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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!

We understand your financial needs are not always the same! Choosing the right financial advisor in Grand Rapids is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Grand Rapids & pick the one as per your needs

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 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

advisor-photo

Adam Schwallier

Schwallier Wealth Management LLC

616-855-2051

Top Financial Advisor Firms in Grand Rapids, Michigan (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
OA PRIVATE CAPITAL
200 Monroe Avenue Nw, Suite 500
Grand Rapids, MI, 49503
282516 $17,421,295,183 82 A Percentage of AUM, Performance Based
NPF INVESTMENT ADVISORS
40 Pearl St., Nw, Suite 300,
Grand Rapids, MI, 49503-3026
104683 $1,996,013,713 2373 A Percentage of AUM, Hourly charges, Fixed Fees
RED CEDAR INVESTMENT MANAGEMENT
333 Bridge Street Nw, Suite 601
Grand Rapids, MI, 49504
170939 $1,454,717,654 63 A Percentage of AUM
INNOVIA WEALTH, LLC
171 Monroe Ave. Nw, Suite 800
Grand Rapids, MI, 49503
289913 $1,414,389,628 2289 A Percentage of AUM, Hourly charges, Fixed Fees
CENTENNIAL SECURITIES COMPANY INC
3075 Charlevoix Dr Se,
Grand Rapids, MI, 49546
7763 $944,792,875 3230 A Percentage of AUM, Hourly charges, Fixed Fees
FINANCIAL ADVISORY CORPORATION
4251 Cascade Road S.E.,
Grand Rapids, MI, 49546
105472 $795,719,994 1148 A Percentage of AUM, Hourly charges, Fixed Fees, Other (COMBINATION OF ASSETS UNDER MANAGEMENT, NET WORTH, AND BASE FEE.)
MIDWEST CAPITAL ADVISORS, LLC
630 Kenmoor Ave. Se, Suite 206
Grand Rapids, MI, 49546
125389 $767,047,736 780 A Percentage of AUM, Fixed Fees, Other (CONSULTING FEES)
LAFLEUR & GODFREY PRIVATE WEALTH MANAGEMENT
625 Kenmoor Ave Se, Suite 209
Grand Rapids, MI, 49546
168831 $725,255,158 759 A Percentage of AUM
GRAND WEALTH MANAGEMENT, LLC
333 Bridge Street Nw, Suite 800
Grand Rapids, MI, 49504
132137 $509,769,566 788 A Percentage of AUM, Hourly charges, Fixed Fees
BEMANAGED
4280 Cascade Road Se,
Grand Rapids, MI, 49546
140099 $405,783,731 1376 A Percentage of AUM, Hourly charges
FIDUCIARY FINANCIAL ADVISORS
124 Fulton St. East, Suite 200
Grand Rapids, MI, 49503
172103 $352,190,255 1088 A Percentage of AUM, Hourly charges, Fixed Fees
HILL ISLAND FINANCIAL LLC
38 Commerce Avenue Sw, Suite 310
Grand Rapids, MI, 49503
313469 $331,581,667 497 A Percentage of AUM, Hourly charges, Fixed Fees
STONEBRIDGE FINANCIAL GROUP
3333 Deposit Drive Ne, Suite 220,
Grand Rapids, MI, 49546
166251 $322,986,275 348 A Percentage of AUM, Hourly charges, Fixed Fees
BLUE WATER ASSET MANAGEMENT
4120 E. Beltline Ave., Suite 100
Grand Rapids, MI, 49525
175362 $296,874,047 1625 A Percentage of AUM, Hourly charges, Fixed Fees
VOISARD ASSET MANAGEMENT GROUP
99 Monroe Ave, Nw,, Suite 504
Grand Rapids, MI, 49503
118048 $285,966,354 1180 A Percentage of AUM, Hourly charges, Fixed Fees

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