Company lists · Data refreshed September 2026

Top 25 Fiduciary financial advisors based in Springfield, United States

RevenueBase identified 66 fiduciary financial advisors headquartered in Springfield, United States as of September 2026 and tracks 400 professional contacts across them, including 98 with verified work emails. New York is the largest hub.

This list covers fiduciary financial advisors headquartered in Springfield, 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 20, 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 20, 2026 86% judged on-target in blind review
66Companies
400Contacts tracked
98Verified emails
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The 25 largest fiduciary financial advisors based in Springfield, United States

Ranked by team size
Top 25 of 66 fiduciary financial advisors based in Springfield, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to fiduciary financial 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 evidenceSpringfield, MA, United StatesHQ checked Sep 20, 202611-5032 contacts →

Indirect evidence

“St.”

Source: RevenueBase Database · checked Sep 20, 2026
2Indirect evidenceSpringfield, IL, United StatesHQ checked Sep 20, 202611-5018 contacts →

Indirect evidence

“Managing wealth isn’t simply about acquiring assets.”

Source: RevenueBase Database · checked Sep 20, 2026
3Partial evidenceSpringfield, MA, United StatesHQ checked Sep 20, 202611-5013 contacts →

Partial evidence

“FR Investment Group started with a dream, and from that the legacy of high moral and financial standards in our firm was forged.”

Source: RevenueBase Database · checked Sep 20, 2026
4Indirect evidenceSpringfield, IL, United StatesHQ checked Sep 20, 20261-1012 contacts →

Indirect evidence

“Broadway Graham Wealth Partners is an Independent Wealth Management firm located in Springfield, IL.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceSpringfield, NJ, United StatesHQ checked Sep 20, 20261-107 contacts →

Indirect evidence

“Stop worrying about the Market.”

Source: RevenueBase Database · checked Sep 20, 2026
6Partial evidenceSpringfield, IL, United StatesHQ checked Sep 20, 202611-507 contacts →

Partial evidence

“The Shunk Financial Group is a leading multi-generational wealth management firm whose mission is to help clients discover what’s possible.”

Source: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceSpringfield, MO, United StatesHQ checked Sep 20, 20261-107 contacts →

Indirect evidence

“We are a thriving and sustainable company helping clients develop and conserve wealth, retire vitally, and transfer wealth & values to succeeding generations.”

Source: RevenueBase Database · checked Sep 20, 2026
8Strong evidenceSpringfield, MA, United StatesHQ checked Sep 20, 20261-106 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 20, 2026
9Indirect evidenceSpringfield, PA, United StatesHQ checked Sep 20, 20261-106 contacts →

Indirect evidence

“Our goal is to provide customized solutions for businesses and individuals.”

Source: RevenueBase Database · checked Sep 20, 2026
10Indirect evidenceSpringfield, MN, United StatesHQ checked Sep 20, 202611-505 contacts →

Indirect evidence

“We hope you’ll find a wealth of educational information.”

Source: RevenueBase Database · checked Sep 20, 2026
11Partial evidenceSpringfield, IL, United StatesHQ checked Sep 20, 20261-105 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 20, 2026
12Indirect evidenceSpringfield, MO, United StatesHQ checked Sep 20, 202611-504 contacts →

Indirect evidence

“The Affinity Wealth Partners team was thoughtfully built to meet the full wealth management needs of your entire family.”

Source: RevenueBase Database · checked Sep 20, 2026
13Partial evidenceSpringfield, MO, United StatesHQ checked Sep 20, 202611-504 contacts →

Partial evidence

“Heim, Young & Associates is a full-service financial planning firm focusing on the priorities and long-term objectives of its clients.”

Source: RevenueBase Database · checked Sep 20, 2026
14Partial evidenceSpringfield, MO, United StatesHQ checked Sep 20, 20261-104 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 20, 2026
15Indirect evidenceSpringfield, MO, United StatesHQ checked Sep 20, 20261-104 contacts →

Indirect evidence

“Todd’s firm aims to protect its clients’ life savings from market volatility and unnecessary taxation.”

Source: RevenueBase Database · checked Sep 20, 2026
16Strong evidenceSpringfield, MO, United StatesHQ checked Sep 20, 20261-104 contacts →

Strong evidence

“Peterson Wealth Advisors is a comprehensive financial services firm.”

Source: RevenueBase Database · checked Sep 20, 2026
17Partial evidenceSpringfield, MO, United StatesHQ checked Sep 20, 20261-103 contacts →

Partial evidence

“Auxan Capital Advisors is an independent investment advisory firm based in Springfield, Missouri.”

Source: RevenueBase Database · checked Sep 20, 2026
18Partial evidenceSpringfield, MO, United StatesHQ checked Sep 20, 20261-103 contacts →

Partial evidence

“OakStar Investment Services focuses on you and the unique set of financial circumstances you and your family face.”

Source: RevenueBase Database · checked Sep 20, 2026
19Partial evidenceSpringfield, MO, United StatesHQ checked Sep 20, 20261-103 contacts →

Partial evidence

“We are an independently owned financial consulting and management firm, singularly focused on creating sustainable financial solutions to address the personalized needs of our…”

Source: RevenueBase Database · checked Sep 20, 2026
20Partial evidenceSpringfield, MA, United StatesHQ checked Sep 20, 20261-103 contacts →

Partial evidence

“We are a full-service, boutique financial services firm providing customized solutions to families, institutions, and multi-generational investors.”

Source: RevenueBase Database · checked Sep 20, 2026
21Indirect evidenceSpringfield, MO, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“We implement wealth accumulation, asset protection, tax planning, estate planning, income planning, long-term care and life insurance strategies into your retirement plan.”

Source: RevenueBase Database · checked Sep 20, 2026
22Partial evidenceSpringfield, MO, United StatesHQ checked Sep 20, 20261-102 contacts →

Partial evidence

“Our mission is to help clients plan for tomorrow and live for today through comprehensive financial planning.”

Source: RevenueBase Database · checked Sep 20, 2026
23Indirect evidenceSpringfield, IL, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“M.”

Source: RevenueBase Database · checked Sep 20, 2026
24Indirect evidenceSpringfield, OH, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
25Indirect evidenceSpringfield, OR, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“T.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 25 of 66 fiduciary financial advisors based in Springfield, United States

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Fiduciary financial advisors based in Springfield, United States at a glance

As of Sep 20, 2026
24.5%Verified-email coverage
6.1Average contacts per company
1-10Median size (employees)
666.7%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
51
11-50
14
201-500
1

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 66 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 fiduciary financial 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 Springfield, United States whose own description of what they do matches “fiduciary financial 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 fiduciary financial 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 fiduciary financial advisors, and records with no verified work email. Companies headquartered outside Springfield 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, 98 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 20, 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.

Fiduciary financial 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 fiduciary financial 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 fiduciary financial advisors are there based in Springfield, United States?

RevenueBase identified 66 fiduciary financial advisors headquartered in Springfield, 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?

St. Germain Investment Management, headquartered in Springfield, tops this list with the largest team on record.

Which city has the most fiduciary financial advisors?

New York leads with 440 headquartered companies, followed by Atlanta (281) and Houston (279).

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 98 verified decision-maker contacts tracked across these 66 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 20, 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.