Top Financial Services Companies in Minneapolis, MN (57)
Wipfli is a leading national advisory and accounting firm with nearly 100 years of serving ambitious middle-market organizations. We understand our clients' unique challenges and help them succeed on their terms through assurance, tax, advisory, outsourcing and technology services. With 2,900+ associates and global alliances, we combine national capabilities with local relationships. "Wipfli" is the brand name under which Wipfli LLP...
Wipfli's Top Stability & Growth Strengths
Strong Revenue Growth: Revenue is described as increasing across recent fiscal years, indicating continued top-line momentum. Growth is characterized as steady, with gains alongside expanded advisory and technology services.
Investor Backing & Capital Strength: A significant minority investment from New Mountain Capital is positioned to fund talent, technology and acquisitions. This capital support strengthens the firm’s capacity to pursue its expansion plans.
Market Expansion: Acquisitions such as the CompliancePoint transaction broaden capabilities in cybersecurity, privacy and regulatory compliance. Organizational steps like appointing a head of corporate development reinforce an active, M&A-led expansion approach.
Longevity Holdings is a Minneapolis-based, private equity-backed data and analytics company backed by Cornell Capital. Its portfolio of market-leading businesses provides data, analytics, medical underwriting, death audit and locate services, life insurance trust management, and policy services to life insurers, reinsurers, pension funds, banks, TPAs, and asset managers, helping clients address the challenges and opportunities of an aging population.
With roots tracing back to 1879, Alerus is a diversified financial services company. We provide business and consumer banking products and services, residential mortgage financing, employer-sponsored retirement plans and benefits administration, and wealth management services to clients across the U.S. Alerus Financial banking and wealth management offices are located in Grand Forks and Fargo, ND, the Minneapolis-St. Paul, MN metropolitan...
Forget what you think you know about professional services. We go beyond what’s expected and help others do the same. Grant Thornton is the U.S. member firm of Grant Thornton International Ltd, one of the world’s leading independent audit, tax and advisory firms. That means our network has more than 60,000 professionals in more than 135 countries who are ready to...
Grant Thornton LLP (US)'s Top Stability & Growth Strengths
Investor Backing & Capital Strength: A growth-oriented private equity investment from New Mountain Capital (with minority investments from CDPQ and OA Private Capital) in 2024 supplied an “investment war chest” to accelerate technology, AI-enabled services, talent acquisition, and strategic expansion. This capital base also underpins the multinational platform strategy and the announced CBIZ deal.
Market Expansion: Grant Thornton Advisors announced a $5.0 billion acquisition of CBIZ that, upon closing, would lift the U.S. platform past $5 billion in domestic revenue and expand brand reach. The Advisors arm also combined with Grant Thornton Ireland in 2025 and has since grown its European footprint, signaling inorganic and international momentum.
Strong Market Position & Advantage: The firm is consistently ranked among the top U.S. accounting and professional services firms, operates across numerous U.S. offices, and is a premier leader for the mid‑market and private‑equity segments. Its inclusion among the small set of firms subject to annual PCAOB inspection underscores national scale and capital‑markets relevance.
Voya Financial, Inc. (NYSE: VOYA), provides health, wealth and investment solutions that enable its approximately 14.8 million individual, workplace and institutional clients to achieve their financial wellness goals with confidence. With a vision to be America’s Retirement Company®, Voya’s products, solutions and digital capabilities help create a better financial future for all. Voya is a Fortune 500 company that had...
Voya Financial's Top Stability & Growth Strengths
Strong Market Position & Advantage: Workplace retirement recordkeeping is positioned as a top-tier niche, with large participant scale and expanded presence after the OneAmerica retirement acquisition.
Profitability: Earnings strength is indicated by more than $1B in pre-tax adjusted operating earnings and a higher adjusted operating ROE, alongside a rebound in Employee Benefits profitability.
Healthy Cash Flow: Cash generation is described as strong, with excess capital generation exceeding targets and ongoing share repurchases supported by high free cash flow conversion.
