Company lists · Data refreshed September 2026

Top 25 Financial planning outsourcing companies based in Minneapolis, United States

Name: Financial planning outsourcing companies based in Minneapolis, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 49 companies tracked

RevenueBase identified 49 company matches for financial planning outsourcing companies associated with Minneapolis, United States as of September 2026 and tracks 562 professional contacts across them, including 258 with verified work emails. Across the United States, New York is the largest hub for this category (241 companies); Minneapolis has 49.

This list covers company matches for financial planning outsourcing companies 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 28, 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 28, 2026 How this list was built

49Companies

562Contacts tracked

258Verified emails

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The 25 largest financial planning outsourcing companies based in Minneapolis, United States

Ranked by team size

Top 25 of 49 company matches for financial planning outsourcing companies based in Minneapolis, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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	Focus Financial Network, INC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
2	Advanced Capital Group	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 2026	11-50	39 contacts →
	Exact match “Advanced Capital Group is a registered investment advisory (RIA) firm based in Minneapolis, MN.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Massmutual Central U.S	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 2026	201-500	35 contacts →
	Exact match “Preparing for that next step in life isn’t always easy.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	M&e Catalyst Group	Exact match	Minneapolis, United StatesHQ recorded Sep 28, 2026	11-50	25 contacts →
	Exact match “M&E Catalyst Group is a full-service financial planning firm specializing in insurance and investment strategies and tax planning.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5	Access Financial Services, INC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
6	The Advocate Group	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
7	BOX Financial Advisors INC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 2026	11-50	18 contacts →
	Exact match “At Box Financial Advisors we understand that living an exceptional life is about more than money.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8	Alpha & Omega Wealth Strategies	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 2026	1-10	12 contacts →
	Exact match “Alpha & Omega Wealth Strategies' passion is to empower generations to live confidently.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	ISC Financial Advisors	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 2026	1-10	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 28, 2026 · View company records in RevenueBase
10	Mila Wealth Management	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 2026	11-50	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 28, 2026 · View company records in RevenueBase
11	Guardian Wealth Strategies	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 2026	11-50	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 28, 2026 · View company records in RevenueBase
12	Element Squared Private Wealth	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
13	Wold Financial, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 2026	1-10	8 contacts →
	Exact match “At Wold Financial, LLC, planning starts with you.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	Kowalski Financial	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
15	Advanced Retirement Resources, INC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 2026	1-10	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 28, 2026 · View company records in RevenueBase
16	Nicollet Investment Management	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “Founded in 1971, our firm was named after the famous explorer and mathematician, Joseph Nicollet, known for his cartography of rivers in the upper Midwest including the mighty…” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17	Rize Wealth Management	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “Embrace Intentionality The greatest threat to a long-term objective is the temptation to prioritize short term comfort.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Confidere Financial	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 2026	1-10	5 contacts →
	Exact match “Confidere is an independent, comprehensive financial planning firm focusing on educational and personalized financial strategies.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Raymond James Riverdale	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
20	Rohlik Financial Group, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	FOX Tax, An Archer Lewis Firm	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 2026	11-50	4 contacts →
	Exact match “Fox Tax provides tax planning and preparation services to creative individuals and businesses.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Thrivient Financial	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Carson Capital	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 2026	1-10	3 contacts →
	Exact match “Investment management and financial planning for self-starters and entrepreneurs.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24	Whitney Wealth Group	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “WHAT WE DO Heart-centered wealth management to secure your legacy & wealth management plan.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25	Forethought Planning	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “Life is not just about money.” Recorded in the RevenueBase company graph · Sep 28, 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 “financial planning outsourcing companies”. 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 49 financial planning outsourcing companies based in Minneapolis, United States

See the full list, filter by size, metro and specialty, and access 258 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial planning outsourcing companies based in Minneapolis, United States at a glance

As of Sep 28, 2026

45.9%Verified-email coverage

11.5Average contacts per company

1-10Median size (employees)

Sep 28, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 49 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 “financial planning outsourcing companies” 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 258 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 28, 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.

Financial planning outsourcing companies 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 “financial planning outsourcing companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning outsourcing companies are there based in Minneapolis, United States?

RevenueBase identified 49 company matches for financial planning outsourcing companies 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?

Focus Financial Network, INC 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 financial planning outsourcing companies?

New York leads the United States with 241 company records, followed by Houston (176) and Atlanta (161). Minneapolis has 49.

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 258 professional contacts with verified work emails tracked across these 49 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 28, 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.