Company lists · Data refreshed November 2026

Top 12 Wealth management consultants based in Edina, United States

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

Compiled by the RevenueBase Data Team Data refreshed Nov 5, 2026 30 companies tracked

RevenueBase identified 30 company matches for wealth management consultants associated with Edina, United States as of November 2026 and tracks 727 professional contacts across them, including 484 with verified work emails. Across the United States, New York is the largest hub for this category (538 companies); Edina has 30.

This list covers company matches for wealth management consultants associated with Edina, 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 November 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 RevenueBase SmartSearch · Exact Recorded Nov 5, 2026 How this list was built

30Companies

727Contacts tracked

484Verified emails

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The 12 largest wealth management consultants based in Edina, United States

Ranked by team size

Top 12 of 30 company matches for wealth management consultants based in Edina, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 5, 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	Tradition Wealth Management, LLC	Exact match	Edina, MN, United StatesHQ recorded Nov 5, 2026	11-50	26 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
2	Stiles Financial Services, INC	Exact match	Edina, MN, United StatesHQ recorded Nov 5, 2026	11-50	20 contacts →
	Exact match “Stiles Financial Services is an independent wealth advisory firm serving successful individuals, families, business owners, and the companies they lead.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
3	Legacy Capital Group Northwestern Mutual	Exact match	Edina, MN, United StatesHQ recorded Nov 5, 2026	1-10	9 contacts →
	Exact match “We believe anything is possible with the right financial plan.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
4	LGH Wealth Management	Exact match	Edina, MN, United StatesHQ recorded Nov 5, 2026	11-50	9 contacts →
	Exact match “Time is Valuable.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
5	Laurel Wealth Planning	Exact match	Edina, MN, United StatesHQ recorded Nov 5, 2026	1-10	8 contacts →
	Exact match “Laurel Wealth Planning is a full-service, fee-only firm.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
6	MTI Financial Advisors	Exact match	Edina, MN, United StatesHQ recorded Nov 5, 2026	1-10	6 contacts →
	Exact match “MTI Financial Advisors is an independent financial services firm helping individuals, families, and small businesses work toward their financial goals.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
7	Cornerstone Wealth Advisors, INC	Exact match	Edina, MN, United StatesHQ recorded Nov 5, 2026	1-10	5 contacts →
	Exact match “A cornerstone is “the chief foundation on which something is constructed or developed.” It is both “essential” and “indispensable,” according to dictionary.com.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
8	Opulence Wealth Management, LLC	Exact match	Edina, MN, United StatesHQ recorded Nov 5, 2026	1-10	4 contacts →
	Exact match “Opulence Wealth Management is a comprehensive financial planning firm that takes an individualized approach to helping our clients pursue their financial goals.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
9	Capstone Advisory Group, LLC	Exact match	Edina, MN, United StatesHQ recorded Nov 5, 2026	1-10	4 contacts →
	Exact match “Who You Work with Matters You’ve earned it.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
10	Tufford-Hughes And Associates, INC	Exact match	Edina, MN, United StatesHQ recorded Nov 5, 2026	1-10	3 contacts →
	Exact match “DISTINCTIVE VALUE Tufford~Hughes & Associates prides itself on being a distinctive firm and we truly value that same uniqueness in our clients.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
11	Minnesota Financial Resources, INC	Exact match	Edina, MN, United StatesHQ recorded Nov 5, 2026	1-10	1 contacts →
	Exact match “Built on over 30 years of experience, Minnesota Financial Resources assists individuals and small businesses through customized financial and insurance services.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
12	Iluma Financial Partners	Exact match	Edina, MN, United StatesHQ recorded Nov 5, 2026	1-10	1 contacts →
	Exact match “Boniface "Barney" Coelho founded iluma Financial Partners to provide uncommon sense to serious investors, business owners, and business partners.” Recorded in the RevenueBase company graph · Nov 5, 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 consultants”. 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 12 of 30 wealth management consultants based in Edina, United States

See the full list, filter by size, metro and specialty, and access 484 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth management consultants based in Edina, United States at a glance

As of Nov 5, 2026

66.6%Verified-email coverage

24.2Average contacts per company

1-10Median size (employees)

Nov 5, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 30 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 Edina, United States whose business descriptions match “wealth management consultants” 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 484 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 November 5, 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 consultants 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 consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many wealth management consultants are there based in Edina, United States?

RevenueBase identified 30 company matches for wealth management consultants associated with Edina, United States as of November 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?

Tradition Wealth Management, LLC 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 consultants?

New York leads the United States with 538 company records, followed by Houston (278) and Atlanta (277). Edina has 30.

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 484 professional contacts with verified work emails tracked across these 30 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 November 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.