Company lists · Data refreshed September 2026
Top 25 Family office firms based in Minneapolis, United States
RevenueBase identified 56 company matches for family office firms associated with Minneapolis, United States as of September 2026 and tracks 1,112 professional contacts across them, including 595 with verified work emails. Across the United States, New York is the largest hub for this category (493 companies); Minneapolis has 56.
This list covers company matches for family office 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 20, 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.
The 25 largest family office firms based in Minneapolis, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 375 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 20, 2026 · View company records in RevenueBase | |||||
| 2 | 247 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 20, 2026 · View company records in RevenueBase | |||||
| 3 | 99 contacts → | ||||
Exact match “Many families of substantial wealth struggle with how to nurture and preserve human, intellectual, social, and financial capital over generations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 4 | 96 contacts → | ||||
Exact match “Sawmill is a private multi-family office dedicated to supporting the financial well being of families from generation to generation.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 5 | 25 contacts → | ||||
Exact match “Okabena is an independent multi-family office with decades of experience empowering families and tax-exempt institutions to preserve wealth and build legacies.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 6 | 22 contacts → | ||||
Exact match “Our mission is to bring order, discipline, risk management and wealth enhancement to the lives of our clients through a comprehensive, customized and integrated approach to…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 7 | 21 contacts → | ||||
Exact match “Vector Wealth Management is a comprehensive wealth management firm focused on helping our clients achieve financial understanding, clarity around their investments, confidence in…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 8 | 15 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 9 | 14 contacts → | ||||
Exact match “Strong Tower Wealth Management is a company based out of Minneapolis, Minnesota, United States.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 10 | 14 contacts → | ||||
Exact match “Marquette Wealth Management is a boutique wealth management firm that provides integrated investment and financial planning services to individuals, families and institutions.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 11 | 12 contacts → | ||||
Exact match “ISC Financial Advisors is a wealth management firm created to help a select group of clients achieve financial independence.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 12 | 10 contacts → | ||||
Exact match “Palisade is an employee-owned, independent investment management firm founded in 2002.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 13 | 10 contacts → | ||||
Exact match “Mila Wealth Management serves successful professionals in the Minneapolis area and across the country.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 14 | 9 contacts → | ||||
Exact match “Guardian Wealth Strategies is a Minneapolis-based wealth management firm specializing in Integrated Financial Planning – coordinating a strategic plan that optimizes the way a…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 15 | 8 contacts → | ||||
Exact match “Our approach to wealth management focuses on the most fundamental elements of our client's financial life.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 16 | 8 contacts → | ||||
Exact match “At Wold Financial, LLC, planning starts with you.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 17 | 8 contacts → | ||||
Exact match “Tealwood Asset Management was founded in 1987.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 18 | 7 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 20, 2026 · View company records in RevenueBase | |||||
| 19 | 6 contacts → | ||||
Exact match “Advanced Retirement Resources exists to help individuals identify and work toward their ultimate financial goals through highly personalized financial planning, wealth management…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 20 | 5 contacts → | ||||
Exact match “Raymond James Riverdale Your financial goals, aspirations and investment needs are just that – yours.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 21 | 5 contacts → | ||||
Exact match “Champion Brokerage Group: Private Wealth, Insurance, and Retirement Planning with Objective Guidance Clarity.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 22 | 5 contacts → | ||||
Exact match “Formed in 1993, GS Investments is an independent, SEC-registered wealth manager located in downtown Minneapolis.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 23 | 4 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 24 | 4 contacts → | ||||
Exact match “Our mission is to bring clarity, ease, and empowerment to your financial life so you can focus on living fully and making the impact you feel called to make.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase | |||||
| 25 | 3 contacts → | ||||
Exact match “Lake Harriet Capital, LLC is a Minneapolis, MN based family office founded in 2016 to manage the investment assets for the family of James A.” Recorded in the RevenueBase company graph · Sep 20, 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 “family office 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 25 of 56 family office firms based in Minneapolis, United States
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Family office firms based in Minneapolis, 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 Minneapolis, so it is reported there. Company counts and contact totals on this page are exact for Minneapolis, over 56 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 “family office 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 595 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 20, 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.
