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 company matches for insurance planning advisors associated with Minneapolis, United States as of September 2026 and tracks 25,414 professional contacts across them, including 8,097 with verified work emails. Across the United States, New York is the largest hub for this category (193 companies); Minneapolis has 44.

This list covers company matches for insurance planning advisors 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 17, 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 17, 2026 How this list was built

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 company matches for insurance planning advisors based in Minneapolis, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 17, 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	Ameriprise Financial Services, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 17, 2026	5,001-10,000	24,283 contacts →
	Exact match “At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	North Star Resource Group	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 17, 2026	201-500	375 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Capitas Financial	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 17, 2026	201-500	163 contacts →
	Exact match “Capitas Financial is the premier partner for Financial Advisors, providing insurance solutions for investment, tax, retirement, estate, business and financial life planning needs.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Focus Financial Network, INC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
5	DBS Diversified Brokerage Services	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 17, 2026	51-200	55 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	ITM	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 17, 2026	51-200	50 contacts →
	Exact match “ITM is comprised of a team of independent life insurance experts.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Core Income Advisors	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 17, 2026	11-50	39 contacts →
	Exact match “Core Income Advisors: An IMO, and FMO, an independent insurance brokerage uniquely positioned to Help Advisors Deliver Financial Certainty.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Massmutual Central U.S	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
9	M&e Catalyst Group	Exact match	Minneapolis, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
10	Access Financial Services, INC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
11	BOX Financial Advisors INC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
12	Alpha & Omega Wealth Strategies	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
13	Wold Financial, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 17, 2026	1-10	8 contacts →
	Exact match “At Wold Financial, LLC, planning starts with you.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Secura Consultants	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 17, 2026	11-50	7 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Kowalski Financial	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
16	Advanced Retirement Resources, INC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
17	Rize Wealth Management	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
18	Raymond James Riverdale	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
19	Bluejay Insurance Agency INC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “Insurance Plans Crafted To Protect You & Your Family Our number one priority is protecting you and your family.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Rohlik Financial Group, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Forethought Planning	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Life is not just about money.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Strategic Financial Group	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “It can be devastating for your family and business when the unexpected happens.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	Prostrollo Wealth Advisors	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
24	Zandlo Wealth Advisors	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
25	Keystone Wealth Advisors, Incorporated	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 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 “insurance planning advisors”. 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 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)

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

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 “insurance planning advisors” 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 8,097 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 17, 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.

Insurance planning advisors 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 “insurance planning advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many insurance planning advisors are there based in Minneapolis, United States?

RevenueBase identified 44 company matches for insurance planning advisors 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?

Ameriprise Financial Services, LLC 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 insurance planning advisors?

New York leads the United States with 193 company records, followed by Houston (175) and Atlanta (139). Minneapolis has 44.

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 8,097 professional contacts with verified work emails tracked across these 44 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 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 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.