Company lists · Data refreshed September 2026

Top 15 Financial services consultants based in Grand Rapids, United States

Name: Financial services consultants based in Grand Rapids, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 16, 2026 27 companies tracked

RevenueBase identified 27 company matches for financial services consultants associated with Grand Rapids, United States as of September 2026 and tracks 326 professional contacts across them, including 157 with verified work emails. Across the United States, New York is the largest hub for this category (317 companies); Grand Rapids has 27.

This list covers company matches for financial services consultants associated with Grand Rapids, 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 September 16, 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 Sep 16, 2026 How this list was built

27Companies

326Contacts tracked

157Verified emails

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The 15 largest financial services consultants based in Grand Rapids, United States

Ranked by team size

Top 15 of 27 company matches for financial services consultants based in Grand Rapids, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 16, 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	Hungerford	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 16, 2026	51-200	159 contacts →
	Exact match “At Hungerford, we believe organizations thrive when they have the right partners guiding their financial, operational, and technological decisions.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
2	Vantagepointe Financial Group	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 16, 2026	51-200	35 contacts →
	Exact match “Financial Analysis: VantagePointe's thorough financial analysis encourages individuals, couples, families and business to share their goals and aspirations.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3	Baker Holtz	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 16, 2026	11-50	26 contacts →
	Exact match “Baker Holtz understands our clients' need for a trusted advisory relationship that helps meet the unique demands and challenges they face.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4	Ascent Wealth Partners	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 16, 2026	11-50	16 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
5	SBC Financial	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 16, 2026	11-50	13 contacts →
	Exact match “We’re a Michigan-based financial firm helping families and individuals make confident, informed decisions about their money.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
6	Simplified Investments	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 16, 2026	501-1,000	9 contacts →
	Exact match “Simplified Investments is a financial services company based Grand Rapids, Michigan.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
7	KRT Collective	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 16, 2026	1-10	9 contacts →
	Exact match “KRT Collective is a unique combination of skillsets and services at your disposal.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8	Edge Wealth Management	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 16, 2026	1-10	7 contacts →
	Exact match “At Edge Wealth Management, we believe that a plan is a powerful tool.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
9	Rinvelt & David,llc	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 16, 2026	1-10	7 contacts →
	Exact match “Financial services firm specializing in "Personal Financial Planning".” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10	Eastown Financial Services INC	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “Financial Planning, Investment and Tax Services” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
11	Family Capital Management Grand Rapids, MI	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
12	Kanai Wealth Management Group	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 16, 2026	1-10	3 contacts →
	Exact match “Kanai Wealth Management Group, LLC is a comprehensive financial services firm committed to helping you improve your long-term financial success.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
13	Accomplish Collective	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “Institutional Investment Practices with a Personalized Approach.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
14	Peterson Financial Strategies	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15	FCM Financial Planning	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 16, 2026	1-10	2 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 16, 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 “financial services consultants”. 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 15 of 27 financial services consultants based in Grand Rapids, United States

See the full list, filter by size, metro and specialty, and access 157 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial services consultants based in Grand Rapids, United States at a glance

As of Sep 16, 2026

48.2%Verified-email coverage

12.1Average contacts per company

1-10Median size (employees)

Sep 16, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

501-1,000

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 27 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 Grand Rapids, United States whose business descriptions match “financial services consultants” 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 157 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 September 16, 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.

Financial services consultants 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 “financial services consultants”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial services consultants are there based in Grand Rapids, United States?

RevenueBase identified 27 company matches for financial services consultants associated with Grand Rapids, United States as of September 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?

Hungerford 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 financial services consultants?

New York leads the United States with 317 company records, followed by Houston (160) and Atlanta (142). Grand Rapids has 27.

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 157 professional contacts with verified work emails tracked across these 27 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 September 16, 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.