Company lists · Data refreshed October 2026

Top 16 Healthcare financial advisors based in Southfield, United States

Name: Healthcare financial advisors based in Southfield, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Oct 13, 2026 27 companies tracked

RevenueBase identified 27 company matches for healthcare financial advisors associated with Southfield, United States as of October 2026 and tracks 449 professional contacts across them, including 166 with verified work emails. Across the United States, New York is the largest hub for this category (247 companies); Southfield has 27.

This list covers company matches for healthcare financial advisors associated with Southfield, 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 October 13, 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 Oct 13, 2026 How this list was built

27Companies

449Contacts tracked

166Verified emails

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The 16 largest healthcare financial advisors based in Southfield, United States

Ranked by team size

Top 16 of 27 company matches for healthcare financial advisors based in Southfield, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 13, 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	Massmutual Great Lakes	Exact match	Southfield, MI, United StatesHQ recorded Oct 13, 2026	51-200	136 contacts →
	Exact match “At MassMutual Great Lakes, we help you identify and prioritize your financial goals and objectives.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
2	Plante Moran Wealth Management	Exact match	Southfield, MI, United StatesHQ recorded Oct 13, 2026	201-500	73 contacts →
	Exact match “As wealth management advisors, our philosophy is simple: What matters to you, matters to us.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
3	Michigan Financial Companies	Exact match	Southfield, MI, United StatesHQ recorded Oct 13, 2026	51-200	70 contacts →
	Exact match “Michigan Financial Companies has been helping individuals, families and business owners preserve and grow their assets and realize their financial goals for over 30 years.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
4	The Baker Group	Exact match	Southfield, MI, United StatesHQ recorded Oct 13, 2026	11-50	29 contacts →
	Exact match “The Baker Group is a broad-based Wealth Management Services Firm specializing in Investment Management, Business/Executive Benefits, Financial and Estate Planning.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
5	Wealth Strategies Financial Group	Exact match	Southfield, MI, United StatesHQ recorded Oct 13, 2026	1,001-5,000	21 contacts →
	Exact match “At Wealth Strategies Financial Group, our goal is to develop and maintain a professional business atmosphere in our agency, with a focus on high ethical standards.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
6	CIG Capital Advisors	Exact match	Southfield, MI, United StatesHQ recorded Oct 13, 2026	11-50	21 contacts →
	Exact match “The CIG Experience: Supporting Your Goals Every Step of the Way CIG Capital Advisors was founded with a client-focused culture, following a specific method of proven processes and…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
7	Cornerstone Financial Services, LLC	Exact match	Southfield, MI, United StatesHQ recorded Oct 13, 2026	11-50	20 contacts →
	Exact match “CFS has been published more than 60 times in USA TODAY, CNBC, FOX NEWS, READERS DIGEST, THE WALL STREET JOURNAL, FORBES, YAHOO FINANCE and many more.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
8	ELE Wealth Management	Exact match	Southfield, MI, United StatesHQ recorded Oct 13, 2026	11-50	12 contacts →
	Exact match “The advisors at ELE Wealth Management, Inc.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
9	NBS Wealth Strategies	Exact match	Southfield, MI, United StatesHQ recorded Oct 13, 2026	1-10	7 contacts →
	Exact match “At NBS Wealth Strategies, our mission is to provide a lifetime of guidance through the financial landscape.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
10	Landmark Financial Planning Advisory	Exact match	Southfield, MI, United StatesHQ recorded Oct 13, 2026	1-10	5 contacts →
	Exact match “We are an independent financial planning + advisory firm located in Metro Detroit.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
11	Bussa Financial Partners	Exact match	Southfield, MI, United StatesHQ recorded Oct 13, 2026	1-10	3 contacts →
	Exact match “Our mission is to ensure the financial needs of every client are met with individualized attention, custom solutions and trusted guidance.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
12	Impact Financial Planning	Exact match	Southfield, MI, United StatesHQ recorded Oct 13, 2026	1-10	3 contacts →
	Exact match “Impact Financial Planning helps families, business owners, professionals, and those ready to enjoy retirement achieve financial success.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
13	Dunleavy Wealth Management	Exact match	Southfield, MI, United StatesHQ recorded Oct 13, 2026	1-10	3 contacts →
	Exact match “MFC Dunleavy Wealth Management offers comprehensive financial planning tailored to meet the needs of families and small business owners.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
14	EH Wealth Advisors, LLC	Exact match	Southfield, MI, United StatesHQ recorded Oct 13, 2026	1-10	2 contacts →
	Exact match “Financial planning and investment management firm, located in Southfield, MI.” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
15	Medfinity Financial	Exact match	Southfield, MI, United StatesHQ recorded Oct 13, 2026	1-10	2 contacts →
	Exact match “With over 18 years of experience working with Physicians and Dentists, Chad Smith, Tim Schafer, and Aaron McDonald created Medfinity Financial to specialize the financial…” Recorded in the RevenueBase company graph · Oct 13, 2026 · View company records in RevenueBase
16	Lumin Financial, LLC	Exact match	Southfield, MI, United StatesHQ recorded Oct 13, 2026	1-10	1 contacts →
	Exact match “Our tagline, Clear Direction Clear Future, is our commitment to deliver financial advice in a way that brings clarity to the daunting process of setting and accomplishing your…” Recorded in the RevenueBase company graph · Oct 13, 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 “healthcare financial advisors”. 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 16 of 27 healthcare financial advisors based in Southfield, United States

See the full list, filter by size, metro and specialty, and access 166 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Healthcare financial advisors based in Southfield, United States at a glance

As of Oct 13, 2026

37.0%Verified-email coverage

16.6Average contacts per company

1-10Median size (employees)

Oct 13, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

Email recency for this list is measured across the whole United States list rather than for Southfield, so it is reported there. Company counts and contact totals on this page are exact for Southfield, 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 Southfield, United States whose business descriptions match “healthcare financial advisors” 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 166 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 October 13, 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.

Healthcare financial advisors 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 “healthcare financial advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many healthcare financial advisors are there based in Southfield, United States?

RevenueBase identified 27 company matches for healthcare financial advisors associated with Southfield, United States as of October 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?

Massmutual Great Lakes 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 healthcare financial advisors?

New York leads the United States with 247 company records, followed by Houston (172) and Atlanta (162). Southfield 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 166 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 October 13, 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.