Company lists · Data refreshed September 2026

Top 25 Investment consulting firms based in Minneapolis, United States

Name: Investment consulting firms based in Minneapolis, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 26, 2026 123 companies tracked

RevenueBase identified 123 investment consulting firms headquartered in Minneapolis, United States as of September 2026 and tracks 26,676 professional contacts across them, including 8,818 with verified work emails. Across the United States, New York is the largest hub for this category (1,047 companies); Minneapolis has 123.

This list covers investment consulting firms 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 26, 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 26, 2026 86% judged on-target in blind review

123Companies

26,676Contacts tracked

8,818Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 25 largest investment consulting firms based in Minneapolis, United States

Ranked by team size

Top 25 of 123 investment consulting firms based in Minneapolis, United States, ranked by team size, largest first. Data refreshed Sep 26, 2026. RevenueBase Smart Search rates how each company's information relates to investment consulting firms: 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 26, 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 26, 2026
2	North Star Resource Group	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 26, 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 26, 2026
3	Northrock Partners	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 26, 2026	201-500	247 contacts →
	Indirect evidence “Most people spend years building wealth only to realize they’ve also built a life filled with complexity.” Source: RevenueBase Database · checked Sep 26, 2026
4	Focus Financial Network, INC	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 26, 2026	201-500	145 contacts →
	Indirect 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 26, 2026
5	Chartwell Financial Advisory	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 26, 2026	51-200	128 contacts →
	Indirect evidence “You make decisions every day that impact the lives of many people.” Source: RevenueBase Database · checked Sep 26, 2026
6	Northland Securities, INC	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 26, 2026	51-200	124 contacts →
	Indirect evidence “Northland Securities, Inc.(NSI) is a full-service brokerage firm with complementary business units, a leading underwriter of tax-exempt bonds in the Midwest*, and recognized for…” Source: RevenueBase Database · checked Sep 26, 2026
7	Craig-Hallum	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 26, 2026	51-200	110 contacts →
	Indirect evidence “As an employee-owned firm, every team member is personally invested in our clients’ success.” Source: RevenueBase Database · checked Sep 26, 2026
8	Ascent Private Capital Management Of U.S. Bank	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 26, 2026	51-200	99 contacts →
	Indirect evidence “Many families of substantial wealth struggle with how to nurture and preserve human, intellectual, social, and financial capital over generations.” Source: RevenueBase Database · checked Sep 26, 2026
9	Riverbridge Partners	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 26, 2026	11-50	66 contacts →
	Partial evidence “Providing investment management and advisory services with excellence is our specialty, but we also see a larger purpose.” Source: RevenueBase Database · checked Sep 26, 2026
10	Advanced Capital Group	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 26, 2026	11-50	39 contacts →
	Partial evidence “Advanced Capital Group is a registered investment advisory (RIA) firm based in Minneapolis, MN.” Source: RevenueBase Database · checked Sep 26, 2026
11	M&e Catalyst Group	Partial evidence	Minneapolis, United StatesHQ checked Sep 26, 2026	11-50	25 contacts →
	Partial 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 26, 2026
12	ALL Star Financial, LLC	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 26, 2026	11-50	25 contacts →
	Indirect evidence “Build Wealth.” Source: RevenueBase Database · checked Sep 26, 2026
13	Access Financial Services, INC	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 26, 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 26, 2026
14	Vector Wealth Management NOW Bluespring Wealth	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 26, 2026	11-50	21 contacts →
	Partial evidence “Vector Wealth Management is a comprehensive wealth management firm focused on helping our clients achieve financial understanding, clarity around their investments, confidence in…” Source: RevenueBase Database · checked Sep 26, 2026
15	The Advocate Group	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 26, 2026	11-50	20 contacts →
	Indirect evidence “The Advocate Group specializes in navigating the unique financial opportunities and challenges facing executives and their families from some of Minnesota’s largest companies…” Source: RevenueBase Database · checked Sep 26, 2026
16	Mount Yale Capital Group	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 26, 2026	11-50	19 contacts →
	Partial evidence “Mount Yale Capital Group, LLC is a leading portfolio design, asset management, and investment product development firm.” Source: RevenueBase Database · checked Sep 26, 2026
17	BOX Financial Advisors INC	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 26, 2026	11-50	18 contacts →
	Indirect evidence “At Box Financial Advisors we understand that living an exceptional life is about more than money.” Source: RevenueBase Database · checked Sep 26, 2026
18	Compound	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 26, 2026	51-200	18 contacts →
	Indirect evidence “Compound helps financial advisors grow in a category where most firms look and sound interchangeable.” Source: RevenueBase Database · checked Sep 26, 2026
19	Blue Rose Capital Advisors	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 26, 2026	11-50	17 contacts →
	Indirect evidence “Trusted Independent Financial Advisors to Institutions Blue Rose Capital Advisors is a full-service, independent financial advisory firm serving institutions across the U.S.” Source: RevenueBase Database · checked Sep 26, 2026
20	Silveroak Wealth Management	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 26, 2026	11-50	15 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 26, 2026
21	Marquette Wealth Management	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 26, 2026	1-10	14 contacts →
	Partial 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 26, 2026
22	Alpha & Omega Wealth Strategies	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 26, 2026	1-10	12 contacts →
	Indirect evidence “Alpha & Omega Wealth Strategies' passion is to empower generations to live confidently.” Source: RevenueBase Database · checked Sep 26, 2026
23	ISC Financial Advisors	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 26, 2026	1-10	12 contacts →
	Indirect 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 26, 2026
24	Allodium Investment Consultants	Strong evidence	Minneapolis, MN, United StatesHQ checked Sep 26, 2026	11-50	11 contacts →
	Strong evidence “Allodium Investment Consultants is a fee-only investment management consulting firm that provides investment management services to both individual and institutional investors.” Source: RevenueBase Database · checked Sep 26, 2026
25	Paralign Capital Partners	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 26, 2026	11-50	11 contacts →
	Indirect evidence “Paralign Capital Partners is a merchant bank focused on serving the needs of successful business owners as they embark on ownership transition planning, liquidity transactions…” Source: RevenueBase Database · checked Sep 26, 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: investment consulting firms. 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 investment consulting firms.
Partial evidence: Its own public description names part of investment consulting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name investment consulting firms. 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 123 investment consulting firms based in Minneapolis, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 8,818 reachable decision-makers.

Free signup · no credit card

View the full list →

Investment consulting firms based in Minneapolis, United States at a glance

As of Sep 26, 2026

33.1%Verified-email coverage

216.9Average contacts per company

1-10Median size (employees)

Sep 26, 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 123 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 consulting firms, 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 “investment consulting firms”. 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 investment consulting firms), 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 investment consulting firms, 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, 8,818 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 26, 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 consulting firms 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 investment consulting firms, 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 investment consulting firms are there based in Minneapolis, United States?

RevenueBase identified 123 investment consulting firms 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 in the United States has the most investment consulting firms?

New York leads the United States with 1,047 headquartered companies, followed by Atlanta (348) and Chicago (342). Minneapolis has 123.

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 8,818 verified decision-maker contacts tracked across these 123 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 26, 2026.

Ready to reach these companies? Verified emails and direct dials for all 123 investment consulting firms based in Minneapolis, United States. Start with a free account, no credit card.

Download this list →

Related lists

Investment consulting firms by geography

Browse the directory

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.