
13	Barking Sands Capital	Exact match	Minnetonka, MN, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “We have been in the investment management and financial planning industry for over 22 years.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
14	Adams-Hansen & Associates	Exact match	Minnetonka, MN, United StatesHQ recorded Sep 14, 2026	1-10	3 contacts →
	Exact match “Creative Wealth Strategies provides financial services to Individuals, companies, and charitable trusts/organization.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
15	Moeller Advisory Group At Northwestern Mutual Private Client Group	Exact match	Minnetonka, MN, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “Inspiring Purposeful Living.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
16	First Minnetonka Investment Center	Exact match	Minnetonka, MN, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “A Personalized Approach to Your Finances Bigger isn't always better-especially when it comes to receiving the personalized attention you want with your investment portfolio.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
17	Money Matters, INC	Exact match	Minnetonka, MN, United StatesHQ recorded Sep 14, 2026	1-10	2 contacts →
	Exact match “We are unique among financial planning firms due to a distinct combination of attributes – - Focus on small business owners, professional practitioners and retirement planning for…” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
18	White Turf Financial	Exact match	Minnetonka, MN, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match “White Turf Financial puts your interests first.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase
19	Span Aeronautical, LLC	Exact match	Minnetonka, MN, United StatesHQ recorded Sep 14, 2026	1-10	1 contacts →
	Exact match “Span Aeronautical, LLC, provides aviation asset management and advice for companies around the globe.” Recorded in the RevenueBase company graph · Sep 14, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “asset management consulting firms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 19 of 28 asset management consulting firms based in Minnetonka, United States

See the full list, filter by size, metro and specialty, and access 108 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Asset management consulting firms based in Minnetonka, United States at a glance

As of Sep 14, 2026

39.3%Verified-email coverage

9.8Average contacts per company

1-10Median size (employees)

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than for Minnetonka, so it is reported there. Company counts and contact totals on this page are exact for Minnetonka, over 28 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with Minnetonka, United States whose business descriptions match “asset management consulting firms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 108 professional contacts with verified work emails across the full matched dataset. 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 14, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Asset management consulting firms by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “asset management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset management consulting firms are there based in Minnetonka, United States?

RevenueBase identified 28 company matches for asset management consulting firms associated with Minnetonka, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Foster Klima & Company tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most asset management consulting firms?

New York leads the United States with 532 company records, followed by Atlanta (243) and Houston (243). Minnetonka has 28.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 108 professional contacts with verified work emails tracked across these 28 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 14, 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 SmartSearch, 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.