AdvisorGrade

Financial advisers in Holland, MI

7 registered investment adviser firms in Holland managing $9.1B in assets, based on public SEC Form ADV filings.

Advisory Alpha, LLC

Holland, MI · Est. 2011

National
Fee-based
AUM
$4.4B
Per adviser
$72M
Advisers
61

No reported disclosures

Captrust Wealth Advisors

Holland, MI · Est. 2015

RegionalInternational
Fee-based
AUM
$2.0B
Per adviser
$100M
Advisers
20

No reported disclosures

Lvz, INC.

Holland, MI · Est. 2006

Regional
Fee-based
AUM
$1.1B
Per adviser
$63M
Advisers
18

No reported disclosures

West Michigan Advisors

Holland, MI · Est. 2021

Local
Fee-based
AUM
$781M
Per adviser
$49M
Advisers
16

No reported disclosures

S.A. Mason, LLC

Holland, MI · Est. 2009

Local
Fee-based
AUM
$529M
Per adviser
$176M
Advisers
3

No reported disclosures

Db & C Advisors, LLC

Holland, MI · Est. 2018

Local
Fee-only
AUM
$252M
Per adviser
$28M
Advisers
9

No reported disclosures

Tamarisk Capital Management

Holland, MI · Est. 2025

Local
Fee-only
AUM
Per adviser
Advisers
2

No reported disclosures