Company lists · Data refreshed September 2026

Top 25 Investment management consulting firms based in Minneapolis, United States

Name: Investment management 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 21, 2026 58 companies tracked

RevenueBase identified 58 company matches for investment management consulting firms associated with Minneapolis, United States as of September 2026 and tracks 25,453 professional contacts across them, including 8,349 with verified work emails. Across the United States, New York is the largest hub for this category (709 companies); Minneapolis has 58.

This list covers company matches for investment management consulting firms 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 21, 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 21, 2026 How this list was built

58Companies

25,453Contacts tracked

8,349Verified emails

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

Ranked by team size

Top 25 of 58 company matches for investment management consulting firms based in Minneapolis, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 21, 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 21, 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 21, 2026 · View company records in RevenueBase
2	North Star Resource Group	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
3	Focus Financial Network, INC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
4	Chartwell Financial Advisory	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 21, 2026	51-200	128 contacts →
	Exact match “You make decisions every day that impact the lives of many people.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
5	Blue OPS	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 21, 2026	51-200	81 contacts →
	Exact match “Outside Operating Partners, Due Diligence Support and CPM Software Implementation with proven success in making our clients make more money faster.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
6	Riverbridge Partners	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 21, 2026	11-50	66 contacts →
	Exact match “Providing investment management and advisory services with excellence is our specialty, but we also see a larger purpose.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
7	Elevation Point	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 21, 2026	51-200	52 contacts →
	Exact match “Elevation Point is the growth partner for elite RIAs seeking the freedom of ownership with the strength of an institutional partner.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
8	Advanced Capital Group	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 21, 2026	11-50	39 contacts →
	Exact match “Advanced Capital Group is a registered investment advisory (RIA) firm based in Minneapolis, MN.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
9	Access Financial Services, INC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
10	Vector Wealth Management NOW Bluespring Wealth	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 21, 2026	11-50	21 contacts →
	Exact match “Vector Wealth Management is a comprehensive wealth management firm focused on helping our clients achieve financial understanding, clarity around their investments, confidence in…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
11	The Advocate Group	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 21, 2026	11-50	20 contacts →
	Exact match “The Advocate Group specializes in navigating the unique financial opportunities and challenges facing executives and their families from some of Minnesota’s largest companies…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
12	BOX Financial Advisors INC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
13	Compound	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 21, 2026	51-200	18 contacts →
	Exact match “Compound helps financial advisors grow in a category where most firms look and sound interchangeable.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
14	Blue Rose Capital Advisors	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 21, 2026	11-50	17 contacts →
	Exact match “Trusted Independent Financial Advisors to Institutions Blue Rose Capital Advisors is a full-service, independent financial advisory firm serving institutions across the U.S.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
15	Marquette Wealth Management	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 21, 2026	1-10	14 contacts →
	Exact match “Marquette Wealth Management is a boutique wealth management firm that provides integrated investment and financial planning services to individuals, families and institutions.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
16	Allodium Investment Consultants	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 21, 2026	11-50	11 contacts →
	Exact match “Allodium Investment Consultants is a fee-only investment management consulting firm that provides investment management services to both individual and institutional investors.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
17	KWP Growth Partners	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 21, 2026	11-50	10 contacts →
	Exact match “KWP Growth Partners possesses a comprehensive understanding of the Retirement, Wealth Management, Asset Management and Intermediary Distribution sectors' challenges and…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
18	Wold Financial, LLC	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 21, 2026	1-10	8 contacts →
	Exact match “At Wold Financial, LLC, planning starts with you.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
19	Kowalski Financial	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
20	Nicollet Investment Management	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 21, 2026	1-10	6 contacts →
	Exact match “Founded in 1971, our firm was named after the famous explorer and mathematician, Joseph Nicollet, known for his cartography of rivers in the upper Midwest including the mighty…” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
21	Cordis Financial	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 21, 2026	1-10	6 contacts →
	Exact match “At Cordis Financial, we embrace the principles of comprehensive Financial Life Planning.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
22	Logan Park Wealth Management	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 21, 2026	1-10	6 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 21, 2026 · View company records in RevenueBase
23	Rize Wealth Management	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
24	Raymond James Riverdale	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 21, 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 21, 2026 · View company records in RevenueBase
25	Ulland Investment Advisors	Exact match	Minneapolis, MN, United StatesHQ recorded Sep 21, 2026	11-50	4 contacts →
	Exact match “Ulland Investment Advisors (UIA) was founded by James Ulland in 1997.” Recorded in the RevenueBase company graph · Sep 21, 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 “investment management consulting firms”. 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 58 investment management consulting firms based in Minneapolis, United States

See the full list, filter by size, metro and specialty, and access 8,349 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 21, 2026

32.8%Verified-email coverage

438.8Average contacts per company

1-10Median size (employees)

Sep 21, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

5,001-10,000

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 58 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 “investment management consulting firms” 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 8,349 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 21, 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.

Investment management consulting firms 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 “investment management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many investment management consulting firms are there based in Minneapolis, United States?

RevenueBase identified 58 company matches for investment management consulting firms 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 investment management consulting firms?

New York leads the United States with 709 company records, followed by Chicago (216) and Atlanta (190). Minneapolis has 58.

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 8,349 professional contacts with verified work emails tracked across these 58 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 21, 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.