Financial advisers in Kalamazoo, MI

9 registered investment adviser firms in Kalamazoo managing $4.2B in assets, based on public SEC Form ADV filings.

Cws Financial Advisors LLC

Kalamazoo, MI · Est. 2018

Local

Fee-based

AUM: $1.3B
Per adviser: $266M
Advisers: 5

No reported disclosures

Trunorth Capital Management, LLC

Kalamazoo, MI · Est. 2020

Local

Fee-based

AUM: $725M
Per adviser: $181M
Advisers: 4

No reported disclosures

Wolff Financial Management LLC

Kalamazoo, MI · Est. 2016

LocalInternational

Fee-only

AUM: $613M
Per adviser: $153M
Advisers: 4

No reported disclosures

Long Road Investment Counsel, LLC

Kalamazoo, MI · Est. 2014

Local

Fee-only

AUM: $346M
Per adviser: $173M
Advisers: 2

No reported disclosures

N.V.N.G. Investments, INC.

Kalamazoo, MI · Est. 2018

Local

Fee-only

AUM: $330M
Per adviser: $330M
Advisers: 1

Daus Financial Group, LLC

Kalamazoo, MI · Est. 2023

Local

Fee-based

AUM: $271M
Per adviser: $90M
Advisers: 3

No reported disclosures

Clear Ridge Wealth Management, LLC

Kalamazoo, MI · Est. 2021

Local

Fee-based

AUM: $245M
Per adviser: $82M
Advisers: 3

No reported disclosures

Gasaway Investment Advisors, INC.

Kalamazoo, MI · Est. 2021

Local

Fee-only

AUM: $173M
Per adviser: $43M
Advisers: 4

No reported disclosures

Breakwater Capital

Kalamazoo, MI · Est. 2020

Local

Fee-only

AUM: $157M
Per adviser: $78M
Advisers: 2

No reported disclosures