Company lists · Data refreshed September 2026

Top 25 Wealth management staffing based in Minneapolis, United States

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

Compiled by the RevenueBase Data Team Data refreshed Sep 14, 2026 44 companies tracked

RevenueBase identified 44 wealth management staffing headquartered in Minneapolis, United States as of September 2026 and tracks 655 professional contacts across them, including 385 with verified work emails. New York is the largest hub.

This list covers wealth management staffing 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 14, 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 14, 2026 86% judged on-target in blind review

44Companies

655Contacts tracked

385Verified emails

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

The 25 largest wealth management staffing based in Minneapolis, United States

Ranked by team size

Top 25 of 44 wealth management staffing based in Minneapolis, United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management staffing: 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	Northrock Partners	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 14, 2026	201-500	247 contacts →
	Partial evidence “Most people spend years building wealth only to realize they’ve also built a life filled with complexity.” Source: RevenueBase Database · checked Sep 14, 2026
2	Ascent Private Capital Management Of U.S. Bank	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 14, 2026	51-200	99 contacts →
	Partial evidence “Many families of substantial wealth struggle with how to nurture and preserve human, intellectual, social, and financial capital over generations.” Source: RevenueBase Database · checked Sep 14, 2026
3	Elevation Point	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 14, 2026	51-200	52 contacts →
	Indirect evidence “Elevation Point is the growth partner for elite RIAs seeking the freedom of ownership with the strength of an institutional partner.” Source: RevenueBase Database · checked Sep 14, 2026
4	Access Financial Services, INC	Strong evidence	Minneapolis, MN, United StatesHQ checked Sep 14, 2026	11-50	22 contacts →
	Strong 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 14, 2026
5	Vector Wealth Management NOW Bluespring Wealth	Strong evidence	Minneapolis, MN, United StatesHQ checked Sep 14, 2026	11-50	21 contacts →
	Strong 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 14, 2026
6	MXT Associates, LLC	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 14, 2026	1-10	20 contacts →
	Indirect evidence “MXT Associates, LLC is an independent recruiting firm specializing in the financial services industry.” Source: RevenueBase Database · checked Sep 14, 2026
7	Strong Tower Wealth	Strong evidence	Minneapolis, MN, United StatesHQ checked Sep 14, 2026	1-10	14 contacts →
	Strong evidence “Strong Tower Wealth Management is a company based out of Minneapolis, Minnesota, United States.” Source: RevenueBase Database · checked Sep 14, 2026
8	Marquette Wealth Management	Strong evidence	Minneapolis, MN, United StatesHQ checked Sep 14, 2026	1-10	14 contacts →
	Strong 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 14, 2026
9	ISC Financial Advisors	Strong evidence	Minneapolis, MN, United StatesHQ checked Sep 14, 2026	1-10	12 contacts →
	Strong 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 14, 2026
10	Palisade Asset Management, LLC	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 14, 2026	1-10	10 contacts →
	Partial evidence “Palisade is an employee-owned, independent investment management firm founded in 2002.” Source: RevenueBase Database · checked Sep 14, 2026
11	Mila Wealth Management	Strong evidence	Minneapolis, MN, United StatesHQ checked Sep 14, 2026	11-50	10 contacts →
	Strong evidence “Mila Wealth Management serves successful professionals in the Minneapolis area and across the country.” Source: RevenueBase Database · checked Sep 14, 2026
12	Guardian Wealth Strategies	Strong evidence	Minneapolis, MN, United StatesHQ checked Sep 14, 2026	11-50	9 contacts →
	Strong evidence “Guardian Wealth Strategies is a Minneapolis-based wealth management firm specializing in Integrated Financial Planning – coordinating a strategic plan that optimizes the way a…” Source: RevenueBase Database · checked Sep 14, 2026
13	Element Squared Private Wealth	Strong evidence	Minneapolis, MN, United StatesHQ checked Sep 14, 2026	11-50	8 contacts →
	Strong evidence “Our approach to wealth management focuses on the most fundamental elements of our client's financial life.” Source: RevenueBase Database · checked Sep 14, 2026
14	Wold Financial, LLC	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 14, 2026	1-10	8 contacts →
	Indirect evidence “At Wold Financial, LLC, planning starts with you.” Source: RevenueBase Database · checked Sep 14, 2026
15	Mcfee Financial Group	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 14, 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 14, 2026
16	Advanced Retirement Resources, INC	Strong evidence	Minneapolis, MN, United StatesHQ checked Sep 14, 2026	1-10	6 contacts →
	Strong 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 14, 2026
