Company lists · Data refreshed September 2026
Top 25 Financial advisors for high net worth based in Springfield, United States
RevenueBase identified 60 financial advisors for high net worth headquartered in Springfield, United States as of September 2026 and tracks 296 professional contacts across them, including 99 with verified work emails. New York is the largest hub.
This list covers financial advisors for high net worth 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.
The 25 largest financial advisors for high net worth based in Springfield, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 32 contacts → | ||||
Indirect evidence “St.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 2 | 18 contacts → | ||||
Indirect evidence “Managing wealth isn’t simply about acquiring assets.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 3 | 13 contacts → | ||||
Strong 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, 2026Thanks. The Data Team will review it. | |||||
| 4 | 12 contacts → | ||||
Indirect evidence “Broadway Graham Wealth Partners is an Independent Wealth Management firm located in Springfield, IL.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 5 | 8 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 6 | 7 contacts → | ||||
Indirect evidence “Stop worrying about the Market.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 7 | 7 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, 2026Thanks. The Data Team will review it. | |||||
| 8 | 7 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, 2026Thanks. The Data Team will review it. | |||||
| 9 | 6 contacts → | ||||
Strong evidence “Securities and Advisory services offered through LPL Financial, a registered investment advisor.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 10 | 6 contacts → | ||||
Indirect evidence “Our goal is to provide customized solutions for businesses and individuals.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 11 | 5 contacts → | ||||
Indirect evidence “We hope you’ll find a wealth of educational information.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 12 | 5 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, 2026Thanks. The Data Team will review it. | |||||
| 13 | 4 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, 2026Thanks. The Data Team will review it. | |||||
| 14 | 4 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, 2026Thanks. The Data Team will review it. | |||||
| 15 | 4 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, 2026Thanks. The Data Team will review it. | |||||
| 16 | 4 contacts → | ||||
Strong evidence “Peterson Wealth Advisors is a comprehensive financial services firm.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 17 | 3 contacts → | ||||
Partial evidence “Auxan Capital Advisors is an independent investment advisory firm based in Springfield, Missouri.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 18 | 3 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, 2026Thanks. The Data Team will review it. | |||||
| 19 | 3 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, 2026Thanks. The Data Team will review it. | |||||
| 20 | 3 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, 2026Thanks. The Data Team will review it. | |||||
| 21 | 2 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, 2026Thanks. The Data Team will review it. | |||||
| 22 | 2 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, 2026Thanks. The Data Team will review it. | |||||
| 23 | 2 contacts → | ||||
Indirect evidence “M.” Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 24 | 2 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026Thanks. The Data Team will review it. | |||||
| 25 | 2 contacts → | ||||
Indirect evidence “T.” Source: RevenueBase Database · checked Sep 20, 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: financial advisors for high net worth. 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 financial advisors for high net worth.
- Partial evidence
- Its own public description names part of financial advisors for high net worth, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name financial advisors for high net worth. 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 25 of 60 financial advisors for high net worth based in Springfield, United States
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Financial advisors for high net worth based in Springfield, United States at a glance
As of Sep 20, 2026Companies by employee count
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 60 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 financial advisors for high net worth, 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 “financial advisors for high net worth”. 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 financial advisors for high net worth), 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 financial advisors for high net worth, 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, 99 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.
Financial advisors for high net worth by metro in the United States
- Financial advisors for high net worth in New York434
- Financial advisors for high net worth in Atlanta249
- Financial advisors for high net worth in Houston237
- Financial advisors for high net worth in Dallas228
- Financial advisors for high net worth in San Diego201
- Financial advisors for high net worth in Chicago199
- Financial advisors for high net worth in Scottsdale175
- Financial advisors for high net worth in Austin173
- Financial advisors for high net worth in Charlotte157
- Financial advisors for high net worth in Denver148
- Financial advisors for high net worth in San Francisco147
- Financial advisors for high net worth in Boston131
- Financial advisors for high net worth in Los Angeles130
- Financial advisors for high net worth in Tampa128
- Financial advisors for high net worth in Miami127
- Financial advisors for high net worth in Cincinnati110
- Financial advisors for high net worth in Portland105
- Financial advisors for high net worth in Columbus98
- Financial advisors for high net worth in Overland Park97
- Financial advisors for high net worth in Phoenix97
- Financial advisors for high net worth in Irvine95
- Financial advisors for high net worth in Newport Beach94
- Financial advisors for high net worth in Indianapolis93
- Financial advisors for high net worth in Raleigh92
- Financial advisors for high net worth in Seattle91
- Financial advisors for high net worth in Minneapolis84
- Financial advisors for high net worth in San Antonio84
- Financial advisors for high net worth in Boca Raton82
- Financial advisors for high net worth in Bellevue81
- Financial advisors for high net worth in Omaha81
- Financial advisors for high net worth in Birmingham79
- Financial advisors for high net worth in Pittsburgh79
- Financial advisors for high net worth in Columbia77
- Financial advisors for high net worth in Grand Rapids77
- Financial advisors for high net worth in Greenville72
- Financial advisors for high net worth in Las Vegas71
- Financial advisors for high net worth in Louisville69
- Financial advisors for high net worth in Richmond68
- Financial advisors for high net worth in Rochester67
- Financial advisors for high net worth in Jacksonville66
- Financial advisors for high net worth in Fort Worth65
