Company lists · Data refreshed September 2026
Top 19 Investment advisory platforms based in Minneapolis, United States
RevenueBase identified 31 investment advisory platforms headquartered in Minneapolis, United States as of September 2026 and tracks 24,525 professional contacts across them, including 7,836 with verified work emails. New York is the largest hub.
This list covers investment advisory platforms 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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.
The 19 largest investment advisory platforms based in Minneapolis, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 24,253 | ||||
“At Ameriprise Financial, we have been helping people feel more confident about their financial future for over 130 years.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 2 | Nepsis, INCIndirect evidence | 43 | |||
“Experience a holistic approach with a tailored plan that puts your assets to work for you.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 3 | 40 | ||||
“Advanced Capital Group is a registered investment advisory (RIA) firm based in Minneapolis, MN.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 4 | Thrivent Advisor NetworkStrong evidence | 25 | |||
“Thrivent Advisor Network is a purpose-driven Registered Investment Adviser created especially for professionals who seek greater independence, yet still crave a strong sense of…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 5 | Vector Wealth Management NOW Bluespring WealthPartial evidence | 22 | |||
“Vector Wealth Management is a comprehensive wealth management firm focused on helping our clients achieve financial understanding, clarity around their investments, confidence in…” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 6 | SymplanyIndirect evidence | 9 | |||
“At Symplany, we believe plans and portfolios belong together.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 7 | Wold Financial, LLCIndirect evidence | 8 | |||
“At Wold Financial, LLC, planning starts with you.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 8 | Kowalski FinancialIndirect evidence | 6 | |||
“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: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 9 | Logan Park Wealth ManagementIndirect evidence | 6 | |||
“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.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 10 | Quivr CRMPartial evidence | 5 | |||
“Quivr | The Community-Driven CRM for Financial Advisors - Quivr isn’t just another CRM-it’s The CRM built by financial planners, for financial planners.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 11 | Raymond James RiverdalePartial evidence | 5 | |||
“Raymond James Riverdale Your financial goals, aspirations and investment needs are just that – yours.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 12 | Rize Wealth ManagementIndirect evidence | 5 | |||
“Embrace Intentionality The greatest threat to a long-term objective is the temptation to prioritize short term comfort.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 13 | Ulland Investment AdvisorsStrong evidence | 4 | |||
“Ulland Investment Advisors (UIA) was founded by James Ulland in 1997.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 14 | ALL Terrain Financial AdvisorsIndirect evidence | 3 | |||
Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 15 | White Pine Capital, LLCIndirect evidence | 3 | |||
Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 16 | 3 | ||||
“Since 1979, Dunnavan & Co.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 | ||||
“At Alpha Beta Consulate, we understand the unique challenges and opportunities that fee-only investment advisory stakeholders face.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 18 | Lurie Wealth Advisors, NOW ProsperityPartial evidence | 2 | |||
“On August 1, Lurie Wealth Advisors joined forces with Prosperity.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
| 19 | Saffron Capital, LLCPartial evidence | 1 | |||
“Saffron Capital provides financial planning and investment management services.” Source: company website · checked Sep 4, 2026Thanks. The Data Team will review it. | |||||
Showing 19 of 31 investment advisory platforms based in Minneapolis, United States
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Investment advisory platforms based in Minneapolis, United States at a glance
As of Sep 4, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Minneapolis, over 31 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 investment advisory platforms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “investment advisory platforms”. Matching reads each company's description, not its industry code or its name.
- What we exclude
- Companies whose own description does not clearly place them among investment advisory platforms, 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 an evidence 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, 7,836 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 4, 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.
Investment advisory platforms by metro in the United States
- Investment advisory platforms in New York243
- Investment advisory platforms in San Francisco99
- Investment advisory platforms in Chicago90
- Investment advisory platforms in Austin76
- Investment advisory platforms in Houston76
- Investment advisory platforms in Atlanta74
- Investment advisory platforms in Dallas70
- Investment advisory platforms in Miami70
- Investment advisory platforms in San Diego66
- Investment advisory platforms in Denver62
- Investment advisory platforms in Charlotte59
- Investment advisory platforms in Boston57
- Investment advisory platforms in Los Angeles53
- Investment advisory platforms in Scottsdale47
- Investment advisory platforms in Portland37
- Investment advisory platforms in Indianapolis36
- Investment advisory platforms in Seattle35
- Investment advisory platforms in Newport Beach34
- Investment advisory platforms in Tampa34
- Investment advisory platforms in Birmingham32
- Investment advisory platforms in Las Vegas32
- Investment advisory platforms in Minneapolis31
- Investment advisory platforms in Overland Park31
- Investment advisory platforms in Phoenix30
- Investment advisory platforms in Raleigh30
- Investment advisory platforms in Cincinnati27
- Investment advisory platforms in Irvine27
- Investment advisory platforms in Omaha27
- Investment advisory platforms in San Antonio27
- Investment advisory platforms in Columbus26
- Investment advisory platforms in Greenville26
- Investment advisory platforms in Wilmington26
- Investment advisory platforms in Pittsburgh25
Frequently asked
How many investment advisory platforms are there based in Minneapolis, United States?
RevenueBase identified 31 investment advisory platforms 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 investment advisory platforms?
New York leads with 243 headquartered companies, followed by San Francisco (99) and Chicago (90).
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 7,836 verified decision-maker contacts tracked across these 31 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 4, 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.
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