Company lists · Data refreshed September 2026

Top 25 Investment firms based in Grand Rapids, United States

Name: Investment firms 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 4, 2026 48 companies tracked

RevenueBase identified 48 investment firms headquartered in Grand Rapids, United States as of September 2026 and tracks 358 professional contacts across them, including 180 with verified work emails. New York is the largest hub.

This list covers investment firms 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, how directly it supports the match, and when it was last checked. Data refreshed September 4, 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 HQ checked on every row Match evidence on every row Refreshed Sep 4, 2026 86% judged on-target in blind review

48Companies

358Contacts tracked

180Verified emails

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The 25 largest investment firms based in Grand Rapids, United States

Ranked by team size

Top 25 of 48 investment firms based in Grand Rapids, United States, ranked by team size, largest first. Data refreshed Sep 4, 2026. Evidence rates how directly each company's own description names investment firms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	NPF Investment AdvisorsStrong evidence	Grand Rapids, MI, United StatesHQ checked Sep 4, 2026	11-50	51
	“Since 1933, NPF Investment Advisors has helped families, individuals, and institutions across West Michigan and the U.S.” Source: company website · checked Sep 4, 2026
2	Centennial SecuritiesStrong evidence	Grand Rapids, MI, United StatesHQ checked Sep 4, 2026	51-200	31
	“Centennial Securities is a community service-focused, locally owned investment firm with strong Midwestern values.” Source: company website · checked Sep 4, 2026
3	Baker HoltzIndirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 4, 2026	11-50	26
	“Baker Holtz understands our clients' need for a trusted advisory relationship that helps meet the unique demands and challenges they face.” Source: company website · checked Sep 4, 2026
4	Legacy Trust GRIndirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 4, 2026	11-50	20
	“At Legacy Trust, we have three areas of interest-you, your family and the generations that will follow.” Source: company website · checked Sep 4, 2026
5	Ascent Wealth PartnersIndirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 4, 2026	11-50	18
	“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: company website · checked Sep 4, 2026
6	Financial Advisory CorporationStrong evidence	Grand Rapids, MI, United StatesHQ checked Sep 4, 2026	11-50	15
	“Financial Advisory Corporation (FAC) is among the oldest and largest independent registered investment advisor (RIA) firms in West Michigan.” Source: company website · checked Sep 4, 2026
7	Simplified InvestmentsStrong evidence	Grand Rapids, MI, United StatesHQ checked Sep 4, 2026	501-1,000	10
	“Simplified Investments is a financial services company based Grand Rapids, Michigan.” Source: company website · checked Sep 4, 2026
8	Grand Wealth ManagementStrong evidence	Grand Rapids, MI, United StatesHQ checked Sep 4, 2026	11-50	10
	“We are an independent, fee-only wealth management firm offering integrated investment management and financial planning services to a select group of personal and institutional…” Source: company website · checked Sep 4, 2026
9	Lafleur & GodfreyIndirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 4, 2026	1-10	6
	“We believe it is a privilege to be your wealth manager.” Source: company website · checked Sep 4, 2026
10	Waypointe Wealth AdvisorsStrong evidence	Grand Rapids, MI, United StatesHQ checked Sep 4, 2026	1-10	5
	“Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.” Source: company website · checked Sep 4, 2026
11	Cooperdavis Financial GroupStrong evidence	Grand Rapids, MI, United StatesHQ checked Sep 4, 2026	1-10	5
	“CooperDavis Financial Group is an investment management company based out of 644 Lovett Ave SE, Grand Rapids, Michigan, United States.” Source: company website · checked Sep 4, 2026
12	L2 Advisors, LLCStrong evidence	Grand Rapids, MI, United StatesHQ checked Sep 4, 2026	1-10	4
	“Disclaimer: Keagan Rushmore and Charles Rushmore are investment advisor representatives of, and securities and advisory services are offered through USA Financial Securities Corp…” Source: company website · checked Sep 4, 2026
13	Aspen Investment Management INCStrong evidence	Grand Rapids, MI, United StatesHQ checked Sep 4, 2026	1-10	4
	“For over 30 years, Aspen Investment Management has provided a relationship driven, client centered, comprehensive investment strategy designed to preserve and grow wealth.” Source: company website · checked Sep 4, 2026
