Company lists · Data refreshed September 2026

Top 20 Life insurance consulting firms based in Grand Rapids, United States

RevenueBase identified 37 life insurance consulting firms headquartered in Grand Rapids, United States as of September 2026 and tracks 236 professional contacts across them, including 110 with verified work emails. Across the United States, New York is the largest hub for this category (194 companies); Grand Rapids has 37.

This list covers life insurance consulting 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 28, 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 28, 2026 86% judged on-target in blind review
37Companies
236Contacts tracked
110Verified emails
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The 20 largest life insurance consulting firms based in Grand Rapids, United States

Ranked by team size
Top 20 of 37 life insurance consulting firms based in Grand Rapids, United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to life insurance consulting 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
1Indirect evidenceGrand Rapids, MI, United StatesHQ checked Sep 28, 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 28, 2026
2Indirect evidenceGrand Rapids, MI, United StatesHQ checked Sep 28, 202611-5028 contacts →

Indirect evidence

“Turn your challenges into a competitive advantage as you launch into unchartered territory.”

Source: RevenueBase Database · checked Sep 28, 2026
3Partial evidenceGrand Rapids, MI, United StatesHQ checked Sep 28, 202611-5022 contacts →

Partial evidence

“Watkins Ross provides consulting, actuarial and administrative services to various types of retirement plans and health plans.”

Source: RevenueBase Database · checked Sep 28, 2026
4Indirect evidenceGrand Rapids, MI, United StatesHQ checked Sep 28, 202611-5016 contacts →

Indirect evidence

“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: RevenueBase Database · checked Sep 28, 2026
5Indirect evidenceGrand Rapids, MI, United StatesHQ checked Sep 28, 20261-109 contacts →

Indirect evidence

“We understand our clients need help preparing and planning for retirement.”

Source: RevenueBase Database · checked Sep 28, 2026
6Indirect evidenceGrand Rapids, MI, United StatesHQ checked Sep 28, 20261-107 contacts →

Indirect evidence

“At Edge Wealth Management, we believe that a plan is a powerful tool.”

Source: RevenueBase Database · checked Sep 28, 2026
7Indirect evidenceGrand Rapids, MI, United StatesHQ checked Sep 28, 202611-506 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 28, 2026
8Partial evidenceGrand Rapids, MI, United StatesHQ checked Sep 28, 20261-106 contacts →

Partial evidence

“Platinum Benefit Advisors, Inc.| Empowering Your Insurance and Financial Decisions Founded in 2009, Platinum Benefit Advisors, Inc.”

Source: RevenueBase Database · checked Sep 28, 2026
9Indirect evidenceGrand Rapids, MI, United StatesHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“Our practice offers a holistic approach to retirement planning.”

Source: RevenueBase Database · checked Sep 28, 2026
10Indirect evidenceGrand Rapids, MI, United StatesHQ checked Sep 28, 20261-106 contacts →

Indirect evidence

“Hansen Brokerage Services, Inc.”

Source: RevenueBase Database · checked Sep 28, 2026
11Strong evidenceGrand Rapids, MI, United StatesHQ checked Sep 28, 20261-105 contacts →

Strong evidence

“Atlante Partners was founded in 2017 with the vision of becoming the premier consulting firm to mid-market independent insurance agencies across the U.S.”

Source: RevenueBase Database · checked Sep 28, 2026
12Partial evidenceGrand Rapids, MI, United StatesHQ checked Sep 28, 202611-504 contacts →

Partial evidence

“Since our establishment in 1924, West Michigan Insurance Inc.”

Source: RevenueBase Database · checked Sep 28, 2026
13Indirect evidenceGrand Rapids, MI, United StatesHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

“At Design Financial Group, we believe that the future belongs to the informed!”

Source: RevenueBase Database · checked Sep 28, 2026
14Indirect evidenceGrand Rapids, MI, United StatesHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

“At Medalist Wealth Management, we believe retirement is a well-deserved reward for your lifetime of diligence.”

Source: RevenueBase Database · checked Sep 28, 2026
15Indirect evidenceGrand Rapids, MI, United StatesHQ checked Sep 28, 20261-104 contacts →

Indirect evidence

“Weadock and Associates, LLC was founded in 2001 by John S.”

Source: RevenueBase Database · checked Sep 28, 2026
16Partial evidenceGrand Rapids, MI, United StatesHQ checked Sep 28, 20261-104 contacts →

Partial evidence

“Harbor Financial Group, LLC is a full service insurance agency that specializes in a full spectrum of insurance offerings, whether thats home and auto, or a large commercial…”

Source: RevenueBase Database · checked Sep 28, 2026
17Indirect evidenceGrand Rapids, MI, United StatesHQ checked Sep 28, 20261-103 contacts →

Indirect evidence

“We utilize a variety of services to help create a comprehensive financial plan for both our individual and business clients.”

Source: RevenueBase Database · checked Sep 28, 2026
18Strong evidenceGrand Rapids, MI, United StatesHQ checked Sep 28, 20261-102 contacts →

Strong evidence

“Insurance agency and broker focusing on individual health, Medicare, Group Health Insurance, Life Insurance, Social Security and retirement planning.”

Source: RevenueBase Database · checked Sep 28, 2026
19Strong evidenceGrand Rapids, MI, United StatesHQ checked Sep 28, 20261-102 contacts →

Strong evidence

“Great Lakes Insurance And Financial Services offers individual, family and group health insurance, long term care insurance, disability insurance and life insurance.”

Source: RevenueBase Database · checked Sep 28, 2026
20Partial evidenceGrand Rapids, MI, United StatesHQ checked Sep 28, 20261-101 contacts →

Partial evidence

“West Michigan Mutual is an independent insurance broker, not captive to any particular carrier.”

Source: RevenueBase Database · checked Sep 28, 2026

Showing 20 of 37 life insurance consulting firms based in Grand Rapids, United States

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Life insurance consulting firms based in Grand Rapids, United States at a glance

As of Sep 28, 2026
46.6%Verified-email coverage
6.4Average contacts per company
1-10Median size (employees)
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
28
11-50
5
51-200
3

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 37 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 life insurance consulting 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 “life insurance consulting 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 life insurance consulting 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 life insurance consulting 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, 110 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 28, 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.

Life insurance consulting 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 life insurance consulting 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 life insurance consulting firms are there based in Grand Rapids, United States?

RevenueBase identified 37 life insurance consulting 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?

Vantagepointe Financial Group, headquartered in Grand Rapids, tops this list with the largest team on record.

Which city in the United States has the most life insurance consulting firms?

New York leads the United States with 194 headquartered companies, followed by Houston (145) and Dallas (117). Grand Rapids has 37.

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 110 verified decision-maker contacts tracked across these 37 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 28, 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.