Company lists · Data refreshed September 2026

Top 14 Portfolio management companies based in Springfield, United States

Name: Portfolio management companies based in Springfield, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 20, 2026 36 companies tracked

RevenueBase identified 36 company matches for portfolio management companies associated with Springfield, United States as of September 2026 and tracks 214 professional contacts across them, including 65 with verified work emails. Across the United States, New York is the largest hub for this category (289 companies); Springfield has 36.

This list covers company matches for portfolio management companies associated with Springfield, 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 20, 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 20, 2026 How this list was built

36Companies

214Contacts tracked

65Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 14 largest portfolio management companies based in Springfield, United States

Ranked by team size

Top 14 of 36 company matches for portfolio management companies based in Springfield, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 20, 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	St. Germain Investment Management	Exact match	Springfield, MA, United StatesHQ recorded Sep 20, 2026	11-50	32 contacts →
	Exact match “St.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
2	KEB Wealth Advisors	Exact match	Springfield, IL, United StatesHQ recorded Sep 20, 2026	11-50	18 contacts →
	Exact match “Managing wealth isn’t simply about acquiring assets.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
3	Signalpoint, Powered By Farther	Exact match	Springfield, MO, United StatesHQ recorded Sep 20, 2026	11-50	12 contacts →
	Exact match “SignalPoint™ Asset Management, LLC is an SEC Registered Investment Advisor (RIA) established to focus on the needs of institutional and high net worth individuals.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
4	Ridgewood Investments	Exact match	Springfield, NJ, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “Stop worrying about the Market.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
5	Wealthcare Corporation	Exact match	Springfield, MO, United StatesHQ recorded Sep 20, 2026	1-10	7 contacts →
	Exact match “We are a thriving and sustainable company helping clients develop and conserve wealth, retire vitally, and transfer wealth & values to succeeding generations.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
6	Grenier Financial Advisors	Exact match	Springfield, MA, United StatesHQ recorded Sep 20, 2026	1-10	6 contacts →
	Exact match “Securities and Advisory services offered through LPL Financial, a registered investment advisor.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
7	Lifemap Wealth Management	Exact match	Springfield, IL, United StatesHQ recorded Sep 20, 2026	1-10	5 contacts →
	Exact match “At LifeMap Wealth Management, our mission is to bring clarity and direction to life’s financial decisions by guiding families, business owners, and professionals through our Five…” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
8	Affinity Wealth Partners	Exact match	Springfield, MO, United StatesHQ recorded Sep 20, 2026	11-50	4 contacts →
	Exact match “The Affinity Wealth Partners team was thoughtfully built to meet the full wealth management needs of your entire family.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
9	Auxan Capital Advisors	Exact match	Springfield, MO, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “Auxan Capital Advisors is an independent investment advisory firm based in Springfield, Missouri.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
10	Oakstar Investment Services	Exact match	Springfield, MO, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “OakStar Investment Services focuses on you and the unique set of financial circumstances you and your family face.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
11	Seeley Howard Private Wealth, INC	Exact match	Springfield, MA, United StatesHQ recorded Sep 20, 2026	1-10	3 contacts →
	Exact match “We are a full-service, boutique financial services firm providing customized solutions to families, institutions, and multi-generational investors.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
12	M. A. Kluemke & Associates	Exact match	Springfield, IL, United StatesHQ recorded Sep 20, 2026	1-10	2 contacts →
	Exact match “M.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
13	LMZ Wealth Management Of Wells Fargo Advisors Financial Network	Exact match	Springfield, IL, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “LMZ Wealth Management of Wells Fargo Financial Network is a full-service Wealth Management firm.” Recorded in the RevenueBase company graph · Sep 20, 2026 · View company records in RevenueBase
14	Capital360financial	Exact match	Springfield, MO, United StatesHQ recorded Sep 20, 2026	1-10	1 contacts →
	Exact match “We are dedicated to providing investment management and strategic wealth planning to that is specific to you and your situation.” Recorded in the RevenueBase company graph · Sep 20, 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 “portfolio management companies”. 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 14 of 36 portfolio management companies based in Springfield, United States

See the full list, filter by size, metro and specialty, and access 65 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Portfolio management companies based in Springfield, United States at a glance

As of Sep 20, 2026

30.4%Verified-email coverage

5.9Average contacts per company

1-10Median size (employees)

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

11-50

201-500

Email recency for this list is measured across the whole United States list rather than for Springfield, so it is reported there. Company counts and contact totals on this page are exact for Springfield, over 36 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 Springfield, United States whose business descriptions match “portfolio management companies” 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 65 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 20, 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.

Portfolio management companies 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 “portfolio management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many portfolio management companies are there based in Springfield, United States?

RevenueBase identified 36 company matches for portfolio management companies associated with Springfield, 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?

St. Germain Investment Management 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 portfolio management companies?

New York leads the United States with 289 company records, followed by Chicago (137) and Atlanta (116). Springfield has 36.

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 65 professional contacts with verified work emails tracked across these 36 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 20, 2026.

Ready to reach these companies? Verified emails and direct dials for all 36 portfolio management companies based in Springfield, United States. Start with a free account, no credit card.

Download this list →

Related lists

Portfolio management companies by geography

Browse the directory

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.