Company lists · Data refreshed October 2026

Top 16 Financial services investment managers based in Minnetonka, United States

Name: Financial services investment managers based in Minnetonka, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 12, 2026 27 companies tracked

RevenueBase identified 27 company matches for financial services investment managers associated with Minnetonka, United States as of October 2026 and tracks 232 professional contacts across them, including 86 with verified work emails. Across the United States, New York is the largest hub for this category (549 companies); Minnetonka has 27.

This list covers company matches for financial services investment managers associated with Minnetonka, 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 October 12, 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 Oct 12, 2026 How this list was built

27Companies

232Contacts tracked

86Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 16 largest financial services investment managers based in Minnetonka, United States

Ranked by team size

Top 16 of 27 company matches for financial services investment managers based in Minnetonka, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 12, 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	Bluestem Wealth Partners	Exact match	Minnetonka, MN, United StatesHQ recorded Oct 12, 2026	11-50	30 contacts →
	Exact match “At BlueStem Wealth Partners, we help successful individuals, families, and business owners align their financial resources with their values, goals, and purpose.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
2	Marks Group Wealth Management	Exact match	Minnetonka, MN, United StatesHQ recorded Oct 12, 2026	11-50	19 contacts →
	Exact match “As a Registered Investment Advisory firm, we have a fiduciary responsibility.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
3	DSB Rock Island Wealth Management	Exact match	Minnetonka, MN, United StatesHQ recorded Oct 12, 2026	11-50	15 contacts →
	Exact match “Financial planning is an intensely personal service.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
4	Crossroads Financial Group	Exact match	Minnetonka, MN, United StatesHQ recorded Oct 12, 2026	11-50	10 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
5	Summit Financial Advisors	Exact match	Minnetonka, MN, United StatesHQ recorded Oct 12, 2026	1-10	10 contacts →
	Exact match “Summit Financial Advisors is an independent wealth management firm with professionals that offer advice in comprehensive financial planning and investment management.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
6	ST Capital	Exact match	Minnetonka, MN, United StatesHQ recorded Oct 12, 2026	1-10	8 contacts →
	Exact match “Founded in 1992, we are a privately held money management firm in Minnetonka, Minnesota, specializing in institutional and family asset management.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
7	Tamar Fink, INC	Exact match	Minnetonka, MN, United StatesHQ recorded Oct 12, 2026	1-10	7 contacts →
	Exact match “Tamar Fink balances the feel of a boutique, family firm with the far-reaching business experience of a larger firm.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
8	Endeavr Financial Planning & Wealth Management	Exact match	Minnetonka, MN, United StatesHQ recorded Oct 12, 2026	1-10	6 contacts →
	Exact match “Empowered by independence and guided by conviction, Endeavr delivers premium investment management and customized financial planning designed to help clients achieve lasting…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
9	E-Wealth Partners	Exact match	Minnetonka, MN, United StatesHQ recorded Oct 12, 2026	1-10	6 contacts →
	Exact match “Wealth management, done masterfully.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
10	Mill City Financial Partners	Exact match	Minnetonka, MN, United StatesHQ recorded Oct 12, 2026	1-10	5 contacts →
	Exact match “We are experienced investment managers based in the Twin Cities who design comprehensive, tax-efficient wealth management plans.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
11	Frontenac Partners, LLC	Exact match	Minnetonka, MN, United StatesHQ recorded Oct 12, 2026	1-10	4 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
12	Twele Capital Management	Exact match	Minnetonka, MN, United StatesHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “Twele Capital Management is an SEC registered investment adviser located in Minnetonka, Minnesota.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
13	Barking Sands Capital	Exact match	Minnetonka, MN, United StatesHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “We have been in the investment management and financial planning industry for over 22 years.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
14	Adams-Hansen & Associates	Exact match	Minnetonka, MN, United StatesHQ recorded Oct 12, 2026	1-10	3 contacts →
	Exact match “Creative Wealth Strategies provides financial services to Individuals, companies, and charitable trusts/organization.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
15	First Minnetonka Investment Center	Exact match	Minnetonka, MN, United StatesHQ recorded Oct 12, 2026	1-10	2 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Oct 12, 2026 · View company records in RevenueBase
16	White Turf Financial	Exact match	Minnetonka, MN, United StatesHQ recorded Oct 12, 2026	1-10	1 contacts →
	Exact match “White Turf Financial puts your interests first.” Recorded in the RevenueBase company graph · Oct 12, 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 services investment managers”. 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 16 of 27 financial services investment managers based in Minnetonka, United States

See the full list, filter by size, metro and specialty, and access 86 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Financial services investment managers based in Minnetonka, United States at a glance

As of Oct 12, 2026

37.1%Verified-email coverage

8.6Average contacts per company

1-10Median size (employees)

Oct 12, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 27 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 Minnetonka, United States whose business descriptions match “financial services investment managers” 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 86 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 October 12, 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 services investment managers 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 services investment managers”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services investment managers are there based in Minnetonka, United States?

RevenueBase identified 27 company matches for financial services investment managers associated with Minnetonka, United States as of October 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?

Bluestem Wealth Partners 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 services investment managers?

New York leads the United States with 549 company records, followed by Atlanta (220) and Houston (209). Minnetonka has 27.

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 86 professional contacts with verified work emails tracked across these 27 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 October 12, 2026.

Ready to reach these companies? Verified emails and direct dials for all 27 financial services investment managers based in Minnetonka, United States. Start with a free account, no credit card.

Download this list →

Related lists

Financial services investment managers by geography

Browse the directory

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.