Company lists · Data refreshed September 2026

Top 25 Insurance brokers for wealth planning based in Minneapolis, United States

Name: Insurance brokers for wealth planning based in Minneapolis, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 45 companies tracked

RevenueBase identified 45 insurance brokers for wealth planning headquartered in Minneapolis, United States as of September 2026 and tracks 1,218 professional contacts across them, including 556 with verified work emails. New York is the largest hub.

This list covers insurance brokers for wealth planning headquartered in Minneapolis, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 17, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 17, 2026 86% judged on-target in blind review

45Companies

1,218Contacts tracked

556Verified emails

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The 25 largest insurance brokers for wealth planning based in Minneapolis, United States

Ranked by team size

Top 25 of 45 insurance brokers for wealth planning based in Minneapolis, United States, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to insurance brokers for wealth planning: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	North Star Resource Group	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 17, 2026	201-500	375 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 17, 2026
2	Northrock Partners	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 17, 2026	201-500	247 contacts →
	Partial evidence “Most people spend years building wealth only to realize they’ve also built a life filled with complexity.” Source: RevenueBase Database · checked Sep 17, 2026
3	Capitas Financial	Strong evidence	Minneapolis, MN, United StatesHQ checked Sep 17, 2026	201-500	163 contacts →
	Strong evidence “Capitas Financial is the premier partner for Financial Advisors, providing insurance solutions for investment, tax, retirement, estate, business and financial life planning needs.” Source: RevenueBase Database · checked Sep 17, 2026
4	DBS Diversified Brokerage Services	Strong evidence	Minneapolis, MN, United StatesHQ checked Sep 17, 2026	51-200	55 contacts →
	Strong evidence “Diversified Brokerage Services (DBS) works with agents, brokers and advisors across the country to help them secure life insurance products for their clients who want to protect…” Source: RevenueBase Database · checked Sep 17, 2026
5	ITM	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 17, 2026	51-200	50 contacts →
	Partial evidence “ITM is comprised of a team of independent life insurance experts.” Source: RevenueBase Database · checked Sep 17, 2026
6	CSDZ	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 17, 2026	51-200	48 contacts →
	Indirect evidence “Effective January 1, 2023, Holmes Murphy and CSDZ combined their 193 years of collective construction experience and expertise by aligning over 200 employees dedicated to the…” Source: RevenueBase Database · checked Sep 17, 2026
7	Core Income Advisors	Strong evidence	Minneapolis, MN, United StatesHQ checked Sep 17, 2026	11-50	39 contacts →
	Strong evidence “Core Income Advisors: An IMO, and FMO, an independent insurance brokerage uniquely positioned to Help Advisors Deliver Financial Certainty.” Source: RevenueBase Database · checked Sep 17, 2026
8	Massmutual Central U.S	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 17, 2026	201-500	35 contacts →
	Indirect evidence “Preparing for that next step in life isn’t always easy.” Source: RevenueBase Database · checked Sep 17, 2026
9	Access Financial Services, INC	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 17, 2026	11-50	22 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 17, 2026
10	Backstory Insurance	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 17, 2026	11-50	15 contacts →
	Indirect evidence “At Backstory, expertise meets innovation.” Source: RevenueBase Database · checked Sep 17, 2026
11	Strong Tower Wealth	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 17, 2026	1-10	14 contacts →
	Partial evidence “Strong Tower Wealth Management is a company based out of Minneapolis, Minnesota, United States.” Source: RevenueBase Database · checked Sep 17, 2026
12	Marquette Wealth Management	Strong evidence	Minneapolis, MN, United StatesHQ checked Sep 17, 2026	1-10	14 contacts →
	Strong evidence “Marquette Wealth Management is a boutique wealth management firm that provides integrated investment and financial planning services to individuals, families and institutions.” Source: RevenueBase Database · checked Sep 17, 2026
13	ISC Financial Advisors	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 17, 2026	1-10	12 contacts →
	Partial evidence “ISC Financial Advisors is a wealth management firm created to help a select group of clients achieve financial independence.” Source: RevenueBase Database · checked Sep 17, 2026
14	Mila Wealth Management	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 17, 2026	11-50	10 contacts →
	Partial evidence “Mila Wealth Management serves successful professionals in the Minneapolis area and across the country.” Source: RevenueBase Database · checked Sep 17, 2026
15	Guardian Wealth Strategies	Strong evidence	Minneapolis, MN, United StatesHQ checked Sep 17, 2026	11-50	9 contacts →
