Company lists · Data refreshed September 2026

Top 25 Wealth management advisors based in Bloomington, United States

Name: Wealth management advisors based in Bloomington, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 39 companies tracked

RevenueBase identified 39 company matches for wealth management advisors associated with Bloomington, United States as of September 2026 and tracks 285 professional contacts across them, including 160 with verified work emails. Across the United States, New York is the largest hub for this category (482 companies); Bloomington has 39.

This list covers company matches for wealth management advisors associated with Bloomington, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 19, 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 RevenueBase SmartSearch · Exact Recorded Sep 19, 2026 How this list was built

39Companies

285Contacts tracked

160Verified emails

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The 25 largest wealth management advisors based in Bloomington, United States

Ranked by team size

Top 25 of 39 company matches for wealth management advisors based in Bloomington, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 19, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Jnba Financial Advisors	Exact match	Bloomington, MN, United StatesHQ recorded Sep 19, 2026	11-50	43 contacts →
	Exact match “Minneapolis-based JNBA® Financial Advisors is an independent fee-only wealth management firm driven to help guide people through life’s most important decisions through an advice…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
2	Comprehensive Financial Consultants	Exact match	Bloomington, IN, United StatesHQ recorded Sep 19, 2026	11-50	17 contacts →
	Exact match “Our clients are our most important asset, and are treated like family.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
3	Integrated Equity Management	Exact match	Bloomington, MN, United StatesHQ recorded Sep 19, 2026	11-50	15 contacts →
	Exact match “In 1984, Ted Smith co-founded IEM as he saw a need to help individuals, multi-generational families, & closely-held businesses reach their financial goals by providing…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
4	Hurlow Wealth Management Group, INC	Exact match	Bloomington, IN, United StatesHQ recorded Sep 19, 2026	11-50	15 contacts →
	Exact match “Independent, Fee-only, Fiduciary Financial Planners.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
5	Stevens Foster Financial Advisors	Exact match	Bloomington, MN, United StatesHQ recorded Sep 19, 2026	11-50	15 contacts →
	Exact match “We at Stevens Foster Financial Advisors recognize that quality of life is comprised of many factors, financial resources being just one of them.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
6	Innovative Financial Solutions, INC	Exact match	Bloomington, IN, United StatesHQ recorded Sep 19, 2026	11-50	14 contacts →
	Exact match “For over two decades Innovative Financial Solutions, Inc.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
7	Caissa Wealth Strategies	Exact match	Bloomington, MN, United StatesHQ recorded Sep 19, 2026	1-10	13 contacts →
	Exact match “Together, we help you achieve financial prosperity.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
8	Webb Financial Group	Exact match	Bloomington, MN, United StatesHQ recorded Sep 19, 2026	1-10	10 contacts →
	Exact match “Webb Financial Group provides comprehensive wealth management services to individuals and businesses.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
9	Cedar Cove Wealth Partners	Exact match	Bloomington, MN, United StatesHQ recorded Sep 19, 2026	11-50	10 contacts →
	Exact match “Cedar Cove represents the shelter, peace, and calmness found within a cove and the symbolism of strength, growth, and longevity found in a cedar tree.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
10	Virtus Financial Group	Exact match	Bloomington, IL, United StatesHQ recorded Sep 19, 2026	1-10	10 contacts →
	Exact match “Our vision begins with belief.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
11	Mcnellis & Asato, LTD	Exact match	Bloomington, MN, United StatesHQ recorded Sep 19, 2026	1-10	10 contacts →
	Exact match “Founded in 1970, McNellis & Asato, Ltd.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
12	Three Sixty Wealth Management	Exact match	Bloomington, IL, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “Three Sixty Wealth Management is a comprehensive financial planning and wealth management firm located in Bloomington, Illinois, serving the greater Chicagoland area.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
13	Petros Family Wealth	Exact match	Bloomington, MN, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “As an institution working with generational wealth, business owners, estate planning, philanthropy, investment management, and tax planning, it is our mission to be there for…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
14	Wellington Investment Advisors	Exact match	Bloomington, IN, United StatesHQ recorded Sep 19, 2026	1-10	7 contacts →
	Exact match “We are a group of independent financial advisors bringing you thoughtful, personalized investment advice and guidance.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
15	Endurance Wealth Management	Exact match	Bloomington, MN, United StatesHQ recorded Sep 19, 2026	1-10	6 contacts →
	Exact match “Our goal is to be your trusted advisors throughout many different situations.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
16	Bearing Point Capital LLC	Exact match	Bloomington, MN, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “The complexities that come with significant wealth call for far-reaching care that frees you from the burdensome day-to-day management of your investments.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
17	Sawtooth Solutions	Exact match	Bloomington, MN, United StatesHQ recorded Sep 19, 2026	11-50	5 contacts →
	Exact match “Sawtooth is a comprehensive and flexible platform for overseeing the entire wealth management process across all account types, delivered through a Unified Managed Account (UMA)…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
18	Trumix Advisors	Exact match	Bloomington, MN, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “Are you tired of searching online for solutions to your financial problems?” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
19	Olson Wealth Group	Exact match	Bloomington, MN, United StatesHQ recorded Sep 19, 2026	1-10	5 contacts →
	Exact match “Olson Wealth Group, is a private, wealth and investment management firm that offers Inspired Life Family Office® services, that focuses on multi-generational planning and…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
20	Blue Heron Wealth Partners	Exact match	Bloomington, MN, United StatesHQ recorded Sep 19, 2026	11-50	4 contacts →
	Exact match “Our financial planning process is not a “one size fits all” approach.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
21	Carlton Investment Services Group, LLC	Exact match	Bloomington, MN, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “We work with families, professionals, business owners, private foundations, endowments and corporate retirement plans.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
22	Blooming Tree Wealth Management	Exact match	Bloomington, IL, United StatesHQ recorded Sep 19, 2026	1-10	4 contacts →
	Exact match “Blooming Tree Wealth Management (BTWM), based in Bloomington-Normal, Illinois helps individuals and families create reliable streams of income that can grow over time and help…” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
23	Renaissance Wealth Management BN LLC	Exact match	Bloomington, IL, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “Our mission is to create and maintain wealth for our clients through long term effective asset management.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
24	NEW Perspectives Financial Services, LLC	Exact match	Bloomington, IL, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “It’s time to take a New Perspective when looking at your financial future!” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase
25	Abundance Wealth Management	Exact match	Bloomington, MN, United StatesHQ recorded Sep 19, 2026	1-10	3 contacts →
	Exact match “Abundance Wealth Management provides unbiased, independent advice for those looking for comprehensive financial planning.” Recorded in the RevenueBase company graph · Sep 19, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “wealth management advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 39 wealth management advisors based in Bloomington, United States

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Wealth management advisors based in Bloomington, United States at a glance

As of Sep 19, 2026

56.1%Verified-email coverage

7.3Average contacts per company

1-10Median size (employees)

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

11-50

Email recency for this list is measured across the whole United States list rather than for Bloomington, so it is reported there. Company counts and contact totals on this page are exact for Bloomington, over 39 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

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: Company records associated with Bloomington, United States whose business descriptions match “wealth management advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 160 professional contacts with verified work emails across the full matched dataset. 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 19, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Wealth management advisors by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “wealth management advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management advisors are there based in Bloomington, United States?

RevenueBase identified 39 company matches for wealth management advisors associated with Bloomington, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Jnba Financial Advisors tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most wealth management advisors?

New York leads the United States with 482 company records, followed by Atlanta (257) and Houston (244). Bloomington has 39.

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 160 professional contacts with verified work emails tracked across these 39 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 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.