Family office firms by metro in the United States
- Family office firms in New York493
- Family office firms in Dallas195
- Family office firms in Chicago188
- Family office firms in Atlanta176
- Family office firms in Houston167
- Family office firms in Miami164
- Family office firms in San Diego145
- Family office firms in San Francisco135
- Family office firms in Boston130
- Family office firms in Austin120
- Family office firms in Los Angeles114
- Family office firms in Scottsdale110
- Family office firms in Denver109
- Family office firms in Charlotte106
- Family office firms in Tampa77
- Family office firms in Newport Beach74
- Family office firms in Irvine72
- Family office firms in Seattle72
- Family office firms in Cincinnati70
- Family office firms in Portland68
- Family office firms in Indianapolis63
- Family office firms in Boca Raton62
- Family office firms in Overland Park58
- Family office firms in Phoenix57
- Family office firms in Pittsburgh56
- Family office firms in Raleigh55
- Family office firms in St. Louis55
- Family office firms in Columbus54
- Family office firms in Birmingham51
- Family office firms in Fort Worth51
- Family office firms in Bellevue50
- Family office firms in Las Vegas48
- Family office firms in San Antonio46
- Family office firms in Madison45
- Family office firms in Naples45
- Family office firms in Salt Lake City45
- Family office firms in Washington45
- Family office firms in Columbia44
- Family office firms in Omaha44
- Family office firms in Richmond44
- Family office firms in Sarasota44
- Family office firms in Wilmington43
- Family office firms in Grand Rapids42
- Family office firms in Memphis42
- Family office firms in Rochester42
- Family office firms in Cleveland41
- Family office firms in Greenville40
- Family office firms in Nashville40
- Family office firms in Orlando40
- Family office firms in Coral Gables39
- Family office firms in Louisville38
- Family office firms in Fort Lauderdale37
- Family office firms in Jacksonville37
- Family office firms in Pasadena37
- Family office firms in Greenwood Village36
- Family office firms in Walnut Creek36
- Family office firms in Charleston35
- Family office firms in Colorado Springs33
- Family office firms in Lexington33
- Family office firms in Santa Barbara33
- Family office firms in Springfield32
- Family office firms in Tulsa32
- Family office firms in Baton Rouge31
- Family office firms in Beverly Hills31
- Family office firms in Plano31
- Family office firms in Philadelphia30
- Family office firms in The Woodlands28
- Family office firms in Westlake Village28
- Family office firms in Frisco27
- Family office firms in Greensboro27
- Family office firms in Lake Oswego27
- Family office firms in Mclean27
- Family office firms in Troy27
- Family office firms in Alpharetta26
- Family office firms in Bethesda26
- Family office firms in Melville26
- Family office firms in Oklahoma City26
- Family office firms in West Des Moines25
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 “family office firms”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many family office firms are there based in Minneapolis, United States?
RevenueBase identified 56 company matches for family office 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?
North Star Resource Group 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 family office firms?
New York leads the United States with 493 company records, followed by Dallas (195) and Chicago (188). Minneapolis has 56.
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 595 professional contacts with verified work emails tracked across these 56 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 20, 2026.
Ready to reach these companies? Verified emails and direct dials for all 56 family office firms based in Minneapolis, United States. Start with a free account, no credit card.
Download this list →Related lists
Family office firms by geography
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- Family office firms based in Porto Alegre, Brazil
- Family office firms based in Rio De Janeiro, Brazil
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- Family office firms based in Calgary, Canada
- Family office firms based in Edmonton, Canada
- Family office firms based in Montreal, Canada
- Family office firms based in Ottawa, Canada
- Family office firms based in Toronto, Canada
- Family office firms based in Vancouver, Canada
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.
