Company lists · Data refreshed September 2026

Top 23 401k plan advisors based in Grand Rapids, United States

RevenueBase identified 41 401k plan advisors headquartered in Grand Rapids, United States as of September 2026 and tracks 248 professional contacts across them, including 108 with verified work emails. New York is the largest hub.

This list covers 401k plan advisors headquartered in Grand Rapids, 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 19, 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 19, 2026 86% judged on-target in blind review
41Companies
248Contacts tracked
108Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 23 largest 401k plan advisors based in Grand Rapids, United States

Ranked by team size
Top 23 of 41 401k plan advisors based in Grand Rapids, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to 401k plan advisors: 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.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceGrand Rapids, MI, United StatesHQ checked Sep 19, 202651-20035 contacts →

Indirect evidence

“Financial Analysis: VantagePointe's thorough financial analysis encourages individuals, couples, families and business to share their goals and aspirations.”

Source: RevenueBase Database · checked Sep 19, 2026
2Partial evidenceGrand Rapids, MI, United StatesHQ checked Sep 19, 202611-5026 contacts →

Partial evidence

“Baker Holtz understands our clients' need for a trusted advisory relationship that helps meet the unique demands and challenges they face.”

Source: RevenueBase Database · checked Sep 19, 2026
3Partial evidenceGrand Rapids, MI, United StatesHQ checked Sep 19, 202611-5022 contacts →

Partial evidence

“Watkins Ross provides consulting, actuarial and administrative services to various types of retirement plans and health plans.”

Source: RevenueBase Database · checked Sep 19, 2026
4Indirect evidenceGrand Rapids, MI, United StatesHQ checked Sep 19, 202611-5016 contacts →

Indirect evidence

“At Ascent Wealth Partners, we help decrease the distraction of complex financial planning to allow you to invest your time and energy in the things that matter most.”

Source: RevenueBase Database · checked Sep 19, 2026
5Indirect evidenceGrand Rapids, MI, United StatesHQ checked Sep 19, 20261-1010 contacts →

Indirect evidence

“Synergy Wealth Management, LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success through efficient and…”

Source: RevenueBase Database · checked Sep 19, 2026
6Indirect evidenceGrand Rapids, MI, United StatesHQ checked Sep 19, 20261-109 contacts →

Indirect evidence

“We understand our clients need help preparing and planning for retirement.”

Source: RevenueBase Database · checked Sep 19, 2026
7Partial evidenceGrand Rapids, MI, United StatesHQ checked Sep 19, 20261-109 contacts →

Partial evidence

“BeManaged is a leader in education, managed accounts and advice for 401k/403b investors.”

Source: RevenueBase Database · checked Sep 19, 2026
8Partial evidenceGrand Rapids, MI, United StatesHQ checked Sep 19, 20261-107 contacts →

Partial evidence

“At Edge Wealth Management, we believe that a plan is a powerful tool.”

Source: RevenueBase Database · checked Sep 19, 2026
9Partial evidenceGrand Rapids, MI, United StatesHQ checked Sep 19, 20261-106 contacts →

Partial evidence

“Platinum Benefit Advisors, Inc.| Empowering Your Insurance and Financial Decisions Founded in 2009, Platinum Benefit Advisors, Inc.”

Source: RevenueBase Database · checked Sep 19, 2026
10Indirect evidenceGrand Rapids, MI, United StatesHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“Our practice offers a holistic approach to retirement planning.”

Source: RevenueBase Database · checked Sep 19, 2026
11Partial evidenceGrand Rapids, MI, United StatesHQ checked Sep 19, 20261-105 contacts →

Partial evidence

“Aspire Wealth is a fee-only independent Registered Investment Advisor focused on comprehensive, holistic financial planning and investment management.”

Source: RevenueBase Database · checked Sep 19, 2026
12Partial evidenceGrand Rapids, MN, United StatesHQ checked Sep 19, 20261-104 contacts →

Partial evidence

“Providence Financial Advisors is a team of professionals working collaboratively with our clients to help them find clarity, confidence, and contentment in their financial lives…”

Source: RevenueBase Database · checked Sep 19, 2026
13Indirect evidenceGrand Rapids, MI, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“At Medalist Wealth Management, we believe retirement is a well-deserved reward for your lifetime of diligence.”