14	Providence Financial AdvisorsIndirect evidence	Grand Rapids, MN, United StatesHQ checked Sep 4, 2026	1-10	4
	“Providence Financial Advisors is a team of professionals working collaboratively with our clients to help them find clarity, confidence, and contentment in their financial lives…” Source: company website · checked Sep 4, 2026
15	Eastown Financial Services INCStrong evidence	Grand Rapids, MI, United StatesHQ checked Sep 4, 2026	1-10	4
	“Financial Planning, Investment and Tax Services” Source: company website · checked Sep 4, 2026
16	ISGIndirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 4, 2026	1-10	4
	“Advisors.” Source: company website · checked Sep 4, 2026
17	Variable Concepts INCIndirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 4, 2026	11-50	3
	Source: company website · checked Sep 4, 2026
18	Kanai Wealth Management GroupIndirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 4, 2026	1-10	3
	“Kanai Wealth Management Group, LLC is a comprehensive financial services firm committed to helping you improve your long-term financial success.” Source: company website · checked Sep 4, 2026
19	Heitzman & Associates, INCIndirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 4, 2026	1-10	3
	“We utilize a variety of services to help create a comprehensive financial plan for both our individual and business clients.” Source: company website · checked Sep 4, 2026
20	Peterson Financial StrategiesIndirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 4, 2026	1-10	2
	Source: company website · checked Sep 4, 2026
21	Luminist CapitalStrong evidence	Grand Rapids, MI, United StatesHQ checked Sep 4, 2026	1-10	2
	“Luminist Capital is a Registered Investment Advisory firm specializing in portfolio and asset management for individuals and advisors.” Source: company website · checked Sep 4, 2026
22	FCM Financial PlanningIndirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 4, 2026	1-10	2
	“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.” Source: company website · checked Sep 4, 2026
23	Schwallier Wealth Management LLCIndirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 4, 2026	1-10	2
	“Schwallier Wealth Management LLC is a comprehensive financial services firm.” Source: company website · checked Sep 4, 2026
24	Fliehman FinancialStrong evidence	Grand Rapids, MI, United StatesHQ checked Sep 4, 2026	1-10	1
	“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: company website · checked Sep 4, 2026
25	Tamarack Capital Management, LLCIndirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 4, 2026	1-10	1
	“Tamarack Capital Management is committed to putting client interests first when managing portfolios for high-net-worth families, endowments, foundations, and corporate accounts.” Source: company website · checked Sep 4, 2026

Showing 25 of 48 investment firms based in Grand Rapids, United States

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Investment firms based in Grand Rapids, United States at a glance

As of Sep 4, 2026

1-10Median size (employees)

New YorkLargest hub · 1002 HQs

Contacts with mobile numbers

Sep 4, 2026Data 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 this city, so it is reported there. Company counts and contact totals on this page are exact for Grand Rapids, over 48 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 investment firms, so some rows will be adjacent to the category rather than pure plays. The description and evidence 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 SmartSearch, 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 “investment firms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among investment firms, 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 an evidence 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, 180 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 4, 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.

Investment firms by metro in the United States

Frequently asked

How many investment firms are there based in Grand Rapids, United States?

RevenueBase identified 48 investment firms 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?

NPF Investment Advisors, headquartered in Grand Rapids, tops this list with the largest team on record.

Which city has the most investment firms?

New York leads with 1002 headquartered companies, followed by Chicago (301) and Dallas (277).

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 180 verified decision-maker contacts tracked across these 48 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 4, 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.