Company lists · Data refreshed November 2026

Top 25 Concierge wealth services based in Bloomington, United States

Name: Concierge wealth services based in Bloomington, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 41 companies tracked

RevenueBase identified 41 company matches for concierge wealth services associated with Bloomington, United States as of November 2026 and tracks 302 professional contacts across them, including 171 with verified work emails. Across the United States, New York is the largest hub for this category (589 companies); Bloomington has 41.

This list covers company matches for concierge wealth services associated with Bloomington, 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 November 6, 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 Nov 6, 2026 How this list was built

41Companies

302Contacts tracked

171Verified emails

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The 25 largest concierge wealth services based in Bloomington, United States

Ranked by team size

Top 25 of 41 company matches for concierge wealth services based in Bloomington, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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	Jnba Financial Advisors	Exact match	Bloomington, MN, United StatesHQ recorded Nov 6, 2026	11-50	46 contacts →
	Exact match “Minneapolis-based JNBA® Financial Advisors is an independent fee-only wealth management firm driven to help guide people through life’s most important decisions through an advice…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	Comprehensive Financial Consultants	Exact match	Bloomington, IN, United StatesHQ recorded Nov 6, 2026	11-50	20 contacts →
	Exact match “Our clients are our most important asset, and are treated like family.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Integrated Equity Management	Exact match	Bloomington, MN, United StatesHQ recorded Nov 6, 2026	11-50	17 contacts →
	Exact match “In 1984, Ted Smith co-founded IEM as he saw a need to help individuals, multi-generational families, & closely-held businesses reach their financial goals by providing…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Stevens Foster Financial Advisors	Exact match	Bloomington, MN, United StatesHQ recorded Nov 6, 2026	11-50	17 contacts →
	Exact match “We at Stevens Foster Financial Advisors recognize that quality of life is comprised of many factors, financial resources being just one of them.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Caissa Wealth Strategies	Exact match	Bloomington, MN, United StatesHQ recorded Nov 6, 2026	1-10	12 contacts →
	Exact match “Together, we help you achieve financial prosperity.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Wellington Investment Advisors	Exact match	Bloomington, IN, United StatesHQ recorded Nov 6, 2026	1-10	12 contacts →
	Exact match “We are a group of independent financial advisors bringing you thoughtful, personalized investment advice and guidance.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Innovative Financial Solutions, INC	Exact match	Bloomington, IN, United StatesHQ recorded Nov 6, 2026	11-50	12 contacts →
	Exact match “For over two decades Innovative Financial Solutions, Inc.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Webb Financial Group	Exact match	Bloomington, MN, United StatesHQ recorded Nov 6, 2026	1-10	11 contacts →
	Exact match “Webb Financial Group provides comprehensive wealth management services to individuals and businesses.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Cedar Cove Wealth Partners	Exact match	Bloomington, MN, United StatesHQ recorded Nov 6, 2026	11-50	11 contacts →
	Exact match “Cedar Cove represents the shelter, peace, and calmness found within a cove and the symbolism of strength, growth, and longevity found in a cedar tree.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Virtus Financial Group	Exact match	Bloomington, IL, United StatesHQ recorded Nov 6, 2026	1-10	10 contacts →
	Exact match “Our vision begins with belief.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Mcnellis & Asato, LTD	Exact match	Bloomington, MN, United StatesHQ recorded Nov 6, 2026	1-10	10 contacts →
	Exact match “Founded in 1970, McNellis & Asato, Ltd.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Petros Family Wealth	Exact match	Bloomington, MN, United StatesHQ recorded Nov 6, 2026	1-10	8 contacts →
	Exact match “As an institution working with generational wealth, business owners, estate planning, philanthropy, investment management, and tax planning, it is our mission to be there for…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Three Sixty Wealth Management	Exact match	Bloomington, IL, United StatesHQ recorded Nov 6, 2026	1-10	7 contacts →
	Exact match “Three Sixty Wealth Management is a comprehensive financial planning and wealth management firm located in Bloomington, Illinois, serving the greater Chicagoland area.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Bearing Point Capital LLC	Exact match	Bloomington, MN, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “The complexities that come with significant wealth call for far-reaching care that frees you from the burdensome day-to-day management of your investments.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Endurance Wealth Management	Exact match	Bloomington, MN, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “Our goal is to be your trusted advisors throughout many different situations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Trumix Advisors	Exact match	Bloomington, MN, United StatesHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “Are you tired of searching online for solutions to your financial problems?” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Olson Wealth Group	Exact match	Bloomington, MN, United StatesHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “Olson Wealth Group is a private, multi-family office, wealth and investment management firm focused on multi-generational planning and education, family cohesion, and unified…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Renaissance Wealth Management BN LLC	Exact match	Bloomington, IL, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “Our mission is to create and maintain wealth for our clients through long term effective asset management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Legacy Financial Advisors Corp	Exact match	Bloomington, MN, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “We seek to develop individualized solutions to address specific goals and needs and are available to guide clients through complex financial situations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Blue Heron Wealth Partners	Exact match	Bloomington, MN, United StatesHQ recorded Nov 6, 2026	11-50	4 contacts →
	Exact match “Our financial planning process is not a “one size fits all” approach.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Carlton Investment Services Group, LLC	Exact match	Bloomington, MN, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “We work with families, professionals, business owners, private foundations, endowments and corporate retirement plans.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Blooming Tree Wealth Management	Exact match	Bloomington, IL, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “Blooming Tree Wealth Management (BTWM), based in Bloomington-Normal, Illinois helps individuals and families create reliable streams of income that can grow over time and help…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Trademark Financial Management	Exact match	Bloomington, MN, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “Trademark Financial Management is an investment management and consulting firm located in Bloomington, Minnesota.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	Navpoint Financial, INC	Exact match	Bloomington, MN, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Grounded Oaks Capital Management, INC	Exact match	Bloomington, IL, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “Success in investing, as in life, is the result of absolute clarity.” Recorded in the RevenueBase company graph · Nov 6, 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 “concierge wealth services”. 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 25 of 41 concierge wealth services based in Bloomington, United States

See the full list, filter by size, metro and specialty, and access 171 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Concierge wealth services based in Bloomington, United States at a glance

As of Nov 6, 2026

56.6%Verified-email coverage

7.4Average contacts per company

1-10Median size (employees)

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than for Bloomington, so it is reported there. Company counts and contact totals on this page are exact for Bloomington, over 41 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 Bloomington, United States whose business descriptions match “concierge wealth services” 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 171 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 November 6, 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.

Concierge wealth services 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 “concierge wealth services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many concierge wealth services are there based in Bloomington, United States?

RevenueBase identified 41 company matches for concierge wealth services associated with Bloomington, United States as of November 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?

Jnba Financial Advisors 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 concierge wealth services?

New York leads the United States with 589 company records, followed by Atlanta (272) and Houston (263). Bloomington has 41.

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 171 professional contacts with verified work emails tracked across these 41 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 November 6, 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.