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 wealth management companies headquartered in Grand Rapids, United States as of September 2026 and tracks 533 professional contacts across them, including 298 with verified work emails. New York is the largest hub.

This list covers wealth management companies 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 16, 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 16, 2026 86% judged on-target in blind review

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 wealth management companies based in Grand Rapids, United States, ranked by team size, largest first. Data refreshed Sep 16, 2026. RevenueBase Smart Search rates how each company's information relates to wealth management companies: 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 16, 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 16, 2026
2	Innovia Wealth	Strong evidence	Grand Rapids, MI, United StatesHQ checked Sep 16, 2026	11-50	43 contacts →
	Strong 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 16, 2026
3	Vantagepointe Financial Group	Indirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 16, 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 16, 2026
4	Centennial Securities	Indirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 16, 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 16, 2026
5	Baker Holtz	Indirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 16, 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 16, 2026
6	Legacy Trust GR	Indirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 16, 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 16, 2026
7	Ascent Wealth Partners	Partial evidence	Grand Rapids, MI, United StatesHQ checked Sep 16, 2026	11-50	16 contacts →
	Partial 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 16, 2026
8	SBC Financial	Indirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 16, 2026	11-50	13 contacts →
	Indirect evidence “We’re a Michigan-based financial firm helping families and individuals make confident, informed decisions about their money.” Source: RevenueBase Database · checked Sep 16, 2026
9	Hill Island Financial	Indirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 16, 2026	1-10	12 contacts →
	Indirect evidence “Goal-based financial guidance to help you tackle today’s challenges and achieve your dreams.” Source: RevenueBase Database · checked Sep 16, 2026
10	Voisard Asset Management Group	Partial evidence	Grand Rapids, MI, United StatesHQ checked Sep 16, 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 16, 2026
11	Grand Wealth Management	Strong evidence	Grand Rapids, MI, United StatesHQ checked Sep 16, 2026	11-50	10 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 16, 2026
12	Synergy Wealth Management	Strong evidence	Grand Rapids, MI, United StatesHQ checked Sep 16, 2026	1-10	10 contacts →
	Strong evidence “Synergy Wealth Management, LLC is a comprehensive financial services firm committed to helping our clients improve their long-term financial success through efficient and…” Source: RevenueBase Database · checked Sep 16, 2026
13	Simplified Investments	Indirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 16, 2026	501-1,000	9 contacts →
	Indirect evidence “Simplified Investments is a financial services company based Grand Rapids, Michigan.” Source: RevenueBase Database · checked Sep 16, 2026
14	Hungerford Financial	Indirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 16, 2026	1-10	9 contacts →
	Indirect evidence “We understand our clients need help preparing and planning for retirement.” Source: RevenueBase Database · checked Sep 16, 2026
15	Edge Wealth Management	Strong evidence	Grand Rapids, MI, United StatesHQ checked Sep 16, 2026	1-10	7 contacts →
	Strong evidence “At Edge Wealth Management, we believe that a plan is a powerful tool.” Source: RevenueBase Database · checked Sep 16, 2026
16	Harvest Wealth Advisors LLC	Strong evidence	Grand Rapids, MI, United StatesHQ checked Sep 16, 2026	1-10	7 contacts →
	Strong evidence “We are an Independent Wealth Management firm.” Source: RevenueBase Database · checked Sep 16, 2026
17	Trifound	Indirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 16, 2026	11-50	7 contacts →
	Indirect evidence “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…” Source: RevenueBase Database · checked Sep 16, 2026
18	Rinvelt & David,llc	Indirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 16, 2026	1-10	7 contacts →
	Indirect evidence “Financial services firm specializing in "Personal Financial Planning".” Source: RevenueBase Database · checked Sep 16, 2026
19	Cornerstone Retirement Partners	Indirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 16, 2026	1-10	6 contacts →
	Indirect evidence “Our practice offers a holistic approach to retirement planning.” Source: RevenueBase Database · checked Sep 16, 2026
20	Lafleur & Godfrey	Partial evidence	Grand Rapids, MI, United StatesHQ checked Sep 16, 2026	1-10	6 contacts →
	Partial evidence “We believe it is a privilege to be your wealth manager.” Source: RevenueBase Database · checked Sep 16, 2026
21	Legacy Capital Planners, LLC	Strong evidence	Grand Rapids, MI, United StatesHQ checked Sep 16, 2026	1-10	6 contacts →
	Strong evidence “Independent * Financial planning & wealth management * Purposeful planning * Priorities & purpose * Live AND leave a legacy Securities offered through Cambridge Investment…” Source: RevenueBase Database · checked Sep 16, 2026
22	Streamsong Advisors	Indirect evidence	Grand Rapids, MI, United StatesHQ checked Sep 16, 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 16, 2026
23	Cooperdavis Financial Group	Partial evidence	Grand Rapids, MI, United StatesHQ checked Sep 16, 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 16, 2026
24	Providence Financial Advisors	Indirect evidence	Grand Rapids, MN, United StatesHQ checked Sep 16, 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 16, 2026
25	Aspen Investment Management INC	Strong evidence	Grand Rapids, MI, United StatesHQ checked Sep 16, 2026	1-10	4 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 16, 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: wealth management companies. 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 wealth management companies.
Partial evidence: Its own public description names part of wealth management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth management companies. 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 73 wealth management companies based in Grand Rapids, United States

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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)

653.4%Largest-city concentration · New York

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among wealth management companies, 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 “wealth management companies”. 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 wealth management companies), 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 wealth management companies, 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, 298 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 16, 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.

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

RevenueBase identified 73 wealth management companies 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 wealth management companies?

New York leads with 477 headquartered companies, followed by Atlanta (245) and Houston (239).

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 298 verified decision-maker contacts tracked across these 73 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 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 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.