Company lists · Data refreshed September 2026

Top 20 Fee-only financial advisors based in Minneapolis, United States

Name: Fee-only financial advisors based in Minneapolis, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 30 companies tracked

RevenueBase identified 30 company matches for fee-only financial advisors associated with Minneapolis, United States as of September 2026 and tracks 24,643 professional contacts across them, including 7,846 with verified work emails. Across the United States, New York is the largest hub for this category (82 companies); Minneapolis has 30.

This list covers company matches for fee-only financial advisors 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 20, 2026 How this list was built

30Companies

24,643Contacts tracked

7,846Verified emails

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The 20 largest fee-only financial advisors based in Minneapolis, United States

Ranked by team size

Top 20 of 30 company matches for fee-only financial advisors based in Minneapolis, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 20, 2026	5,001-10,000	24,283 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 20, 2026 · View company records in RevenueBase
2	Focus Financial Network, INC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 20, 2026	201-500	145 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 20, 2026 · View company records in RevenueBase
3	Access Financial Services, INC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 20, 2026	11-50	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
4	The Advocate Group	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 20, 2026	11-50	20 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 20, 2026 · View company records in RevenueBase
5	Silveroak Wealth Management	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 20, 2026	11-50	15 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Allodium Investment Consultants	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 20, 2026	11-50	11 contacts →
	Exact match “Allodium Investment Consultants is a fee-only investment management consulting firm that provides investment management services to both individual and institutional investors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Schwarz Dygos Wheeler Investment Advisors LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 20, 2026	1-10	9 contacts →
	Exact match “Our firm was founded on the premise that you want to work with an objective, seasoned financial professional whose only loyalty was to you.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Element Squared Private Wealth	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 20, 2026	11-50	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
9	Wold Financial, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 20, 2026	1-10	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
10	Superiorwealth Partners	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Simple financial planning can be a complicated process.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Mcfee Financial Group	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 20, 2026	1-10	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
12	Kowalski Financial	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 20, 2026	1-10	6 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 20, 2026 · View company records in RevenueBase
13	Cordis Financial	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “At Cordis Financial, we embrace the principles of comprehensive Financial Life Planning.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Trailhead Planners, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “As fee-only financial advisors and strategic wealth planners, Trailhead Planners specializes in comprehensive, tax-focused financial guidance for high-achieving women, successful…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
15	Raymond James Riverdale	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 20, 2026	1-10	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
16	Rohlik Financial Group, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 20, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
17	Total Wealth Advisors, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “As a fiduciary, Fee Only Registered Investment Advisor wealth advisory firm, we offer objective advice, not products.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
18	Areté Wealth Strategists	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Arete Wealth Strategists aims to bring strategy, structure, clarity and confidence to your financial affairs.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
19	Rising Financial	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “Make confident decisions to make a real, lasting difference for your family and the world.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
20	Millerbernd Wealth Management, LLC	Exact match	Minneapolis, United StatesHQ recorded Sep 20, 2026	51-200	1 contacts →
	Exact match Recorded description not available. 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 “fee-only financial advisors”. 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 20 of 30 fee-only financial advisors based in Minneapolis, United States

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Fee-only financial advisors based in Minneapolis, United States at a glance

As of Sep 20, 2026

31.8%Verified-email coverage

821.4Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

5,001-10,000

10001+

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 30 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 “fee-only financial advisors” 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 7,846 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.

Fee-only financial advisors 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 “fee-only financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fee-only financial advisors are there based in Minneapolis, United States?

RevenueBase identified 30 company matches for fee-only financial advisors 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 fee-only financial advisors?

New York leads the United States with 82 company records, followed by Houston (78) and Atlanta (70). Minneapolis has 30.

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 7,846 professional contacts with verified work emails tracked across these 30 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.

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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.