Company lists · Data refreshed September 2026

Top 23 Insurance brokers for wealth planning based in Grand Rapids, United States

Name: Insurance brokers for wealth planning 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 17, 2026 38 companies tracked

RevenueBase identified 38 company matches for insurance brokers for wealth planning associated with Grand Rapids, United States as of September 2026 and tracks 473 professional contacts across them, including 260 with verified work emails. Across the United States, New York is the largest hub for this category (246 companies); Grand Rapids has 38.

This list covers company matches for insurance brokers for wealth planning 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 17, 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 17, 2026 How this list was built

38Companies

473Contacts tracked

260Verified emails

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The 23 largest insurance brokers for wealth planning based in Grand Rapids, United States

Ranked by team size

Top 23 of 38 company matches for insurance brokers for wealth planning based in Grand Rapids, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 17, 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	OVD Insurance	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 17, 2026	51-200	159 contacts →
	Exact match “OVD Insurance is a fiercely independent, client-centric brokerage with the tenacity to adapt to your unique needs where others don’t.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Lighthouse, An Alera Group Company	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 17, 2026	51-200	44 contacts →
	Exact match “Lighthouse is a full-service insurance agency, offering comprehensive solutions in personal protection, commercial insurance, and employee benefits.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Innovia Wealth	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 17, 2026	11-50	43 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	Vantagepointe Financial Group	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
5	Legacy Trust GR	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 17, 2026	11-50	21 contacts →
	Exact match “At Legacy Trust, we have three areas of interest-you, your family and the generations that will follow.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Ascent Wealth Partners	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
7	Edge Wealth Management	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 17, 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 17, 2026 · View company records in RevenueBase
8	Harvest Wealth Advisors LLC	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 17, 2026	1-10	7 contacts →
	Exact match “We are an Independent Wealth Management firm.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Platinum Benefit Advisors, INC	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “Platinum Benefit Advisors, Inc.\| Empowering Your Insurance and Financial Decisions Founded in 2009, Platinum Benefit Advisors, Inc.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	Cornerstone Retirement Partners	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “Our practice offers a holistic approach to retirement planning.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	Hansen Brokerage Services, An Icon Company	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “Hansen Brokerage Services, Inc.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Legacy Capital Planners, LLC	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 17, 2026	1-10	6 contacts →
	Exact match “Independent * Financial planning & wealth management * Purposeful planning * Priorities & purpose * Live AND leave a legacy Securities offered through Cambridge Investment…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	Streamsong Advisors	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “StreamSong Advisors' financial planning and estate planning processes analyze the goals, needs, and objectives of our clients to develop the appropriate asset allocation strategy…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	Insurance Resource Of Michigan	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 17, 2026	1-10	5 contacts →
	Exact match “You can relax, knowing we have you covered.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Medalist Wealth Management	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “At Medalist Wealth Management, we believe retirement is a well-deserved reward for your lifetime of diligence.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Weadock And Associates, LLC	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “Weadock and Associates, LLC was founded in 2001 by John S.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	ISG	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “Advisors.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Integrity Financial Group, LLC	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 17, 2026	1-10	4 contacts →
	Exact match “At Integrity Financial Group, LLC, we take pride in providing comprehensive retirement planning services to our clients.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Variable Concepts INC	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 17, 2026	11-50	3 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	MY Policy Shop	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Insurance agency and broker focusing on individual health, Medicare, Group Health Insurance, Life Insurance, Social Security and retirement planning.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Golden Goose Wealth Planning	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Life is Busy.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Schwallier Wealth Management LLC	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 17, 2026	1-10	2 contacts →
	Exact match “Schwallier Wealth Management LLC is a comprehensive financial services firm.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	Grey Dunes	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 17, 2026	1-10	1 contacts →
	Exact match “Established in 2005 by Founder William J.” Recorded in the RevenueBase company graph · Sep 17, 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 “insurance brokers for wealth planning”. 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 23 of 38 insurance brokers for wealth planning based in Grand Rapids, United States

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Insurance brokers for wealth planning based in Grand Rapids, United States at a glance

As of Sep 17, 2026

55.0%Verified-email coverage

12.4Average contacts per company

1-10Median size (employees)

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

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 38 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 “insurance brokers for wealth planning” 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 260 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 17, 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.

Insurance brokers for wealth planning 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 “insurance brokers for wealth planning”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many insurance brokers for wealth planning are there based in Grand Rapids, United States?

RevenueBase identified 38 company matches for insurance brokers for wealth planning 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?

OVD Insurance 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 insurance brokers for wealth planning?

New York leads the United States with 246 company records, followed by Houston (160) and Dallas (136). Grand Rapids has 38.

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 260 professional contacts with verified work emails tracked across these 38 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 17, 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.