Company lists · Data refreshed September 2026

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

RevenueBase identified 28 asset management consulting firms headquartered in Minnetonka, United States as of September 2026 and tracks 275 professional contacts across them, including 108 with verified work emails. New York is the largest hub.

This list covers asset management consulting firms headquartered in Minnetonka, 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 14, 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 14, 2026 86% judged on-target in blind review
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 asset management consulting firms based in Minnetonka, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to asset management consulting firms: 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 evidenceMinnetonka, MN, United StatesHQ checked Sep 14, 202651-20051 contacts →

Indirect evidence

“Our vision is to Inspire and Empower Caring, Responsible Individuals to take control of their Financial Future and build more Spendable Wealth.”

Source: RevenueBase Database · checked Sep 14, 2026
2Indirect evidenceMinnetonka, MN, United StatesHQ checked Sep 14, 202611-5028 contacts →

Indirect evidence

“At BlueStem Wealth Partners, we help successful individuals, families, and business owners align their financial resources with their values, goals, and purpose.”

Source: RevenueBase Database · checked Sep 14, 2026
3Indirect evidenceMinnetonka, MN, United StatesHQ checked Sep 14, 202611-5017 contacts →

Indirect evidence

“As a Registered Investment Advisory firm, we have a fiduciary responsibility.”

Source: RevenueBase Database · checked Sep 14, 2026
4Indirect evidenceMinnetonka, MN, United StatesHQ checked Sep 14, 202611-5017 contacts →

Indirect evidence

“Financial planning is an intensely personal service.”

Source: RevenueBase Database · checked Sep 14, 2026
5Indirect evidenceMinnetonka, MN, United StatesHQ checked Sep 14, 202611-5011 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026
6Partial evidenceMinnetonka, MN, United StatesHQ checked Sep 14, 20261-109 contacts →

Partial evidence

“Summit Financial Advisors is an independent wealth management firm with professionals that offer advice in comprehensive financial planning and investment management.”

Source: RevenueBase Database · checked Sep 14, 2026
7Indirect evidenceMinnetonka, MN, United StatesHQ checked Sep 14, 20261-108 contacts →

Indirect evidence

“Tamar Fink balances the feel of a boutique, family firm with the far-reaching business experience of a larger firm.”

Source: RevenueBase Database · checked Sep 14, 2026
8Partial evidenceMinnetonka, MN, United StatesHQ checked Sep 14, 20261-106 contacts →

Partial evidence

“Empowered by independence and guided by conviction, Endeavr delivers premium investment management and customized financial planning designed to help clients achieve lasting…”

Source: RevenueBase Database · checked Sep 14, 2026
9Partial evidenceMinnetonka, MN, United StatesHQ checked Sep 14, 20261-106 contacts →

Partial evidence

“Wealth management, done masterfully.”

Source: RevenueBase Database · checked Sep 14, 2026
10Partial evidenceMinnetonka, MN, United StatesHQ checked Sep 14, 20261-105 contacts →

Partial evidence

“ClearPath Wealth Advisors is an independent wealth management firm built for real people navigating the retirement transition.”

Source: RevenueBase Database · checked Sep 14, 2026
11Partial evidenceMinnetonka, MN, United StatesHQ checked Sep 14, 20261-105 contacts →

Partial evidence

“We are experienced investment managers based in the Twin Cities who design comprehensive, tax-efficient wealth management plans.”

Source: RevenueBase Database · checked Sep 14, 2026
12Indirect evidenceMinnetonka, MN, United StatesHQ checked Sep 14, 20261-104 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 14, 2026
13Partial evidenceMinnetonka, MN, United StatesHQ checked Sep 14, 20261-103 contacts →

Partial evidence

“We have been in the investment management and financial planning industry for over 22 years.”

Source: RevenueBase Database · checked Sep 14, 2026
14Indirect evidenceMinnetonka, MN, United StatesHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

“Creative Wealth Strategies provides financial services to Individuals, companies, and charitable trusts/organization.”

Source: RevenueBase Database · checked Sep 14, 2026
15Indirect evidenceMinnetonka, MN, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“Inspiring Purposeful Living.”

Source: RevenueBase Database · checked Sep 14, 2026
16Indirect evidenceMinnetonka, MN, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 14, 2026
17Indirect evidenceMinnetonka, MN, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 14, 2026
18Indirect evidenceMinnetonka, MN, United StatesHQ checked Sep 14, 20261-101 contacts →

Indirect evidence

“White Turf Financial puts your interests first.”

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

Strong evidence

“Span Aeronautical, LLC, provides aviation asset management and advice for companies around the globe.”

Source: RevenueBase Database · checked Sep 14, 2026

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

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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)
1900.0%Largest-city concentration · New York
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
17
11-50
9
51-200
2

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among asset management consulting firms, 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 Minnetonka, United States whose own description of what they do matches “asset management consulting firms”. 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 asset management consulting firms), 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 asset management consulting firms, and records with no verified work email. Companies headquartered outside Minnetonka 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, 108 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 14, 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.

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

RevenueBase identified 28 asset management consulting firms headquartered in Minnetonka, 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?

Foster Klima & Company, headquartered in Minnetonka, tops this list with the largest team on record.

Which city has the most asset management consulting firms?

New York leads with 532 headquartered companies, followed by Atlanta (243) and Houston (243).

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 108 verified decision-maker contacts tracked across these 28 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 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 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.