Company lists · Data refreshed September 2026

Top 18 Investment firms based in Bloomington, United States

RevenueBase identified 25 investment firms headquartered in Bloomington, United States as of September 2026 and tracks 154 professional contacts across them, including 79 with verified work emails. New York is the largest hub.

This list covers investment firms headquartered in Bloomington, 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 14, 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 14, 2026 86% judged on-target in blind review
25Companies
154Contacts tracked
79Verified emails
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The 18 largest investment firms based in Bloomington, United States

Ranked by team size
Top 18 of 25 investment firms based in Bloomington, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to investment 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceBloomington, IN, United StatesHQ checked Sep 14, 202611-5017 contacts →

Indirect evidence

“Our clients are our most important asset, and are treated like family.”

Source: RevenueBase Database · checked Sep 14, 2026
2Indirect evidenceBloomington, MN, United StatesHQ checked Sep 14, 202611-5015 contacts →

Indirect evidence

“In 1984, Ted Smith co-founded IEM as he saw a need to help individuals, multi-generational families, & closely-held businesses reach their financial goals by providing…”

Source: RevenueBase Database · checked Sep 14, 2026
3Indirect evidenceBloomington, MN, United StatesHQ checked Sep 14, 202611-5015 contacts →

Indirect evidence

“We at Stevens Foster Financial Advisors recognize that quality of life is comprised of many factors, financial resources being just one of them.”

Source: RevenueBase Database · checked Sep 14, 2026
4Indirect evidenceBloomington, IN, United StatesHQ checked Sep 14, 202611-5014 contacts →

Indirect evidence

“For over two decades Innovative Financial Solutions, Inc.”

Source: RevenueBase Database · checked Sep 14, 2026
5Indirect evidenceBloomington, MN, United StatesHQ checked Sep 14, 20261-1010 contacts →

Indirect evidence

“Webb Financial Group provides comprehensive wealth management services to individuals and businesses.”

Source: RevenueBase Database · checked Sep 14, 2026
6Indirect evidenceBloomington, MN, United StatesHQ checked Sep 14, 202611-5010 contacts →

Indirect evidence

“Cedar Cove represents the shelter, peace, and calmness found within a cove and the symbolism of strength, growth, and longevity found in a cedar tree.”

Source: RevenueBase Database · checked Sep 14, 2026
7Indirect evidenceBloomington, IL, United StatesHQ checked Sep 14, 20261-107 contacts →

Indirect evidence

“Three Sixty Wealth Management is a comprehensive financial planning and wealth management firm located in Bloomington, Illinois, serving the greater Chicagoland area.”

Source: RevenueBase Database · checked Sep 14, 2026
8Strong evidenceBloomington, IN, United StatesHQ checked Sep 14, 20261-107 contacts →

Strong evidence

“We are a group of independent financial advisors bringing you thoughtful, personalized investment advice and guidance.”

Source: RevenueBase Database · checked Sep 14, 2026
9Indirect evidenceBloomington, MN, United StatesHQ checked Sep 14, 20261-106 contacts →

Indirect evidence

“Our goal is to be your trusted advisors throughout many different situations.”

Source: RevenueBase Database · checked Sep 14, 2026
10Indirect evidenceBloomington, MN, United StatesHQ checked Sep 14, 20261-105 contacts →

Indirect evidence

“Haukedahl Financial Services is a Financial Services firm based out of Bloomington, MN.”

Source: RevenueBase Database · checked Sep 14, 2026
11Indirect evidenceBloomington, MN, United StatesHQ checked Sep 14, 20261-104 contacts →

Indirect evidence

“We work with families, professionals, business owners, private foundations, endowments and corporate retirement plans.”

Source: RevenueBase Database · checked Sep 14, 2026
12Indirect evidenceBloomington, IL, United StatesHQ checked Sep 14, 20261-104 contacts →

Indirect evidence

“Blooming Tree Wealth Management (BTWM), based in Bloomington-Normal, Illinois helps individuals and families create reliable streams of income that can grow over time and help…”

Source: RevenueBase Database · checked Sep 14, 2026
13Indirect evidenceBloomington, IL, United StatesHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

“Our mission is to create and maintain wealth for our clients through long term effective asset management.”

Source: RevenueBase Database · checked Sep 14, 2026
14Indirect evidenceBloomington, IL, United StatesHQ checked Sep 14, 20261-103 contacts →

Indirect evidence

“It’s time to take a New Perspective when looking at your financial future!”

Source: RevenueBase Database · checked Sep 14, 2026
15Indirect evidenceBloomington, MN, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026
16Strong evidenceBloomington, MN, United StatesHQ checked Sep 14, 20261-102 contacts →

Strong evidence

“Trademark Financial Management is an investment management and consulting firm located in Edina, Minnesota.”

Source: RevenueBase Database · checked Sep 14, 2026
17Indirect evidenceBloomington, MN, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 14, 2026
18Indirect evidenceBloomington, MN, United StatesHQ checked Sep 14, 20261-102 contacts →

Indirect evidence

“OUR MISSION IS TO EARN YOUR TRUST THROUGH OPEN AND CLEAR COMMUNICATION, OBJECTIVE ADVICE, HARD WORK AND A GENUINE CONCERN FOR YOUR OVERALL FINANCIAL WELL-BEING.”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 18 of 25 investment firms based in Bloomington, United States

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Investment firms based in Bloomington, United States at a glance

As of Sep 14, 2026
51.3%Verified-email coverage
6.2Average contacts per company
1-10Median size (employees)
3984.0%Largest-city concentration · New York
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
18
11-50
7

Email recency for this list is measured across the whole United States list rather than for Bloomington, so it is reported there. Company counts and contact totals on this page are exact for Bloomington, over 25 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 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 Bloomington, United States whose own description of what they do matches “investment 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 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 firms, and records with no verified work email. Companies headquartered outside Bloomington 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, 79 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 14, 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 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 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 firms are there based in Bloomington, United States?

RevenueBase identified 25 investment firms headquartered in Bloomington, 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?

Comprehensive Financial Consultants, headquartered in Bloomington, tops this list with the largest team on record.

Which city has the most investment firms?

New York leads with 996 headquartered companies, followed by Chicago (285) and Dallas (281).

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 79 verified decision-maker contacts tracked across these 25 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 14, 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.