- Financial advisors for high net worth in Greenwood Village65
- Financial advisors for high net worth in Madison64
- Financial advisors for high net worth in Nashville64
- Financial advisors for high net worth in Colorado Springs63
- Financial advisors for high net worth in Sarasota62
- Financial advisors for high net worth in Wilmington62
- Financial advisors for high net worth in Plano61
- Financial advisors for high net worth in Springfield60
- Financial advisors for high net worth in Lexington59
- Financial advisors for high net worth in Troy59
- Financial advisors for high net worth in Salt Lake City58
- Financial advisors for high net worth in Tulsa57
- Financial advisors for high net worth in Orlando56
- Financial advisors for high net worth in Fort Lauderdale52
- Financial advisors for high net worth in Washington52
- Financial advisors for high net worth in Alpharetta50
- Financial advisors for high net worth in Cleveland50
- Financial advisors for high net worth in Memphis50
- Financial advisors for high net worth in Pasadena50
- Financial advisors for high net worth in Tucson50
- Financial advisors for high net worth in Walnut Creek50
- Financial advisors for high net worth in Franklin49
- Financial advisors for high net worth in Naples47
- Financial advisors for high net worth in Philadelphia47
- Financial advisors for high net worth in San Jose46
- Financial advisors for high net worth in Coral Gables44
- Financial advisors for high net worth in Knoxville44
- Financial advisors for high net worth in Lake Oswego43
- Financial advisors for high net worth in Melville43
- Financial advisors for high net worth in Plymouth43
- Financial advisors for high net worth in Baton Rouge42
- Financial advisors for high net worth in Oklahoma City42
- Financial advisors for high net worth in Charleston41
- Financial advisors for high net worth in Lafayette40
- Financial advisors for high net worth in The Woodlands40
- Financial advisors for high net worth in Virginia Beach40
- Financial advisors for high net worth in Westlake Village40
- Financial advisors for high net worth in Lincoln39
- Financial advisors for high net worth in Bethesda38
- Financial advisors for high net worth in Brentwood38
- Financial advisors for high net worth in Fort Collins38
- Financial advisors for high net worth in Frisco38
- Financial advisors for high net worth in Roseville38
- Financial advisors for high net worth in St Louis38
- Financial advisors for high net worth in West Des Moines38
- Financial advisors for high net worth in Bloomington37
- Financial advisors for high net worth in Greensboro36
- Financial advisors for high net worth in Jackson36
- Financial advisors for high net worth in Kansas City36
- Financial advisors for high net worth in Mclean36
- Financial advisors for high net worth in Minnetonka35
- Financial advisors for high net worth in Buffalo34
- Financial advisors for high net worth in Sacramento34
- Financial advisors for high net worth in Chesterfield33
- Financial advisors for high net worth in Englewood33
- Financial advisors for high net worth in Fort Wayne33
- Financial advisors for high net worth in Lancaster33
- Financial advisors for high net worth in Little Rock33
- Financial advisors for high net worth in Ann Arbor32
- Financial advisors for high net worth in Beverly Hills32
- Financial advisors for high net worth in Boulder32
- Financial advisors for high net worth in Chattanooga32
- Financial advisors for high net worth in Red Bank32
- Financial advisors for high net worth in Reston32
- Financial advisors for high net worth in West Chester32
- Financial advisors for high net worth in Westport32
- Financial advisors for high net worth in Woodbury32
- Financial advisors for high net worth in Annapolis31
- Financial advisors for high net worth in Littleton31
- Financial advisors for high net worth in Naperville31
- Financial advisors for high net worth in Rockville31
- Financial advisors for high net worth in Southfield31
- Financial advisors for high net worth in Wichita31
- Financial advisors for high net worth in Bloomfield Hills30
- Financial advisors for high net worth in Marietta30
- Financial advisors for high net worth in Pittsford30
- Financial advisors for high net worth in Reno30
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- Financial advisors for high net worth in Alexandria29
- Financial advisors for high net worth in Arlington29
- Financial advisors for high net worth in Dublin29
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- Financial advisors for high net worth in Princeton29
- Financial advisors for high net worth in Santa Barbara29
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- Financial advisors for high net worth in Vienna29
- Financial advisors for high net worth in Baltimore28
- Financial advisors for high net worth in Providence28
- Financial advisors for high net worth in Honolulu27
- Financial advisors for high net worth in Lakewood27
- Financial advisors for high net worth in Northbrook27
- Financial advisors for high net worth in San Ramon27
- Financial advisors for high net worth in Wayne27
- Financial advisors for high net worth in Albuquerque26
- Financial advisors for high net worth in Bend26
- Financial advisors for high net worth in Carlsbad26
- Financial advisors for high net worth in Carmel26
- Financial advisors for high net worth in Milwaukee26
- Financial advisors for high net worth in Salem26
- Financial advisors for high net worth in Southlake26
- Financial advisors for high net worth in Stamford26
- Financial advisors for high net worth in Toledo26
- Financial advisors for high net worth in Albany25
- Financial advisors for high net worth in Boise25
- Financial advisors for high net worth in Burlington25
- Financial advisors for high net worth in Canton25
- Financial advisors for high net worth in Clearwater25
- Financial advisors for high net worth in Concord25
- Financial advisors for high net worth in Fort Myers25
- Financial advisors for high net worth in Huntsville25
- Financial advisors for high net worth in Morristown25
- Financial advisors for high net worth in Spokane25
- Financial advisors for high net worth in Towson25
- Financial advisors for high net worth in Westlake25
- Financial advisors for high net worth in Winston-Salem25
- Financial advisors for high net worth in Winter Park25
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 financial advisors for high net worth, 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 financial advisors for high net worth are there based in Springfield, United States?
RevenueBase identified 60 financial advisors for high net worth 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 financial advisors for high net worth?
New York leads with 434 headquartered companies, followed by Atlanta (249) and Houston (237).
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 99 verified decision-maker contacts tracked across these 60 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.
Ready to reach these companies? Verified emails and direct dials for all 60 financial advisors for high net worth based in Springfield, United States. Start with a free account, no credit card.
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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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