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.

How to read this list HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review
31Companies
24,525Contacts tracked
7,836Verified emails
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The 19 largest investment advisory platforms based in Minneapolis, United States

Ranked by team size
Top 19 of 31 investment advisory platforms based in Minneapolis, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment advisory platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#CompanyHeadquartersEmployeesContacts
1Minneapolis, MN, United StatesHQ checked Sep 4, 20265,001-10,00024,253

“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, 2026
2
Nepsis, INCIndirect evidence
Minneapolis, MN, United StatesHQ checked Sep 4, 202611-5043

“Experience a holistic approach with a tailored plan that puts your assets to work for you.”

Source: company website · checked Sep 4, 2026
3
Advanced Capital GroupStrong evidence
Minneapolis, MN, United StatesHQ checked Sep 4, 202611-5040

“Advanced Capital Group is a registered investment advisory (RIA) firm based in Minneapolis, MN.”

Source: company website · checked Sep 4, 2026
4
Thrivent Advisor NetworkStrong evidence
Minneapolis, MN, United StatesHQ checked Sep 4, 202651-20025

“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, 2026
5Minneapolis, MN, United StatesHQ checked Sep 4, 202611-5022

“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, 2026
6
SymplanyIndirect evidence
Minneapolis, MN, United StatesHQ checked Sep 4, 202611-509

“At Symplany, we believe plans and portfolios belong together.”

Source: company website · checked Sep 4, 2026
7
Wold Financial, LLCIndirect evidence
Minneapolis, MN, United StatesHQ checked Sep 4, 20261-108

“At Wold Financial, LLC, planning starts with you.”

Source: company website · checked Sep 4, 2026
8
Kowalski FinancialIndirect evidence
Minneapolis, MN, United StatesHQ checked Sep 4, 20261-106

“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, 2026
9Minneapolis, MN, United StatesHQ checked Sep 4, 20261-106

“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, 2026
10
Quivr CRMPartial evidence
Minneapolis, MN, United StatesHQ checked Sep 4, 20261-105

“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, 2026
11
Raymond James RiverdalePartial evidence
Minneapolis, MN, United StatesHQ checked Sep 4, 20261-105

“Raymond James Riverdale Your financial goals, aspirations and investment needs are just that – yours.”

Source: company website · checked Sep 4, 2026
12
Rize Wealth ManagementIndirect evidence
Minneapolis, MN, United StatesHQ checked Sep 4, 20261-105

“Embrace Intentionality The greatest threat to a long-term objective is the temptation to prioritize short term comfort.”

Source: company website · checked Sep 4, 2026
13Minneapolis, MN, United StatesHQ checked Sep 4, 202611-504

“Ulland Investment Advisors (UIA) was founded by James Ulland in 1997.”

Source: company website · checked Sep 4, 2026
14Minneapolis, MN, United StatesHQ checked Sep 4, 20261-103
Source: company website · checked Sep 4, 2026
15
White Pine Capital, LLCIndirect evidence
Minneapolis, MN, United StatesHQ checked Sep 4, 202611-503
Source: company website · checked Sep 4, 2026
16Minneapolis, MN, United StatesHQ checked Sep 4, 20261-103

“Since 1979, Dunnavan & Co.”

Source: company website · checked Sep 4, 2026
17
Alpha Beta ConsulateStrong evidence
Minneapolis, MN, United StatesHQ checked Sep 4, 20261-102

“At Alpha Beta Consulate, we understand the unique challenges and opportunities that fee-only investment advisory stakeholders face.”

Source: company website · checked Sep 4, 2026
18Minneapolis, MN, United StatesHQ checked Sep 4, 20261-102

“On August 1, Lurie Wealth Advisors joined forces with Prosperity.”

Source: company website · checked Sep 4, 2026
19
Saffron Capital, LLCPartial evidence
Minneapolis, MN, United StatesHQ checked Sep 4, 20261-101

“Saffron Capital provides financial planning and investment management services.”

Source: company website · checked Sep 4, 2026

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, 2026
1-10Median size (employees)
New YorkLargest hub · 243 HQs
Contacts with mobile numbers
Sep 4, 2026Data refreshed

Companies by employee count

1-10
18
11-50
10
51-200
1
5,001-10,000
1
10001+
1

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

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.