	Strong evidence “Guardian Wealth Strategies is a Minneapolis-based wealth management firm specializing in Integrated Financial Planning – coordinating a strategic plan that optimizes the way a…” Source: RevenueBase Database · checked Sep 17, 2026
16	Wold Financial, LLC	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 17, 2026	1-10	8 contacts →
	Partial evidence “At Wold Financial, LLC, planning starts with you.” Source: RevenueBase Database · checked Sep 17, 2026
17	Mcfee Financial Group	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 17, 2026	1-10	7 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 17, 2026
18	Advanced Retirement Resources, INC	Strong evidence	Minneapolis, MN, United StatesHQ checked Sep 17, 2026	1-10	6 contacts →
	Strong evidence “Advanced Retirement Resources exists to help individuals identify and work toward their ultimate financial goals through highly personalized financial planning, wealth management…” Source: RevenueBase Database · checked Sep 17, 2026
19	Champion Brokerage Group	Strong evidence	Minneapolis, United StatesHQ checked Sep 17, 2026	1-10	5 contacts →
	Strong evidence “Champion Brokerage Group: Private Wealth, Insurance, and Retirement Planning with Objective Guidance Clarity.” Source: RevenueBase Database · checked Sep 17, 2026
20	Bluejay Insurance Agency INC	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Partial evidence “Insurance Plans Crafted To Protect You & Your Family Our number one priority is protecting you and your family.” Source: RevenueBase Database · checked Sep 17, 2026
21	Rohlik Financial Group, LLC	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026
22	Meath Wealth Advisors	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 17, 2026	1-10	4 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 17, 2026
23	Re-Solutions, A Risk Strategies Company	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 17, 2026	11-50	3 contacts →
	Indirect evidence “We are reinsurance intermediaries who specialize in the life, accident and health markets.” Source: RevenueBase Database · checked Sep 17, 2026
24	Insurance Brokers Of Minnesota	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Partial evidence “Insurance is confusing, expensive, and nobody likes to talk about it.” Source: RevenueBase Database · checked Sep 17, 2026
25	Contego Capital Group	Indirect evidence	Minneapolis, United StatesHQ checked Sep 17, 2026	1-10	3 contacts →
	Indirect evidence “Contego Capital is a leading boutique asset management firm that provides a wide array of financial services to a substantial and diversified client base that includes…” Source: RevenueBase Database · checked Sep 17, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: insurance brokers for wealth planning. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names insurance brokers for wealth planning.
Partial evidence: Its own public description names part of insurance brokers for wealth planning, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name insurance brokers for wealth planning. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 45 insurance brokers for wealth planning based in Minneapolis, United States

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Insurance brokers for wealth planning based in Minneapolis, United States at a glance

As of Sep 17, 2026

45.6%Verified-email coverage

27.1Average contacts per company

1-10Median size (employees)

546.7%Largest-city concentration · New York

Sep 17, 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 45 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among insurance brokers for wealth planning, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Minneapolis, United States whose own description of what they do matches “insurance brokers for wealth planning”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names insurance brokers for wealth planning), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among insurance brokers for wealth planning, and records with no verified work email. Companies headquartered outside Minneapolis are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 556 across the full list. 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 17, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Insurance brokers for wealth planning by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names insurance brokers for wealth planning, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many insurance brokers for wealth planning are there based in Minneapolis, United States?

RevenueBase identified 45 insurance brokers for wealth planning headquartered in Minneapolis, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

North Star Resource Group, headquartered in Minneapolis, tops this list with the largest team on record.

Which city has the most insurance brokers for wealth planning?

New York leads with 246 headquartered companies, followed by Houston (160) and Dallas (136).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 556 verified decision-maker contacts tracked across these 45 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 17, 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 Smart Search, 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.