17	Champion Brokerage Group	Partial evidence	Minneapolis, United StatesHQ checked Sep 14, 2026	1-10	5 contacts →
	Partial evidence “Champion Brokerage Group: Private Wealth, Insurance, and Retirement Planning with Objective Guidance Clarity.” Source: RevenueBase Database · checked Sep 14, 2026
18	GS Investments	Partial evidence	Minneapolis, MN, United StatesHQ checked Sep 14, 2026	1-10	5 contacts →
	Partial evidence “Formed in 1993, GS Investments is an independent, SEC-registered wealth manager located in downtown Minneapolis.” Source: RevenueBase Database · checked Sep 14, 2026
19	Rohlik Financial Group, LLC	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 14, 2026	1-10	4 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 14, 2026
20	Meath Wealth Advisors	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 14, 2026	1-10	4 contacts →
	Indirect evidence “Our mission is to bring clarity, ease, and empowerment to your financial life so you can focus on living fully and making the impact you feel called to make.” Source: RevenueBase Database · checked Sep 14, 2026
21	ALL Terrain Financial Advisors	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 14, 2026	1-10	3 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 14, 2026
22	Contego Capital Group	Partial evidence	Minneapolis, United StatesHQ checked Sep 14, 2026	1-10	3 contacts →
	Partial evidence “Contego Capital is a leading boutique asset management firm that provides a wide array of financial services to a substantial and diversified client base that includes…” Source: RevenueBase Database · checked Sep 14, 2026
23	Grey Duck Wealth Management	Strong evidence	Minneapolis, MN, United StatesHQ checked Sep 14, 2026	1-10	3 contacts →
	Strong evidence “Grey Duck Wealth Management is a team of professionals that understands their clients, businesses, and provide guidance to make their dreams become reality.” Source: RevenueBase Database · checked Sep 14, 2026
24	Whitney Wealth Group	Strong evidence	Minneapolis, MN, United StatesHQ checked Sep 14, 2026	1-10	2 contacts →
	Strong evidence “WHAT WE DO Heart-centered wealth management to secure your legacy & wealth management plan.” Source: RevenueBase Database · checked Sep 14, 2026
25	Northrock X	Indirect evidence	Minneapolis, MN, United StatesHQ checked Sep 14, 2026	51-200	2 contacts →
	Indirect evidence “At NorthRock X, we partner with professional athletes, entertainers, and leaders to build their legacy and design lives of significance.” Source: RevenueBase Database · checked Sep 14, 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: wealth management staffing. 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 wealth management staffing.
Partial evidence: Its own public description names part of wealth management staffing, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth management staffing. 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 44 wealth management staffing based in Minneapolis, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 385 reachable decision-makers.

Free signup · no credit card

View the full list →

Wealth management staffing based in Minneapolis, United States at a glance

As of Sep 14, 2026

58.8%Verified-email coverage

14.9Average contacts per company

1-10Median size (employees)

606.8%Largest-city concentration · New York

Sep 14, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 44 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 wealth management staffing, 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 “wealth management staffing”. 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 wealth management staffing), 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 wealth management staffing, 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, 385 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 14, 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.

Wealth management staffing 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 wealth management staffing, 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 wealth management staffing are there based in Minneapolis, United States?

RevenueBase identified 44 wealth management staffing 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?

Northrock Partners, headquartered in Minneapolis, tops this list with the largest team on record.

Which city has the most wealth management staffing?

New York leads with 267 headquartered companies, followed by Atlanta (120) and Houston (116).

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 385 verified decision-maker contacts tracked across these 44 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 14, 2026.

Ready to reach these companies? Verified emails and direct dials for all 44 wealth management staffing based in Minneapolis, United States. Start with a free account, no credit card.

Download this list →

Related lists

Wealth management staffing by geography

Browse the directory

Browse: Companies home · Wealth management staffing in United States · All United States lists · All Wealth management staffing lists · New lists

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.