Company lists · Data refreshed September 2026

Top 25 Wealth management companies based in Grand Rapids, United States

Name: Wealth management companies 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 16, 2026 73 companies tracked

RevenueBase identified 73 company matches for wealth management companies associated with Grand Rapids, United States as of September 2026 and tracks 533 professional contacts across them, including 298 with verified work emails. Across the United States, New York is the largest hub for this category (477 companies); Grand Rapids has 73.

This list covers company matches for wealth management companies associated with Grand Rapids, 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 16, 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 16, 2026 How this list was built

73Companies

533Contacts tracked

298Verified emails

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The 25 largest wealth management companies based in Grand Rapids, United States

Ranked by team size

Top 25 of 73 company matches for wealth management companies based in Grand Rapids, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 16, 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	NPF Investment Advisors	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 16, 2026	11-50	48 contacts →
	Exact match “Since 1933, NPF Investment Advisors has helped families, individuals, and institutions across West Michigan and the U.S.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
2	Innovia Wealth	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 16, 2026	11-50	43 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
3	Vantagepointe Financial Group	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 16, 2026	51-200	35 contacts →
	Exact match “Financial Analysis: VantagePointe's thorough financial analysis encourages individuals, couples, families and business to share their goals and aspirations.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
4	Centennial Securities	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 16, 2026	51-200	30 contacts →
	Exact match “Centennial Securities is a community service-focused, locally owned investment firm with strong Midwestern values.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
5	Baker Holtz	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 16, 2026	11-50	26 contacts →
	Exact match “Baker Holtz understands our clients' need for a trusted advisory relationship that helps meet the unique demands and challenges they face.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
6	Legacy Trust GR	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 16, 2026	11-50	21 contacts →
	Exact match “At Legacy Trust, we have three areas of interest-you, your family and the generations that will follow.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
7	Ascent Wealth Partners	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 16, 2026	11-50	16 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
8	SBC Financial	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 16, 2026	11-50	13 contacts →
	Exact match “We’re a Michigan-based financial firm helping families and individuals make confident, informed decisions about their money.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
9	Hill Island Financial	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 16, 2026	1-10	12 contacts →
	Exact match “Goal-based financial guidance to help you tackle today’s challenges and achieve your dreams.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
10	Voisard Asset Management Group	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 16, 2026	1-10	11 contacts →
	Exact match “Voisard Asset Management Group is a fee-only, investment management practice that works with high net worth individuals nationwide.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
11	Grand Wealth Management	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 16, 2026	11-50	10 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
12	Synergy Wealth Management	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 16, 2026	1-10	10 contacts →
	Exact match “Synergy Wealth Management, LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success through efficient and…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
13	Simplified Investments	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 16, 2026	501-1,000	9 contacts →
	Exact match “Simplified Investments is a financial services company based Grand Rapids, Michigan.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
14	Hungerford Financial	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 16, 2026	1-10	9 contacts →
	Exact match “We understand our clients need help preparing and planning for retirement.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
15	Edge Wealth Management	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 16, 2026	1-10	7 contacts →
	Exact match “At Edge Wealth Management, we believe that a plan is a powerful tool.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
16	Harvest Wealth Advisors LLC	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 16, 2026	1-10	7 contacts →
	Exact match “We are an Independent Wealth Management firm.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
17	Trifound	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 16, 2026	11-50	7 contacts →
	Exact match “It is our mission to design and provide you a holistic plan to help with your present goals and aspirations in effort to benefit you before leaving an extraordinary legacy to…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
18	Rinvelt & David,llc	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 16, 2026	1-10	7 contacts →
	Exact match “Financial services firm specializing in "Personal Financial Planning".” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
19	Cornerstone Retirement Partners	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 16, 2026	1-10	6 contacts →
	Exact match “Our practice offers a holistic approach to retirement planning.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
20	Lafleur & Godfrey	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 16, 2026	1-10	6 contacts →
	Exact match “We believe it is a privilege to be your wealth manager.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
21	Legacy Capital Planners, LLC	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 16, 2026	1-10	6 contacts →
	Exact match “Independent * Financial planning & wealth management * Purposeful planning * Priorities & purpose * Live AND leave a legacy Securities offered through Cambridge Investment…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
22	Streamsong Advisors	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 16, 2026	1-10	5 contacts →
	Exact match “StreamSong Advisors' financial planning and estate planning processes analyze the goals, needs, and objectives of our clients to develop the appropriate asset allocation strategy…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
23	Cooperdavis Financial Group	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 16, 2026	1-10	5 contacts →
	Exact match “CooperDavis Financial Group is an investment management company based out of 644 Lovett Ave SE, Grand Rapids, Michigan, United States.” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
24	Providence Financial Advisors	Exact match	Grand Rapids, MN, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 16, 2026 · View company records in RevenueBase
25	Aspen Investment Management INC	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 16, 2026	1-10	4 contacts →
	Exact match “For over 30 years, Aspen Investment Management has provided a relationship driven, client centered, comprehensive investment strategy designed to preserve and grow wealth.” Recorded in the RevenueBase company graph · Sep 16, 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 “wealth 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 25 of 73 wealth management companies based in Grand Rapids, United States

See the full list, filter by size, metro and specialty, and access 298 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Wealth management companies based in Grand Rapids, United States at a glance

As of Sep 16, 2026

55.9%Verified-email coverage

7.3Average contacts per company

1-10Median size (employees)

Sep 16, 2026Page data 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 for Grand Rapids, so it is reported there. Company counts and contact totals on this page are exact for Grand Rapids, over 73 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 Grand Rapids, United States whose business descriptions match “wealth 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 298 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 16, 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.

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

How many wealth management companies are there based in Grand Rapids, United States?

RevenueBase identified 73 company matches for wealth management companies associated with Grand Rapids, 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?

NPF Investment Advisors 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 wealth management companies?

New York leads the United States with 477 company records, followed by Atlanta (245) and Houston (239). Grand Rapids has 73.

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 298 professional contacts with verified work emails tracked across these 73 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 16, 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.