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Find The Best Financial Advisors in Grand Rapids, Michigan
Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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How To Find The Best Financial Advisors in Grand Rapids, Michigan
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Grand Rapids, Michigan, FinancialAdvisor.net is a useful resource. We've compiled a list of the 2 vetted financial advisors and 26 non-vetted financial advisors in Grand Rapids, Michigan, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Grand Rapids, Michigan have an average of 21 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Grand Rapids, Michigan
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Top Financial Advisor Firms in Grand Rapids, Michigan (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| OA PRIVATE CAPITAL 200 Monroe Avenue Nw, Suite 500 Grand Rapids, MI, 49503 | 282516 | $20,209,044,347 | 85 | A percentage of AUM, Performance Based |
| NPF INVESTMENT ADVISORS 40 Pearl St., Nw, Suite 500, Grand Rapids, MI, 49503-3026 | 104683 | $2,354,512,728 | 2599 | A percentage of AUM, Hourly charges, Fixed fees |
| INNOVIA WEALTH, LLC 171 Monroe Ave. Nw, Suite 800 Grand Rapids, MI, 49503 | 289913 | $2,232,574,455 | 3183 | A percentage of AUM, Hourly charges, Fixed fees |
| RED CEDAR INVESTMENT MANAGEMENT 333 Bridge Street Nw, Suite 601 Grand Rapids, MI, 49504 | 170939 | $1,628,447,738 | 59 | A percentage of AUM |
| CENTENNIAL SECURITIES COMPANY INC 3075 Charlevoix Dr Se, Grand Rapids, MI, 49546 | 7763 | $1,071,810,373 | 3513 | A percentage of AUM, Hourly charges, Fixed fees |
| MIDWEST CAPITAL ADVISORS, LLC 630 Kenmoor Ave. Se, Suite 206 Grand Rapids, MI, 49546 | 125389 | $947,304,066 | 891 | A percentage of AUM, Fixed fees, Other (CONSULTING FEES) |
| FINANCIAL ADVISORY CORPORATION 4251 Cascade Road S.E., Grand Rapids, MI, 49546 | 105472 | $913,274,779 | 1180 | A percentage of AUM, Hourly charges, Fixed fees, Other (COMBINATION OF ASSETS UNDER MANAGEMENT, NET WORTH, AND BASE FEE.) |
| LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT 625 Kenmoor Ave Se, Suite 209 Grand Rapids, MI, 49546 | 168831 | $870,037,039 | 777 | A percentage of AUM |
| LIFEWORKS ADVISORS, LLC 4095 Park East Ct., Ste. C Grand Rapids, MI, 49546 | 288255 | $742,298,024 | 3785 | A percentage of AUM, Fixed fees |
| GRAND WEALTH MANAGEMENT, LLC 333 Bridge Street Nw, Suite 800 Grand Rapids, MI, 49504 | 132137 | $604,519,121 | 1062 | A percentage of AUM, Hourly charges, Fixed fees |
| STONEBRIDGE FINANCIAL GROUP 3333 Deposit Drive Ne, Suite 220, Grand Rapids, MI, 49546 | 166251 | $576,126,530 | 669 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
| FIDUCIARY FINANCIAL ADVISORS 124 Fulton St. East, Suite 200 Grand Rapids, MI, 49503 | 172103 | $555,420,848 | 1294 | A percentage of AUM, Hourly charges, Fixed fees |
| VOISARD ASSET MANAGEMENT GROUP 99 Monroe Ave, Nw,, Suite 504 Grand Rapids, MI, 49503 | 118048 | $490,209,538 | 1465 | A percentage of AUM, Hourly charges, Fixed fees |
| HILL ISLAND FINANCIAL LLC 38 Commerce Avenue Sw, Suite 310 Grand Rapids, MI, 49503 | 313469 | $446,640,410 | 550 | A percentage of AUM, Hourly charges, Fixed fees |
| BEMANAGED 4280 Cascade Road Se, Grand Rapids, MI, 49546 | 140099 | $393,802,741 | 1270 | A percentage of AUM, Hourly charges |
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