Financial advisers in Grand Rapids, MI
32 registered investment adviser firms in Grand Rapids managing $46.5B in assets, based on public SEC Form ADV filings.
Oa Private Capital
Grand Rapids, MI · Est. 2016
- AUM
- $22.9B
- Per adviser
- $883M
- Advisers
- 26
No reported disclosures
Red Cedar Investment Management
Grand Rapids, MI · Est. 2014
- AUM
- $3.3B
- Per adviser
- $256M
- Advisers
- 13
No reported disclosures
Innovia Wealth, LLC
Grand Rapids, MI · Est. 2017
- AUM
- $3.3B
- Per adviser
- $193M
- Advisers
- 17
No reported disclosures
Npf Investment Advisors
Grand Rapids, MI · Est. 1984
- AUM
- $2.7B
- Per adviser
- $207M
- Advisers
- 13
No reported disclosures
Midwest Capital Advisors, LLC
Grand Rapids, MI · Est. 2014
- AUM
- $1.4B
- Per adviser
- $170M
- Advisers
- 8
No reported disclosures
Centennial Securities Company INC
Grand Rapids, MI · Est. 2015
- AUM
- $1.3B
- Per adviser
- $45M
- Advisers
- 30
Fiduciary Financial Advisors
Grand Rapids, MI · Est. 2021
- AUM
- $1.3B
- Per adviser
- $27M
- Advisers
- 50
No reported disclosures
Financial Advisory Corporation
Grand Rapids, MI · Est. 1989
- AUM
- $1.1B
- Per adviser
- $79M
- Advisers
- 14
No reported disclosures
Lafleur & Godfrey Private Wealth Management
Grand Rapids, MI · Est. 2013
- AUM
- $1.0B
- Per adviser
- $169M
- Advisers
- 6
No reported disclosures
Lifeworks Advisors, LLC
Grand Rapids, MI · Est. 2020
- AUM
- $967M
- Per adviser
- $24M
- Advisers
- 40
No reported disclosures
Stonebridge Financial Group
Grand Rapids, MI · Est. 2017
- AUM
- $739M
- Per adviser
- $148M
- Advisers
- 5
No reported disclosures
Hill Island Financial LLC
Grand Rapids, MI · Est. 2021
- AUM
- $624M
- Per adviser
- $78M
- Advisers
- 8
No reported disclosures
Grand Wealth Management, LLC
Grand Rapids, MI · Est. 2004
- AUM
- $598M
- Per adviser
- $100M
- Advisers
- 6
No reported disclosures
Voisard Asset Management Group
Grand Rapids, MI · Est. 2003
- AUM
- $589M
- Per adviser
- $98M
- Advisers
- 6
No reported disclosures
Hungerford Financial LLC
Grand Rapids, MI · Est. 2019
- AUM
- $492M
- Per adviser
- $98M
- Advisers
- 5
No reported disclosures
Aspen Investment Management INC.
Grand Rapids, MI · Est. 2000
- AUM
- $452M
- Per adviser
- $90M
- Advisers
- 5
No reported disclosures
Family Capital Management
Grand Rapids, MI · Est. 2017
- AUM
- $435M
- Per adviser
- $109M
- Advisers
- 4
No reported disclosures
Blue Water Asset Management
Grand Rapids, MI · Est. 2015
- AUM
- $428M
- Per adviser
- $61M
- Advisers
- 7
No reported disclosures
Auxo Investment Partners, LLC
Grand Rapids, MI · Est. 2022
- AUM
- $412M
- Per adviser
- $34M
- Advisers
- 12
No reported disclosures
Bemanaged
Grand Rapids, MI · Est. 2009
- AUM
- $410M
- Per adviser
- $137M
- Advisers
- 3
No reported disclosures
Ds Investment Advisors
Grand Rapids, MI · Est. 2022
- AUM
- $386M
- Per adviser
- $193M
- Advisers
- 2
No reported disclosures
Kroon & Mitchell Asset Management LLC
Grand Rapids, MI · Est. 2022
- AUM
- $221M
- Per adviser
- $74M
- Advisers
- 3
No reported disclosures
Ai Alpha LLC
Grand Rapids, MI · Est. 2025
- AUM
- $200M
- Per adviser
- $67M
- Advisers
- 3
No reported disclosures
Schwallier Wealth Management
Grand Rapids, MI · Est. 2021
- AUM
- $197M
- Per adviser
- $66M
- Advisers
- 3
No reported disclosures
Advisory Advocates LLC
Grand Rapids, MI · Est. 2026
- AUM
- $159M
- Per adviser
- $23M
- Advisers
- 7
No reported disclosures
Brooktree Capital Management INC.
Grand Rapids, MI · Est. 2020
- AUM
- $139M
- Per adviser
- $69M
- Advisers
- 2
No reported disclosures
Burnham & Company LLC
Grand Rapids, MI · Est. 2025
- AUM
- $130M
- Per adviser
- $65M
- Advisers
- 2
No reported disclosures
Revalue LLC
Grand Rapids, MI · Est. 2025
- AUM
- $129M
- Per adviser
- $32M
- Advisers
- 4
No reported disclosures
Synergy Wealth Management, LLC
Grand Rapids, MI · Est. 2025
- AUM
- $127M
- Per adviser
- $42M
- Advisers
- 3
No reported disclosures
Streamsong Advisors, LLC
Grand Rapids, MI · Est. 2026
- AUM
- $124M
- Per adviser
- $31M
- Advisers
- 4
No reported disclosures
Wealthspan Investment Management, LLC
Grand Rapids, MI · Est. 2024
- AUM
- $93M
- Per adviser
- $19M
- Advisers
- 5
No reported disclosures
Rm Investment Strategies, LLC
Grand Rapids, MI · Est. 2022
- AUM
- $22M
- Per adviser
- $11M
- Advisers
- 2
No reported disclosures