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Company intelligence · public preview
Top 25 family office firms based in Minneapolis, United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 56 matching company records for family office firms based in Minneapolis, United States, with 1,112 tracked contacts and 595 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 family office firms based in Minneapolis, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  North Star Resource Groupnorthstarfinancial.comHQ: Minneapolis, MN, United StatesReported employees: 201-500 | Minneapolis, MN, United States | 201-500 | Exact match | 375 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Northrock Partnersnorthrockpartners.comHQ: Minneapolis, MN, United StatesReported employees: 201-500 | Minneapolis, MN, United States | 201-500 | Exact match | 247 contacts → |
“Most people spend years building wealth only to realize they’ve also built a life filled with complexity.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Ascent Private Capital Management Of U.S. Bankascent.usbank.comHQ: Minneapolis, MN, United StatesReported employees: 51-200 | Minneapolis, MN, United States | 51-200 | Exact match | 99 contacts → |
“Many families of substantial wealth struggle with how to nurture and preserve human, intellectual, social, and financial capital over generations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Sawmill Trust Companysawmilltrust.com HQ: Minneapolis, MN, United StatesReported employees: 11-50 | Minneapolis, MN, United States | 11-50 | Exact match | 96 contacts → |
“Sawmill is a private multi-family office dedicated to supporting the financial well being of families from generation to generation.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Okabena Company Okabena Investment Servicesokabena.com HQ: Minneapolis, MN, United StatesReported employees: 11-50 | Minneapolis, MN, United States | 11-50 | Exact match | 25 contacts → |
“Okabena is an independent multi-family office with decades of experience empowering families and tax-exempt institutions to preserve wealth and build legacies.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Access Financial Services, INCaccessafs.comHQ: Minneapolis, MN, United StatesReported employees: 11-50 | Minneapolis, MN, United States | 11-50 | Exact match | 22 contacts → |
“Our mission is to bring order, discipline, risk management and wealth enhancement to the lives of our clients through a comprehensive, customized and integrated approach to…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Vector Wealth Management NOW Bluespring Wealthvectorwealth.comHQ: Minneapolis, MN, United StatesReported employees: 11-50 | Minneapolis, MN, United States | 11-50 | Exact match | 21 contacts → |
“Vector Wealth Management is a comprehensive wealth management firm focused on helping our clients achieve financial understanding, clarity around their investments, confidence in…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Silveroak Wealth Managementsilveroakwealth.com HQ: Minneapolis, MN, United StatesReported employees: 11-50 | Minneapolis, MN, United States | 11-50 | Exact match | 15 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 9 |  Strong Tower Wealthstrongtowerwm.comHQ: Minneapolis, MN, United StatesReported employees: 1-10 | Minneapolis, MN, United States | 1-10 | Exact match | 14 contacts → |
“Strong Tower Wealth Management is a company based out of Minneapolis, Minnesota, United States.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Marquette Wealth Managementmarquettewm.comHQ: Minneapolis, MN, United StatesReported employees: 1-10 | Minneapolis, MN, United States | 1-10 | Exact match | 14 contacts → |
“Marquette Wealth Management is a boutique wealth management firm that provides integrated investment and financial planning services to individuals, families and institutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  ISC Financial Advisorsiscfinancialadvisors.comHQ: Minneapolis, MN, United StatesReported employees: 1-10 | Minneapolis, MN, United States | 1-10 | Exact match | 12 contacts → |
“ISC Financial Advisors is a wealth management firm created to help a select group of clients achieve financial independence.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Palisade Asset Management, LLCpalisadeam.comHQ: Minneapolis, MN, United StatesReported employees: 1-10 | Minneapolis, MN, United States | 1-10 | Exact match | 10 contacts → |
“Palisade is an employee-owned, independent investment management firm founded in 2002.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Mila Wealth Managementmonica-sinha.comHQ: Minneapolis, MN, United StatesReported employees: 11-50 | Minneapolis, MN, United States | 11-50 | Exact match | 10 contacts → |
“Mila Wealth Management serves successful professionals in the Minneapolis area and across the country.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Guardian Wealth Strategiesgwealth.comHQ: Minneapolis, MN, United StatesReported employees: 11-50 | Minneapolis, MN, United States | 11-50 | Exact match | 9 contacts → |
