Company lists · Data refreshed September 2026

Top 25 Insurance planning advisors based in Minneapolis, United States

Name: Insurance planning 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 17, 2026 44 companies tracked

RevenueBase identified 44 insurance planning advisors headquartered in Minneapolis, United States as of September 2026 and tracks 25,414 professional contacts across them, including 8,097 with verified work emails. New York is the largest hub.

This list covers insurance planning advisors 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

44Companies

25,414Contacts tracked

8,097Verified emails

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The 25 largest insurance planning advisors based in Minneapolis, United States

Ranked by team size

Top 25 of 44 insurance planning advisors 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 planning advisors: 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	Ameriprise Financial Services, LLC	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 17, 2026	5,001-10,000	24,283 contacts →
	Indirect evidence “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Source: RevenueBase Database · checked Sep 17, 2026
2	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
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	Focus Financial Network, INC	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 17, 2026	201-500	145 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 17, 2026
5	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
6	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
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	M&e Catalyst Group	Strong evidence	Minneapolis, United StatesHQ checked Sep 17, 2026	11-50	25 contacts →
	Strong evidence “M&E Catalyst Group is a full-service financial planning firm specializing in insurance and investment strategies and tax planning.” Source: RevenueBase Database · checked Sep 17, 2026
10	Access Financial Services, INC	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 17, 2026	11-50	22 contacts →
	Indirect 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
11	BOX Financial Advisors INC	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 17, 2026	11-50	18 contacts →
	Partial evidence “At Box Financial Advisors we understand that living an exceptional life is about more than money.” Source: RevenueBase Database · checked Sep 17, 2026
12	Alpha & Omega Wealth Strategies	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 17, 2026	1-10	12 contacts →
	Indirect evidence “Alpha & Omega Wealth Strategies' passion is to empower generations to live confidently.” Source: RevenueBase Database · checked Sep 17, 2026
13	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
14	Secura Consultants	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 17, 2026	11-50	7 contacts →
	Partial evidence “Since 1995, Secura Consultants has engaged in one mission, to provide the best products, the most creative solutions and top tier service to the advisors who entrust their clients…” Source: RevenueBase Database · checked Sep 17, 2026
15	Kowalski Financial	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 17, 2026	1-10	6 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 17, 2026
16	Advanced Retirement Resources, INC	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 17, 2026	1-10	6 contacts →
	Partial 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
17	Rize Wealth Management	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 17, 2026	1-10	6 contacts →
	Indirect evidence “Embrace Intentionality The greatest threat to a long-term objective is the temptation to prioritize short term comfort.” Source: RevenueBase Database · checked Sep 17, 2026
18	Raymond James Riverdale	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 17, 2026	1-10	5 contacts →
	Indirect evidence “Raymond James Riverdale Your financial goals, aspirations and investment needs are just that – yours.” Source: RevenueBase Database · checked Sep 17, 2026
19	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
20	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
21	Forethought Planning	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 17, 2026	1-10	2 contacts →
	Indirect evidence “Life is not just about money.” Source: RevenueBase Database · checked Sep 17, 2026
22	Strategic Financial Group	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 17, 2026	1-10	2 contacts →
	Indirect evidence “It can be devastating for your family and business when the unexpected happens.” Source: RevenueBase Database · checked Sep 17, 2026
23	Prostrollo Wealth Advisors	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 17, 2026	1-10	1 contacts →
	Indirect evidence “Our practice was born out of the desire to approach personal investing from a “plan first” mentality.” Source: RevenueBase Database · checked Sep 17, 2026
24	Zandlo Wealth Advisors	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 17, 2026	1-10	1 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 17, 2026
25	Keystone Wealth Advisors, Incorporated	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 17, 2026	1-10	1 contacts →
	Indirect evidence 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 planning advisors. 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 planning advisors.
Partial evidence: Its own public description names part of insurance planning advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name insurance planning advisors. 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 44 insurance planning advisors based in Minneapolis, United States

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Insurance planning advisors based in Minneapolis, United States at a glance

As of Sep 17, 2026

31.9%Verified-email coverage

577.6Average contacts per company

1-10Median size (employees)

438.6%Largest-city concentration · New York

Sep 17, 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 44 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 planning advisors, 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 planning advisors”. 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 planning advisors), 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 planning advisors, 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, 8,097 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 planning advisors 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 planning advisors, 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 planning advisors are there based in Minneapolis, United States?

RevenueBase identified 44 insurance planning advisors 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?

Ameriprise Financial Services, LLC, headquartered in Minneapolis, tops this list with the largest team on record.

Which city has the most insurance planning advisors?

New York leads with 193 headquartered companies, followed by Houston (175) and Atlanta (139).

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 8,097 verified decision-maker contacts tracked across these 44 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.