Company lists · Data refreshed September 2026

Top 25 Association financial advisory firms based in Grand Rapids, United States

RevenueBase identified 49 association financial advisory firms headquartered in Grand Rapids, United States as of September 2026 and tracks 505 professional contacts across them, including 232 with verified work emails. New York is the largest hub.

This list covers association financial advisory firms 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
49Companies
505Contacts tracked
232Verified emails
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The 25 largest association financial advisory firms based in Grand Rapids, United States

Ranked by team size
Top 25 of 49 association financial advisory firms 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 association financial advisory firms: 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
1Partial evidenceGrand Rapids, MI, United StatesHQ checked Sep 19, 202651-200159 contacts →

Partial evidence

“At Hungerford, we believe organizations thrive when they have the right partners guiding their financial, operational, and technological decisions.”

Source: RevenueBase Database · checked Sep 19, 2026
2Indirect evidenceGrand Rapids, MI, United StatesHQ checked Sep 19, 202611-5043 contacts →

Indirect evidence

“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…”

Source: RevenueBase Database · checked Sep 19, 2026
3Partial evidenceGrand Rapids, MI, United StatesHQ checked Sep 19, 202651-20035 contacts →

Partial 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
4Indirect evidenceGrand Rapids, MI, United StatesHQ checked Sep 19, 202651-20030 contacts →

Indirect evidence

“Centennial Securities is a community service-focused, locally owned investment firm with strong Midwestern values.”

Source: RevenueBase Database · checked Sep 19, 2026
5Partial 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
6Partial evidenceGrand Rapids, MI, United StatesHQ checked Sep 19, 202611-5016 contacts →

Partial 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
7Strong evidenceGrand Rapids, MI, United StatesHQ checked Sep 19, 202611-5015 contacts →

Strong evidence

Financial Advisory Corporation (FAC) is among the oldest and largest independent registered investment advisor (RIA) firms in West Michigan.”

Source: RevenueBase Database · checked Sep 19, 2026
8Partial evidenceGrand Rapids, MI, United StatesHQ checked Sep 19, 20261-1010 contacts →

Partial 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
9Indirect 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
10Partial evidenceGrand Rapids, MI, United StatesHQ checked Sep 19, 20261-107 contacts →

Partial evidence

Financial services firm specializing in "Personal Financial Planning".”

Source: RevenueBase Database · checked Sep 19, 2026
11Indirect evidenceGrand Rapids, MI, United StatesHQ checked Sep 19, 20261-106 contacts →

Indirect evidence

“Hansen Brokerage Services, Inc.”

Source: RevenueBase Database · checked Sep 19, 2026
12Strong evidenceGrand Rapids, MI, United StatesHQ checked Sep 19, 20261-105 contacts →

Strong evidence

“Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.”

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

Strong 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
14Partial evidenceGrand Rapids, MI, United StatesHQ checked Sep 19, 20261-104 contacts →

Partial evidence

“At Design Financial Group, we believe that the future belongs to the informed!”

Source: RevenueBase Database · checked Sep 19, 2026
15Indirect 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
16Partial evidenceGrand Rapids, MI, United StatesHQ checked Sep 19, 20261-104 contacts →

Partial evidence

Financial Planning, Investment and Tax Services”

Source: RevenueBase Database · checked Sep 19, 2026
17Partial evidenceGrand Rapids, MI, United StatesHQ checked Sep 19, 20261-104 contacts →

Partial evidence

Advisors.”

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

Partial 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
19Strong evidenceGrand Rapids, MI, United StatesHQ checked Sep 19, 20261-103 contacts →

Strong evidence

“Securities and advisory services offered through LPL Financial, a registered investment advisor.”

Source: RevenueBase Database · checked Sep 19, 2026
20Partial evidenceGrand Rapids, MI, United StatesHQ checked Sep 19, 20261-103 contacts →

Partial 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
21Partial 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
22Partial evidenceGrand Rapids, MI, United StatesHQ checked Sep 19, 20261-102 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 19, 2026
23Indirect 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
24Partial evidenceGrand Rapids, MI, United StatesHQ checked Sep 19, 20261-102 contacts →

Partial evidence

“Luminist Capital is a Registered Investment Advisory firm specializing in portfolio and asset management for individuals and advisors.”

Source: RevenueBase Database · checked Sep 19, 2026
25Partial 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

Showing 25 of 49 association financial advisory firms based in Grand Rapids, United States

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Association financial advisory firms based in Grand Rapids, United States at a glance

As of Sep 19, 2026
45.9%Verified-email coverage
10.3Average contacts per company
1-10Median size (employees)
626.5%Largest-city concentration · New York
Sep 19, 2026Page data refreshed

Companies by employee count

1-10
39
11-50
7
51-200
3

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 49 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 association financial advisory firms, 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 “association financial advisory firms”. 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 association financial advisory firms), 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 association financial advisory firms, 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, 232 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.

Association financial advisory firms 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 association financial advisory firms, 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 association financial advisory firms are there based in Grand Rapids, United States?

RevenueBase identified 49 association financial advisory firms 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?

Hungerford, headquartered in Grand Rapids, tops this list with the largest team on record.

Which city has the most association financial advisory firms?

New York leads with 307 headquartered companies, followed by Atlanta (196) and Houston (169).

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 232 verified decision-maker contacts tracked across these 49 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.

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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 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.