“Guardian Wealth Strategies is a Minneapolis-based wealth management firm specializing in Integrated Financial Planning – coordinating a strategic plan that optimizes the way a…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Element Squared Private Wealthelementsquaredllc.comHQ: Minneapolis, MN, United StatesReported employees: 11-50 | Minneapolis, MN, United States | 11-50 | Exact match | 8 contacts → |
“Our approach to wealth management focuses on the most fundamental elements of our client's financial life.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Wold Financial, LLCwoldfinancial.comHQ: Minneapolis, MN, United StatesReported employees: 1-10 | Minneapolis, MN, United States | 1-10 | Exact match | 8 contacts → |
“At Wold Financial, LLC, planning starts with you.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Tealwood Asset Managementtealwood.comHQ: Minneapolis, MN, United StatesReported employees: 11-50 | Minneapolis, MN, United States | 11-50 | Exact match | 8 contacts → |
“Tealwood Asset Management was founded in 1987.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Mcfee Financial Groupmcfeefinancial.comHQ: Minneapolis, MN, United StatesReported employees: 1-10 | Minneapolis, MN, United States | 1-10 | Exact match | 7 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Advanced Retirement Resources, INCadvancedretirement.comHQ: Minneapolis, MN, United StatesReported employees: 1-10 | Minneapolis, MN, United States | 1-10 | Exact match | 6 contacts → |
“Advanced Retirement Resources exists to help individuals identify and work toward their ultimate financial goals through highly personalized financial planning, wealth management…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Raymond James Riverdaleraymondjames.comHQ: Minneapolis, MN, United StatesReported employees: 1-10 | Minneapolis, MN, United States | 1-10 | Exact match | 5 contacts → |
“Raymond James Riverdale Your financial goals, aspirations and investment needs are just that – yours.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Champion Brokerage Groupchampionbrokeragegrp.com HQ: Minneapolis, United StatesReported employees: 1-10 | Minneapolis, United States | 1-10 | Exact match | 5 contacts → |
“Champion Brokerage Group: Private Wealth, Insurance, and Retirement Planning with Objective Guidance Clarity.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  GS Investmentsgsinvestments.comHQ: Minneapolis, MN, United StatesReported employees: 1-10 | Minneapolis, MN, United States | 1-10 | Exact match | 5 contacts → |
“Formed in 1993, GS Investments is an independent, SEC-registered wealth manager located in downtown Minneapolis.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Rohlik Financial Group, LLCrohlikfinancialgroup.com HQ: Minneapolis, MN, United StatesReported employees: 1-10 | Minneapolis, MN, United States | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 24 |  Meath Wealth Advisorsjourneysw.comHQ: Minneapolis, MN, United StatesReported employees: 1-10 | Minneapolis, MN, United States | 1-10 | Exact match | 4 contacts → |
“Our mission is to bring clarity, ease, and empowerment to your financial life so you can focus on living fully and making the impact you feel called to make.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Lake Harriet Capital, LLClakeharrietcapital.com HQ: Minneapolis, MN, United StatesReported employees: 1-10 | Minneapolis, MN, United States | 1-10 | Exact match | 3 contacts → |
“Lake Harriet Capital, LLC is a Minneapolis, MN based family office founded in 2016 to manage the investment assets for the family of James A.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 56 company matches
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Family office firms: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
56 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 56 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Family office firms by metro in the United States
- Family office firms in New York493
- Family office firms in Dallas195
- Family office firms in Chicago188
- Family office firms in Atlanta176
- Family office firms in Houston167
- Family office firms in Miami164
- Family office firms in San Diego145
- Family office firms in San Francisco135
- Family office firms in Boston130
- Family office firms in Austin120
- Family office firms in Los Angeles114
- Family office firms in Scottsdale110
- Family office firms in Denver109
- Family office firms in Charlotte106
- Family office firms in Tampa77
- Family office firms in Newport Beach74
- Family office firms in Irvine72
- Family office firms in Seattle72
- Family office firms in Cincinnati70
- Family office firms in Portland68
- Family office firms in Indianapolis63
- Family office firms in Boca Raton62
- Family office firms in Overland Park58
- Family office firms in Phoenix57
- Family office firms in Pittsburgh56
- Family office firms in Raleigh55
- Family office firms in St. Louis55
- Family office firms in Columbus54
