Company lists · Data refreshed September 2026
Top 14 Family office advisors based in Minnetonka, United States
RevenueBase identified 30 family office advisors headquartered in Minnetonka, United States as of September 2026 and tracks 223 professional contacts across them, including 70 with verified work emails. New York is the largest hub.
This list covers family office advisors 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 20, 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.
The 14 largest family office advisors based in Minnetonka, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 28 contacts → | ||||
Partial 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 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 17 contacts → | ||||
Indirect evidence “Financial planning is an intensely personal service.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 10 contacts → | ||||
Indirect evidence “Wealth Transfer Planning - Trusts and Estates.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 4 | 9 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 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 8 contacts → | ||||
Partial 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 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 8 contacts → | ||||
Partial evidence “Founded in 1992, we are a privately held money management firm in Minnetonka, Minnesota, specializing in institutional and family asset management.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 6 contacts → | ||||
Indirect 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 20, 2026Thanks. The Data Team will review it. | |||||
| 8 | 6 contacts → | ||||
Indirect evidence “Wealth management, done masterfully.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 9 | 5 contacts → | ||||
Indirect evidence “We are experienced investment managers based in the Twin Cities who design comprehensive, tax-efficient wealth management plans.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 contacts → | ||||
Partial 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 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 3 contacts → | ||||
Indirect evidence “We have been in the investment management and financial planning industry for over 22 years.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 3 contacts → | ||||
Indirect evidence “Creative Wealth Strategies provides financial services to Individuals, companies, and charitable trusts/organization.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2 contacts → | ||||
Indirect evidence “Inspiring Purposeful Living.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 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 20, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: family office advisors. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names family office advisors.
- Partial evidence
- Its own public description names part of family office advisors, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name family office advisors. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 14 of 30 family office advisors based in Minnetonka, United States
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Family office advisors based in Minnetonka, United States at a glance
As of Sep 20, 2026Companies by employee count
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 30 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 family office advisors, 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 “family office advisors”. 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 family office advisors), 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 family office advisors, 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, 70 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 20, 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.
Family office advisors by metro in the United States
- Family office advisors in New York616
- Family office advisors in Atlanta252
- Family office advisors in Dallas252
- Family office advisors in Houston239
- Family office advisors in Chicago233
- Family office advisors in Miami215
- Family office advisors in San Diego196
- Family office advisors in San Francisco177
- Family office advisors in Austin176
- Family office advisors in Boston159
- Family office advisors in Scottsdale158
- Family office advisors in Los Angeles151
- Family office advisors in Charlotte147
- Family office advisors in Denver146
- Family office advisors in Tampa125
- Family office advisors in Newport Beach105
- Family office advisors in Cincinnati102
- Family office advisors in Portland100
- Family office advisors in Seattle96
- Family office advisors in Boca Raton92
- Family office advisors in Irvine92
- Family office advisors in Indianapolis86
- Family office advisors in Overland Park86
- Family office advisors in Phoenix86
- Family office advisors in Minneapolis84
- Family office advisors in Raleigh81
- Family office advisors in Columbus78
- Family office advisors in Bellevue76
- Family office advisors in Birmingham74
- Family office advisors in San Antonio73
- Family office advisors in Omaha71
- Family office advisors in Pittsburgh71
- Family office advisors in Fort Worth70
- Family office advisors in Columbia68
- Family office advisors in Las Vegas66
- Family office advisors in Washington65
- Family office advisors in Grand Rapids63
- Family office advisors in Salt Lake City63
- Family office advisors in Sarasota62
- Family office advisors in Wilmington62
- Family office advisors in Greenville61
- Family office advisors in Nashville61
- Family office advisors in Greenwood Village59
- Family office advisors in Jacksonville59
- Family office advisors in Naples59
- Family office advisors in Richmond59
- Family office advisors in Rochester59
- Family office advisors in Orlando58
- Family office advisors in Coral Gables57
- Family office advisors in Madison57
- Family office advisors in Louisville56
- Family office advisors in Pasadena54
- Family office advisors in Colorado Springs53
- Family office advisors in Fort Lauderdale53
- Family office advisors in Cleveland52
- Family office advisors in Memphis49
- Family office advisors in Springfield49
- Family office advisors in Plano48
- Family office advisors in Troy48
- Family office advisors in Tulsa48
- Family office advisors in Walnut Creek48
- Family office advisors in Lexington46
- Family office advisors in Philadelphia45
- Family office advisors in St Louis42
- Family office advisors in Tucson42
- Family office advisors in Frisco41
- Family office advisors in Alpharetta39
- Family office advisors in Baton Rouge39
- Family office advisors in Charleston39
- Family office advisors in Knoxville39
- Family office advisors in Lake Oswego39
- Family office advisors in Westlake Village39
- Family office advisors in Beverly Hills38
- Family office advisors in Franklin38
- Family office advisors in Melville38
- Family office advisors in Oklahoma City38
- Family office advisors in Mclean37
- Family office advisors in Santa Barbara37
- Family office advisors in Bethesda36
- Family office advisors in Boulder36
- Family office advisors in The Woodlands36
- Family office advisors in Greensboro35
- Family office advisors in San Jose35
- Family office advisors in Virginia Beach35
- Family office advisors in Englewood34
- Family office advisors in Roseville34
- Family office advisors in Fort Collins33
- Family office advisors in Kansas City33
- Family office advisors in Lafayette33
- Family office advisors in St. Louis33
- Family office advisors in Bloomington32
- Family office advisors in Brentwood32
- Family office advisors in Buffalo32
- Family office advisors in Red Bank32
- Family office advisors in West Des Moines32
- Family office advisors in Annapolis31
- Family office advisors in Boise31
- Family office advisors in Chattanooga31
- Family office advisors in Lincoln31
- Family office advisors in Little Rock31
- Family office advisors in Westport31
- Family office advisors in Fort Wayne30
- Family office advisors in Minnetonka30
- Family office advisors in New York City30
- Family office advisors in Plymouth30
- Family office advisors in Sacramento30
- Family office advisors in Wichita30
- Family office advisors in Princeton29
- Family office advisors in Reston29
- Family office advisors in Stamford29
- Family office advisors in Wayne29
- Family office advisors in West Chester29
- Family office advisors in Ann Arbor28
- Family office advisors in Baltimore28
- Family office advisors in Jackson28
- Family office advisors in Northbrook28
- Family office advisors in West Palm Beach28
- Family office advisors in Woodbury28
- Family office advisors in Carmel27
- Family office advisors in Honolulu27
- Family office advisors in Naperville27
- Family office advisors in Pittsford27
- Family office advisors in Rockville27
- Family office advisors in San Ramon27
- Family office advisors in Alexandria26
- Family office advisors in Chesterfield26
- Family office advisors in Littleton26
- Family office advisors in Portsmouth26
- Family office advisors in Tempe26
- Family office advisors in Vienna26
- Family office advisors in Bloomfield Hills25
- Family office advisors in Carlsbad25
- Family office advisors in Edina25
- Family office advisors in La Jolla25
- Family office advisors in Marietta25
- Family office advisors in Providence25
- Family office advisors in Reno25
- Family office advisors in Southfield25
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 family office advisors, 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 family office advisors are there based in Minnetonka, United States?
RevenueBase identified 30 family office advisors 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?
Bluestem Wealth Partners, headquartered in Minnetonka, tops this list with the largest team on record.
Which city has the most family office advisors?
New York leads with 616 headquartered companies, followed by Atlanta (252) and Dallas (252).
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 70 verified decision-maker contacts tracked across these 30 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 20, 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.
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