We are the fund administrator of choice for a wide range of customers in the US, UK and EU. Every day, with every decision and every client interaction, our values serve as guideposts, improve the quality of our work, and strengthen our employee and client relationships. We are building the best culture in the business. As a business that is...
For over 25 years, CMG Financial NMLS#1820 has delivered the personal service of a local lender, leveraging the resources of a national brand. Currently operating in all 50 states and the District of Columbia, CMG Financial branches have earned over 1200 Zillow reviews praising reliable preapprovals, ease of transaction, on-time closings, and transparency and communication throughout the mortgage process. Throughout...
We’re a leading professional services firm that specializes in real estate and investment management. JLL shapes the future of real estate for a better world by using the most advanced technology to create rewarding opportunities, amazing spaces and sustainable real estate solutions for our clients, our people and our communities. We want the most ambitious clients to work with us,...
JLL's Top Stability & Growth Strengths
Strong Revenue Growth: Revenue expanded across 2024–2025, with multiple lines accelerating and management describing 2025 as reaching “new highs.” Real Estate Management Services is highlighted as growing year over year and providing a large, recurring base.
Healthy Cash Flow: Operating cash flow reached a record level in 2025 and free cash flow was also high, supporting capital return activity such as share repurchases. Cash generation is framed as strengthening alongside profitability and growth.
Diversified Revenue Streams: A larger recurring management-services base is described as stabilizing and supporting investment through cycles, while transactional businesses (leasing and capital markets) also rebounded. Variation within segments (e.g., softer proptech alongside stronger core lines) indicates multiple contributors rather than reliance on a single engine.
EisnerAmper, one of the largest business consulting firms in the world, is comprised of EisnerAmper LLP, a licensed independent CPA firm that provides client attest services; and Eisner Advisory Group LLC, an alternative practice structure that provides business advisory and non-attest services in accordance with all applicable laws, regulations, standards and codes of conduct. Clients are in all business sectors...
EisnerAmper's Top Stability & Growth Strengths
Strong Revenue Growth: Reported revenue surpassed $1B in FY2024 and exceeded $1.2B by early 2026, supported by ongoing acquisitions and service-line buildouts. Inclusion in a “billion‑dollar cohort” underscores sustained momentum.
Strong Market Position & Advantage: Consistent top‑15 to top‑20 national placement and niche leadership in alternative investments position the firm strongly in the U.S. mid‑market. External recognitions and visibility bolster prominence with target client segments.
Investor Backing & Capital Strength: TowerBrook’s 2021 investment and a 2026 continuation vehicle provide capital for technology, AI, and M&A. This backing has underpinned an accelerated cadence of combinations since 2021.
We help our clients reach business and personal goals with sound advice and strategic accounting, tax, business planning and wealth management services. Boulay works with closely-held businesses, public companies and individuals who are, or who aspire to be financially successful. Our focus is to help you protect your business, build your wealth and secure your future by partnering with you...
PGIM, the investment management business of Prudential Financial, Inc.* is a multi-manager that delivers industry-leading strategies and solutions to clients. Each business maintains its own investment process and culture, allowing for a singular focus on delivering investment returns for clients. The PGIM businesses offer investors a wide range of investment strategies across asset classes and geographies, including public equities, public...
PGIM's Top Stability & Growth Strengths
Strong Market Position & Advantage: A global footprint across major financial centers and a client roster that includes over half of the largest global pension funds signal entrenched institutional strength. High‑visibility fixed‑income leadership and multi‑asset scale reinforce positioning for core and specialty mandates.
Diversified Revenue Streams: A roughly $1.5 trillion multi‑asset platform spanning fixed income, equities, real estate, private credit, and other alternatives supports multiple fee sources. Recent private credit fundraising and real estate originations illustrate breadth across public and private markets.
Strategic Partnerships: The shift toward a unified asset manager model and partnerships (e.g., with Partners Group) target broader multi‑asset and private‑market access. These collaborations are intended to extend distribution and product reach.
