Company lists · Data refreshed September 2026

Top 23 Fund management consultants based in Minneapolis, United States

Name: Fund management consultants 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 37 companies tracked

RevenueBase identified 37 company matches for fund management consultants associated with Minneapolis, United States as of September 2026 and tracks 887 professional contacts across them, including 375 with verified work emails. Across the United States, New York is the largest hub for this category (367 companies); Minneapolis has 37.

This list covers company matches for fund management consultants 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

37Companies

887Contacts tracked

375Verified emails

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The 23 largest fund management consultants based in Minneapolis, United States

Ranked by team size

Top 23 of 37 company matches for fund management consultants 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	Chartwell Financial Advisory	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 2026	51-200	128 contacts →
	Exact match “You make decisions every day that impact the lives of many people.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3	Riverbridge Partners	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 2026	11-50	66 contacts →
	Exact match “Providing investment management and advisory services with excellence is our specialty, but we also see a larger purpose.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4	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
5	Vector Wealth Management NOW Bluespring Wealth	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 2026	11-50	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 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	Blue Rose Capital Advisors	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 2026	11-50	17 contacts →
	Exact match “Trusted Independent Financial Advisors to Institutions Blue Rose Capital Advisors is a full-service, independent financial advisory firm serving institutions across the U.S.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9	Allodium Investment Consultants	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 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 28, 2026 · View company records in RevenueBase
10	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
11	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
12	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
13	Logan Park Wealth Management	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 2026	1-10	6 contacts →
	Exact match “We strive to help clients grow and protect their wealth while navigating multifaceted financial issues that they may not have the time or proclivity to address themselves.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14	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
15	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
16	ALL Terrain Financial Advisors	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
17	White Pine Capital, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 2026	11-50	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18	Alpha Beta Consulate	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “At Alpha Beta Consulate, we understand the unique challenges and opportunities that fee-only investment advisory stakeholders face.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19	Lurie Wealth Advisors, NOW Prosperity	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “On August 1, Lurie Wealth Advisors joined forces with Prosperity.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20	1220 Capital Management, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 2026	1-10	2 contacts →
	Exact match “1220 Capital Management, LLC is a private fund adviser headquartered in Minneapolis, Minnesota.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21	Millerbernd Wealth Management, LLC	Exact match	Minneapolis, United StatesHQ recorded Sep 28, 2026	51-200	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22	Prostrollo Wealth Advisors	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “Our practice was born out of the desire to approach personal investing from a “plan first” mentality.” Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23	Zandlo Wealth Advisors	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 28, 2026	1-10	1 contacts →
	Exact match “Since 1987, North East Asset Management has been providing objective and customized financial advice to a select number of individual and small business pension plan clients.” 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 “fund management consultants”. 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 23 of 37 fund management consultants based in Minneapolis, United States

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Fund management consultants based in Minneapolis, United States at a glance

As of Sep 28, 2026

42.3%Verified-email coverage

24.0Average 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 37 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 “fund management consultants” 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 375 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.

Fund management consultants 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 “fund management consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fund management consultants are there based in Minneapolis, United States?

RevenueBase identified 37 company matches for fund management consultants 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 fund management consultants?

New York leads the United States with 367 company records, followed by Chicago (127) and Atlanta (110). Minneapolis has 37.

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 375 professional contacts with verified work emails tracked across these 37 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.