Company lists · Data refreshed October 2026

Top 17 Asset management consulting firms based in Grand Rapids, United States

Name: Asset management consulting firms based in Grand Rapids, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 1, 2026 27 companies tracked

RevenueBase identified 27 company matches for asset management consulting firms associated with Grand Rapids, United States as of October 2026 and tracks 267 professional contacts across them, including 129 with verified work emails. Across the United States, New York is the largest hub for this category (471 companies); Grand Rapids has 27.

This list covers company matches for asset management consulting firms associated with Grand Rapids, 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 October 1, 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 Oct 1, 2026 How this list was built

27Companies

267Contacts tracked

129Verified emails

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The 17 largest asset management consulting firms based in Grand Rapids, United States

Ranked by team size

Top 17 of 27 company matches for asset management consulting firms based in Grand Rapids, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 1, 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	Innovia Wealth	Exact match	Grand Rapids, MI, United StatesHQ recorded Oct 1, 2026	11-50	43 contacts →
	Exact match “Innovia Wealth was founded as a boutique wealth management firm in 2007, with the mission of providing expert advice and individualized recommendations built on deep personal…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
2	Vantagepointe Financial Group	Exact match	Grand Rapids, MI, United StatesHQ recorded Oct 1, 2026	51-200	35 contacts →
	Exact match “Financial Analysis: VantagePointe's thorough financial analysis encourages individuals, couples, families and business to share their goals and aspirations.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
3	Centennial Securities	Exact match	Grand Rapids, MI, United StatesHQ recorded Oct 1, 2026	51-200	30 contacts →
	Exact match “Centennial Securities is a community service-focused, locally owned investment firm with strong Midwestern values.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
4	Baker Holtz	Exact match	Grand Rapids, MI, United StatesHQ recorded Oct 1, 2026	11-50	26 contacts →
	Exact match “Baker Holtz understands our clients' need for a trusted advisory relationship that helps meet the unique demands and challenges they face.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
5	IMS Supply	Exact match	Grand Rapids, MI, United StatesHQ recorded Oct 1, 2026	11-50	18 contacts →
	Exact match “The IMS asset recovery program specializes in effective and industry leading return on investment resale solutions to clients/organizations faced with storage limitations…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
6	Financial Advisory Corporation	Exact match	Grand Rapids, MI, United StatesHQ recorded Oct 1, 2026	11-50	15 contacts →
	Exact match “Financial Advisory Corporation (FAC) is among the oldest and largest independent registered investment advisor (RIA) firms in West Michigan.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
7	KRT Collective	Exact match	Grand Rapids, MI, United StatesHQ recorded Oct 1, 2026	1-10	9 contacts →
	Exact match “KRT Collective is a unique combination of skillsets and services at your disposal.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
8	Cooperdavis Financial Group	Exact match	Grand Rapids, MI, United StatesHQ recorded Oct 1, 2026	1-10	5 contacts →
	Exact match “CooperDavis Financial Group is an investment management company based out of 644 Lovett Ave SE, Grand Rapids, Michigan, United States.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
9	Waypointe Wealth Advisors	Exact match	Grand Rapids, MI, United StatesHQ recorded Oct 1, 2026	1-10	5 contacts →
	Exact match “Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
10	Providence Financial Advisors	Exact match	Grand Rapids, MN, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
11	Medalist Wealth Management	Exact match	Grand Rapids, MI, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “At Medalist Wealth Management, we believe retirement is a well-deserved reward for your lifetime of diligence.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
12	ISG	Exact match	Grand Rapids, MI, United StatesHQ recorded Oct 1, 2026	1-10	4 contacts →
	Exact match “Advisors.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
13	Kanai Wealth Management Group	Exact match	Grand Rapids, MI, United StatesHQ recorded Oct 1, 2026	1-10	3 contacts →
	Exact match “Kanai Wealth Management Group, LLC is a comprehensive financial services firm committed to helping you improve your long-term financial success.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
14	Accomplish Collective	Exact match	Grand Rapids, MI, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match “Institutional Investment Practices with a Personalized Approach.” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
15	Peterson Financial Strategies	Exact match	Grand Rapids, MI, United StatesHQ recorded Oct 1, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
16	Fliehman Financial	Exact match	Grand Rapids, MI, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Oct 1, 2026 · View company records in RevenueBase
17	Toptier Wealth Management	Exact match	Grand Rapids, MI, United StatesHQ recorded Oct 1, 2026	1-10	1 contacts →
	Exact match “TopTier Wealth Management is a company based out of Grand Rapids, MI, United States.” Recorded in the RevenueBase company graph · Oct 1, 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 “asset management consulting firms”. 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 17 of 27 asset management consulting firms based in Grand Rapids, United States

See the full list, filter by size, metro and specialty, and access 129 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Asset management consulting firms based in Grand Rapids, United States at a glance

As of Oct 1, 2026

48.3%Verified-email coverage

9.9Average contacts per company

1-10Median size (employees)

Oct 1, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 27 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 Grand Rapids, United States whose business descriptions match “asset management consulting firms” 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 129 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 October 1, 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.

Asset management consulting firms 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 “asset management consulting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many asset management consulting firms are there based in Grand Rapids, United States?

RevenueBase identified 27 company matches for asset management consulting firms associated with Grand Rapids, United States as of October 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?

Innovia Wealth 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 asset management consulting firms?

New York leads the United States with 471 company records, followed by Chicago (156) and Houston (128). Grand Rapids has 27.

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 129 professional contacts with verified work emails tracked across these 27 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 October 1, 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.