Company lists · Data refreshed September 2026

Top 25 Personal financial accounting firms based in Minneapolis, United States

Name: Personal financial accounting 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 29, 2026 54 companies tracked

RevenueBase identified 54 personal financial accounting firms headquartered in Minneapolis, United States as of September 2026 and tracks 25,288 professional contacts across them, including 8,226 with verified work emails. Across the United States, New York is the largest hub for this category (443 companies); Minneapolis has 54.

This list covers personal financial accounting 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 29, 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 29, 2026 86% judged on-target in blind review

54Companies

25,288Contacts tracked

8,226Verified emails

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The 25 largest personal financial accounting firms based in Minneapolis, United States

Ranked by team size

Top 25 of 54 personal financial accounting firms based in Minneapolis, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to personal financial accounting 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	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 2026	5,001-10,000	24,283 contacts →
	Partial 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 29, 2026
2	Northrock Partners	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 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 29, 2026
3	Focus Financial Network, INC	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 2026	201-500	145 contacts →
	Partial 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 29, 2026
4	Boyum Barenscheer	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 2026	51-200	137 contacts →
	Indirect evidence “Reliable service is the foundation of any CPA firm.” Source: RevenueBase Database · checked Sep 29, 2026
5	SDK Cpas Schechter Dokken Kanter	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 2026	51-200	78 contacts →
	Indirect evidence “At SDK, our primary focus is helping clients become more profitable.” Source: RevenueBase Database · checked Sep 29, 2026
6	Prudent Accountants	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 2026	11-50	38 contacts →
	Indirect evidence “Prudent Accountants is a smart organization, conceived and designed to add value to your business.” Source: RevenueBase Database · checked Sep 29, 2026
7	CSI Accounting & Payroll	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 2026	11-50	30 contacts →
	Partial evidence “CSI Accounting and Payroll is an award winning small business accounting firm focused on coaching, advising and consulting small businesses to grow.” Source: RevenueBase Database · checked Sep 29, 2026
8	Tdhcd, INC	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 2026	11-50	27 contacts →
	Indirect evidence “Thoresen Diaby Helle Condon and Dodge, Inc.” Source: RevenueBase Database · checked Sep 29, 2026
9	M&e Catalyst Group	Partial evidence	Minneapolis, United StatesHQ checked Sep 29, 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 29, 2026
10	Access Financial Services, INC	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 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 29, 2026
11	Vector Wealth Management NOW Bluespring Wealth	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 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 29, 2026
12	BOX Financial Advisors INC	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 2026	11-50	18 contacts →
	Partial evidence “At Box Financial Advisors we understand that living an exceptional life is about more than money.” Source: RevenueBase Database · checked Sep 29, 2026
13	Mila Wealth Management	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 2026	11-50	10 contacts →
	Indirect evidence “Mila Wealth Management serves successful professionals in the Minneapolis area and across the country.” Source: RevenueBase Database · checked Sep 29, 2026
14	Wold Financial, LLC	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 2026	1-10	8 contacts →
	Partial evidence “At Wold Financial, LLC, planning starts with you.” Source: RevenueBase Database · checked Sep 29, 2026
15	Bomberg, Hanson & Associates, LLC Cpas	Strong evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 2026	11-50	7 contacts →
	Strong evidence “At Bomberg, Hanson & Associates CPAs we understand that our clients’ business and personal financial issues are inextricably intertwined.” Source: RevenueBase Database · checked Sep 29, 2026
16	Kowalski Financial	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 2026	1-10	6 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 29, 2026
17	Advanced Retirement Resources, INC	Strong evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 2026	1-10	6 contacts →
	Strong 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 29, 2026
18	Dane TAX Solutions, LLC	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 2026	1-10	6 contacts →
	Indirect evidence “Dane Tax Solutions, LLC, is located in New Hope, Minnesota, a suburb in the Twin Cities of Minneapolis-St.” Source: RevenueBase Database · checked Sep 29, 2026
19	Rize Wealth Management	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 2026	1-10	6 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 29, 2026
20	Confidere Financial	Strong evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Strong evidence “Confidere is an independent, comprehensive financial planning firm focusing on educational and personalized financial strategies.” Source: RevenueBase Database · checked Sep 29, 2026
21	Trailhead Planners, LLC	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Partial evidence “As fee-only financial advisors and strategic wealth planners, Trailhead Planners specializes in comprehensive, tax-focused financial guidance for high-achieving women, successful…” Source: RevenueBase Database · checked Sep 29, 2026
22	Raymond James Riverdale	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Partial evidence “Raymond James Riverdale Your financial goals, aspirations and investment needs are just that – yours.” Source: RevenueBase Database · checked Sep 29, 2026
23	Rohlik Financial Group, LLC	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 2026	1-10	4 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026
24	FOX Tax, An Archer Lewis Firm	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 2026	11-50	4 contacts →
	Indirect evidence “Fox Tax provides tax planning and preparation services to creative individuals and businesses.” Source: RevenueBase Database · checked Sep 29, 2026
25	Grey Duck Wealth Management	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 2026	1-10	3 contacts →
	Indirect evidence “Grey Duck Wealth Management is a team of professionals that understands their clients, businesses, and provide guidance to make their dreams become reality.” Source: RevenueBase Database · checked Sep 29, 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: personal financial accounting 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 personal financial accounting firms.
Partial evidence: Its own public description names part of personal financial accounting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name personal financial accounting 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 54 personal financial accounting firms based in Minneapolis, United States

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Personal financial accounting firms based in Minneapolis, United States at a glance

As of Sep 29, 2026

32.5%Verified-email coverage

468.3Average contacts per company

1-10Median size (employees)

Sep 29, 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 54 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 personal financial accounting 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 “personal financial accounting 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 personal financial accounting 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 personal financial accounting 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, 8,226 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 29, 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.

Personal financial accounting 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 personal financial accounting 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 personal financial accounting firms are there based in Minneapolis, United States?

RevenueBase identified 54 personal financial accounting 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 personal financial accounting firms?

New York leads the United States with 443 headquartered companies, followed by Houston (290) and Atlanta (244). Minneapolis has 54.

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 8,226 verified decision-maker contacts tracked across these 54 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 29, 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.