Company lists · Data refreshed September 2026

Top 13 Private client accounting firms based in Edina, United States

Name: Private client accounting firms based in Edina, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 5, 2026 31 companies tracked

RevenueBase identified 31 private client accounting firms headquartered in Edina, United States as of September 2026 and tracks 281 professional contacts across them, including 141 with verified work emails. Across the United States, New York is the largest hub for this category (650 companies); Edina has 31.

This list covers private client accounting firms headquartered in Edina, 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 5, 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 5, 2026 86% judged on-target in blind review

31Companies

281Contacts tracked

141Verified emails

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The 13 largest private client accounting firms based in Edina, United States

Ranked by team size

Top 13 of 31 private client accounting firms based in Edina, United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. RevenueBase Smart Search rates how each company's information relates to private client 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	Tradition Wealth Management, LLC	Indirect evidence	Edina, MN, United StatesHQ checked Sep 5, 2026	11-50	25 contacts →
	Indirect evidence “Tradition Wealth Management is a high-level, high-touch wealth planning firm that combines financial and investment expertise to create personalized strategies to meet the…” Source: RevenueBase Database · checked Sep 5, 2026
2	Stiles Financial Services, INC	Indirect evidence	Edina, MN, United StatesHQ checked Sep 5, 2026	11-50	16 contacts →
	Indirect evidence “Stiles Financial Services is an independent wealth advisory firm serving successful individuals, families, business owners, and the companies they lead.” Source: RevenueBase Database · checked Sep 5, 2026
3	KRM Generational Wealth Advisors	Indirect evidence	Edina, MN, United StatesHQ checked Sep 5, 2026	11-50	12 contacts →
	Indirect evidence “At KRM Generational Wealth Advisors of Northwestern Mutual, we specialize in working with the generations – generations of family or generations of a business.” Source: RevenueBase Database · checked Sep 5, 2026
4	Luebeck Geisler Hamm Wealth Management	Partial evidence	Edina, MN, United StatesHQ checked Sep 5, 2026	1-10	8 contacts →
	Partial evidence “Our vision is to empower and serve our clients to achieve their financial goals, and help them to create their legacy.” Source: RevenueBase Database · checked Sep 5, 2026
5	E.T. Kelly & Associates, LLC	Indirect evidence	Edina, MN, United StatesHQ checked Sep 5, 2026	1-10	7 contacts →
	Indirect evidence “E.T.” Source: RevenueBase Database · checked Sep 5, 2026
6	Legacy Capital Group Northwestern Mutual	Indirect evidence	Edina, MN, United StatesHQ checked Sep 5, 2026	1-10	6 contacts →
	Indirect evidence “We believe anything is possible with the right financial plan.” Source: RevenueBase Database · checked Sep 5, 2026
7	Cornerstone Wealth Advisors, INC	Indirect evidence	Edina, MN, United StatesHQ checked Sep 5, 2026	1-10	6 contacts →
	Indirect evidence “A cornerstone is “the chief foundation on which something is constructed or developed.” It is both “essential” and “indispensable,” according to dictionary.com.” Source: RevenueBase Database · checked Sep 5, 2026
8	MTI Financial Advisors	Indirect evidence	Edina, MN, United StatesHQ checked Sep 5, 2026	1-10	6 contacts →
	Indirect evidence “MTI Financial Advisors is an independent financial services firm helping individuals, families, and small businesses work toward their financial goals.” Source: RevenueBase Database · checked Sep 5, 2026
9	Opulence Wealth Management, LLC	Partial evidence	Edina, MN, United StatesHQ checked Sep 5, 2026	1-10	6 contacts →
	Partial evidence “Opulence Wealth Management is a comprehensive financial planning firm that takes an individualized approach to helping our clients pursue their financial goals.” Source: RevenueBase Database · checked Sep 5, 2026
10	Cjmn LTD	Indirect evidence	Edina, MN, United StatesHQ checked Sep 5, 2026	11-50	5 contacts →
	Indirect evidence “For years, CJMn Ltd has been providing quality, personalized financial guidance to individuals and businesses.” Source: RevenueBase Database · checked Sep 5, 2026
11	Capstone Advisory Group, LLC	Indirect evidence	Edina, MN, United StatesHQ checked Sep 5, 2026	1-10	4 contacts →
	Indirect evidence “Who You Work with Matters You’ve earned it.” Source: RevenueBase Database · checked Sep 5, 2026
12	Wood Cpa, Pllc	Indirect evidence	Edina, MN, United StatesHQ checked Sep 5, 2026	1-10	3 contacts →
	Indirect evidence “At Wood CPA, we love helping business owners and individuals throughout the year with their questions, plan for their tax liability, educate on tax law changes, and so much more!” Source: RevenueBase Database · checked Sep 5, 2026
13	Tufford-Hughes And Associates, INC	Partial evidence	Edina, MN, United StatesHQ checked Sep 5, 2026	1-10	3 contacts →
	Partial evidence “DISTINCTIVE VALUE Tufford~Hughes & Associates prides itself on being a distinctive firm and we truly value that same uniqueness in our clients.” Source: RevenueBase Database · checked Sep 5, 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: private client 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 private client accounting firms.
Partial evidence: Its own public description names part of private client accounting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name private client 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 13 of 31 private client accounting firms based in Edina, United States

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Private client accounting firms based in Edina, United States at a glance

As of Sep 5, 2026

50.2%Verified-email coverage

9.1Average contacts per company

1-10Median size (employees)

Sep 5, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

5,001-10,000

Email recency for this list is measured across the whole United States list rather than for Edina, so it is reported there. Company counts and contact totals on this page are exact for Edina, over 31 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 private client 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 Edina, United States whose own description of what they do matches “private client 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 private client 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 private client accounting firms, and records with no verified work email. Companies headquartered outside Edina 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, 141 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 5, 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.

Private client 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 private client 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 private client accounting firms are there based in Edina, United States?

RevenueBase identified 31 private client accounting firms headquartered in Edina, 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?

Tradition Wealth Management, LLC, headquartered in Edina, tops this list with the largest team on record.

Which city in the United States has the most private client accounting firms?

New York leads the United States with 650 headquartered companies, followed by Houston (422) and Atlanta (329). Edina has 31.

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 141 verified decision-maker contacts tracked across these 31 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 5, 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.