Company lists · Data refreshed September 2026

Top 17 Nonprofit financial advisors based in Minneapolis, United States

RevenueBase identified 25 nonprofit financial advisors headquartered in Minneapolis, United States as of September 2026 and tracks 142 professional contacts across them, including 56 with verified work emails. New York is the largest hub.

This list covers nonprofit financial advisors 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 20, 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 20, 2026 86% judged on-target in blind review
25Companies
142Contacts tracked
56Verified emails
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The 17 largest nonprofit financial advisors based in Minneapolis, United States

Ranked by team size
Top 17 of 25 nonprofit financial advisors based in Minneapolis, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to nonprofit financial advisors: 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 evidenceMinneapolis, MN, United StatesHQ checked Sep 20, 202611-5022 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 20, 2026
2Strong evidenceMinneapolis, MN, United StatesHQ checked Sep 20, 202611-5018 contacts →

Strong evidence

“At Box Financial Advisors we understand that living an exceptional life is about more than money.”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 20, 20261-107 contacts →

Indirect evidence

“WE’VE BEEN IN YOUR SHOES… LET US HELP YOU STEP AHEAD.”

Source: RevenueBase Database · checked Sep 20, 2026
4Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 20, 20261-106 contacts →

Partial evidence

“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: RevenueBase Database · checked Sep 20, 2026
5Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 20, 20261-106 contacts →

Partial evidence

“Advanced Retirement Resources exists to help individuals identify and work toward their ultimate financial goals through highly personalized financial planning, wealth management…”

Source: RevenueBase Database · checked Sep 20, 2026
6Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 20, 20261-106 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 20, 20261-106 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
8Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 20, 20261-105 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
9Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 20, 20261-103 contacts →

Partial evidence

“Kerrie Blevins Consulting is a philanthropic advisory firm that helps turn client visions and values into reality.”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 20, 20261-103 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
11Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“If you run a human-services, workforce, or youth-serving nonprofit, your relationships have outgrown the system holding them.”

Source: RevenueBase Database · checked Sep 20, 2026
12Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“We provide finance and governance support to nonprofits, primarily in the Twin Cities region.”

Source: RevenueBase Database · checked Sep 20, 2026
13Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“Value Gal Quinn Driscoll is a CFO For-A-Day, serving the owners of growing service businesses who have a business decision that's too big to make alone (or by gut feel).”

Source: RevenueBase Database · checked Sep 20, 2026
14Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“Hansen, Henley Yoder & Lamb, LLC is a Twin Cities based national fund raising consulting firm that specializes in counseling nonprofits seeking to achieve their fundraising goal…”

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 20, 202611-501 contacts →

Indirect evidence

“At Bay Haven Capital, Inc, our mission is to preserve and grow family wealth for future generations while upholding our core values of integrity, stewardship, and responsibility.”

Source: RevenueBase Database · checked Sep 20, 2026
16Partial evidenceMinneapolis, MN, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“Since 1987, North East Asset Management has been providing objective and customized financial advice to a select number of individual and small business pension plan clients.”

Source: RevenueBase Database · checked Sep 20, 2026
17Indirect evidenceMinneapolis, MN, United StatesHQ checked Sep 20, 20261-101 contacts →

Indirect evidence

“Strategic advising, public affairs, non-profit consulting”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 17 of 25 nonprofit financial advisors based in Minneapolis, United States

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Nonprofit financial advisors based in Minneapolis, United States at a glance

As of Sep 20, 2026
39.4%Verified-email coverage
5.7Average contacts per company
1-10Median size (employees)
404.0%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
21
11-50
4

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 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 nonprofit financial advisors, 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 “nonprofit financial advisors”. 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 nonprofit financial advisors), 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 nonprofit financial advisors, 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, 56 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 20, 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.

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 nonprofit financial advisors, 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 nonprofit financial advisors are there based in Minneapolis, United States?

RevenueBase identified 25 nonprofit financial advisors 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?

Access Financial Services, INC, headquartered in Minneapolis, tops this list with the largest team on record.

Which city has the most nonprofit financial advisors?

New York leads with 101 headquartered companies, followed by Chicago (73) and Atlanta (62).

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 56 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 20, 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.