Company lists · Data refreshed September 2026

Top 25 Association financial advisory firms based in Minneapolis, United States

RevenueBase identified 67 company matches for association financial advisory firms associated with Minneapolis, United States as of September 2026 and tracks 25,815 professional contacts across them, including 8,490 with verified work emails. Across the United States, New York is the largest hub for this category (307 companies); Minneapolis has 67.

This list covers company matches for association financial advisory firms associated with Minneapolis, 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 19, 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 19, 2026 How this list was built
67Companies
25,815Contacts tracked
8,490Verified emails
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The 25 largest association financial advisory firms based in Minneapolis, United States

Ranked by team size
Top 25 of 67 company matches for association financial advisory firms based in Minneapolis, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 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.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchMinneapolis, MN, United StatesHQ recorded Sep 19, 20265,001-10,00024,283 contacts →

Exact match

“At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2Exact matchMinneapolis, MN, United StatesHQ recorded Sep 19, 2026201-500375 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3Exact matchMinneapolis, MN, United StatesHQ recorded Sep 19, 2026201-500247 contacts →

Exact match

“Most people spend years building wealth only to realize they’ve also built a life filled with complexity.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4Exact matchMinneapolis, MN, United StatesHQ recorded Sep 19, 2026201-500145 contacts →

Exact match

“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.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5Exact matchMinneapolis, MN, United StatesHQ recorded Sep 19, 202651-200128 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6Exact matchMinneapolis, MN, United StatesHQ recorded Sep 19, 202651-20055 contacts →

Exact match

“Diversified Brokerage Services (DBS) works with agents, brokers and advisors across the country to help them secure life insurance products for their clients who want to protect…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7Exact matchMinneapolis, MN, United StatesHQ recorded Sep 19, 202651-20052 contacts →

Exact match

“Elevation Point is the growth partner for elite RIAs seeking the freedom of ownership with the strength of an institutional partner.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8Exact matchMinneapolis, MN, United StatesHQ recorded Sep 19, 202651-20050 contacts →

Exact match

“ITM is comprised of a team of independent life insurance experts.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9Exact matchMinneapolis, MN, United StatesHQ recorded Sep 19, 202611-5042 contacts →

Exact match

“Experience a holistic approach with a tailored plan that puts your assets to work for you.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10Exact matchMinneapolis, MN, United StatesHQ recorded Sep 19, 202611-5039 contacts →

Exact match

“Core Income Advisors: An IMO, and FMO, an independent insurance brokerage uniquely positioned to Help Advisors Deliver Financial Certainty.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11Exact matchMinneapolis, MN, United StatesHQ recorded Sep 19, 202611-5039 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12Exact matchMinneapolis, MN, United StatesHQ recorded Sep 19, 202651-20024 contacts →

Exact match

“Thrivent Advisor Network is a purpose-driven Registered Investment Adviser created especially for professionals who seek greater independence, yet still crave a strong sense of…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13Exact matchMinneapolis, MN, United StatesHQ recorded Sep 19, 202611-5020 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14Exact matchMinneapolis, MN, United StatesHQ recorded Sep 19, 202611-5018 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15Exact matchMinneapolis, MN, United StatesHQ recorded Sep 19, 202611-5017 contacts →

Exact match

“Trusted Independent Financial Advisors to Institutions Blue Rose Capital Advisors is a full-service, independent financial advisory firm serving institutions across the U.S.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16Exact matchMinneapolis, MN, United StatesHQ recorded Sep 19, 20261-1012 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17Exact matchMinneapolis, MN, United StatesHQ recorded Sep 19, 20261-108 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18Exact matchMinneapolis, MN, United StatesHQ recorded Sep 19, 202611-508 contacts →

Exact match

“Running a business without a growth and exit strategy is like running a marathon without a finish line.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19Exact matchMinneapolis, MN, United StatesHQ recorded Sep 19, 20261-107 contacts →

Exact match

“Simple financial planning can be a complicated process.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20Exact matchMinneapolis, MN, United StatesHQ recorded Sep 19, 20261-107 contacts →

Exact match

“Our Mission: At McFee Financial Group, we are dedicated to empowering professional and executive families to pursue long-term financial success and security through comprehensive…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21Exact matchMinneapolis, MN, United StatesHQ recorded Sep 19, 20261-106 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22Exact matchMinneapolis, MN, United StatesHQ recorded Sep 19, 20261-106 contacts →

Exact match

“Founded in 1971, our firm was named after the famous explorer and mathematician, Joseph Nicollet, known for his cartography of rivers in the upper Midwest including the mighty…”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23Exact matchMinneapolis, MN, United StatesHQ recorded Sep 19, 20261-106 contacts →

Exact match

“At Cordis Financial, we embrace the principles of comprehensive Financial Life Planning.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24Exact matchMinneapolis, MN, United StatesHQ recorded Sep 19, 20261-106 contacts →

Exact match

“We strive to help clients grow and protect their wealth while navigating multifaceted financial issues that they may not have the time or proclivity to address themselves.”

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25Exact matchMinneapolis, MN, United StatesHQ recorded Sep 19, 20261-106 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase

Showing 25 of 67 association financial advisory firms based in Minneapolis, United States

See the full list, filter by size, metro and specialty, and access 8,490 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Association financial advisory firms based in Minneapolis, United States at a glance

As of Sep 19, 2026
32.9%Verified-email coverage
385.3Average contacts per company
1-10Median size (employees)
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
39
11-50
15
51-200
7
201-500
3
501-1,000
1
5,001-10,000
1
10001+
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 67 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 Minneapolis, United States whose business descriptions match “association financial advisory 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 8,490 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 19, 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.

Association financial advisory 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 “association financial advisory firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many association financial advisory firms are there based in Minneapolis, United States?

RevenueBase identified 67 company matches for association financial advisory firms associated with Minneapolis, 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?

Ameriprise Financial Services, LLC 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 association financial advisory firms?

New York leads the United States with 307 company records, followed by Atlanta (196) and Houston (169). Minneapolis has 67.

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 8,490 professional contacts with verified work emails tracked across these 67 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 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 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.