Company lists · Data refreshed September 2026
Top 17 Fiduciary services companies based in Grand Rapids, United States
RevenueBase identified 25 fiduciary services companies headquartered in Grand Rapids, United States as of September 2026 and tracks 195 professional contacts across them, including 98 with verified work emails. New York is the largest hub.
This list covers fiduciary services companies 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.
The 17 largest fiduciary services companies based in Grand Rapids, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 43 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, 2026Thanks. The Data Team will review it. | |||||
| 2 | 35 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, 2026Thanks. The Data Team will review it. | |||||
| 3 | 16 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, 2026Thanks. The Data Team will review it. | |||||
| 4 | 13 contacts → | ||||
Indirect evidence “We’re a Michigan-based financial firm helping families and individuals make confident, informed decisions about their money.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 5 | 13 contacts → | ||||
Indirect evidence “Midwest Capital Advisors was founded on a sole principle: Always do what is right for the client.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 6 | 7 contacts → | ||||
Indirect evidence “At Edge Wealth Management, we believe that a plan is a powerful tool.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 7 | 6 contacts → | ||||
Indirect evidence “Our practice offers a holistic approach to retirement planning.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 8 | 6 contacts → | ||||
Indirect evidence “We believe it is a privilege to be your wealth manager.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 9 | 5 contacts → | ||||
Indirect evidence “StreamSong Advisors' financial planning and estate planning processes analyze the goals, needs, and objectives of our clients to develop the appropriate asset allocation strategy…” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 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, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 contacts → | ||||
Indirect evidence “Financial Planning, Investment and Tax Services” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Indirect evidence “At Integrity Financial Group, LLC, we take pride in providing comprehensive retirement planning services to our clients.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 13 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 contacts → | ||||
Indirect evidence “At DS Investment Advisors, we provide integrity driven, comprehensive, and fee-only investment advisory and financial planning services to a diverse range of clients.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 15 | 1 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, 2026Thanks. The Data Team will review it. | |||||
| 16 | 1 contacts → | ||||
Indirect evidence “TopTier Wealth Management is a company based out of Grand Rapids, MI, United States.” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
| 17 | 1 contacts → | ||||
Strong evidence “Independent Fee-Only (No-Commissions) Personal Fiduciary Financial Advisor” Source: RevenueBase Database · checked Sep 19, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: fiduciary services companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names fiduciary services companies.
- Partial evidence
- Its own public description names part of fiduciary services companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name fiduciary services companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 17 of 25 fiduciary services companies based in Grand Rapids, United States
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Fiduciary services companies based in Grand Rapids, United States at a glance
As of Sep 19, 2026Companies by employee count
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 25 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 services companies, 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 “fiduciary services companies”. 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 services companies), 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 services companies, 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, 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 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.
Fiduciary services companies by metro in the United States
- Fiduciary services companies in New York147
- Fiduciary services companies in Houston114
- Fiduciary services companies in San Diego99
- Fiduciary services companies in Atlanta95
- Fiduciary services companies in Dallas80
- Fiduciary services companies in Chicago76
- Fiduciary services companies in Scottsdale75
- Fiduciary services companies in Austin71
- Fiduciary services companies in Denver59
- Fiduciary services companies in Charlotte58
- Fiduciary services companies in Phoenix53
- Fiduciary services companies in Los Angeles52
- Fiduciary services companies in Newport Beach51
- Fiduciary services companies in Portland51
- Fiduciary services companies in Miami49
- Fiduciary services companies in Boston47
- Fiduciary services companies in San Francisco47
- Fiduciary services companies in Cincinnati45
- Fiduciary services companies in Seattle45
- Fiduciary services companies in Overland Park43
- Fiduciary services companies in Las Vegas42
- Fiduciary services companies in Tampa41
- Fiduciary services companies in Indianapolis38
- Fiduciary services companies in Boca Raton37
- Fiduciary services companies in Colorado Springs36
- Fiduciary services companies in Columbia36
- Fiduciary services companies in Columbus34
- Fiduciary services companies in Irvine34
- Fiduciary services companies in Jacksonville33
- Fiduciary services companies in Pittsburgh33
- Fiduciary services companies in Raleigh33
- Fiduciary services companies in San Antonio33
- Fiduciary services companies in Madison32
- Fiduciary services companies in Richmond32
- Fiduciary services companies in Wilmington32
- Fiduciary services companies in Greenwood Village31
- Fiduciary services companies in Pasadena31
- Fiduciary services companies in Rochester31
- Fiduciary services companies in Minneapolis29
- Fiduciary services companies in Lexington28
- Fiduciary services companies in Omaha28
- Fiduciary services companies in Sarasota28
- Fiduciary services companies in Washington28
- Fiduciary services companies in Louisville27
- Fiduciary services companies in Nashville27
- Fiduciary services companies in Troy27
- Fiduciary services companies in Tucson27
- Fiduciary services companies in Greenville26
- Fiduciary services companies in Grand Rapids25
- Fiduciary services companies in Salt Lake City25
- Fiduciary services companies in Springfield25
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 services companies, 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 services companies are there based in Grand Rapids, United States?
RevenueBase identified 25 fiduciary services companies 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?
Innovia Wealth, headquartered in Grand Rapids, tops this list with the largest team on record.
Which city has the most fiduciary services companies?
New York leads with 147 headquartered companies, followed by Houston (114) and San Diego (99).
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 25 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.
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