2026 Best of Business: Financial Services
Accounting Firm
Gold | CliftonLarsonAllen
CliftonLarsonAllen (CLA) serves more than 200,000 clients nationwide as a one-stop shop for the professional advice that helps businesses thrive. Grounded in audit and tax services, the Minneapolis-headquartered firm rounds out its business with wealth advisory, consulting, digital, and outsourcing. Clients partner with CLA employees, who are well-versed in myriad industries, and collaborate on varied challenges. The firm draws kudos from many sources, including a No. 11 ranking on Inside Public Accounting’s list of the top 500 CPA firms in the United States based on net revenue. CLA also has earned “Great Place to Work” certification for five years running.
Silver | Baker Tilly US
Bronze | Boulay
Business Bank
Gold | Security Bank & Trust
Family owned since it opened for business in 1935, Security Bank & Trust has established itself as a trusted partner in banking. The Glencoe-based bank serves its customers grounded in the foundational values of integrity, respect, and teamwork. From 21 locations in Minnesota, Security provides personal and business banking, trust and wealth management, and industry knowledge to guide customers. The Security team helps clients with the financial aspects of business acquisitions, professional services banking, investment real estate, and more, aiming to meet their needs during each stage of growth.
Silver | Bridgewater Bank
Bronze | Bell Bank
Credit Union
Gold | TopLine Financial Credit Union
TopLine Financial Credit Union has a 91-year history of serving member-owners. Marshalling $1.1 billion in assets, the Maple Grove organization focuses on helping 70,000 customers with “firsts,” such as a first checking account, car, or home, as well as “nexts,” such as remodeling, starting a small business, or saving for retirement. Along the way, it does nuts-and-bolts banking. To provide expert guidance and personalized financial resources to customers, TopLine helps its employees earn the certified credit union financial counselor designation. TopLine is also committed to providing community financial education through its foundation.
Silver | Blaze
Bronze | Wings Credit Union
Wealth Management Firm
Gold | Ameriprise Financial
In its 132-year history, Minneapolis-based Ameriprise has counseled clients through financial ups and downs, market cycles, and momentous events like wars and pandemics. Its advisors operate with the mantra to always put clients first, providing them with individualized service and sound financial advice and solutions. Ameriprise ranks among the top 25 largest asset managers in the world, according to Pensions & Investments, with more than $1.7 trillion in assets under management, administration, and advisement. Its 3.5 million clients rely on Ameriprise for its comprehensive approach to meeting lifelong financial goals. In 2025 and 2026, Forbes named Ameriprise among America’s Best Companies.
Silver | Merril Lynch Wealth Management
Bronze | Northwestern Mutual