Company lists · Data refreshed November 2026

Top 25 Concierge wealth services based in Springfield, United States

Name: Concierge wealth services based in Springfield, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 55 companies tracked

RevenueBase identified 55 company matches for concierge wealth services associated with Springfield, United States as of November 2026 and tracks 333 professional contacts across them, including 119 with verified work emails. Across the United States, New York is the largest hub for this category (589 companies); Springfield has 55.

This list covers company matches for concierge wealth services associated with Springfield, 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 November 6, 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 Nov 6, 2026 How this list was built

55Companies

333Contacts tracked

119Verified emails

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The 25 largest concierge wealth services based in Springfield, United States

Ranked by team size

Top 25 of 55 company matches for concierge wealth services based in Springfield, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 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	Elliott, Robinson & Company, LLP	Exact match	Springfield, MO, United StatesHQ recorded Nov 6, 2026	11-50	49 contacts →
	Exact match “Our mission is to be our clients most trusted business advisor.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	KEB Wealth Advisors	Exact match	Springfield, IL, United StatesHQ recorded Nov 6, 2026	11-50	19 contacts →
	Exact match “Managing wealth isn’t simply about acquiring assets.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	FR Investment Group	Exact match	Springfield, MA, United StatesHQ recorded Nov 6, 2026	11-50	15 contacts →
	Exact match “FR Investment Group started with a dream, and from that the legacy of high moral and financial standards in our firm was forged.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Broadway Graham Wealth Partners	Exact match	Springfield, IL, United StatesHQ recorded Nov 6, 2026	1-10	14 contacts →
	Exact match “Broadway Graham Wealth Partners is an Independent Wealth Management firm located in Springfield, IL.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Signalpoint, Powered By Farther	Exact match	Springfield, MO, United StatesHQ recorded Nov 6, 2026	11-50	12 contacts →
	Exact match “SignalPoint™ Asset Management, LLC is an SEC Registered Investment Advisor (RIA) established to focus on the needs of institutional and high net worth individuals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Shunk Financial Group	Exact match	Springfield, IL, United StatesHQ recorded Nov 6, 2026	11-50	12 contacts →
	Exact match “Shunk Financial Group is a leading multi-generational wealth management firm whose mission is to build legacies one honest conversation at a time.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Pinnacle Family Advisors	Exact match	Springfield, MO, United StatesHQ recorded Nov 6, 2026	1-10	8 contacts →
	Exact match “About Pinnacle Family Advisors True peace of mind comes when our clients know the purpose they want to accomplish and are confident in the stewardship process to make that purpose…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Stone Financial Cpas & Wealth Mgmt	Exact match	Springfield, MO, United StatesHQ recorded Nov 6, 2026	1-10	8 contacts →
	Exact match “Stone Financial provides the added value of combined wealth management, accounting, & tax advice to help you better understand and make the right decisions when it comes to your…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Wealthcare Corporation	Exact match	Springfield, MO, United StatesHQ recorded Nov 6, 2026	1-10	7 contacts →
	Exact match “We are a thriving and sustainable company helping clients develop and conserve wealth, retire vitally, and transfer wealth & values to succeeding generations.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Lifemap Wealth Management	Exact match	Springfield, IL, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “At LifeMap Wealth Management, our mission is to bring clarity and direction to life’s financial decisions by guiding families, business owners, and professionals through our Five…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Absolute Wealth Management, LLC	Exact match	Springfield, PA, United StatesHQ recorded Nov 6, 2026	1-10	6 contacts →
	Exact match “Our goal is to provide customized solutions for businesses and individuals.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Grenier Financial Advisors	Exact match	Springfield, MA, United StatesHQ recorded Nov 6, 2026	1-10	5 contacts →
	Exact match “Securities and Advisory services offered through LPL Financial, a registered investment advisor.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Auxan Capital Advisors	Exact match	Springfield, MO, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “Auxan Capital Advisors is an independent investment advisory firm based in Springfield, Missouri.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Affinity Wealth Partners	Exact match	Springfield, MO, United StatesHQ recorded Nov 6, 2026	11-50	4 contacts →
	Exact match “The Affinity Wealth Partners team was thoughtfully built to meet the full wealth management needs of your entire family.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Peterson Wealth Advisors, Springfield, MO	Exact match	Springfield, MO, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “Peterson Wealth Advisors is a comprehensive financial services firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Gregory Financial	Exact match	Springfield, MO, United StatesHQ recorded Nov 6, 2026	1-10	4 contacts →
	Exact match “Todd’s firm aims to protect its clients’ life savings from market volatility and unnecessary taxation.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	M. A. Kluemke & Associates	Exact match	Springfield, IL, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “M.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Vineyard Asset Management, LLC	Exact match	Springfield, MO, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “We are an independently owned financial consulting and management firm, singularly focused on creating sustainable financial solutions to address the personalized needs of our…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	MBG Financial	Exact match	Springfield, MO, United StatesHQ recorded Nov 6, 2026	1-10	3 contacts →
	Exact match “Welcome to MBG Financial!” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Strategic Wealth Solutions	Exact match	Springfield, MO, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “Our mission is to help clients plan for tomorrow and live for today through comprehensive financial planning.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Advantage Retirement Services INC	Exact match	Springfield, MO, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “We implement wealth accumulation, asset protection, tax planning, estate planning, income planning, long-term care and life insurance strategies into your retirement plan.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	T. Mann Financial	Exact match	Springfield, OR, United StatesHQ recorded Nov 6, 2026	1-10	2 contacts →
	Exact match “T.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Schuler Financial Group	Exact match	Springfield, OH, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
24	LMZ Wealth Management Of Wells Fargo Advisors Financial Network	Exact match	Springfield, IL, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “LMZ Wealth Management of Wells Fargo Financial Network is a full-service Wealth Management firm.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
25	Capital360financial	Exact match	Springfield, MO, United StatesHQ recorded Nov 6, 2026	1-10	1 contacts →
	Exact match “We are dedicated to providing investment management and strategic wealth planning to that is specific to you and your situation.” Recorded in the RevenueBase company graph · Nov 6, 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 “concierge wealth services”. 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 25 of 55 concierge wealth services based in Springfield, United States

See the full list, filter by size, metro and specialty, and access 119 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Concierge wealth services based in Springfield, United States at a glance

As of Nov 6, 2026

35.7%Verified-email coverage

6.1Average contacts per company

1-10Median size (employees)

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

11-50

201-500

Email recency for this list is measured across the whole United States list rather than for Springfield, so it is reported there. Company counts and contact totals on this page are exact for Springfield, over 55 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 Springfield, United States whose business descriptions match “concierge wealth services” 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 119 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 November 6, 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.

Concierge wealth services 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 “concierge wealth services”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many concierge wealth services are there based in Springfield, United States?

RevenueBase identified 55 company matches for concierge wealth services associated with Springfield, United States as of November 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?

Elliott, Robinson & Company, LLP 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 concierge wealth services?

New York leads the United States with 589 company records, followed by Atlanta (272) and Houston (263). Springfield has 55.

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 119 professional contacts with verified work emails tracked across these 55 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 November 6, 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.