Company lists · Data refreshed September 2026

Top 25 Portfolio management consultants based in Minneapolis, United States

Name: Portfolio management consultants 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 87 companies tracked

RevenueBase identified 87 portfolio management consultants headquartered in Minneapolis, United States as of September 2026 and tracks 26,070 professional contacts across them, including 8,428 with verified work emails. Across the United States, New York is the largest hub for this category (604 companies); Minneapolis has 87.

This list covers portfolio management consultants 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

87Companies

26,070Contacts tracked

8,428Verified emails

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

The 25 largest portfolio management consultants based in Minneapolis, United States

Ranked by team size

Top 25 of 87 portfolio management consultants 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 portfolio management consultants: 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 29, 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 29, 2026
2	North Star Resource Group	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 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 29, 2026
3	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
4	Focus Financial Network, INC	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 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 29, 2026
5	Galliard Capital Management	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 2026	51-200	95 contacts →
	Indirect evidence “Galliard was founded in 1995 and is a registered investment adviser, wholly owned by Allspring Global Investments Holdings, LLC.” Source: RevenueBase Database · checked Sep 29, 2026
6	Riverbridge Partners	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 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 29, 2026
7	Advanced Capital Group	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 2026	11-50	39 contacts →
	Indirect evidence “Advanced Capital Group is a registered investment advisory (RIA) firm based in Minneapolis, MN.” Source: RevenueBase Database · checked Sep 29, 2026
8	Compass Capital Management, INC	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 2026	11-50	25 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 29, 2026
9	ALL Star Financial, LLC	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 2026	11-50	25 contacts →
	Indirect evidence “Build Wealth.” Source: RevenueBase Database · checked Sep 29, 2026
10	Access Financial Services, INC	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 2026	11-50	22 contacts →
	Partial 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	The Advocate Group	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 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 29, 2026
13	Mount Yale Capital Group	Strong evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 2026	11-50	19 contacts →
	Strong evidence “Mount Yale Capital Group, LLC is a leading portfolio design, asset management, and investment product development firm.” Source: RevenueBase Database · checked Sep 29, 2026
14	BOX Financial Advisors INC	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 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 29, 2026
15	Marquette Wealth Management	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 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 29, 2026
16	Alpha & Omega Wealth Strategies	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 2026	1-10	12 contacts →
	Indirect evidence “Alpha & Omega Wealth Strategies' passion is to empower generations to live confidently.” Source: RevenueBase Database · checked Sep 29, 2026
17	ISC Financial Advisors	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 2026	1-10	12 contacts →
	Partial 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 29, 2026
18	Allodium Investment Consultants	Strong evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 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 29, 2026
19	Mila Wealth Management	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 2026	11-50	10 contacts →
	Partial evidence “Mila Wealth Management serves successful professionals in the Minneapolis area and across the country.” Source: RevenueBase Database · checked Sep 29, 2026
20	Element Squared Private Wealth	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 2026	11-50	8 contacts →
	Partial evidence “Our approach to wealth management focuses on the most fundamental elements of our client's financial life.” Source: RevenueBase Database · checked Sep 29, 2026
21	Wold Financial, LLC	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 2026	1-10	8 contacts →
	Indirect evidence “At Wold Financial, LLC, planning starts with you.” Source: RevenueBase Database · checked Sep 29, 2026
22	Tealwood Asset Management	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 2026	11-50	8 contacts →
	Partial evidence “Tealwood Asset Management was founded in 1987.” Source: RevenueBase Database · checked Sep 29, 2026
23	Mcfee Financial Group	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 2026	1-10	7 contacts →
	Indirect evidence “Our Mission: At McFee Financial Group, we are dedicated to empowering professional and executive families to pursue long-term financial success and security through comprehensive…” Source: RevenueBase Database · checked Sep 29, 2026
24	Kowalski Financial	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 2026	1-10	6 contacts →
	Indirect 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
25	Advanced Retirement Resources, INC	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 29, 2026	1-10	6 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 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: portfolio management consultants. 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 portfolio management consultants.
Partial evidence: Its own public description names part of portfolio management consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name portfolio management consultants. 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 87 portfolio management consultants based in Minneapolis, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 8,428 reachable decision-makers.

Free signup · no credit card

View the full list →

Portfolio management consultants based in Minneapolis, United States at a glance

As of Sep 29, 2026

32.3%Verified-email coverage

299.7Average 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

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 87 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 portfolio management consultants, 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 “portfolio management consultants”. 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 portfolio management consultants), 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 portfolio management consultants, 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, 8,428 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.

Portfolio management consultants 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 portfolio management consultants, 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 portfolio management consultants are there based in Minneapolis, United States?

RevenueBase identified 87 portfolio management consultants 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 portfolio management consultants?

New York leads the United States with 604 headquartered companies, followed by Chicago (238) and Atlanta (222). Minneapolis has 87.

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 8,428 verified decision-maker contacts tracked across these 87 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.

Ready to reach these companies? Verified emails and direct dials for all 87 portfolio management consultants based in Minneapolis, United States. Start with a free account, no credit card.

Download this list →

Related lists

Portfolio management consultants 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.