Company lists · Data refreshed September 2026

Top 25 Portfolio management consultants based in Grand Rapids, United States

Name: Portfolio management consultants 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 29, 2026 60 companies tracked

RevenueBase identified 60 portfolio management consultants headquartered in Grand Rapids, United States as of September 2026 and tracks 466 professional contacts across them, including 269 with verified work emails. Across the United States, New York is the largest hub for this category (604 companies); Grand Rapids has 60.

This list covers portfolio management consultants 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 29, 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 29, 2026 86% judged on-target in blind review

60Companies

466Contacts tracked

269Verified emails

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The 25 largest portfolio management consultants based in Grand Rapids, United States

Ranked by team size

Top 25 of 60 portfolio management consultants based in Grand Rapids, United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to portfolio management consultants: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	NPF Investment Advisors	Indirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 29, 2026	11-50	48 contacts →
	Indirect evidence “Since 1933, NPF Investment Advisors has helped families, individuals, and institutions across West Michigan and the U.S.” Source: RevenueBase Database · checked Sep 29, 2026
2	Innovia Wealth	Partial evidence	Grand Rapids, MI, United StatesHQ checked Sep 29, 2026	11-50	43 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 29, 2026
3	Vantagepointe Financial Group	Indirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 29, 2026	51-200	35 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 29, 2026
4	Centennial Securities	Indirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 29, 2026	51-200	30 contacts →
	Indirect evidence “Centennial Securities is a community service-focused, locally owned investment firm with strong Midwestern values.” Source: RevenueBase Database · checked Sep 29, 2026
5	Baker Holtz	Indirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 29, 2026	11-50	26 contacts →
	Indirect evidence “Baker Holtz understands our clients' need for a trusted advisory relationship that helps meet the unique demands and challenges they face.” Source: RevenueBase Database · checked Sep 29, 2026
6	Legacy Trust GR	Indirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 29, 2026	11-50	21 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 29, 2026
7	Ascent Wealth Partners	Indirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 29, 2026	11-50	16 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 29, 2026
8	Financial Advisory Corporation	Indirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 29, 2026	11-50	15 contacts →
	Indirect evidence “Financial Advisory Corporation (FAC) is among the oldest and largest independent registered investment advisor (RIA) firms in West Michigan.” Source: RevenueBase Database · checked Sep 29, 2026
9	Voisard Asset Management Group	Partial evidence	Grand Rapids, MI, United StatesHQ checked Sep 29, 2026	1-10	11 contacts →
	Partial evidence “Voisard Asset Management Group is a fee-only, investment management practice that works with high net worth individuals nationwide.” Source: RevenueBase Database · checked Sep 29, 2026
10	Grand Wealth Management	Partial evidence	Grand Rapids, MI, United StatesHQ checked Sep 29, 2026	11-50	10 contacts →
	Partial 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 29, 2026
11	Hungerford Financial	Indirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 29, 2026	1-10	9 contacts →
	Indirect evidence “We understand our clients need help preparing and planning for retirement.” Source: RevenueBase Database · checked Sep 29, 2026
12	KRT Collective	Indirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 29, 2026	1-10	9 contacts →
	Indirect evidence “KRT Collective is a unique combination of skillsets and services at your disposal.” Source: RevenueBase Database · checked Sep 29, 2026
13	Cornerstone Retirement Partners	Indirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 29, 2026	1-10	6 contacts →
	Indirect evidence “Our practice offers a holistic approach to retirement planning.” Source: RevenueBase Database · checked Sep 29, 2026
14	Lafleur & Godfrey	Indirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 29, 2026	1-10	6 contacts →
	Indirect evidence “We believe it is a privilege to be your wealth manager.” Source: RevenueBase Database · checked Sep 29, 2026
15	Aspire Wealth Advisory	Partial evidence	Grand Rapids, MI, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Partial evidence “Aspire Wealth is a fee-only independent Registered Investment Advisor focused on comprehensive, holistic financial planning and investment management.” Source: RevenueBase Database · checked Sep 29, 2026
16	Streamsong Advisors	Indirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 29, 2026	1-10	5 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 29, 2026
17	Cooperdavis Financial Group	Partial evidence	Grand Rapids, MI, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Partial 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 29, 2026
18	Waypointe Wealth Advisors	Indirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 29, 2026	1-10	5 contacts →
	Indirect evidence “Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.” Source: RevenueBase Database · checked Sep 29, 2026
19	Providence Financial Advisors	Indirect evidence	Grand Rapids, MN, United StatesHQ checked Sep 29, 2026	1-10	4 contacts →
	Indirect evidence “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: RevenueBase Database · checked Sep 29, 2026
20	Aspen Investment Management INC	Partial evidence	Grand Rapids, MI, United StatesHQ checked Sep 29, 2026	1-10	4 contacts →
	Partial 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 29, 2026
21	L2 Advisors, LLC	Indirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 29, 2026	1-10	4 contacts →
	Indirect 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 29, 2026
22	Medalist Wealth Management	Partial evidence	Grand Rapids, MI, United StatesHQ checked Sep 29, 2026	1-10	4 contacts →
	Partial evidence “At Medalist Wealth Management, we believe retirement is a well-deserved reward for your lifetime of diligence.” Source: RevenueBase Database · checked Sep 29, 2026
23	Eastown Financial Services INC	Indirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 29, 2026	1-10	4 contacts →
	Indirect evidence “Financial Planning, Investment and Tax Services” Source: RevenueBase Database · checked Sep 29, 2026
24	ISG	Indirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 29, 2026	1-10	4 contacts →
	Indirect evidence “Advisors.” Source: RevenueBase Database · checked Sep 29, 2026
25	Family Capital Management Grand Rapids, MI	Partial evidence	Grand Rapids, MI, United StatesHQ checked Sep 29, 2026	1-10	3 contacts →
	Partial evidence “Family Capital Management was born out of the desire to find a BETTER way to help clients improve and organize their financial lives into an easty-to-understand format.” Source: RevenueBase Database · checked Sep 29, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: portfolio management consultants. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names portfolio management consultants.
Partial evidence: Its own public description names part of portfolio management consultants, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name portfolio management consultants. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 60 portfolio management consultants based in Grand Rapids, United States

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Portfolio management consultants based in Grand Rapids, United States at a glance

As of Sep 29, 2026

57.7%Verified-email coverage

7.8Average contacts per company

1-10Median size (employees)

Sep 29, 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 60 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 portfolio management consultants, 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 “portfolio management consultants”. 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 portfolio management consultants), 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 portfolio management consultants, 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, 269 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 29, 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.

Portfolio management consultants 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 portfolio management consultants, 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 portfolio management consultants are there based in Grand Rapids, United States?

RevenueBase identified 60 portfolio management consultants 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 in the United States has the most portfolio management consultants?

New York leads the United States with 604 headquartered companies, followed by Chicago (238) and Atlanta (222). Grand Rapids has 60.

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 269 verified decision-maker contacts tracked across these 60 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 29, 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.