- Family office firms in Birmingham51
- Family office firms in Fort Worth51
- Family office firms in Bellevue50
- Family office firms in Las Vegas48
- Family office firms in San Antonio46
- Family office firms in Madison45
- Family office firms in Naples45
- Family office firms in Salt Lake City45
- Family office firms in Washington45
- Family office firms in Columbia44
- Family office firms in Omaha44
- Family office firms in Richmond44
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- Family office firms in Wilmington43
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- Family office firms in Cleveland41
- Family office firms in Greenville40
- Family office firms in Nashville40
- Family office firms in Orlando40
- Family office firms in Coral Gables39
- Family office firms in Louisville38
- Family office firms in Fort Lauderdale37
- Family office firms in Jacksonville37
- Family office firms in Pasadena37
- Family office firms in Greenwood Village36
- Family office firms in Walnut Creek36
- Family office firms in Charleston35
- Family office firms in Colorado Springs33
- Family office firms in Lexington33
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- Family office firms in Tulsa32
- Family office firms in Baton Rouge31
- Family office firms in Beverly Hills31
- Family office firms in Plano31
- Family office firms in Philadelphia30
- Family office firms in The Woodlands28
- Family office firms in Westlake Village28
- Family office firms in Frisco27
- Family office firms in Greensboro27
- Family office firms in Lake Oswego27
- Family office firms in Mclean27
- Family office firms in Troy27
- Family office firms in Alpharetta26
- Family office firms in Bethesda26
- Family office firms in Melville26
- Family office firms in Oklahoma City26
- Family office firms in West Des Moines25
Questions about this company list
What does Exact match mean for family office firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many family office firms did RevenueBase find based in Minneapolis, United States?
The saved snapshot records 56 matching company records, 1,112 tracked contacts and 595 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Family office firms by geography
- Family office firms based in Brisbane, Australia
- Family office firms based in Melbourne, Australia
- Family office firms based in Sydney, Australia
- Family office firms based in Porto Alegre, Brazil
- Family office firms based in Rio De Janeiro, Brazil
- Family office firms based in Sao Paulo, Brazil
- Family office firms based in Calgary, Canada
- Family office firms based in Edmonton, Canada
- Family office firms based in Montreal, Canada
- Family office firms based in Ottawa, Canada
- Family office firms based in Toronto, Canada
- Family office firms based in Vancouver, Canada
Cite this list
RevenueBase Data Team. Top 25 family office firms based in Minneapolis, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/family-office-firms/united-states/minneapolis.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family office firms based in Brisbane, Australia
- Family office firms based in Melbourne, Australia
- Family office firms based in Sydney, Australia
- Family office firms based in Porto Alegre, Brazil
- Family office firms based in Rio De Janeiro, Brazil
- Family office firms based in Sao Paulo, Brazil
Company intelligence · public preview
Top 25 family office firms based in Minneapolis, United States
RevenueBase records 56 matching company records for family office firms based in Minneapolis, United States, with 1,112 tracked contacts and 595 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 20, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 family office firms based in Minneapolis, United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | North Star Resource Groupnorthstarfinancial.com HQ: Minneapolis, MN, United StatesReported employees: 201-500 | Minneapolis, MN, United States | 201-500 | Exact match | 375 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Northrock Partnersnorthrockpartners.com HQ: Minneapolis, MN, United StatesReported employees: 201-500 | Minneapolis, MN, United States | 201-500 | Exact match | 247 contacts → |
“Most people spend years building wealth only to realize they’ve also built a life filled with complexity.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Ascent Private Capital Management Of U.S. Bankascent.usbank.com HQ: Minneapolis, MN, United StatesReported employees: 51-200 | Minneapolis, MN, United States | 51-200 | Exact match | 99 contacts → |
“Many families of substantial wealth struggle with how to nurture and preserve human, intellectual, social, and financial capital over generations.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Sawmill Trust Companysawmilltrust.com HQ: Minneapolis, MN, United StatesReported employees: 11-50 | Minneapolis, MN, United States | 11-50 | Exact match | 96 contacts → |
