Company lists · Data refreshed September 2026

Top 20 Wealth management staffing agencies based in Grand Rapids, United States

Name: Wealth management staffing agencies 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 29 companies tracked

RevenueBase identified 29 company matches for wealth management staffing agencies associated with Grand Rapids, United States as of September 2026 and tracks 360 professional contacts across them, including 185 with verified work emails. Across the United States, New York is the largest hub for this category (530 companies); Grand Rapids has 29.

This list covers company matches for wealth management staffing agencies 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 29, 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 29, 2026 How this list was built

29Companies

360Contacts tracked

185Verified emails

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The 20 largest wealth management staffing agencies based in Grand Rapids, United States

Ranked by team size

Top 20 of 29 company matches for wealth management staffing agencies based in Grand Rapids, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 29, 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	JBL Resources	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 29, 2026	51-200	55 contacts →
	Exact match “JBL Resources specializes in direct hire and contract placement.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
2	Impact Business Group	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 29, 2026	51-200	49 contacts →
	Exact match “Whether you are seeking employment opportunities, or candidates for your open positions, iMPact Business Group is committed to providing our candidates and clients with…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
3	NPF Investment Advisors	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
4	Innovia Wealth	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
5	Legacy Trust GR	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
6	Coastal Careers, INC	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 29, 2026	11-50	19 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
7	Axios Professional Recruitment	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 29, 2026	1,001-5,000	11 contacts →
	Exact match “At Axios Professional Recruitment, we’ve delivered specialized employment solutions for over 30 years.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
8	Grand Wealth Management	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
9	Judson Group	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 29, 2026	11-50	8 contacts →
	Exact match “Judson Group has provided retained, priority, and contingency search services to a number of leading large, mid-sized, and small organizations nationally.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
10	Harvest Wealth Advisors LLC	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 29, 2026	1-10	7 contacts →
	Exact match “We are an Independent Wealth Management firm.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
11	Lafleur & Godfrey	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
12	Legacy Capital Planners, LLC	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
13	Streamsong Advisors	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 29, 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 29, 2026 · View company records in RevenueBase
14	ISG	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 29, 2026	1-10	4 contacts →
	Exact match “Advisors.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
15	Kanai Wealth Management Group	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 29, 2026	1-10	3 contacts →
	Exact match “Kanai Wealth Management Group, LLC is a comprehensive financial services firm committed to helping you improve your long-term financial success.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
16	Peterson Financial Strategies	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
17	RDV Staffing	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 29, 2026	201-500	2 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
18	Schwallier Wealth Management LLC	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 29, 2026	1-10	2 contacts →
	Exact match “Schwallier Wealth Management LLC is a comprehensive financial services firm.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
19	Grey Dunes	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 29, 2026	1-10	1 contacts →
	Exact match “Established in 2005 by Founder William J.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase
20	Toptier Wealth Management	Exact match	Grand Rapids, MI, United StatesHQ recorded Sep 29, 2026	1-10	1 contacts →
	Exact match “TopTier Wealth Management is a company based out of Grand Rapids, MI, United States.” Recorded in the RevenueBase company graph · Sep 29, 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 staffing agencies”. 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 20 of 29 wealth management staffing agencies based in Grand Rapids, United States

See the full list, filter by size, metro and specialty, and access 185 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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

As of Sep 29, 2026

51.4%Verified-email coverage

12.4Average contacts per company

1-10Median size (employees)

Sep 29, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

1,001-5,000

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 29 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 staffing agencies” 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 185 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 29, 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 staffing agencies 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 staffing agencies”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 29 company matches for wealth management staffing agencies 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?

JBL Resources 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 staffing agencies?

New York leads the United States with 530 company records, followed by Houston (192) and Atlanta (191). Grand Rapids has 29.

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 185 professional contacts with verified work emails tracked across these 29 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 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 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.