At Xerxes Global, we believe in bold. We get excited about the BIG ideas – the ones that disrupt or break open an industry to change everything. We develop innovative new ways to find insights that shake business to its foundations, new approaches to management that dare to ask “what if you could?,” and new ways of presenting information to...
Computershare is the world’s largest stock transfer agent that has pioneered many of the securities industry’s innovations to help companies build and maintain strong relationships with their investors, employees and customers. For more than 35 years, we have grown rapidly in markets around the world to meet the evolving needs of our 40,000 clients. Today, we offer a comprehensive range...
Named one of the "Best & Brightest Places to Work for" in the Nation, CBIZ, Inc. (NYSE: CBZ) provides professional business services that help clients better manage their finances and employees. CBIZ provides its clients with financial services including accounting, tax, financial advisory, government health care consulting, risk advisory, real estate consulting, and valuation services. Employee services include employee benefits...
Foresters Financial is redefining the life insurance and individual savings industry across the U.S., Canada and UK by enriching the lives, communities, and overall well-being of its members. Agents and members alike appreciate the turnkey-decisioned product offerings and end-to-end digitized processes that make it easy to get life insurance without traditional medical exams. State-of-the-art mobile tools help agents deliver tailored...
van den Boom & Associates is an accounting and finance services firm that specializes in supporting life science companies through part-time accounting and finance support and SOX implementations and compliance. Since our inception in 2014, we have successfully partnered with over 250 companies at various stages of development including start-up through liquidity and post transaction and bring this vast experience...
Old National is a regional bank with substantial assets, based in the Midwest. Our dual headquarters are in Chicago, Illinois, and Evansville, Indiana. Since our founding in 1834, we have kept the heart, culture and DNA of a smaller community bank. We are proud to have strong relationships with our clients and communities and an inclusive work environment that empowers...
Old National Bank's Top Stability & Growth Strengths
Market Expansion: Successive acquisitions (First Midwest in 2022; CapStar in 2024; Bremer in 2025) expanded the footprint across the Midwest and into the Mid-South/Upper Midwest, including new strength in markets like Nashville and the Twin Cities.
Profitability: Record 2025 adjusted earnings and EPS are highlighted alongside solid profitability metrics, indicating the larger franchise is translating into earnings momentum.
Cost & Operational Efficiency: Improving efficiency is emphasized, including a record adjusted efficiency ratio and cited cost saves from the Bremer integration.
Bridgewater Bank (Nasdaq: BWB) has a great entrepreneurial story to tell. It all started with a vision in 2005. That vision was to create a full-service, entrepreneurial bank where answers came quickly, opportunities were plentiful, and the environment was positive and optimistic. It would be an unconventional bank where clients would notice a difference and people would be challenged to...
At Sunrise Banks, our success relies on the success of the communities we serve. We believe that where you bank matters. That’s why it’s our mission to be the most innovative bank empowering financial wellness. As a socially responsible bank, we offer financial products that aim to better the lives of our clients in Minnesota, South Dakota, and beyond. Since 1986,...
Baker Tilly US, LLP (Baker Tilly) is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of...
Baker Tilly US's Top Stability & Growth Strengths
Strong Market Position & Advantage: Following the June 2025 combination with Moss Adams, the firm is described as moving into a top-six U.S. position by net revenue, placing it in the national top tier below the Big Four. The expanded national coverage and sector depth are positioned as improving competitiveness for middle-market and upper-middle-market clients.
Strong Revenue Growth: Record results are cited for the wider network, including a year marked by large year-over-year revenue expansion, with North America highlighted as the fastest-growing region and the U.S. merger noted as a key driver. The company is repeatedly characterized as being in an accelerated growth phase since 2024–2025, supported by increased scale and continued add-on deals.
Investor Backing & Capital Strength: A strategic private-equity investment is cited as providing capital to fund a more aggressive expansion strategy and buy-and-build approach. The shift to an alternative practice structure is framed as enabling growth investment across advisory capabilities and acquisitions.






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