Source: RevenueBase Database · checked Sep 19, 2026
14Indirect evidenceGrand Rapids, MI, United StatesHQ checked Sep 19, 20261-104 contacts →

Indirect evidence

“Financial Planning, Investment and Tax Services”

Source: RevenueBase Database · checked Sep 19, 2026
15Partial evidenceGrand Rapids, MI, United StatesHQ checked Sep 19, 20261-104 contacts →

Partial evidence

Advisors.”

Source: RevenueBase Database · checked Sep 19, 2026
16Indirect evidenceGrand Rapids, MI, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“Family Capital Management was born out of the desire to find a BETTER way to help clients improve and organize their financial lives into an easty-to-understand format.”

Source: RevenueBase Database · checked Sep 19, 2026
17Indirect evidenceGrand Rapids, MI, United StatesHQ checked Sep 19, 20261-103 contacts →

Indirect evidence

“Kanai Wealth Management Group, LLC is a comprehensive financial services firm committed to helping you improve your long-term financial success.”

Source: RevenueBase Database · checked Sep 19, 2026
18Partial evidenceGrand Rapids, MI, United StatesHQ checked Sep 19, 20261-103 contacts →

Partial evidence

“We utilize a variety of services to help create a comprehensive financial plan for both our individual and business clients.”

Source: RevenueBase Database · checked Sep 19, 2026
19Indirect evidenceGrand Rapids, MI, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“GreenRock is focused on helping you make smarter financial decisions.”

Source: RevenueBase Database · checked Sep 19, 2026
20Indirect evidenceGrand Rapids, MI, United StatesHQ checked Sep 19, 20261-102 contacts →

Indirect evidence

“We’ll help you transition into a new season of life with the security and stability you need to make intelligent decisions for both you and your family.”

Source: RevenueBase Database · checked Sep 19, 2026
21Partial evidenceGrand Rapids, MI, United StatesHQ checked Sep 19, 20261-102 contacts →

Partial evidence

“We build you a financial game plan that helps you keep more of what you earn, plan ahead for taxes, and build long-term wealth, without all the time and stress.”

Source: RevenueBase Database · checked Sep 19, 2026
22Indirect evidenceGrand Rapids, MI, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Investments * Fliehman Financial offers fee-based money management services, utilizing ETFs, mutual funds, stock and bond portfolios selected to fit each client’s unique needs and…”

Source: RevenueBase Database · checked Sep 19, 2026
23Indirect evidenceGrand Rapids, MI, United StatesHQ checked Sep 19, 20261-101 contacts →

Indirect evidence

“Hundred Financial Planning was created to help people in their 30s and 40s do more with their money.”

Source: RevenueBase Database · checked Sep 19, 2026

Showing 23 of 41 401k plan advisors based in Grand Rapids, United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 108 reachable decision-makers.

Free signup · no credit card

View the full list →

401k plan advisors based in Grand Rapids, United States at a glance

As of Sep 19, 2026
43.5%Verified-email coverage
6.0Average contacts per company
1-10Median size (employees)
307.3%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
35
11-50
4
51-200
2

Email recency for this list is measured across the whole United States list rather than for Grand Rapids, so it is reported there. Company counts and contact totals on this page are exact for Grand Rapids, over 41 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 401k plan advisors, 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 Grand Rapids, United States whose own description of what they do matches “401k plan advisors”. 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 401k plan advisors), 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 401k plan advisors, and records with no verified work email. Companies headquartered outside Grand Rapids 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, 108 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 19, 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.

401k plan advisors 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 401k plan advisors, 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 401k plan advisors are there based in Grand Rapids, United States?

RevenueBase identified 41 401k plan advisors headquartered in Grand Rapids, 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?

Vantagepointe Financial Group, headquartered in Grand Rapids, tops this list with the largest team on record.

Which city has the most 401k plan advisors?

New York leads with 126 headquartered companies, followed by Houston (120) and Atlanta (108).

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 108 verified decision-maker contacts tracked across these 41 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 19, 2026.

Ready to reach these companies? Verified emails and direct dials for all 41 401k plan advisors based in Grand Rapids, United States. Start with a free account, no credit card.

Download this list →

Related 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.