Company lists · Data refreshed September 2026

Top 19 Investment management firms based in Grand Rapids, United States

RevenueBase identified 31 investment management firms headquartered in Grand Rapids, United States as of September 2026 and tracks 268 professional contacts across them, including 148 with verified work emails. New York is the largest hub.

This list covers investment management 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, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 20, 2026 86% judged on-target in blind review
31Companies
268Contacts tracked
148Verified emails
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The 19 largest investment management firms based in Grand Rapids, United States

Ranked by team size
Top 19 of 31 investment management firms based in Grand Rapids, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to investment management firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Partial evidenceGrand Rapids, MI, United StatesHQ checked Sep 20, 202611-5048 contacts →

Partial evidence

“Since 1933, NPF Investment Advisors has helped families, individuals, and institutions across West Michigan and the U.S.”

Source: RevenueBase Database · checked Sep 20, 2026
2Partial evidenceGrand Rapids, MI, United StatesHQ checked Sep 20, 202611-5043 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 20, 2026
3Indirect evidenceGrand Rapids, MI, United StatesHQ checked Sep 20, 202651-20035 contacts →

Indirect evidence

“Financial Analysis: VantagePointe's thorough financial analysis encourages individuals, couples, families and business to share their goals and aspirations.”

Source: RevenueBase Database · checked Sep 20, 2026
4Partial evidenceGrand Rapids, MI, United StatesHQ checked Sep 20, 202651-20030 contacts →

Partial evidence

“Centennial Securities is a community service-focused, locally owned investment firm with strong Midwestern values.”

Source: RevenueBase Database · checked Sep 20, 2026
5Indirect evidenceGrand Rapids, MI, United StatesHQ checked Sep 20, 202611-5021 contacts →

Indirect evidence

“At Legacy Trust, we have three areas of interest-you, your family and the generations that will follow.”

Source: RevenueBase Database · checked Sep 20, 2026
6Strong evidenceGrand Rapids, MI, United StatesHQ checked Sep 20, 202611-5010 contacts →

Strong evidence

“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: RevenueBase Database · checked Sep 20, 2026
7Indirect evidenceGrand Rapids, MI, United StatesHQ checked Sep 20, 20261-106 contacts →

Indirect evidence

“We believe it is a privilege to be your wealth manager.”

Source: RevenueBase Database · checked Sep 20, 2026
8Indirect evidenceGrand Rapids, MI, United StatesHQ checked Sep 20, 20261-105 contacts →

Indirect evidence

“StreamSong Advisors' financial planning and estate planning processes analyze the goals, needs, and objectives of our clients to develop the appropriate asset allocation strategy…”

Source: RevenueBase Database · checked Sep 20, 2026
9Strong evidenceGrand Rapids, MI, United StatesHQ checked Sep 20, 20261-105 contacts →

Strong evidence

“CooperDavis Financial Group is an investment management company based out of 644 Lovett Ave SE, Grand Rapids, Michigan, United States.”

Source: RevenueBase Database · checked Sep 20, 2026
10Strong evidenceGrand Rapids, MI, United StatesHQ checked Sep 20, 20261-104 contacts →

Strong evidence

“For over 30 years, Aspen Investment Management has provided a relationship driven, client centered, comprehensive investment strategy designed to preserve and grow wealth.”

Source: RevenueBase Database · checked Sep 20, 2026
11Partial evidenceGrand Rapids, MI, United StatesHQ checked Sep 20, 20261-104 contacts →

Partial evidence

“Disclaimer: Keagan Rushmore and Charles Rushmore are investment advisor representatives of, and securities and advisory services are offered through USA Financial Securities Corp…”

Source: RevenueBase Database · checked Sep 20, 2026
12Partial evidenceGrand Rapids, MI, United StatesHQ checked Sep 20, 20261-104 contacts →

Partial evidence

“Financial Planning, Investment and Tax Services”

Source: RevenueBase Database · checked Sep 20, 2026
13Partial evidenceGrand Rapids, MI, United StatesHQ checked Sep 20, 20261-103 contacts →

Partial evidence

“Kanai Wealth Management Group, LLC is a comprehensive financial services firm committed to helping you improve your long-term financial success.”

Source: RevenueBase Database · checked Sep 20, 2026
14Indirect evidenceGrand Rapids, MI, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 20, 2026
15Strong evidenceGrand Rapids, MI, United StatesHQ checked Sep 20, 20261-102 contacts →

Strong evidence

“Luminist Capital is a Registered Investment Advisory firm specializing in portfolio and asset management for individuals and advisors.”

Source: RevenueBase Database · checked Sep 20, 2026
16Indirect evidenceGrand Rapids, MI, United StatesHQ checked Sep 20, 20261-102 contacts →

Indirect evidence

“Life is Busy.”

Source: RevenueBase Database · checked Sep 20, 2026
17Strong evidenceGrand Rapids, MI, United StatesHQ checked Sep 20, 20261-101 contacts →

Strong evidence

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: RevenueBase Database · checked Sep 20, 2026
18Partial evidenceGrand Rapids, MI, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“TopTier Wealth Management is a company based out of Grand Rapids, MI, United States.”

Source: RevenueBase Database · checked Sep 20, 2026
19Partial evidenceGrand Rapids, MI, United StatesHQ checked Sep 20, 20261-101 contacts →

Partial evidence

“Tamarack Capital Management is committed to putting client interests first when managing portfolios for high-net-worth families, endowments, foundations, and corporate accounts.”

Source: RevenueBase Database · checked Sep 20, 2026

Showing 19 of 31 investment management firms based in Grand Rapids, United States

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

As of Sep 20, 2026
55.2%Verified-email coverage
8.6Average contacts per company
1-10Median size (employees)
1122.6%Largest-city concentration · New York
Sep 20, 2026Page data refreshed

Companies by employee count

1-10
24
11-50
5
51-200
2

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 31 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 management firms, 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 Grand Rapids, United States whose own description of what they do matches “investment management firms”. 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 investment management firms), 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 investment management 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 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, 148 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.

Investment management firms by metro in the United States

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

RevenueBase identified 31 investment management 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 management firms?

New York leads with 348 headquartered companies, followed by Chicago (141) and Atlanta (122).

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 148 verified decision-maker contacts tracked across these 31 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.

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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.