“Sawmill is a private multi-family office dedicated to supporting the financial well being of families from generation to generation.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Okabena Company Okabena Investment Servicesokabena.com HQ: Minneapolis, MN, United StatesReported employees: 11-50 | Minneapolis, MN, United States | 11-50 | Exact match | 25 contacts → |
“Okabena is an independent multi-family office with decades of experience empowering families and tax-exempt institutions to preserve wealth and build legacies.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Access Financial Services, INCaccessafs.com HQ: Minneapolis, MN, United StatesReported employees: 11-50 | Minneapolis, MN, United States | 11-50 | Exact match | 22 contacts → |
“Our mission is to bring order, discipline, risk management and wealth enhancement to the lives of our clients through a comprehensive, customized and integrated approach to…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Vector Wealth Management NOW Bluespring Wealthvectorwealth.com HQ: Minneapolis, MN, United StatesReported employees: 11-50 | Minneapolis, MN, United States | 11-50 | Exact match | 21 contacts → |
“Vector Wealth Management is a comprehensive wealth management firm focused on helping our clients achieve financial understanding, clarity around their investments, confidence in…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Silveroak Wealth Managementsilveroakwealth.com HQ: Minneapolis, MN, United StatesReported employees: 11-50 | Minneapolis, MN, United States | 11-50 | Exact match | 15 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 9 | Strong Tower Wealthstrongtowerwm.com HQ: Minneapolis, MN, United StatesReported employees: 1-10 | Minneapolis, MN, United States | 1-10 | Exact match | 14 contacts → |
“Strong Tower Wealth Management is a company based out of Minneapolis, Minnesota, United States.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Marquette Wealth Managementmarquettewm.com HQ: Minneapolis, MN, United StatesReported employees: 1-10 | Minneapolis, MN, United States | 1-10 | Exact match | 14 contacts → |
“Marquette Wealth Management is a boutique wealth management firm that provides integrated investment and financial planning services to individuals, families and institutions.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | ISC Financial Advisorsiscfinancialadvisors.com HQ: Minneapolis, MN, United StatesReported employees: 1-10 | Minneapolis, MN, United States | 1-10 | Exact match | 12 contacts → |
“ISC Financial Advisors is a wealth management firm created to help a select group of clients achieve financial independence.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Palisade Asset Management, LLCpalisadeam.com HQ: Minneapolis, MN, United StatesReported employees: 1-10 | Minneapolis, MN, United States | 1-10 | Exact match | 10 contacts → |
“Palisade is an employee-owned, independent investment management firm founded in 2002.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Mila Wealth Managementmonica-sinha.com HQ: Minneapolis, MN, United StatesReported employees: 11-50 | Minneapolis, MN, United States | 11-50 | Exact match | 10 contacts → |
“Mila Wealth Management serves successful professionals in the Minneapolis area and across the country.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Guardian Wealth Strategiesgwealth.com HQ: Minneapolis, MN, United StatesReported employees: 11-50 | Minneapolis, MN, United States | 11-50 | Exact match | 9 contacts → |
“Guardian Wealth Strategies is a Minneapolis-based wealth management firm specializing in Integrated Financial Planning – coordinating a strategic plan that optimizes the way a…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Element Squared Private Wealthelementsquaredllc.com HQ: Minneapolis, MN, United StatesReported employees: 11-50 | Minneapolis, MN, United States | 11-50 | Exact match | 8 contacts → |
“Our approach to wealth management focuses on the most fundamental elements of our client's financial life.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Wold Financial, LLCwoldfinancial.com HQ: Minneapolis, MN, United StatesReported employees: 1-10 | Minneapolis, MN, United States | 1-10 | Exact match | 8 contacts → |
“At Wold Financial, LLC, planning starts with you.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Tealwood Asset Managementtealwood.com HQ: Minneapolis, MN, United StatesReported employees: 11-50 | Minneapolis, MN, United States | 11-50 | Exact match | 8 contacts → |
“Tealwood Asset Management was founded in 1987.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Mcfee Financial Groupmcfeefinancial.com HQ: Minneapolis, MN, United StatesReported employees: 1-10 | Minneapolis, MN, United States | 1-10 | Exact match | 7 contacts → |
“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 description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Advanced Retirement Resources, INCadvancedretirement.com HQ: Minneapolis, MN, United StatesReported employees: 1-10 | Minneapolis, MN, United States | 1-10 | Exact match | 6 contacts → |
