Company lists · Data refreshed September 2026

Top 17 Private client accounting firms based in Minnetonka, United States

Name: Private client accounting firms based in Minnetonka, 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 Minnetonka, United States as of September 2026 and tracks 291 professional contacts across them, including 114 with verified work emails. New York is the largest hub.

This list covers private client accounting firms headquartered in Minnetonka, 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, how directly it supports the match, 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 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 HQ checked on every row Match evidence on every row Refreshed Sep 5, 2026 86% judged on-target in blind review

31Companies

291Contacts tracked

114Verified emails

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The 17 largest private client accounting firms based in Minnetonka, United States

Ranked by team size

Top 17 of 31 private client accounting firms based in Minnetonka, United States, ranked by team size, largest first. Data refreshed Sep 5, 2026. Evidence rates how directly each company's own description names private client accounting firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Foster Klima & CompanyIndirect evidence	Minnetonka, MN, United StatesHQ checked Sep 5, 2026	51-200	51
	“Our vision is to Inspire and Empower Caring, Responsible Individuals to take control of their Financial Future and build more Spendable Wealth.” Source: company website · checked Sep 5, 2026
2	Bluestem Wealth PartnersIndirect evidence	Minnetonka, MN, United StatesHQ checked Sep 5, 2026	11-50	28
	“At BlueStem Wealth Partners, we help successful individuals, families, and business owners align their financial resources with their values, goals, and purpose.” Source: company website · checked Sep 5, 2026
3	CloughPartial evidence	Minnetonka, MN, United StatesHQ checked Sep 5, 2026	11-50	17
	“At Clough, we take great pride in providing tailored accounting services to business owners and investors.” Source: company website · checked Sep 5, 2026
4	DSB Rock Island Wealth ManagementIndirect evidence	Minnetonka, MN, United StatesHQ checked Sep 5, 2026	11-50	17
	“Financial planning is an intensely personal service.” Source: company website · checked Sep 5, 2026
5	HW & Associates, LLCPartial evidence	Minnetonka, MN, United StatesHQ checked Sep 5, 2026	11-50	15
	“HW & Associates, LLC is a full service Minnesota-based accounting firm.” Source: company website · checked Sep 5, 2026
6	Stadig JohnsonIndirect evidence	Minnetonka, MN, United StatesHQ checked Sep 5, 2026	1-10	10
	“Wealth Transfer Planning - Trusts and Estates.” Source: company website · checked Sep 5, 2026
7	Summit Financial AdvisorsIndirect evidence	Minnetonka, MN, United StatesHQ checked Sep 5, 2026	1-10	9
	“Summit Financial Advisors is an independent wealth management firm with professionals that offer advice in comprehensive financial planning and investment management.” Source: company website · checked Sep 5, 2026
8	Tamar Fink, INCIndirect evidence	Minnetonka, MN, United StatesHQ checked Sep 5, 2026	1-10	8
	“Tamar Fink balances the feel of a boutique, family firm with the far-reaching business experience of a larger firm.” Source: company website · checked Sep 5, 2026
9	Endeavr Financial Planning & Wealth ManagementPartial evidence	Minnetonka, MN, United StatesHQ checked Sep 5, 2026	1-10	6
	“Empowered by independence and guided by conviction, Endeavr delivers premium investment management and customized financial planning designed to help clients achieve lasting…” Source: company website · checked Sep 5, 2026
10	E-Wealth PartnersIndirect evidence	Minnetonka, MN, United StatesHQ checked Sep 5, 2026	1-10	6
	“Wealth management, done masterfully.” Source: company website · checked Sep 5, 2026
11	Clearpath Wealth AdvisorsIndirect evidence	Minnetonka, MN, United StatesHQ checked Sep 5, 2026	1-10	5
	“ClearPath Wealth Advisors is an independent wealth management firm built for real people navigating the retirement transition.” Source: company website · checked Sep 5, 2026
12	Mill City Financial PartnersIndirect evidence	Minnetonka, MN, United StatesHQ checked Sep 5, 2026	1-10	5
	“We are experienced investment managers based in the Twin Cities who design comprehensive, tax-efficient wealth management plans.” Source: company website · checked Sep 5, 2026
13	Moeller Advisory Group At Northwestern Mutual Private Client GroupIndirect evidence	Minnetonka, MN, United StatesHQ checked Sep 5, 2026	1-10	2
	“Inspiring Purposeful Living.” Source: company website · checked Sep 5, 2026
14	Wesely & Wesely CpasIndirect evidence	Minnetonka, MN, United StatesHQ checked Sep 5, 2026	1-10	2
	“Wesely & Wesely CPAs is a boutique Minnesota firm specialized in charitable trust planning, design, and tax administration, with over 50 years of combined experience in this…” Source: company website · checked Sep 5, 2026
15	Vertex Accounting Solutions, LLCPartial evidence	Minnetonka, MN, United StatesHQ checked Sep 5, 2026	1-10	2
	“Vertex Accounting Solutions, LLC is a Twin Cities-based professional firm providing wide array of accounting and consulting services to the small and mid size business community.” Source: company website · checked Sep 5, 2026
16	Money Matters, INCIndirect evidence	Minnetonka, MN, United StatesHQ checked Sep 5, 2026	1-10	2
	“We are unique among financial planning firms due to a distinct combination of attributes – - Focus on small business owners, professional practitioners and retirement planning for…” Source: company website · checked Sep 5, 2026
17	White Turf FinancialIndirect evidence	Minnetonka, MN, United StatesHQ checked Sep 5, 2026	1-10	1
	“White Turf Financial puts your interests first.” Source: company website · checked Sep 5, 2026

Showing 17 of 31 private client accounting firms based in Minnetonka, United States

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

As of Sep 5, 2026

1-10Median size (employees)

New YorkLargest hub · 650 HQs

Contacts with mobile numbers

Sep 5, 2026Data refreshed

Companies by employee count

1-10

11-50

51-200

Email recency for this list is measured across the whole United States list rather than this city, so it is reported there. Company counts and contact totals on this page are exact for Minnetonka, 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 evidence 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 SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in Minnetonka, 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.
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 Minnetonka 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 an evidence 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, 114 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

How many private client accounting firms are there based in Minnetonka, United States?

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

Foster Klima & Company, headquartered in Minnetonka, tops this list with the largest team on record.

Which city has the most private client accounting firms?

New York leads with 650 headquartered companies, followed by Houston (422) and Atlanta (329).

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 114 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 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.