“Advanced Retirement Resources exists to help individuals identify and work toward their ultimate financial goals through highly personalized financial planning, wealth management…” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Raymond James Riverdaleraymondjames.com HQ: Minneapolis, MN, United StatesReported employees: 1-10 | Minneapolis, MN, United States | 1-10 | Exact match | 5 contacts → |
“Raymond James Riverdale Your financial goals, aspirations and investment needs are just that – yours.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Champion Brokerage Groupchampionbrokeragegrp.com HQ: Minneapolis, United StatesReported employees: 1-10 | Minneapolis, United States | 1-10 | Exact match | 5 contacts → |
“Champion Brokerage Group: Private Wealth, Insurance, and Retirement Planning with Objective Guidance Clarity.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | GS Investmentsgsinvestments.com HQ: Minneapolis, MN, United StatesReported employees: 1-10 | Minneapolis, MN, United States | 1-10 | Exact match | 5 contacts → |
“Formed in 1993, GS Investments is an independent, SEC-registered wealth manager located in downtown Minneapolis.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Rohlik Financial Group, LLCrohlikfinancialgroup.com HQ: Minneapolis, MN, United StatesReported employees: 1-10 | Minneapolis, MN, United States | 1-10 | Exact match | 4 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 24 | Meath Wealth Advisorsjourneysw.com HQ: Minneapolis, MN, United StatesReported employees: 1-10 | Minneapolis, MN, United States | 1-10 | Exact match | 4 contacts → |
“Our mission is to bring clarity, ease, and empowerment to your financial life so you can focus on living fully and making the impact you feel called to make.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Lake Harriet Capital, LLClakeharrietcapital.com HQ: Minneapolis, MN, United StatesReported employees: 1-10 | Minneapolis, MN, United States | 1-10 | Exact match | 3 contacts → |
“Lake Harriet Capital, LLC is a Minneapolis, MN based family office founded in 2016 to manage the investment assets for the family of James A.” Recorded description excerpt · September 20, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 56 company matches
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Family office firms: dataset insights
September 20, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
56 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 56 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 20, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Family office firms by metro in the United States
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- Family office firms in Colorado Springs33
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- Family office firms in Santa Barbara33
- Family office firms in Springfield32
- Family office firms in Tulsa32
- Family office firms in Baton Rouge31
- Family office firms in Beverly Hills31
- Family office firms in Plano31
- Family office firms in Philadelphia30
- Family office firms in The Woodlands28
- Family office firms in Westlake Village28
- Family office firms in Frisco27
- Family office firms in Greensboro27
- Family office firms in Lake Oswego27
- Family office firms in Mclean27
- Family office firms in Troy27
- Family office firms in Alpharetta26
- Family office firms in Bethesda26
- Family office firms in Melville26
- Family office firms in Oklahoma City26
- Family office firms in West Des Moines25
Questions about this company list
What does Exact match mean for family office firms?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many family office firms did RevenueBase find based in Minneapolis, United States?
The saved snapshot records 56 matching company records, 1,112 tracked contacts and 595 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 20, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Family office firms by geography
- Family office firms based in Brisbane, Australia
- Family office firms based in Melbourne, Australia
- Family office firms based in Sydney, Australia
- Family office firms based in Porto Alegre, Brazil
- Family office firms based in Rio De Janeiro, Brazil
- Family office firms based in Sao Paulo, Brazil
- Family office firms based in Calgary, Canada
- Family office firms based in Edmonton, Canada
- Family office firms based in Montreal, Canada
- Family office firms based in Ottawa, Canada
- Family office firms based in Toronto, Canada
- Family office firms based in Vancouver, Canada
Cite this list
RevenueBase Data Team. Top 25 family office firms based in Minneapolis, United States. Snapshot: September 20, 2026. https://revenuebase.ai/companies/family-office-firms/united-states/minneapolis.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Family office firms based in Brisbane, Australia
- Family office firms based in Melbourne, Australia
- Family office firms based in Sydney, Australia
- Family office firms based in Porto Alegre, Brazil
- Family office firms based in Rio De Janeiro, Brazil
- Family office firms based in Sao Paulo, Brazil